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 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7.61K+ 481.09% |
$442K - $592K
|
9.19K
$954K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
7.51K+ 2.73% |
$436K - $584K
|
282K
$29.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
7.48K+ 14.11% |
$435K - $582K
|
60.4K
$6.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7.4K+ 63.91% |
$430K - $576K
|
19K
$1.97M
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7.4KNew |
$430K - $576K
|
7.4K
$768K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.31K+ 213.94% |
$425K - $568K
|
10.7K
$1.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.08K+ 3.08% |
$412K - $551K
|
237K
$24.6M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.08K+ 3.08% |
$412K - $551K
|
237K
$24.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.08KNew |
$411K - $551K
|
7.08K
$735K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
7.07K+ 4.67% |
$411K - $550K
|
158K
$16.4M
|
|
|
Jul 28, 2022
Q2 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7.02K+ 3.74% |
$408K - $546K
|
195K
$20.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.91KNew |
$402K - $538K
|
6.91K
$718K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.84K+ 13.95% |
$398K - $532K
|
55.9K
$5.8M
|
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.84K+ 245.16% |
$397K - $532K
|
9.62K
$999K
|
|
|
Aug 12, 2022
Q2 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
6.54K+ 237.32% |
$380K - $509K
|
9.3K
$966K
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.46KNew |
$375K - $502K
|
6.46K
$670K
|
|
|
Jul 18, 2022
Q2 2022
|
Veracity Capital LLC
|
BUY
|
- |
6.39K+ 39.44% |
$371K - $497K
|
22.6K
$2.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.37K+ 79.73% |
$370K - $496K
|
14.4K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.21K+ 7.46% |
$361K - $483K
|
89.5K
$9.29M
|
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
6.19K+ 27.26% |
$360K - $482K
|
28.9K
$3M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
6K+ 1118.84% |
$349K - $467K
|
6.53K
$678K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.87K+ 9.99% |
$341K - $457K
|
64.7K
$6.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.79KNew |
$336K - $450K
|
5.79K
$601K
|
|
|
Aug 12, 2022
Q2 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.75K+ 7.19% |
$334K - $447K
|
85.7K
$8.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
5.63K+ 60.36% |
$327K - $438K
|
14.9K
$1.55M
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
5.31KNew |
$309K - $413K
|
5.31K
$552K
|
|
|
Aug 15, 2022
Q2 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
5.17K+ 29.68% |
$301K - $402K
|
22.6K
$2.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.15K+ 25.05% |
$299K - $401K
|
25.7K
$2.67M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
4.94K+ 2.04% |
$287K - $385K
|
247K
$25.7M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.94K+ 3.15% |
$287K - $385K
|
162K
$16.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.9KNew |
$285K - $381K
|
4.9K
$508K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.88K+ 2.24% |
$284K - $380K
|
223K
$23.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.88K+ 2.64% |
$283K - $379K
|
190K
$19.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.85KNew |
$282K - $377K
|
4.85K
$504K
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.8K+ 3.43% |
$279K - $374K
|
145K
$15M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.78K+ 7.0% |
$278K - $372K
|
73K
$7.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.67KNew |
$271K - $363K
|
4.67K
$485K
|
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.63KNew |
$269K - $360K
|
4.63K
$480K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4.54K+ 7.23% |
$264K - $353K
|
67.3K
$6.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.4KNew |
$256K - $343K
|
4.4K
$457K
|
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.4KNew |
$256K - $342K
|
4.4K
$457K
|
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
4.31KNew |
$250K - $335K
|
4.31K
$447K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.28K+ 4.33% |
$249K - $333K
|
103K
$10.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.23K+ 7.66% |
$246K - $329K
|
59.4K
$6.17M
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.21KNew |
$245K - $327K
|
4.21K
$437K
|
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
4.2KNew |
$244K - $327K
|
4.2K
$436K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.17K+ 52.85% |
$242K - $324K
|
12.1K
$1.25M
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.1K+ 73.52% |
$238K - $319K
|
9.68K
$1M
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4.1K+ 3.22% |
$238K - $319K
|
131K
$13.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
4.09K+ 2.92% |
$238K - $318K
|
144K
$15M
|