Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-103K- 11.73% |
$5.97M - $7.98M
|
772K
$80.2M
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-106K- 81.14% |
$6.18M - $8.28M
|
24.7K
$2.57M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-111K- 34.98% |
$6.47M - $8.66M
|
207K
$21.5M
|
|
Aug 02, 2022
Q2 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-113K- 90.22% |
$6.56M - $8.78M
|
12.2K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-117K- 53.38% |
$6.78M - $9.07M
|
102K
$10.6M
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-122KClosed |
$7.11M - $9.51M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-124K- 97.91% |
$7.2M - $9.64M
|
2.64K
$274K
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-124KClosed |
$7.2M - $9.64M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-129K- 64.89% |
$7.52M - $10.1M
|
70K
$7.27M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-133K- 9.48% |
$7.76M - $10.4M
|
1.27M
$132M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-134K- 21.41% |
$7.77M - $10.4M
|
491K
$51M
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-135KClosed |
$7.84M - $10.5M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-138K- 37.13% |
$8.01M - $10.7M
|
233K
$24.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-139K- 6.27% |
$8.09M - $10.8M
|
2.08M
$216M
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
SELL
|
- |
-143K- 55.45% |
$8.29M - $11.1M
|
115K
$11.9M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-143K- 39.75% |
$8.34M - $11.2M
|
217K
$22.6M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-144K- 9.45% |
$8.37M - $11.2M
|
1.38M
$143M
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-155KClosed |
$9.01M - $12.1M
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-157KClosed |
$9.13M - $12.2M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-160K- 97.06% |
$9.28M - $12.4M
|
4.84K
$502K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-161K- 65.23% |
$9.38M - $12.6M
|
86K
$8.93M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-167K- 21.17% |
$9.69M - $13M
|
621K
$64.5M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-177K- 52.91% |
$10.3M - $13.8M
|
157K
$16.3M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-183K- 2.09% |
$10.7M - $14.3M
|
8.6M
$893M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-232K- 71.44% |
$13.5M - $18M
|
92.7K
$9.63M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-236KClosed |
$13.7M - $18.4M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-240K- 19.21% |
$14M - $18.7M
|
1.01M
$105M
|
|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-242K- 95.68% |
$14M - $18.8M
|
10.9K
$1.13M
|
|
Aug 16, 2022
Q2 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-260K- 86.33% |
$15.1M - $20.2M
|
41.2K
$4.28M
|
|
Jul 15, 2022
Q2 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-269K- 80.62% |
$15.7M - $21M
|
64.8K
$6.72M
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-273K- 98.07% |
$15.9M - $21.2M
|
5.38K
$558K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-293K- 10.91% |
$17M - $22.8M
|
2.39M
$249M
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-312K- 32.89% |
$18.1M - $24.3M
|
636K
$66.1M
|
|
Oct 20, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-333K- 49.97% |
$19.3M - $25.9M
|
333K
$34.6M
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-382K- 86.08% |
$22.2M - $29.7M
|
61.8K
$6.41M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-405K- 17.72% |
$23.6M - $31.5M
|
1.88M
$195M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-603K- 6.69% |
$35.1M - $46.9M
|
8.42M
$874M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-796K- 2.74% |
$46.3M - $61.9M
|
28.2M
$2.93B
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-796K- 2.74% |
$46.3M - $61.9M
|
28.2M
$2.93B
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-806K- 14.28% |
$46.8M - $62.7M
|
4.84M
$502M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-944K- 51.23% |
$54.8M - $73.4M
|
898K
$93.3M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-966K- 98.95% |
$56.2M - $75.2M
|
10.2K
$1.06M
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.3M- 99.09% |
$75.8M - $101M
|
12K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-2.98MClosed |
$173M - $232M
|
0
$0
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.09M- 30.6% |
$180M - $241M
|
7.02M
$729M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.5M- 64.55% |
$262M - $350M
|
2.47M
$257M
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.2M- 92.8% |
$476M - $638M
|
636K
$66.1M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.8M- 55.77% |
$629M - $842M
|
8.58M
$891M
|