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 31, 2023
Q4 2022
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.55K+ 23.14% |
$202K - $226K
|
18.9K
$1.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.55KNew |
$201K - $226K
|
3.55K
$364K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
3.54KNew |
$201K - $225K
|
3.54K
$362K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
3.49KNew |
$198K - $222K
|
3.49K
$358K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.48K+ 15.59% |
$198K - $221K
|
25.8K
$2.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
3.48KNew |
$197K - $221K
|
3.48K
$356K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
3.47K+ 162.45% |
$197K - $220K
|
5.6K
$573K
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3.45KNew |
$196K - $219K
|
3.45K
$353K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
3.45KNew |
$196K - $219K
|
3.45K
$353K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.44KNew |
$195K - $218K
|
3.44K
$352K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.4K+ 32.4% |
$193K - $216K
|
13.9K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.39KNew |
$192K - $215K
|
3.39K
$347K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.38K+ 65.13% |
$192K - $215K
|
8.58K
$879K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.35KNew |
$190K - $213K
|
3.35K
$343K
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.27K+ 8.94% |
$186K - $208K
|
39.9K
$4.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.26K+ 3077.36% |
$185K - $207K
|
3.37K
$345K
|
|
|
Feb 08, 2023
Q4 2022
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.23K+ 1.59% |
$183K - $205K
|
206K
$21.1M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
3.18K+ 8.24% |
$180K - $202K
|
41.8K
$4.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.18K+ 5.36% |
$180K - $202K
|
62.4K
$6.39M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
3.1KNew |
$176K - $197K
|
3.1K
$317K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.1K+ 5.42% |
$176K - $197K
|
60.3K
$6.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
3.1K+ 8.51% |
$176K - $197K
|
39.4K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.03K+ 22.6% |
$172K - $193K
|
16.4K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.02K+ 6.36% |
$171K - $192K
|
50.5K
$5.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2.99KNew |
$170K - $190K
|
2.99K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.97K+ 11.16% |
$168K - $189K
|
29.6K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.87K+ 21.79% |
$163K - $182K
|
16K
$1.64M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
2.83KNew |
$161K - $180K
|
2.83K
$290K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.78K+ 63.64% |
$158K - $177K
|
7.16K
$733K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.76K+ 9.67% |
$157K - $176K
|
31.3K
$3.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
2.72K+ 16.13% |
$154K - $173K
|
19.6K
$2.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.64KNew |
$150K - $168K
|
2.64K
$271K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
2.61K+ 5.3% |
$148K - $166K
|
51.8K
$5.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
2.57K+ 0.68% |
$146K - $163K
|
380K
$38.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
2.56K+ 3.31% |
$145K - $163K
|
79.8K
$8.17M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.42KNew |
$137K - $154K
|
2.42K
$248K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$136K - $152K
|
2.4K
$246K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.4K+ 17.64% |
$136K - $152K
|
16K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
2.34K+ 2.04% |
$132K - $148K
|
117K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.28KNew |
$130K - $145K
|
2.28K
$234K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.26K+ 13.17% |
$128K - $144K
|
19.5K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2.24K+ 3.25% |
$127K - $142K
|
71.3K
$7.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 12.73% |
$127K - $142K
|
19.8K
$2.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.19K+ 1.48% |
$124K - $139K
|
150K
$15.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.12K+ 17.59% |
$120K - $135K
|
14.2K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.12K+ 12.96% |
$120K - $135K
|
18.5K
$1.89M
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.98K+ 51.98% |
$112K - $126K
|
5.79K
$593K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.98K+ 62.5% |
$112K - $126K
|
5.14K
$527K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.94K+ 2.09% |
$110K - $123K
|
94.9K
$9.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.91K+ 10.5% |
$109K - $122K
|
20.1K
$2.06M
|