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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-13- 0.39% |
$744 - $831
|
3.33K
$341K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-14- 0.01% |
$802 - $894
|
170K
$17.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-17- 0.03% |
$973 - $1.09K
|
52.5K
$5.38M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-19- 0.16% |
$1.09K - $1.21K
|
12.2K
$1.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-19- 0.41% |
$1.09K - $1.21K
|
4.62K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-20- 1.21% |
$1.15K - $1.28K
|
1.63K
$167K
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-21- 0.25% |
$1.2K - $1.34K
|
8.52K
$873K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-22- 0.64% |
$1.26K - $1.41K
|
3.42K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-24- 0.16% |
$1.37K - $1.53K
|
15K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-25- 0.66% |
$1.43K - $1.6K
|
3.75K
$384K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-33- 1.74% |
$1.89K - $2.11K
|
1.86K
$190K
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-35- 0.95% |
$2K - $2.24K
|
3.65K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-35- 0.13% |
$2K - $2.24K
|
27K
$2.77M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-37- 0.04% |
$2.12K - $2.36K
|
90.1K
$9.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-40- 0.99% |
$2.29K - $2.56K
|
4.01K
$410K
|
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-40- 1.02% |
$2.29K - $2.56K
|
3.89K
$398K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-43- 0.11% |
$2.46K - $2.75K
|
38.3K
$3.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-46- 0.28% |
$2.63K - $2.94K
|
16.1K
$1.65M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-46- 2.85% |
$2.63K - $2.94K
|
1.57K
$161K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-50- 0.12% |
$2.86K - $3.19K
|
42.8K
$4.38M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-51- 0.09% |
$2.92K - $3.26K
|
55.4K
$5.67M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-52- 1.21% |
$2.98K - $3.32K
|
4.25K
$435K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-55- 0.27% |
$3.15K - $3.51K
|
20.7K
$2.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-56- 0.87% |
$3.21K - $3.58K
|
6.35K
$650K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-60- 0.41% |
$3.44K - $3.83K
|
14.7K
$1.5M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 1.48% |
$3.44K - $3.83K
|
4K
$410K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-66- 0.69% |
$3.78K - $4.22K
|
9.55K
$978K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-68Closed |
$3.89K - $4.34K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-68- 0.02% |
$3.89K - $4.34K
|
357K
$36.6M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-69- 0.13% |
$3.95K - $4.41K
|
54.5K
$5.59M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-69- 0.22% |
$3.95K - $4.41K
|
31.3K
$3.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-69- 0.85% |
$3.95K - $4.41K
|
8.04K
$823K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-73- 1.24% |
$4.18K - $4.66K
|
5.81K
$595K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-74- 1.39% |
$4.24K - $4.73K
|
5.24K
$537K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75- 5.0% |
$4.29K - $4.79K
|
1.43K
$146K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-75- 19.28% |
$4.29K - $4.79K
|
314
$32.2K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-77- 0.89% |
$4.41K - $4.92K
|
8.62K
$882K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-80- 0.47% |
$4.58K - $5.11K
|
16.9K
$1.73M
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-84- 0.27% |
$4.81K - $5.37K
|
31.2K
$3.2M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-86- 0.9% |
$4.92K - $5.49K
|
9.5K
$973K
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-87- 0.12% |
$4.98K - $5.56K
|
70.1K
$7.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-89- 4.26% |
$5.1K - $5.69K
|
2K
$205K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-90- 0.84% |
$5.15K - $5.75K
|
10.6K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-94- 1.34% |
$5.38K - $6.01K
|
6.91K
$707K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-95- 2.7% |
$5.44K - $6.07K
|
3.43K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-95- 2.75% |
$5.44K - $6.07K
|
3.36K
$344K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-95- 23.75% |
$5.44K - $6.07K
|
305
$31.2K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-98- 1.95% |
$5.61K - $6.26K
|
4.93K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-98- 1.96% |
$5.61K - $6.26K
|
4.91K
$503K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-99- 1.1% |
$5.67K - $6.33K
|
8.92K
$914K
|