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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-60- 1.36% |
$3.49K - $4.67K
|
4.35K
$437K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-61- 0.51% |
$3.55K - $4.75K
|
11.8K
$1.19M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-64- 2.0% |
$3.72K - $4.98K
|
3.14K
$316K
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-65- 0.31% |
$3.78K - $5.06K
|
20.8K
$2.09M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-65- 8.33% |
$3.78K - $5.06K
|
715
$71.9K
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-68- 1.84% |
$3.95K - $5.29K
|
3.64K
$366K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-71- 0.06% |
$4.13K - $5.52K
|
114K
$11.5M
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-73- 0.35% |
$4.24K - $5.68K
|
20.7K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-74- 0.98% |
$4.3K - $5.76K
|
7.49K
$753K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-75- 0.47% |
$4.36K - $5.84K
|
16K
$1.61M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-75- 2.08% |
$4.36K - $5.84K
|
3.53K
$354K
|
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-75- 1.05% |
$4.36K - $5.84K
|
7.06K
$710K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-75- 14.45% |
$4.36K - $5.84K
|
444
$44.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-80- 4.37% |
$4.65K - $6.22K
|
1.75K
$176K
|
|
|
Jul 15, 2022
Q2 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-83- 0.5% |
$4.82K - $6.46K
|
16.4K
$1.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-83- 1.88% |
$4.82K - $6.46K
|
4.34K
$436K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-91- 2.63% |
$5.29K - $7.08K
|
3.38K
$339K
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-95- 0.37% |
$5.52K - $7.39K
|
25.3K
$2.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-97- 1.86% |
$5.64K - $7.55K
|
5.13K
$515K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-100- 0.95% |
$5.81K - $7.78K
|
10.5K
$1.05M
|
|
|
Jul 28, 2022
Q2 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-103- 0.77% |
$5.99K - $8.01K
|
13.3K
$1.33M
|
|
|
Jul 13, 2022
Q2 2022
|
Hudson Capital Management LLC
|
SELL
|
- |
-105- 0.21% |
$6.1K - $8.17K
|
50K
$5.03M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-108- 0.87% |
$6.28K - $8.4K
|
12.2K
$1.23M
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-108- 0.18% |
$6.28K - $8.4K
|
58.3K
$5.86M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-113- 0.76% |
$6.57K - $8.79K
|
14.8K
$1.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-116- 2.93% |
$6.74K - $9.02K
|
3.85K
$387K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-116- 2.4% |
$6.74K - $9.02K
|
4.73K
$475K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-118- 0.47% |
$6.86K - $9.18K
|
25K
$2.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-118- 0.39% |
$6.86K - $9.18K
|
30K
$3.01M
|
|
|
Jul 22, 2022
Q2 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-119- 0.38% |
$6.92K - $9.26K
|
30.9K
$3.11M
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-122- 1.79% |
$7.09K - $9.49K
|
6.68K
$672K
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-122- 0.28% |
$7.09K - $9.49K
|
42.7K
$4.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-124- 0.79% |
$7.21K - $9.65K
|
15.6K
$1.57M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-127- 0.71% |
$7.38K - $9.88K
|
17.8K
$1.79M
|
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-129- 3.03% |
$7.5K - $10K
|
4.13K
$415K
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-131- 1.23% |
$7.62K - $10.2K
|
10.5K
$1.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-135- 59.47% |
$7.85K - $10.5K
|
92
$9.25K
|
|
|
Jul 12, 2022
Q2 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-144- 3.31% |
$8.37K - $11.2K
|
4.21K
$423K
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-147- 0.5% |
$8.55K - $11.4K
|
29.2K
$2.94M
|
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-150- 3.56% |
$8.72K - $11.7K
|
4.06K
$408K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-150- 0.96% |
$8.72K - $11.7K
|
15.6K
$1.56M
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-159- 3.38% |
$9.24K - $12.4K
|
4.55K
$457K
|
|
|
Aug 04, 2022
Q2 2022
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-160- 1.28% |
$9.3K - $12.4K
|
12.3K
$1.24M
|
|
|
Jul 11, 2022
Q2 2022
|
Planning Center, Inc.
|
SELL
|
- |
-164- 1.16% |
$9.53K - $12.8K
|
14K
$1.41M
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-164- 1.84% |
$9.53K - $12.8K
|
8.77K
$882K
|
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-165- 0.97% |
$9.59K - $12.8K
|
16.8K
$1.69M
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-165- 4.97% |
$9.59K - $12.8K
|
3.16K
$317K
|
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-165- 0.3% |
$9.59K - $12.8K
|
55K
$5.53M
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-169- 0.02% |
$9.82K - $13.1K
|
1.07M
$107M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-171- 1.72% |
$9.94K - $13.3K
|
9.79K
$984K
|