Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
31.2K+ 0.6% |
$1.77M - $1.98M
|
5.2M
$532M
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
30.3K+ 50.64% |
$1.72M - $1.93M
|
90.2K
$9.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
30.3K+ 12.16% |
$1.72M - $1.92M
|
279K
$28.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.1KNew |
$1.71M - $1.91M
|
30.1K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
29.9K+ 37.82% |
$1.7M - $1.9M
|
109K
$11.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.9K+ 9.45% |
$1.7M - $1.9M
|
346K
$35.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
29.6K+ 4.9% |
$1.68M - $1.88M
|
635K
$65M
|
|
|
Feb 06, 2023
Q4 2022
|
Stegner Investment Associates Inc.
|
BUY
|
- |
29.3K+ 4.17% |
$1.66M - $1.86M
|
731K
$74.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.2K+ 16.2% |
$1.66M - $1.85M
|
209K
$21.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
28.9K+ 5.29% |
$1.64M - $1.84M
|
575K
$58.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
27.7K+ 26.47% |
$1.57M - $1.76M
|
132K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
27.5K+ 233.24% |
$1.56M - $1.75M
|
39.3K
$4.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
26.2K+ 54.67% |
$1.48M - $1.66M
|
74K
$7.58M
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
25.5KNew |
$1.45M - $1.62M
|
25.5K
$2.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
24.9K+ 6.01% |
$1.41M - $1.58M
|
439K
$45M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
24.7KNew |
$1.4M - $1.57M
|
24.7K
$2.53M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
24.5K+ 7.57% |
$1.39M - $1.56M
|
348K
$35.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
24KNew |
$1.36M - $1.53M
|
24K
$2.46M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
23.2K+ 74.69% |
$1.32M - $1.47M
|
54.2K
$5.55M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.9KNew |
$1.3M - $1.46M
|
22.9K
$2.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
22.9KNew |
$1.3M - $1.46M
|
22.9K
$2.35M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.4KNew |
$1.27M - $1.42M
|
22.4K
$2.29M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
21.6K+ 2.04% |
$1.23M - $1.37M
|
1.08M
$110M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
21.5K+ 6.72% |
$1.22M - $1.37M
|
342K
$35M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.9K+ 23.15% |
$1.19M - $1.33M
|
111K
$11.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
20.9KNew |
$1.18M - $1.33M
|
20.9K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19.8K+ 13.74% |
$1.12M - $1.26M
|
164K
$16.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.6K+ 0.55% |
$1.11M - $1.24M
|
3.54M
$363M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
19.3K+ 29.12% |
$1.1M - $1.23M
|
85.7K
$8.78M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
19.3K+ 79.35% |
$1.1M - $1.23M
|
43.6K
$4.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
19.2K+ 8.6% |
$1.09M - $1.22M
|
242K
$24.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
18.9KNew |
$1.07M - $1.2M
|
18.9K
$1.93M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18.6KNew |
$1.06M - $1.18M
|
18.6K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18.6K+ 100.0% |
$1.05M - $1.18M
|
37.2K
$3.81M
|
|
|
Feb 14, 2023
Q4 2022
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
18.4K+ 54.64% |
$1.04M - $1.17M
|
52.1K
$5.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.4KNew |
$1.04M - $1.17M
|
18.4K
$1.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
18.1KNew |
$1.02M - $1.15M
|
18.1K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18K+ 3.08% |
$1.02M - $1.15M
|
603K
$61.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
17.8KNew |
$1.01M - $1.13M
|
17.8K
$1.82M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
17.7KNew |
$1.01M - $1.13M
|
17.7K
$1.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
17.4KNew |
$988K - $1.11M
|
17.4K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
17.3K+ 14.51% |
$983K - $1.1M
|
137K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
16.8K+ 17.52% |
$952K - $1.07M
|
113K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
16.6K+ 61.99% |
$943K - $1.06M
|
43.4K
$4.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
16.5K+ 207.55% |
$934K - $1.05M
|
24.4K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
16.4K+ 65.42% |
$928K - $1.04M
|
41.4K
$4.24M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
16KNew |
$905K - $1.01M
|
16K
$1.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15.9KNew |
$902K - $1.01M
|
15.9K
$1.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
15.6KNew |
$886K - $992K
|
15.6K
$1.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.3KNew |
$869K - $974K
|
15.3K
$1.57M
|