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 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
977+ 5.23% |
$55.4K - $62.1K
|
19.7K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
964+ 12.83% |
$54.7K - $61.3K
|
8.48K
$876K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
936+ 1910.2% |
$53.1K - $59.5K
|
985
$102K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
904+ 8.4% |
$51.3K - $57.5K
|
11.7K
$1.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
896+ 19.65% |
$50.8K - $56.9K
|
5.46K
$563K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
887+ 3.74% |
$50.3K - $56.4K
|
24.6K
$2.54M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
887New |
$50.3K - $56.4K
|
887
$91.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
860+ 50.53% |
$48.8K - $54.7K
|
2.56K
$265K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
843New |
$47.8K - $53.6K
|
843
$87.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
841+ 6.64% |
$47.7K - $53.5K
|
13.5K
$1.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
805+ 6.71% |
$45.7K - $51.2K
|
12.8K
$1.32M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
800New |
$45.4K - $50.8K
|
800
$82.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
799New |
$45.3K - $50.8K
|
799
$82.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
795+ 18.17% |
$45.1K - $50.5K
|
5.17K
$534K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
787+ 1.91% |
$44.6K - $50K
|
41.9K
$4.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
752+ 12.66% |
$42.7K - $47.8K
|
6.69K
$691K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
717+ 17.96% |
$40.7K - $45.6K
|
4.71K
$486K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
704+ 1.76% |
$39.9K - $44.7K
|
40.6K
$4.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
690+ 2.7% |
$39.1K - $43.9K
|
26.2K
$2.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
670+ 10.01% |
$38K - $42.6K
|
7.36K
$760K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
651+ 7.39% |
$36.9K - $41.4K
|
9.47K
$978K
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
647+ 9.33% |
$36.7K - $41.1K
|
7.58K
$783K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
645+ 13.47% |
$36.6K - $41K
|
5.43K
$561K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
636+ 0.39% |
$36.1K - $40.4K
|
163K
$16.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
633+ 2.06% |
$35.9K - $40.2K
|
31.3K
$3.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
624+ 4.34% |
$35.4K - $39.7K
|
15K
$1.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
624+ 0.23% |
$35.4K - $39.7K
|
274K
$28.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
592+ 1.29% |
$33.6K - $37.6K
|
46.4K
$4.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
572New |
$32.4K - $36.4K
|
572
$59.1K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
525+ 0.85% |
$29.8K - $33.4K
|
62K
$6.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
518+ 3.99% |
$29.4K - $32.9K
|
13.5K
$1.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
515+ 14.19% |
$29.2K - $32.7K
|
4.14K
$428K
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
513+ 1.57% |
$29.1K - $32.6K
|
33.3K
$3.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
513+ 3.56% |
$29.1K - $32.6K
|
14.9K
$1.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
500+ 5.49% |
$28.4K - $31.8K
|
9.61K
$993K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
484New |
$27.5K - $30.8K
|
484
$50K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
480New |
$27.2K - $30.5K
|
480
$49.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
440+ 13.41% |
$25K - $28K
|
3.72K
$384K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
435+ 15.76% |
$24.7K - $27.6K
|
3.2K
$330K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
429+ 0.82% |
$24.3K - $27.3K
|
52.5K
$5.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
420+ 5.64% |
$23.8K - $26.7K
|
7.87K
$812K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
415+ 6.53% |
$23.5K - $26.4K
|
6.77K
$699K
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
397+ 1.17% |
$22.5K - $25.2K
|
34.3K
$3.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
397+ 0.4% |
$22.5K - $25.2K
|
101K
$10.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
397+ 8.57% |
$22.5K - $25.2K
|
5.03K
$519K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
352New |
$20K - $22.4K
|
352
$36.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
332New |
$18.8K - $21.1K
|
332
$34.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
331+ 1.4% |
$18.8K - $21K
|
24K
$2.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
322+ 2.1% |
$18.3K - $20.5K
|
15.6K
$1.62M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
321+ 11.41% |
$18.2K - $20.4K
|
3.14K
$324K
|