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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5.57K- 18.22% |
$322K - $398K
|
25K
$2.44M
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5.57K- 29.37% |
$322K - $398K
|
13.4K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
SELL
|
- |
-5.69K- 5.12% |
$329K - $407K
|
106K
$10.3M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.73K- 5.54% |
$331K - $409K
|
97.6K
$9.52M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.76K- 1.98% |
$333K - $411K
|
285K
$27.8M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.76K- 29.58% |
$333K - $411K
|
13.7K
$1.34M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-5.81K- 38.87% |
$336K - $415K
|
9.14K
$891K
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.94K- 9.87% |
$344K - $425K
|
54.3K
$5.29M
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-6.01K- 26.62% |
$348K - $429K
|
16.6K
$1.62M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.02K- 30.94% |
$348K - $430K
|
13.4K
$1.31M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-6.13K- 0.91% |
$355K - $438K
|
665K
$64.8M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-6.19K- 21.52% |
$358K - $442K
|
22.6K
$2.2M
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-6.77K- 12.97% |
$391K - $483K
|
45.4K
$4.43M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6.92K- 29.72% |
$400K - $494K
|
16.4K
$1.59M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-6.95K- 7.67% |
$402K - $496K
|
83.6K
$8.16M
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7.13K- 45.19% |
$413K - $510K
|
8.65K
$844K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-7.55K- 30.29% |
$437K - $539K
|
17.4K
$1.69M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7.87K- 47.5% |
$456K - $562K
|
8.7K
$849K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.11K- 8.54% |
$469K - $579K
|
86.9K
$8.47M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.13K- 3.52% |
$470K - $581K
|
223K
$21.7M
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-8.17K- 31.79% |
$473K - $584K
|
17.5K
$1.71M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-8.64K- 32.98% |
$500K - $617K
|
17.6K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-8.66K- 23.19% |
$501K - $619K
|
28.7K
$2.8M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-9.07K- 17.06% |
$525K - $648K
|
44.1K
$4.3M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.09K- 7.31% |
$526K - $650K
|
115K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.57K- 9.61% |
$553K - $683K
|
90K
$8.78M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10K- 0.41% |
$579K - $715K
|
2.46M
$240M
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.7K- 1.83% |
$617K - $761K
|
573K
$55.9M
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-10.9K- 13.66% |
$633K - $782K
|
69.2K
$6.75M
|
|
Nov 10, 2022
Q3 2022
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-11K- 17.02% |
$637K - $787K
|
53.7K
$5.24M
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-11.9K- 9.46% |
$691K - $853K
|
114K
$11.1M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-12.1K- 7.83% |
$698K - $862K
|
142K
$13.9M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.2K- 0.54% |
$708K - $874K
|
2.25M
$220M
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12.4K- 6.75% |
$716K - $884K
|
171K
$16.7M
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-12.4K- 33.55% |
$720K - $889K
|
24.6K
$2.4M
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.5K- 4.85% |
$721K - $890K
|
245K
$23.8M
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-12.5K- 23.31% |
$722K - $892K
|
41.1K
$4.01M
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-12.5K- 1.17% |
$723K - $892K
|
1.06M
$103M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.5K- 10.5% |
$726K - $896K
|
107K
$10.4M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.7K- 11.9% |
$735K - $908K
|
94.1K
$9.18M
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.4K- 1.43% |
$773K - $954K
|
923K
$90.1M
|
|
Nov 10, 2022
Q3 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-13.4K- 77.47% |
$777K - $960K
|
3.91K
$381K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.6K- 1.84% |
$789K - $974K
|
725K
$70.7M
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-13.6K- 5.67% |
$789K - $974K
|
227K
$22.1M
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-14.7K- 31.13% |
$848K - $1.05M
|
32.4K
$3.16M
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-15.1K- 99.39% |
$873K - $1.08M
|
92
$8.97K
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-15.5K- 18.24% |
$894K - $1.1M
|
69.3K
$6.76M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-15.6K- 18.11% |
$901K - $1.11M
|
70.4K
$6.87M
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-15.7K- 37.07% |
$906K - $1.12M
|
26.6K
$2.59M
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16.2K- 61.5% |
$937K - $1.16M
|
10.1K
$989K
|