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 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-278- 4.81% |
$15.9K - $17.8K
|
5.5K
$563K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-287- 0.72% |
$16.4K - $18.3K
|
39.4K
$4.03M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-290- 40.79% |
$16.6K - $18.5K
|
421
$43.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-291- 0.7% |
$16.7K - $18.6K
|
41.1K
$4.21M
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-297- 1.67% |
$17K - $19K
|
17.5K
$1.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-299- 1.13% |
$17.1K - $19.1K
|
26.3K
$2.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-309- 2.9% |
$17.7K - $19.7K
|
10.4K
$1.06M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-314- 19.15% |
$18K - $20.1K
|
1.33K
$136K
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-316- 1.81% |
$18.1K - $20.2K
|
17.1K
$1.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-316- 8.66% |
$18.1K - $20.2K
|
3.33K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-325- 2.08% |
$18.6K - $20.8K
|
15.3K
$1.57M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-325- 2.92% |
$18.6K - $20.8K
|
10.8K
$1.11M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-329- 1.02% |
$18.8K - $21K
|
32.1K
$3.29M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-330- 0.79% |
$18.9K - $21.1K
|
41.5K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-333- 6.15% |
$19.1K - $21.3K
|
5.08K
$520K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-338- 7.37% |
$19.4K - $21.6K
|
4.25K
$435K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-342- 5.52% |
$19.6K - $21.9K
|
5.85K
$599K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-342- 6.62% |
$19.6K - $21.9K
|
4.83K
$494K
|
|
|
Apr 10, 2023
Q1 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-357- 1.98% |
$20.4K - $22.8K
|
17.7K
$1.81M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-388- 4.37% |
$22.2K - $24.8K
|
8.5K
$870K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-388- 2.79% |
$22.2K - $24.8K
|
13.5K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-393- 4.11% |
$22.5K - $25.1K
|
9.17K
$939K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-397- 3.04% |
$22.7K - $25.4K
|
12.7K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-403- 3.04% |
$23.1K - $25.7K
|
12.9K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-404- 1.51% |
$23.1K - $25.8K
|
26.3K
$2.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-405- 4.15% |
$23.2K - $25.9K
|
9.35K
$957K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-411- 1.68% |
$23.5K - $26.3K
|
24K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-415- 4.46% |
$23.8K - $26.5K
|
8.9K
$911K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-432- 12.97% |
$24.7K - $27.6K
|
2.9K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-443- 0.33% |
$25.4K - $28.3K
|
134K
$13.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-454- 2.79% |
$26K - $29K
|
15.8K
$1.62M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-455- 3.05% |
$26K - $29.1K
|
14.5K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-461- 0.88% |
$26.4K - $29.5K
|
51.7K
$5.29M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-475- 0.47% |
$27.2K - $30.3K
|
100K
$10.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-477- 13.05% |
$27.3K - $30.5K
|
3.18K
$325K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-490- 5.35% |
$28.1K - $31.3K
|
8.68K
$888K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-491- 0.4% |
$28.1K - $31.4K
|
121K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-492- 3.64% |
$28.2K - $31.4K
|
13K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-494- 8.97% |
$28.3K - $31.6K
|
5.01K
$513K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-500- 28.57% |
$28.6K - $31.9K
|
1.25K
$128K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-500- 8.68% |
$28.6K - $31.9K
|
5.26K
$539K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-509- 2.06% |
$29.1K - $32.5K
|
24.2K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-520- 0.78% |
$29.8K - $33.2K
|
65.9K
$6.75M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-526- 0.06% |
$30.1K - $33.6K
|
856K
$87.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-528- 1.71% |
$30.2K - $33.7K
|
30.4K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-550- 4.85% |
$31.5K - $35.1K
|
10.8K
$1.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-556- 13.42% |
$31.8K - $35.5K
|
3.59K
$367K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-568- 0.65% |
$32.5K - $36.3K
|
86.2K
$8.83M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-579- 99.83% |
$33.1K - $37K
|
1
$102
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-603- 8.08% |
$34.5K - $38.5K
|
6.86K
$703K
|