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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.3K+ 18.32% |
$869K - $973K
|
98.9K
$10.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 36.88% |
$868K - $972K
|
56.8K
$5.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
15.2K+ 4.63% |
$863K - $967K
|
344K
$35.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$847K - $950K
|
14.9K
$1.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
14.9KNew |
$847K - $949K
|
14.9K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 11.42% |
$842K - $944K
|
145K
$14.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.6K+ 20.86% |
$828K - $928K
|
84.6K
$8.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
14.5K+ 4.15% |
$821K - $920K
|
363K
$37.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 2.5% |
$821K - $919K
|
593K
$60.7M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
14.4K+ 15.35% |
$819K - $918K
|
109K
$11.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
14.4K+ 164.97% |
$816K - $914K
|
23.1K
$2.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
14.3K+ 141.65% |
$811K - $909K
|
24.4K
$2.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
14K+ 140.68% |
$795K - $891K
|
24K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.9K+ 13.52% |
$789K - $884K
|
117K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.9K+ 2.94% |
$786K - $881K
|
486K
$49.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
13.8K+ 1.07% |
$782K - $876K
|
1.3M
$133M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13.5KNew |
$763K - $855K
|
13.5K
$1.38M
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
13.4K+ 3.55% |
$759K - $850K
|
390K
$39.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13.2K+ 159.0% |
$748K - $839K
|
21.5K
$2.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13K+ 3.96% |
$739K - $828K
|
342K
$35M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.7KNew |
$721K - $808K
|
12.7K
$1.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
12.7K+ 8.63% |
$719K - $805K
|
160K
$16.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
12.5KNew |
$711K - $796K
|
12.5K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
12.5K+ 16.3% |
$708K - $794K
|
89.1K
$9.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.4K+ 19.13% |
$702K - $787K
|
77.1K
$7.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12.4KNew |
$702K - $787K
|
12.4K
$1.27M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
12.3KNew |
$699K - $784K
|
12.3K
$1.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
12.2KNew |
$695K - $779K
|
12.2K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
11.7K+ 28.72% |
$665K - $745K
|
52.5K
$5.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
11.7K+ 24.64% |
$664K - $743K
|
59.2K
$6.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
11.7KNew |
$663K - $743K
|
11.7K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
11.5KNew |
$654K - $732K
|
11.5K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
11.4K+ 45.0% |
$647K - $725K
|
36.7K
$3.76M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.4K+ 660.26% |
$645K - $722K
|
13.1K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.4KNew |
$644K - $721K
|
11.4K
$1.16M
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
11.3K+ 156.9% |
$643K - $721K
|
18.6K
$1.9M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
11.2K+ 5.49% |
$633K - $709K
|
214K
$21.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11K+ 161.65% |
$622K - $697K
|
17.8K
$1.82M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11K+ 161.65% |
$622K - $697K
|
17.8K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
10.8KNew |
$614K - $688K
|
10.8K
$1.11M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
10.8KNew |
$611K - $684K
|
10.8K
$1.1M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$596K - $668K
|
10.5K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.4K+ 2.35% |
$588K - $659K
|
451K
$46.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
10.3KNew |
$582K - $652K
|
10.3K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10.2KNew |
$581K - $651K
|
10.2K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
10K+ 60.41% |
$567K - $636K
|
26.6K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
9.88K+ 24.88% |
$560K - $628K
|
49.6K
$5.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.86KNew |
$560K - $627K
|
9.86K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
9.8K+ 1.17% |
$556K - $623K
|
847K
$86.7M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
9.62K+ 14.8% |
$546K - $612K
|
74.6K
$7.64M
|