Purchases and Sales Made in Q1 2023 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW) during Q1 2023. 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
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
1.24M
+ 10.25%
$71.1M - $79.4M
13.4M $1.38B
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
881K
New
$50.4M - $56.3M
881K $91M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
784K
+ 33.22%
$44.9M - $50.1M
3.14M $325M
May 03, 2023 Q1 2023
Calamos Wealth Management LLC

BUY
 -
766K
+ 1235.02%
$43.9M - $49M
828K $85.6M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
373K
+ 1126.06%
$21.4M - $23.8M
406K $42M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
330K
+ 10.8%
$18.9M - $21.1M
3.38M $349M
May 11, 2023 Q1 2023
Pinkerton Retirement Specialists, LLC

Coeur D Alene, ID
BUY
 -
320K
New
$18.3M - $20.5M
320K $33.1M
May 11, 2023 Q1 2023
Jones Financial Companies Lllp

BUY
 -
320K
+ 1.84%
$18.3M - $20.4M
17.7M $1.83B
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
314K
+ 4.52%
$18M - $20.1M
7.27M $751M
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
254K
+ 467.21%
$14.5M - $16.2M
308K $31.8M
Apr 18, 2023 Q1 2023
Johnson Midwest Financial, LLC

BUY
 -
244K
New
$13.9M - $15.6M
244K $25.2M
May 11, 2023 Q1 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
240K
New
$13.7M - $15.3M
240K $24.8M
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
219K
New
$12.5M - $14M
219K $22.6M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
215K
New
$12.3M - $13.8M
215K $22.2M
May 04, 2023 Q1 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
162K
New
$9.27M - $10.3M
162K $16.7M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
162K
+ 33.77%
$9.27M - $10.3M
641K $66.2M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
150K
+ 6.66%
$8.58M - $9.58M
2.4M $248M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
142K
New
$8.13M - $9.07M
142K $14.7M
May 15, 2023 Q1 2023
Hsbc Holdings PLC

London, X0
BUY
 -
134K
+ 272.3%
$7.65M - $8.54M
183K $18.9M
May 04, 2023 Q1 2023
Resolute Wealth Strategies, LLC

Jackson, MS
BUY
 -
129K
New
$7.38M - $8.23M
129K $13.3M
Apr 14, 2023 Q1 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
126K
New
$7.19M - $8.03M
126K $13M
May 03, 2023 Q1 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
124K
New
$7.11M - $7.93M
124K $12.8M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
121K
+ 16.35%
$6.94M - $7.75M
863K $89.2M
Feb 02, 2024 Q1 2023
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
118K
New
$6.77M - $7.56M
118K $12.2M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
108K
New
$6.19M - $6.91M
108K $11.2M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
108K
+ 1.36%
$6.19M - $6.91M
8.08M $835M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
101K
+ 30.47%
$5.8M - $6.47M
434K $44.8M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
86.9K
+ 119.7%
$4.97M - $5.55M
159K $16.5M
Apr 21, 2023 Q1 2023
Bka Wealth Consulting, Inc.

BUY
 -
82.7K
New
$4.73M - $5.28M
82.7K $8.54M
Apr 13, 2023 Q1 2023
Ewg Elevate Inc.

BUY
 -
82.1K
+ 2746.32%
$4.7M - $5.25M
85.1K $8.79M
Apr 12, 2023 Q1 2023
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
79K
+ 5.48%
$4.52M - $5.05M
1.52M $157M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
73.9K
+ 16.69%
$4.23M - $4.72M
517K $53.4M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
72.6K
+ 33.66%
$4.16M - $4.64M
288K $29.8M
May 10, 2023 Q1 2023
Vestor Capital, LLC

Chicago, IL
BUY
 -
71.8K
+ 6881.21%
$4.11M - $4.59M
72.8K $7.52M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
71.4K
+ 5.25%
$4.09M - $4.56M
1.43M $148M
May 08, 2023 Q1 2023
Greenup Street Wealth Management LLC

BUY
 -
65.3K
+ 415.7%
$3.74M - $4.17M
81K $8.36M
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
64.9K
New
$3.71M - $4.14M
64.9K $6.7M
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
59.7K
+ 9.41%
$3.42M - $3.82M
695K $71.7M
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
58.1K
+ 1.92%
$3.33M - $3.71M
3.08M $318M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
56.2K
+ 2.21%
$3.22M - $3.59M
2.6M $269M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
54.9K
+ 6.55%
$3.14M - $3.51M
893K $92.2M
Apr 20, 2023 Q1 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
54K
New
$3.09M - $3.45M
54K $5.57M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
52.2K
+ 53.37%
$2.99M - $3.33M
150K $15.5M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
51.4K
+ 24.56%
$2.94M - $3.28M
261K $26.9M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
51.4K
+ 8.06%
$2.94M - $3.28M
689K $71.1M
May 10, 2023 Q1 2023
Payden & Rygel

Los Angeles, CA
BUY
 -
49.9K
+ 20.49%
$2.86M - $3.19M
294K $30.3M
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
48.7K
New
$2.79M - $3.11M
48.7K $5.03M
May 11, 2023 Q1 2023
Stone X Group Inc.

BUY
 -
45.1K
New
$2.58M - $2.88M
45.1K $4.66M
May 12, 2023 Q1 2023
Prudential PLC

London, England, X0
BUY
 -
44.5K
New
$2.55M - $2.84M
44.5K $4.6M

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