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
|
Parallel Advisors, LLC
|
SELL
|
- |
-609- 1.66% |
$34.9K - $38.9K
|
36K
$3.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-612- 1.45% |
$35K - $39.1K
|
41.5K
$4.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-616- 2.13% |
$35.3K - $39.4K
|
28.3K
$2.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-621- 7.55% |
$35.6K - $39.7K
|
7.61K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-634- 2.14% |
$36.3K - $40.5K
|
28.9K
$2.96M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-678- 0.01% |
$38.8K - $43.3K
|
8.99M
$921M
|
|
|
May 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-684- 5.55% |
$39.2K - $43.7K
|
11.6K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-688- 3.87% |
$39.4K - $44K
|
17.1K
$1.75M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-688- 3.87% |
$39.4K - $44K
|
17.1K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-691- 1.01% |
$39.6K - $44.1K
|
67.5K
$6.92M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-692- 4.84% |
$39.6K - $44.2K
|
13.6K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-693- 3.43% |
$39.7K - $44.3K
|
19.5K
$2M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-711- 1.24% |
$40.7K - $45.4K
|
56.6K
$5.79M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-716- 4.7% |
$41K - $45.7K
|
14.5K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-717- 9.46% |
$41K - $45.8K
|
6.86K
$703K
|
|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-727- 3.33% |
$41.6K - $46.4K
|
21.1K
$2.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-727- 6.79% |
$41.6K - $46.4K
|
9.97K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-745- 5.34% |
$42.7K - $47.6K
|
13.2K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-752- 5.08% |
$43.1K - $48K
|
14.1K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-752- 11.24% |
$43.1K - $48K
|
5.94K
$608K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-758- 1.65% |
$43.4K - $48.4K
|
45.1K
$4.61M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-768- 1.34% |
$44K - $49.1K
|
56.6K
$5.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-779- 4.9% |
$44.6K - $49.8K
|
15.1K
$1.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-782- 0.44% |
$44.8K - $50K
|
175K
$17.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-786- 2.96% |
$45K - $50.2K
|
25.8K
$2.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-789- 3.29% |
$45.2K - $50.4K
|
23.2K
$2.37M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-790- 6.45% |
$45.2K - $50.5K
|
11.5K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-792- 3.07% |
$45.3K - $50.6K
|
25K
$2.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-849- 6.29% |
$48.6K - $54.2K
|
12.6K
$1.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-851- 3.81% |
$48.7K - $54.4K
|
21.5K
$2.2M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-853- 6.14% |
$48.8K - $54.5K
|
13K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-862- 15.4% |
$49.3K - $55.1K
|
4.74K
$485K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-877- 0.62% |
$50.2K - $56K
|
141K
$14.4M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-889- 7.61% |
$50.9K - $56.8K
|
10.8K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-904- 5.01% |
$51.8K - $57.8K
|
17.1K
$1.75M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-907- 11.78% |
$51.9K - $57.9K
|
6.79K
$696K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-913- 2.88% |
$52.3K - $58.3K
|
30.8K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-918- 9.46% |
$52.6K - $58.7K
|
8.79K
$900K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-919- 35.87% |
$52.6K - $58.7K
|
1.64K
$168K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-920- 12.28% |
$52.7K - $58.8K
|
6.57K
$673K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-922- 3.29% |
$52.8K - $58.9K
|
27.1K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-923- 4.35% |
$52.8K - $59K
|
20.3K
$2.08M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-930- 11.7% |
$53.2K - $59.4K
|
7.02K
$719K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-948- 1.6% |
$54.3K - $60.6K
|
58.2K
$5.96M
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-960- 8.31% |
$55K - $61.3K
|
10.6K
$1.09M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-968- 43.47% |
$55.4K - $61.8K
|
1.26K
$129K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-984- 1.25% |
$56.3K - $62.9K
|
77.6K
$7.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-990- 6.01% |
$56.7K - $63.3K
|
15.5K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-997- 8.65% |
$57.1K - $63.7K
|
10.5K
$1.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1K- 8.89% |
$57.3K - $63.9K
|
10.2K
$1.05M
|