Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.44% |
$116 - $156
|
460
$46.3K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2+ 0.02% |
$116 - $156
|
10.2K
$1.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.1% |
$58.1 - $77.8
|
1.04K
$105K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$58.1 - $77.8
|
435
$43.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1+ 0.06% |
$58.1 - $77.8
|
1.75K
$176K
|
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$58.1 - $77.8
|
11.8K
$1.19M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.45% |
$58.1 - $77.8
|
225
$22.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.02% |
$58.1 - $77.8
|
5.48K
$551K
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.01% |
$58.1 - $77.8
|
11.7K
$1.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.0% |
$58.1 - $77.8
|
80.1K
$8.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1+ 0.0% |
$58.1 - $77.8
|
45.7K
$4.6M
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.04% |
$58.1 - $77.8
|
2.23K
$224K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-1- 0.02% |
$58.1 - $77.8
|
5.66K
$570K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1Closed |
$58.1 - $77.8
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$116 - $156
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- 0.01% |
$116 - $156
|
14.3K
$1.44M
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5- 0.06% |
$291 - $389
|
8.11K
$816K
|
|
|
Aug 05, 2022
Q2 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-8- 0.08% |
$465 - $622
|
9.68K
$974K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-10- 0.16% |
$581 - $778
|
6.36K
$640K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-11- 0.24% |
$639 - $856
|
4.54K
$457K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-15- 0.31% |
$872 - $1.17K
|
4.82K
$485K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-17- 0.45% |
$988 - $1.32K
|
3.75K
$377K
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-18- 0.53% |
$1.05K - $1.4K
|
3.39K
$341K
|
|
|
Aug 01, 2022
Q2 2022
|
Awm Capital, LLC
|
SELL
|
- |
-19- 0.13% |
$1.1K - $1.48K
|
14.2K
$1.43M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-20- 0.04% |
$1.16K - $1.56K
|
56.8K
$5.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-20Closed |
$1.16K - $1.56K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-23- 0.08% |
$1.34K - $1.79K
|
27.6K
$2.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-24Closed |
$1.4K - $1.87K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-25- 0.47% |
$1.45K - $1.95K
|
5.3K
$533K
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-29- 0.21% |
$1.69K - $2.26K
|
13.9K
$1.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-30- 2.37% |
$1.74K - $2.33K
|
1.23K
$124K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-30- 0.31% |
$1.74K - $2.33K
|
9.53K
$958K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-36- 1.01% |
$2.09K - $2.8K
|
3.53K
$355K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-38- 12.5% |
$2.21K - $2.96K
|
266
$26.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-39- 7.22% |
$2.27K - $3.03K
|
501
$50.4K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-40- 0.81% |
$2.33K - $3.11K
|
4.87K
$490K
|
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-40- 0.2% |
$2.33K - $3.11K
|
20.1K
$2.02M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-46- 0.45% |
$2.67K - $3.58K
|
10.2K
$1.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-46- 0.4% |
$2.67K - $3.58K
|
11.3K
$1.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-48- 2.1% |
$2.79K - $3.73K
|
2.24K
$225K
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-49- 0.5% |
$2.85K - $3.81K
|
9.7K
$975K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-50- 1.01% |
$2.91K - $3.89K
|
4.9K
$493K
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-50- 0.54% |
$2.91K - $3.89K
|
9.27K
$932K
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50- 0.13% |
$2.91K - $3.89K
|
38.5K
$3.87M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50- 0.3% |
$2.91K - $3.89K
|
16.7K
$1.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-51- 0.74% |
$2.96K - $3.97K
|
6.87K
$691K
|
|
|
Jul 27, 2022
Q2 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-55- 0.37% |
$3.2K - $4.28K
|
14.9K
$1.5M
|