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 |
---|---|---|---|---|---|---|---|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
389+ 0.33% |
$22.6K - $30.3K
|
117K
$12.2M
|
|
Jul 18, 2022
Q2 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
381+ 4.56% |
$22.1K - $29.6K
|
8.74K
$907K
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
365+ 9.61% |
$21.2K - $28.4K
|
4.16K
$432K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
359+ 20.07% |
$20.9K - $27.9K
|
2.15K
$223K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
337+ 0.91% |
$19.6K - $26.2K
|
37.4K
$3.88M
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
327+ 5.79% |
$19K - $25.4K
|
5.97K
$620K
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
327+ 10.07% |
$19K - $25.4K
|
3.58K
$371K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
324+ 20.15% |
$18.8K - $25.2K
|
1.93K
$201K
|
|
Aug 09, 2022
Q2 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
312+ 7.29% |
$18.1K - $24.3K
|
4.59K
$476K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
309+ 13.54% |
$18K - $24K
|
2.59K
$269K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
309+ 1.05% |
$18K - $24K
|
29.9K
$3.1M
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
282+ 1.34% |
$16.4K - $21.9K
|
21.3K
$2.21M
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
277New |
$16.1K - $21.6K
|
277
$28.8K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
270+ 1.99% |
$15.7K - $21K
|
13.9K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
255New |
$14.8K - $19.8K
|
255
$26.5K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
250+ 0.16% |
$14.5K - $19.5K
|
161K
$16.8M
|
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
244+ 1.81% |
$14.2K - $19K
|
13.7K
$1.43M
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
243+ 0.51% |
$14.1K - $18.9K
|
48K
$4.99M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
242+ 4.96% |
$14.1K - $18.8K
|
5.12K
$531K
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
229+ 0.38% |
$13.3K - $17.8K
|
60.2K
$6.26M
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
216+ 0.35% |
$12.6K - $16.8K
|
61.9K
$6.43M
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
212+ 0.66% |
$12.3K - $16.5K
|
32.4K
$3.36M
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
191+ 1.37% |
$11.1K - $14.9K
|
14.2K
$1.47M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
190+ 2.64% |
$11K - $14.8K
|
7.39K
$768K
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
189+ 0.83% |
$11K - $14.7K
|
23K
$2.38M
|
|
Jul 27, 2022
Q2 2022
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
184+ 0.96% |
$10.7K - $14.3K
|
19.4K
$2.01M
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
180+ 3.46% |
$10.5K - $14K
|
5.39K
$559K
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
168+ 1.91% |
$9.77K - $13.1K
|
8.94K
$928K
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
155+ 0.39% |
$9.01K - $12.1K
|
39.7K
$4.12M
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
143+ 223.44% |
$8.31K - $11.1K
|
207
$21.5K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
133+ 0.19% |
$7.73K - $10.3K
|
70.4K
$7.31M
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
132+ 1.82% |
$7.67K - $10.3K
|
7.4K
$769K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
132New |
$7.67K - $10.3K
|
132
$13.7K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
128New |
$7.44K - $9.96K
|
128
$13.3K
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
128+ 2.84% |
$7.44K - $9.96K
|
4.64K
$482K
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
128+ 32.9% |
$7.44K - $9.96K
|
517
$53.7K
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
123+ 0.16% |
$7.15K - $9.57K
|
78.6K
$8.16M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
122+ 1.22% |
$7.09K - $9.49K
|
10.1K
$1.05M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
100+ 0.74% |
$5.81K - $7.78K
|
13.6K
$1.41M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
95+ 0.17% |
$5.52K - $7.39K
|
54.4K
$5.65M
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
91+ 0.18% |
$5.29K - $7.08K
|
51.9K
$5.39M
|
|
Jul 11, 2022
Q2 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
88+ 0.62% |
$5.12K - $6.85K
|
14.3K
$1.48M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
86+ 1.18% |
$5K - $6.69K
|
7.36K
$764K
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
83+ 0.89% |
$4.82K - $6.46K
|
9.42K
$978K
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
82+ 2.19% |
$4.77K - $6.38K
|
3.83K
$398K
|
|
Jul 13, 2022
Q2 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
77+ 0.84% |
$4.48K - $5.99K
|
9.2K
$955K
|
|
Aug 03, 2022
Q2 2022
|
Ltg Capital LLC
|
BUY
|
- |
75+ 0.5% |
$4.36K - $5.84K
|
15.1K
$1.57M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69+ 59.48% |
$4.01K - $5.37K
|
185
$19.2K
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
68+ 0.09% |
$3.95K - $5.29K
|
75.7K
$7.86M
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
67+ 0.18% |
$3.89K - $5.21K
|
36.6K
$3.8M
|