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 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
12.5K+ 2.34% |
$721K - $891K
|
546K
$55.9M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.4K+ 2.98% |
$719K - $888K
|
429K
$43.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
12.1K+ 117.63% |
$702K - $867K
|
22.4K
$2.3M
|
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
12KNew |
$691K - $854K
|
12K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.9K+ 9.21% |
$688K - $850K
|
141K
$14.4M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.7K+ 21.91% |
$676K - $835K
|
65K
$6.66M
|
|
|
Nov 04, 2022
Q3 2022
|
Florin Court Capital LLP
|
BUY
|
- |
11.5K+ 93.56% |
$663K - $818K
|
23.7K
$2.43M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
11.1KNew |
$644K - $795K
|
11.1K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
11.1K+ 49.18% |
$643K - $794K
|
33.7K
$3.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11KNew |
$634K - $783K
|
11K
$1.12M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.9K+ 39.7% |
$632K - $781K
|
38.5K
$3.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.6K+ 11.3% |
$615K - $759K
|
105K
$10.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
10.2K+ 15.23% |
$592K - $731K
|
77.5K
$7.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.2K+ 4.18% |
$591K - $730K
|
255K
$26.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
10.2K+ 6.79% |
$588K - $726K
|
160K
$16.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.87K+ 4.43% |
$571K - $705K
|
233K
$23.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
9.48K+ 2.34% |
$549K - $677K
|
414K
$42.4M
|
|
|
Dec 06, 2022
Q3 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9.41K+ 14.01% |
$544K - $672K
|
76.6K
$7.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
9.25K+ 20.9% |
$535K - $661K
|
53.5K
$5.48M
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.2KNew |
$532K - $657K
|
9.2K
$942K
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9.11K+ 98.99% |
$527K - $651K
|
18.3K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
9.02KNew |
$522K - $644K
|
9.02K
$924K
|
|
|
Nov 14, 2022
Q3 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
9KNew |
$521K - $643K
|
9K
$922K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.99K+ 51.07% |
$520K - $642K
|
26.6K
$2.72M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
8.91K+ 4.39% |
$515K - $636K
|
212K
$21.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
8.8KNew |
$509K - $628K
|
8.8K
$901K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.62K+ 15.84% |
$499K - $616K
|
63.1K
$6.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.16K+ 4.3% |
$472K - $583K
|
198K
$20.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.14K+ 3.44% |
$471K - $581K
|
245K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.1K+ 2.85% |
$469K - $579K
|
293K
$30M
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
8.05K+ 47.43% |
$465K - $575K
|
25K
$2.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
8KNew |
$463K - $571K
|
8K
$819K
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
7.93KNew |
$459K - $566K
|
7.93K
$812K
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.9K+ 9.29% |
$457K - $564K
|
93K
$9.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.83K+ 37.83% |
$453K - $560K
|
28.5K
$2.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
7.74KNew |
$448K - $553K
|
7.74K
$793K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.72K+ 18.89% |
$447K - $552K
|
48.6K
$4.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.71K+ 13.93% |
$446K - $550K
|
63K
$6.46M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.69K+ 1.5% |
$445K - $550K
|
519K
$53.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7.69K+ 5.86% |
$445K - $549K
|
139K
$14.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
7.66KNew |
$443K - $547K
|
7.66K
$784K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.45K+ 1.52% |
$431K - $532K
|
498K
$51M
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.45K+ 29.44% |
$431K - $532K
|
32.7K
$3.35M
|
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
7.43K+ 2.23% |
$430K - $530K
|
340K
$34.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7.36KNew |
$426K - $526K
|
7.36K
$754K
|
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
7.32KNew |
$423K - $523K
|
7.32K
$749K
|
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.31K+ 37.49% |
$423K - $522K
|
26.8K
$2.75M
|
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
7.27K+ 98.24% |
$421K - $519K
|
14.7K
$1.5M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.16K+ 4.14% |
$414K - $511K
|
180K
$18.4M
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.14KNew |
$413K - $510K
|
7.14K
$732K
|