Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-1.06K- 5.91% |
$61.3K - $75.6K
|
16.9K
$1.73M
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.06K- 6.49% |
$61.5K - $75.9K
|
15.3K
$1.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.09K- 1.07% |
$62.9K - $77.7K
|
100K
$10.3M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.13K- 4.13% |
$65.4K - $80.8K
|
26.2K
$2.69M
|
|
|
Oct 18, 2022
Q3 2022
|
Planning Center, Inc.
|
SELL
|
- |
-1.13K- 8.08% |
$65.5K - $80.9K
|
12.9K
$1.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-1.14K- 13.08% |
$65.9K - $81.4K
|
7.57K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.15K- 2.78% |
$66.6K - $82.3K
|
40.3K
$4.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.15K- 16.29% |
$66.7K - $82.4K
|
5.93K
$608K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.15K- 16.29% |
$66.7K - $82.4K
|
5.93K
$608K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1.17K- 3.55% |
$67.4K - $83.2K
|
31.7K
$3.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.19K- 0.29% |
$69.1K - $85.3K
|
414K
$42.4M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.2K- 7.13% |
$69.4K - $85.7K
|
15.6K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.26K- 27.74% |
$72.9K - $90K
|
3.28K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.31K- 16.93% |
$76K - $93.9K
|
6.45K
$661K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-1.34KClosed |
$77.3K - $95.4K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.34K- 7.16% |
$77.6K - $95.9K
|
17.4K
$1.78M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
SELL
|
- |
-1.39K- 4.8% |
$80.6K - $99.5K
|
27.6K
$2.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.4K- 4.78% |
$80.8K - $99.8K
|
27.8K
$2.85M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.42K- 2.59% |
$82.3K - $102K
|
53.4K
$5.48M
|
|
|
Oct 17, 2022
Q3 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.43K- 9.03% |
$82.6K - $102K
|
14.4K
$1.48M
|
|
|
Nov 03, 2022
Q3 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.44K- 1.33% |
$83.4K - $103K
|
107K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.46KClosed |
$84.7K - $105K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.48K- 2.4% |
$85.3K - $105K
|
60K
$6.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.49K- 1.89% |
$86.1K - $106K
|
77.2K
$7.92M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.53K- 28.83% |
$88.3K - $109K
|
3.77K
$386K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.54K- 0.71% |
$88.9K - $110K
|
216K
$22.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.55K- 20.57% |
$89.7K - $111K
|
5.99K
$614K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.57K- 66.26% |
$90.9K - $112K
|
800
$82K
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.59K- 9.92% |
$91.7K - $113K
|
14.4K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.59K- 1.69% |
$91.7K - $113K
|
92K
$9.43M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.6K- 3.96% |
$92.5K - $114K
|
38.7K
$3.97M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.62K- 1.24% |
$93.4K - $115K
|
129K
$13.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.63K- 1.33% |
$94K - $116K
|
121K
$12.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.64K- 10.56% |
$94.9K - $117K
|
13.9K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.67K- 7.03% |
$96.8K - $120K
|
22.1K
$2.27M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.68K- 5.8% |
$97.1K - $120K
|
27.2K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-1.69K- 0.72% |
$97.5K - $120K
|
232K
$23.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.81K- 31.52% |
$104K - $129K
|
3.92K
$402K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.82K- 28.19% |
$105K - $130K
|
4.63K
$475K
|
|
|
Nov 09, 2022
Q3 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.84K- 55.76% |
$106K - $131K
|
1.46K
$149K
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.87K- 0.75% |
$108K - $134K
|
249K
$25.5M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.91K- 3.78% |
$111K - $137K
|
48.6K
$4.99M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.92K- 0.97% |
$111K - $137K
|
196K
$20.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.95K- 1.08% |
$113K - $139K
|
179K
$18.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
SELL
|
- |
-1.96K- 2.15% |
$113K - $140K
|
89.1K
$9.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.97K- 10.48% |
$114K - $141K
|
16.8K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.99K- 49.89% |
$115K - $142K
|
2K
$205K
|
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.99K- 18.27% |
$115K - $142K
|
8.92K
$914K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.05K- 2.12% |
$118K - $146K
|
94.7K
$9.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-2.06K- 80.78% |
$119K - $147K
|
491
$50.3K
|