Purchases and Sales Made in Q3 2022 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 09, 2022 Q3 2022
Trinity Point Wealth, LLC

BUY
 -
1.15K
+ 21.6%
$66.2K - $81.8K
6.45K $660K
Oct 13, 2022 Q3 2022
Joel Isaacson & Co., LLC

BUY
 -
1.12K
+ 11.79%
$65K - $80.3K
10.7K $1.09M
Nov 07, 2022 Q3 2022
Essex Financial Services, Inc.

BUY
 -
1.12K
+ 2.89%
$64.8K - $80K
39.9K $4.09M
Oct 12, 2022 Q3 2022
Mc Naughton Wealth Management, LLC

BUY
 -
1.08K
+ 7.56%
$62.4K - $77.1K
15.4K $1.57M
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.06K
+ 10.39%
$61.5K - $75.9K
11.3K $1.16M
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

BUY
 -
1.03K
+ 599.42%
$59.6K - $73.6K
1.2K $123K
Nov 14, 2022 Q3 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.02K
+ 144.11%
$58.8K - $72.6K
1.72K $176K
Nov 04, 2022 Q3 2022
Xml Financial, LLC

BUY
 -
1.01K
+ 2.18%
$58.6K - $72.4K
47.5K $4.86M
Nov 08, 2022 Q3 2022
White Pine Capital LLC

Golden Valley, MN
BUY
 -
985
+ 7.29%
$57K - $70.4K
14.5K $1.48M
Nov 02, 2022 Q3 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
974
+ 0.2%
$56.3K - $69.6K
490K $50.1M
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
948
+ 8.03%
$54.8K - $67.7K
12.8K $1.31M
Oct 17, 2022 Q3 2022
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
947
+ 8.82%
$54.8K - $67.6K
11.7K $1.2M
Nov 08, 2022 Q3 2022
Crescent Grove Advisors, LLC

BUY
 -
938
+ 15.59%
$54.3K - $67K
6.95K $712K
Oct 21, 2022 Q3 2022
Endurance Wealth Management, Inc.

BUY
 -
900
+ 1500.0%
$52.1K - $64.3K
960 $98.3K
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
868
+ 8.9%
$50.2K - $62K
10.6K $1.09M
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
848
+ 17.56%
$49.1K - $60.6K
5.68K $581K
Nov 14, 2022 Q3 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
842
+ 0.15%
$48.7K - $60.1K
578K $59.2M
Nov 04, 2022 Q3 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
BUY
 -
830
+ 24.87%
$48K - $59.3K
4.17K $427K
Oct 20, 2022 Q3 2022
Country Trust Bank

BUY
 -
823
+ 33.84%
$47.6K - $58.8K
3.26K $333K
Oct 26, 2022 Q3 2022
Atlas Private Wealth Management

BUY
 -
814
+ 1.85%
$47.1K - $58.1K
44.8K $4.59M
Nov 09, 2022 Q3 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
761
New
$44K - $54.4K
761 $77.9K
Oct 21, 2022 Q3 2022
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
750
+ 12.56%
$43.4K - $53.6K
6.72K $688K
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
745
+ 0.21%
$43.1K - $53.2K
349K $35.7M
Oct 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
719
+ 0.03%
$41.6K - $51.4K
2.08M $213M
Nov 22, 2022 Q3 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
716
+ 2.4%
$41.4K - $51.1K
30.6K $3.13M
Nov 14, 2022 Q3 2022
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
699
+ 14.13%
$40.4K - $49.9K
5.65K $578K
Nov 14, 2022 Q3 2022
Principal Street Partners, LLC

Memphis, TN
BUY
 -
698
+ 0.26%
$40.4K - $49.9K
274K $28M
Oct 31, 2022 Q3 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
687
+ 8.45%
$39.7K - $49.1K
8.82K $903K
Nov 09, 2022 Q3 2022
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
672
+ 312.56%
$38.9K - $48K
887 $90.8K
Nov 14, 2022 Q3 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
642
+ 9.94%
$37.1K - $45.9K
7.1K $727K
Nov 14, 2022 Q3 2022
Rmb Capital Management, LLC

BUY
 -
641
+ 1.08%
$37.1K - $45.8K
60.2K $6.17M
Oct 20, 2022 Q3 2022
Baker Tilly Wealth Management, LLC

BUY
 -
605
+ 10.77%
$35K - $43.2K
6.22K $637K
Nov 14, 2022 Q3 2022
Objective Capital Management, LLC

BUY
 -
605
+ 1.27%
$35K - $43.2K
48.2K $4.94M
Oct 25, 2022 Q3 2022
Sterling Investment Advisors LLC

BUY
 -
595
+ 3.81%
$34.4K - $42.5K
16.2K $1.66M
Nov 14, 2022 Q3 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
566
+ 14.09%
$32.7K - $40.4K
4.58K $469K
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
559
New
$32.3K - $39.9K
559 $57.2K
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
554
+ 2.89%
$32K - $39.6K
19.7K $2.02M
Nov 02, 2022 Q3 2022
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
550
New
$31.8K - $39.3K
550 $56.3K
Oct 31, 2022 Q3 2022
Raymond James Trust N.A.

BUY
 -
535
+ 0.94%
$30.9K - $38.2K
57.4K $5.88M
Oct 20, 2022 Q3 2022
Argi Investment Services, LLC

BUY
 -
518
+ 3.95%
$30K - $37K
13.6K $1.4M
Nov 14, 2022 Q3 2022
Loomis Sayles & CO L P

BUY
 -
518
+ 1726.67%
$30K - $37K
548 $56.1K
Nov 07, 2022 Q3 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
511
+ 14.29%
$29.6K - $36.5K
4.09K $418K
Nov 14, 2022 Q3 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
497
+ 1.15%
$28.8K - $35.5K
43.9K $4.49M
Nov 07, 2022 Q3 2022
Windsor Group LTD

BUY
 -
488
+ 3.95%
$28.2K - $34.9K
12.9K $1.32M
Nov 07, 2022 Q3 2022
Front Barnett Associates LLC

Chicago, IL
BUY
 -
465
+ 0.34%
$26.9K - $33.2K
135K $13.9M
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
464
+ 2.34%
$26.8K - $33.1K
20.3K $2.08M
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
464
+ 2.34%
$26.8K - $33.1K
20.3K $2.08M
Nov 08, 2022 Q3 2022
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
450
+ 10.02%
$26K - $32.1K
4.94K $506K
Nov 10, 2022 Q3 2022
Lansing Street Advisors

BUY
 -
438
New
$25.3K - $31.3K
438 $44.9K

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