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
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 12.34% |
$132K - $163K
|
20.8K
$2.13M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.27K+ 87.77% |
$132K - $162K
|
4.87K
$498K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.25K+ 2.34% |
$130K - $160K
|
98.1K
$10M
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.17K+ 10.73% |
$125K - $155K
|
22.3K
$2.29M
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.09K+ 21.18% |
$121K - $149K
|
12K
$1.22M
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.06K+ 7.78% |
$119K - $147K
|
28.6K
$2.93M
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.05K+ 3.58% |
$119K - $146K
|
59.3K
$6.07M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.05K+ 4.65% |
$118K - $146K
|
46K
$4.72M
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2K+ 17.03% |
$116K - $143K
|
13.8K
$1.41M
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.96K+ 5.33% |
$113K - $140K
|
38.6K
$3.95M
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.93K+ 8.87% |
$112K - $138K
|
23.7K
$2.42M
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.92K+ 2.86% |
$111K - $137K
|
69K
$7.07M
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.91K+ 50.26% |
$110K - $136K
|
5.71K
$585K
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.89K+ 0.97% |
$109K - $135K
|
197K
$20.1M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.88K+ 1.59% |
$109K - $134K
|
120K
$12.3M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.87K+ 46.3% |
$108K - $134K
|
5.91K
$605K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.86K+ 4.02% |
$108K - $133K
|
48.3K
$4.95M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
1.86K+ 2.99% |
$108K - $133K
|
64K
$6.56M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.85K+ 7.15% |
$107K - $132K
|
27.8K
$2.84M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.81K+ 0.57% |
$104K - $129K
|
316K
$32.4M
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.79K+ 1.3% |
$104K - $128K
|
139K
$14.3M
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.77K+ 2.06% |
$102K - $126K
|
87.4K
$8.96M
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.77K+ 20.87% |
$102K - $126K
|
10.2K
$1.05M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.76KNew |
$102K - $125K
|
1.76K
$180K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.73K+ 2.29% |
$100K - $124K
|
77.4K
$7.93M
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.73K+ 166.09% |
$100K - $124K
|
2.77K
$284K
|
|
Nov 07, 2022
Q3 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.69K+ 29.26% |
$97.9K - $121K
|
7.48K
$766K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.67K+ 18.57% |
$96.7K - $119K
|
10.7K
$1.09M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.56K+ 0.09% |
$90.2K - $111K
|
1.71M
$175M
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.55K+ 40.25% |
$89.6K - $111K
|
5.4K
$553K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.53K+ 4.82% |
$88.6K - $109K
|
33.3K
$3.41M
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.52K+ 4.7% |
$88K - $109K
|
33.9K
$3.47M
|
|
Oct 18, 2022
Q3 2022
|
Security National Bank
|
BUY
|
- |
1.5K+ 36.79% |
$86.7K - $107K
|
5.57K
$570K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.48K+ 8.3% |
$85.5K - $106K
|
19.3K
$1.97M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.46KNew |
$84.7K - $105K
|
1.46K
$150K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 12.29% |
$83.2K - $103K
|
13.2K
$1.35M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.41K+ 12.37% |
$81.3K - $100K
|
12.8K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.4K+ 31.2% |
$81.2K - $100K
|
5.9K
$605K
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.4K+ 10.69% |
$81K - $100K
|
14.5K
$1.48M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.38K+ 2.1% |
$79.6K - $98.3K
|
66.9K
$6.85M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.36K+ 2.72% |
$78.8K - $97.4K
|
51.4K
$5.27M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.32K+ 2.57% |
$76.3K - $94.2K
|
52.7K
$5.39M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.3K+ 3.11% |
$75.3K - $93K
|
43.2K
$4.42M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.29K+ 2.31% |
$74.7K - $92.2K
|
57.2K
$5.85M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.27K+ 29.08% |
$73.4K - $90.6K
|
5.63K
$576K
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
1.24K+ 96.51% |
$71.9K - $88.8K
|
2.53K
$259K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.24K+ 18.66% |
$71.6K - $88.4K
|
7.87K
$806K
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.23K+ 7.2% |
$70.9K - $87.5K
|
18.2K
$1.87M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.2K+ 25.25% |
$69.2K - $85.5K
|
5.94K
$608K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.16KNew |
$67.3K - $83.1K
|
1.16K
$119K
|