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 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
435+ 1.84% |
$25.2K - $31.1K
|
24.1K
$2.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
427+ 1.42% |
$24.7K - $30.5K
|
30.5K
$3.12M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
420+ 0.71% |
$24.3K - $30K
|
59.9K
$6.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
404+ 0.78% |
$23.4K - $28.9K
|
52.3K
$5.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
401+ 24.89% |
$23.2K - $28.6K
|
2.01K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
382+ 3.34% |
$22.1K - $27.3K
|
11.8K
$1.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
374New |
$21.6K - $26.7K
|
374
$38.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
374+ 2.7% |
$21.6K - $26.7K
|
14.2K
$1.46M
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
371+ 3.63% |
$21.5K - $26.5K
|
10.6K
$1.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
360+ 16.76% |
$20.8K - $25.7K
|
2.51K
$257K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
356+ 3.68% |
$20.6K - $25.4K
|
10K
$1.03M
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
347+ 2.88% |
$20.1K - $24.8K
|
12.4K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
333+ 1.16% |
$19.3K - $23.8K
|
29.1K
$2.98M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
330+ 0.78% |
$19.1K - $23.6K
|
42.8K
$4.39M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
326+ 0.7% |
$18.9K - $23.3K
|
46.8K
$4.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
323+ 2.17% |
$18.7K - $23.1K
|
15.2K
$1.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
312+ 1.38% |
$18K - $22.3K
|
23K
$2.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
304+ 844.44% |
$17.6K - $21.7K
|
340
$34.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
301+ 2.17% |
$17.4K - $21.5K
|
14.1K
$1.45M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300+ 45.45% |
$17.4K - $21.4K
|
960
$98.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
296+ 0.25% |
$17.1K - $21.1K
|
118K
$12.1M
|
|
|
Nov 10, 2022
Q3 2022
|
United Bank
|
BUY
|
- |
285+ 0.5% |
$16.5K - $20.4K
|
57.4K
$5.88M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
285+ 2.81% |
$16.5K - $20.4K
|
10.4K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
281+ 2.36% |
$16.3K - $20.1K
|
12.2K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
280+ 0.49% |
$16.2K - $20K
|
57.8K
$5.92M
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
280+ 28.0% |
$16.2K - $20K
|
1.28K
$131K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
263+ 6.37% |
$15.2K - $18.8K
|
4.39K
$450K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
255+ 3.9% |
$14.8K - $18.2K
|
6.79K
$695K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
255+ 3.9% |
$14.8K - $18.2K
|
6.79K
$695K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
250+ 3.88% |
$14.5K - $17.9K
|
6.69K
$685K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
248+ 33.79% |
$14.3K - $17.7K
|
982
$101K
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
242+ 1.12% |
$14K - $17.3K
|
21.8K
$2.23M
|
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
234+ 0.37% |
$13.5K - $16.7K
|
64K
$6.56M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
231+ 0.22% |
$13.4K - $16.5K
|
105K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
225+ 4.23% |
$13K - $16.1K
|
5.54K
$568K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
223+ 2.36% |
$12.9K - $15.9K
|
9.69K
$992K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
212+ 0.9% |
$12.3K - $15.1K
|
23.7K
$2.43M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
207+ 1.53% |
$12K - $14.8K
|
13.8K
$1.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
205+ 0.59% |
$11.9K - $14.6K
|
35.2K
$3.61M
|
|
|
Oct 20, 2022
Q3 2022
|
Gds Wealth Management
|
BUY
|
- |
194+ 2.68% |
$11.2K - $13.9K
|
7.43K
$760K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
189+ 0.38% |
$10.9K - $13.5K
|
50.5K
$5.18M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
186+ 5.09% |
$10.8K - $13.3K
|
3.84K
$393K
|
|
|
Oct 20, 2022
Q3 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
184+ 0.74% |
$10.6K - $13.1K
|
24.9K
$2.55M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
178New |
$10.3K - $12.7K
|
178
$18.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
172+ 0.22% |
$9.95K - $12.3K
|
79.2K
$8.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
172+ 0.31% |
$9.95K - $12.3K
|
56.3K
$5.76M
|
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
156+ 0.72% |
$9.02K - $11.1K
|
22K
$2.25M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
156New |
$9.02K - $11.1K
|
156
$16K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
BUY
|
- |
154+ 0.85% |
$8.91K - $11K
|
18.3K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
154+ 0.28% |
$8.91K - $11K
|
55.2K
$5.65M
|