Purchases and Sales Made in Q4 2022 in Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q4 2022. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 GROWTH ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.91K+ 31.67% |
$108K - $122K
|
7.95K
$821K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.91K+ 3.18% |
$108K - $121K
|
61.9K
$6.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
1.86K+ 0.71% |
$106K - $118K
|
262K
$27.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.86K+ 51.97% |
$105K - $118K
|
5.44K
$561K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.84K+ 2.59% |
$104K - $117K
|
72.8K
$7.52M
|
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.82K+ 6.59% |
$103K - $115K
|
29.3K
$3.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.81K+ 1231.29% |
$103K - $115K
|
1.96K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.74K+ 32.37% |
$98.9K - $111K
|
7.13K
$736K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.72KNew |
$97.4K - $109K
|
1.72K
$177K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.68KNew |
$95.3K - $107K
|
1.68K
$173K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.68KNew |
$95.1K - $107K
|
1.68K
$173K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.67K+ 33.18% |
$94.7K - $106K
|
6.7K
$692K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
1.67K+ 1.47% |
$94.5K - $106K
|
115K
$11.9M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 7.98% |
$93.8K - $105K
|
22.4K
$2.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.64K+ 12.56% |
$93.3K - $104K
|
14.7K
$1.52M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.64K+ 2.99% |
$93.1K - $104K
|
56.6K
$5.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.63K+ 25.72% |
$92.5K - $104K
|
7.97K
$823K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.54K+ 1.11% |
$87.5K - $98.1K
|
140K
$14.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 4.37% |
$86.3K - $96.7K
|
36.4K
$3.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$85.1K - $95.3K
|
1.5K
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.47K+ 11.68% |
$83.5K - $93.6K
|
14.1K
$1.45M
|
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
1.47K+ 21.54% |
$83.4K - $93.4K
|
8.3K
$857K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.47KNew |
$83.3K - $93.4K
|
1.47K
$152K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.47K+ 31.03% |
$83.2K - $93.2K
|
6.2K
$640K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.46K+ 15.53% |
$82.9K - $92.9K
|
10.9K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.46K+ 16.81% |
$82.5K - $92.5K
|
10.1K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.45K+ 12.24% |
$82K - $91.9K
|
13.3K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.38KNew |
$78.2K - $87.6K
|
1.38K
$142K
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.37K+ 5.84% |
$77.8K - $87.2K
|
24.9K
$2.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.35K+ 22.96% |
$76.4K - $85.6K
|
7.21K
$745K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$75.8K - $84.9K
|
1.34K
$138K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
1.33K+ 7.69% |
$75.6K - $84.7K
|
18.7K
$1.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.32K+ 35.4% |
$75.1K - $84.1K
|
5.06K
$523K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.3KNew |
$73.7K - $82.6K
|
1.3K
$134K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.3KNew |
$73.5K - $82.4K
|
1.3K
$134K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.27KNew |
$72.3K - $81K
|
1.27K
$132K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.26K+ 1.04% |
$71.4K - $80K
|
122K
$12.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Security National Bank
|
BUY
|
- |
1.2K+ 21.62% |
$68.3K - $76.5K
|
6.77K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.19K+ 10.29% |
$67.3K - $75.4K
|
12.7K
$1.31M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.18K+ 32.51% |
$66.8K - $74.9K
|
4.8K
$496K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.14K+ 8.33% |
$64.8K - $72.6K
|
14.9K
$1.53M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.1K+ 11.97% |
$62.3K - $69.8K
|
10.3K
$1.06M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.08KNew |
$61K - $68.4K
|
1.08K
$111K
|
|
|
Feb 17, 2023
Q4 2022
|
Covenant Partners, LLC
|
BUY
|
- |
1.04K+ 26.63% |
$59K - $66.1K
|
4.95K
$511K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$57.9K - $64.8K
|
1.02K
$105K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.02K+ 206.92% |
$57.6K - $64.6K
|
1.51K
$156K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1K+ 9.76% |
$56.7K - $63.6K
|
11.2K
$1.16M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1KNew |
$56.7K - $63.6K
|
1K
$103K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
984+ 32.64% |
$55.8K - $62.5K
|
4K
$413K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
984+ 32.64% |
$55.8K - $62.5K
|
4K
$413K
|