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 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.1% |
$810 - $1K
|
14.3K
$1.49M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
14+ 0.27% |
$810 - $1K
|
5.17K
$539K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
13+ 0.06% |
$752 - $929
|
21.6K
$2.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.27% |
$752 - $929
|
4.83K
$503K
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
13+ 0.23% |
$752 - $929
|
5.64K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Financial, LLC
|
BUY
|
- |
13+ 0.18% |
$752 - $929
|
7.21K
$751K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
12+ 0.14% |
$694 - $857
|
8.43K
$878K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
11+ 0.26% |
$636 - $786
|
4.28K
$445K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11+ 0.13% |
$636 - $786
|
8.81K
$918K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
10+ 0.14% |
$579 - $714
|
7.1K
$740K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
8+ 0.07% |
$463 - $571
|
11.4K
$1.19M
|
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
7+ 0.19% |
$405 - $500
|
3.76K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 0.17% |
$405 - $500
|
4.21K
$439K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.02% |
$405 - $500
|
29K
$3.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
6+ 0.08% |
$347 - $429
|
7.07K
$737K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
6+ 0.06% |
$347 - $429
|
10.2K
$1.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5+ 0.01% |
$289 - $357
|
38.5K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.05% |
$231 - $286
|
8.15K
$849K
|
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.06% |
$174 - $214
|
4.8K
$500K
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
3+ 0.05% |
$174 - $214
|
5.67K
$590K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2+ 0.02% |
$116 - $143
|
8.12K
$846K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$116 - $143
|
13.6K
$1.42M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.19% |
$116 - $143
|
1.06K
$111K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$116 - $143
|
3.83K
$399K
|
|
|
Oct 17, 2022
Q3 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.05% |
$116 - $143
|
3.76K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.08% |
$116 - $143
|
2.65K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$57.9 - $71.4
|
10.3K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$57.9 - $71.4
|
2.95K
$307K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$57.9 - $71.4
|
6.87K
$716K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.2% |
$57.9 - $71.4
|
499
$52K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.02% |
$57.9 - $71.4
|
5.01K
$522K
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.02% |
$57.9 - $71.4
|
5.12K
$533K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.19% |
$57.9 - $71.4
|
518
$54K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$57.9 - $71.4
|
4.3K
$448K
|
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$57.9 - $71.4
|
12.2K
$1.27M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$57.9 - $71.4
|
436
$45.4K
|
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1+ 0.02% |
$57.9 - $71.4
|
4.68K
$488K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$57.9 - $71.4
|
11.2K
$1.16M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.22% |
$57.9 - $71.4
|
461
$48K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 0.34% |
$174 - $214
|
871
$90.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-6- 0.07% |
$347 - $429
|
8.62K
$898K
|
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-6- 0.04% |
$347 - $429
|
16K
$1.67M
|
|
|
Nov 01, 2022
Q3 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-7- 0.15% |
$405 - $500
|
4.58K
$477K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-7- 0.16% |
$405 - $500
|
4.26K
$444K
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10- 5.03% |
$579 - $714
|
189
$19.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-10- 0.21% |
$579 - $714
|
4.86K
$506K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-11- 0.33% |
$636 - $786
|
3.33K
$347K
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-15- 0.35% |
$868 - $1.07K
|
4.31K
$449K
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-19- 0.2% |
$1.1K - $1.36K
|
9.66K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-19- 0.52% |
$1.1K - $1.36K
|
3.64K
$379K
|