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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.04K- 9.05% |
$60.2K - $80.5K
|
10.4K
$1.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.05K- 13.52% |
$61K - $81.7K
|
6.72K
$675K
|
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-1.07K- 1.72% |
$62K - $83K
|
61.1K
$6.14M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1.08K- 7.21% |
$62.7K - $83.9K
|
13.9K
$1.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.1K- 7.34% |
$63.8K - $85.3K
|
13.8K
$1.39M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.1K- 8.92% |
$63.8K - $85.4K
|
11.2K
$1.13M
|
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-1.1K- 18.69% |
$63.9K - $85.6K
|
4.79K
$481K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.11K- 3.69% |
$64.5K - $86.4K
|
29K
$2.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 0.93% |
$64.9K - $86.9K
|
119K
$12M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.13K- 11.09% |
$65.4K - $87.5K
|
9.02K
$907K
|
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.16K- 2.94% |
$67.2K - $89.9K
|
38.2K
$3.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.16K- 2.57% |
$67.5K - $90.4K
|
44K
$4.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.19K- 6.82% |
$68.9K - $92.2K
|
16.2K
$1.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.19K- 13.65% |
$69.1K - $92.4K
|
7.51K
$756K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-1.19K- 0.39% |
$69.1K - $92.5K
|
300K
$30.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.19K- 17.77% |
$69.2K - $92.6K
|
5.51K
$554K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.21K- 4.48% |
$70.2K - $94K
|
25.8K
$2.59M
|
|
|
Aug 16, 2022
Q2 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.21K- 2.36% |
$70.4K - $94.2K
|
50.1K
$5.04M
|
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.22K- 24.07% |
$70.6K - $94.5K
|
3.83K
$385K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.23K- 10.1% |
$71.2K - $95.3K
|
10.9K
$1.1M
|
|
|
Jul 18, 2022
Q2 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.3K- 2.52% |
$75.8K - $101K
|
50.5K
$5.08M
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.3K- 13.68% |
$75.8K - $101K
|
8.23K
$827K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 0.31% |
$76.5K - $102K
|
417K
$41.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.38K- 3.42% |
$79.9K - $107K
|
38.8K
$3.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.38K- 2.81% |
$80.1K - $107K
|
47.6K
$4.79M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.46K- 3.04% |
$84.7K - $113K
|
46.4K
$4.67M
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.46K- 21.69% |
$84.7K - $113K
|
5.26K
$529K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.48K- 5.59% |
$85.8K - $115K
|
24.9K
$2.5M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.49K- 11.8% |
$86.7K - $116K
|
11.2K
$1.12M
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-1.5K- 2.32% |
$87.2K - $117K
|
63.2K
$6.36M
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-1.52K- 31.59% |
$88.4K - $118K
|
3.29K
$331K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1.54K- 59.14% |
$89.3K - $120K
|
1.06K
$107K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.54KClosed |
$89.5K - $120K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.54K- 17.86% |
$89.6K - $120K
|
7.09K
$713K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.54K- 6.16% |
$89.7K - $120K
|
23.5K
$2.36M
|
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.55K- 0.7% |
$89.9K - $120K
|
221K
$22.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.55K- 31.2% |
$90.1K - $121K
|
3.42K
$344K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.55K- 9.67% |
$90.1K - $121K
|
14.5K
$1.46M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.61K- 15.63% |
$93.8K - $126K
|
8.72K
$876K
|
|
|
Aug 01, 2022
Q2 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-1.62K- 22.35% |
$94.3K - $126K
|
5.63K
$566K
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.63K- 6.49% |
$94.5K - $126K
|
23.4K
$2.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.65K- 31.52% |
$95.9K - $128K
|
3.58K
$360K
|
|
|
Aug 04, 2022
Q2 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.67K- 28.38% |
$97.1K - $130K
|
4.22K
$424K
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
SELL
|
- |
-1.68K- 1.81% |
$97.6K - $131K
|
91.1K
$9.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 6.74% |
$98.5K - $132K
|
23.4K
$2.36M
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.7K- 18.16% |
$98.6K - $132K
|
7.64K
$769K
|
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.71K- 0.93% |
$99.3K - $133K
|
183K
$18.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.74K- 10.64% |
$101K - $136K
|
14.6K
$1.47M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.76K- 29.12% |
$102K - $137K
|
4.28K
$430K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.77K- 26.96% |
$103K - $137K
|
4.78K
$481K
|