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 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-100- 0.23% |
$5.73K - $6.39K
|
42.8K
$4.39M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.17% |
$5.73K - $6.39K
|
58.6K
$6M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-100- 0.64% |
$5.73K - $6.39K
|
15.6K
$1.59M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-103- 1.41% |
$5.9K - $6.58K
|
7.21K
$738K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-104Closed |
$5.95K - $6.64K
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-106- 2.09% |
$6.07K - $6.77K
|
4.96K
$508K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-106- 2.99% |
$6.07K - $6.77K
|
3.45K
$353K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-109- 2.5% |
$6.24K - $6.96K
|
4.26K
$436K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-110- 0.7% |
$6.3K - $7.03K
|
15.5K
$1.59M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-122- 2.19% |
$6.98K - $7.79K
|
5.45K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-123- 2.68% |
$7.04K - $7.86K
|
4.47K
$457K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-124- 53.91% |
$7.1K - $7.92K
|
106
$10.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
SELL
|
- |
-125- 1.82% |
$7.16K - $7.99K
|
6.74K
$690K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-126- 2.25% |
$7.21K - $8.05K
|
5.48K
$561K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-127- 0.79% |
$7.27K - $8.11K
|
15.9K
$1.63M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-129- 0.22% |
$7.39K - $8.24K
|
58.2K
$5.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-134- 0.62% |
$7.67K - $8.56K
|
21.6K
$2.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-145- 0.49% |
$8.3K - $9.26K
|
29.2K
$2.99M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-150- 2.03% |
$8.59K - $9.58K
|
7.25K
$742K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-152- 3.1% |
$8.7K - $9.71K
|
4.75K
$486K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-155- 1.13% |
$8.87K - $9.9K
|
13.6K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-164- 3.88% |
$9.39K - $10.5K
|
4.06K
$416K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-166- 0.94% |
$9.5K - $10.6K
|
17.5K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-171- 0.52% |
$9.79K - $10.9K
|
33K
$3.38M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-171- 1.17% |
$9.79K - $10.9K
|
14.5K
$1.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-179- 4.87% |
$10.2K - $11.4K
|
3.49K
$358K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-192- 3.02% |
$11K - $12.3K
|
6.16K
$631K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-200- 3.39% |
$11.5K - $12.8K
|
5.71K
$585K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-200- 1.28% |
$11.5K - $12.8K
|
15.4K
$1.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-203- 6.35% |
$11.6K - $13K
|
2.99K
$306K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-209- 2.8% |
$12K - $13.4K
|
7.25K
$743K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-214- 1.98% |
$12.3K - $13.7K
|
10.6K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-214- 3.06% |
$12.3K - $13.7K
|
6.78K
$695K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-215- 2.14% |
$12.3K - $13.7K
|
9.86K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-215- 0.3% |
$12.3K - $13.7K
|
72.6K
$7.43M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-218- 1.52% |
$12.5K - $13.9K
|
14.1K
$1.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-219- 50.0% |
$12.5K - $14K
|
219
$22.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-223- 3.03% |
$12.8K - $14.2K
|
7.15K
$732K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-225- 7.29% |
$12.9K - $14.4K
|
2.86K
$293K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-231- 6.34% |
$13.2K - $14.8K
|
3.41K
$349K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-240- 2.35% |
$13.7K - $15.3K
|
9.97K
$1.02M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-243- 1.43% |
$13.9K - $15.5K
|
16.8K
$1.72M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-245- 0.9% |
$14K - $15.7K
|
27K
$2.76M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-245- 6.8% |
$14K - $15.7K
|
3.36K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-250- 4.4% |
$14.3K - $16K
|
5.44K
$557K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-250- 6.9% |
$14.3K - $16K
|
3.37K
$346K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-251- 5.95% |
$14.4K - $16K
|
3.96K
$406K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-273- 1.18% |
$15.6K - $17.4K
|
22.8K
$2.34M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-276- 1.99% |
$15.8K - $17.6K
|
13.6K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-277- 4.8% |
$15.9K - $17.7K
|
5.49K
$563K
|