Purchases and Sales Made in Q1 2023 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 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 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.06% |
$515 - $575
|
14.4K
$1.47M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
8+ 0.05% |
$458 - $511
|
17.6K
$1.8M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
8+ 0.04% |
$458 - $511
|
20.4K
$2.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
8+ 0.21% |
$458 - $511
|
3.77K
$386K
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$401 - $447
|
29.4K
$3.01M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
7+ 0.05% |
$401 - $447
|
13.2K
$1.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$401 - $447
|
10K
$1.02M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.13% |
$344 - $383
|
4.57K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6+ 0.14% |
$344 - $383
|
4.3K
$441K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6+ 0.05% |
$344 - $383
|
12.8K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.02% |
$286 - $319
|
23K
$2.35M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.04% |
$286 - $319
|
13.5K
$1.38M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.11% |
$286 - $319
|
4.5K
$461K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
5+ 0.01% |
$286 - $319
|
48.5K
$4.97M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
5+ 0.05% |
$286 - $319
|
11K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4+ 0.08% |
$229 - $256
|
4.81K
$492K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.31% |
$229 - $256
|
1.3K
$133K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4+ 0.01% |
$229 - $256
|
28.4K
$2.9M
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
BUY
|
- |
4+ 0.07% |
$229 - $256
|
5.67K
$581K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.28% |
$172 - $192
|
1.07K
$110K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.43% |
$115 - $128
|
464
$47.5K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.35% |
$115 - $128
|
574
$58.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.73% |
$115 - $128
|
277
$28.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.23% |
$115 - $128
|
857
$87.8K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2+ 0.01% |
$115 - $128
|
14.8K
$1.52M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1+ 2.0% |
$57.3 - $63.9
|
51
$5.22K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$57.3 - $63.9
|
11.2K
$1.14M
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.22% |
$57.3 - $63.9
|
458
$46.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1+ 0.01% |
$57.3 - $63.9
|
16K
$1.64M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$57.3 - $63.9
|
9.65K
$988K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.08% |
$57.3 - $63.9
|
1.28K
$131K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.18% |
$57.3 - $63.9
|
562
$57.6K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.46% |
$57.3 - $63.9
|
217
$22.2K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.82% |
$57.3 - $63.9
|
123
$12.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1+ 0.02% |
$57.3 - $63.9
|
5.4K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 0.03% |
$57.3 - $63.9
|
3.3K
$338K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.03% |
$57.3 - $63.9
|
3.62K
$371K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2- 0.05% |
$115 - $128
|
3.67K
$376K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2- 0.01% |
$115 - $128
|
25K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2- 0.36% |
$115 - $128
|
548
$56.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 0.06% |
$172 - $192
|
5.14K
$526K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-4- 0.11% |
$229 - $256
|
3.49K
$357K
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-10- 0.25% |
$573 - $639
|
3.99K
$409K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-10- 0.25% |
$573 - $639
|
3.99K
$409K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-10- 0.25% |
$573 - $639
|
3.99K
$409K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-10- 0.07% |
$573 - $639
|
13.8K
$1.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-10- 0.27% |
$573 - $639
|
3.71K
$380K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12- 0.01% |
$687 - $767
|
86.2K
$8.83M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-12- 0.09% |
$687 - $767
|
14.1K
$1.44M
|