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 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 0.7% |
$57.7K - $64.4K
|
144K
$14.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 14.51% |
$58.1K - $64.8K
|
5.97K
$612K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.02K- 14.0% |
$58.2K - $64.9K
|
6.24K
$639K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.03K- 1.78% |
$59.2K - $66.1K
|
57K
$5.84M
|
|
|
Apr 07, 2023
Q1 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 0.3% |
$59.4K - $66.3K
|
343K
$35.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.04K- 13.28% |
$59.6K - $66.5K
|
6.8K
$696K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.04K- 37.48% |
$59.7K - $66.6K
|
1.74K
$178K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1.05K- 3.65% |
$60.3K - $67.3K
|
27.8K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.09K- 11.49% |
$62.6K - $69.9K
|
8.43K
$863K
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 2.32% |
$64.2K - $71.7K
|
47.3K
$4.85M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.15K- 21.88% |
$65.7K - $73.3K
|
4.1K
$420K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.16K- 5.79% |
$66.2K - $73.9K
|
18.8K
$1.93M
|
|
|
Apr 28, 2023
Q1 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.17K- 1.02% |
$67.2K - $74.9K
|
114K
$11.7M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.18K- 3.7% |
$67.6K - $75.4K
|
30.7K
$3.15M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.18KClosed |
$67.7K - $75.6K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.19K- 0.79% |
$68.2K - $76.2K
|
150K
$15.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.2K- 3.39% |
$68.7K - $76.7K
|
34.2K
$3.5M
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.22K- 10.86% |
$69.8K - $77.9K
|
10K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.22K- 11.93% |
$70K - $78.1K
|
9.02K
$924K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.24K- 0.14% |
$70.9K - $79.1K
|
911K
$93.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.25K- 16.09% |
$71.3K - $79.5K
|
6.5K
$665K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 0.35% |
$73.3K - $81.8K
|
362K
$37.1M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.29K- 4.66% |
$74K - $82.6K
|
26.5K
$2.71M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-1.31K- 2.29% |
$75.1K - $83.8K
|
56.1K
$5.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.32K- 12.33% |
$75.3K - $84K
|
9.35K
$958K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 7.49% |
$75.3K - $84.1K
|
16.3K
$1.67M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.32K- 18.0% |
$75.4K - $84.1K
|
6K
$615K
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.32K- 10.05% |
$75.5K - $84.3K
|
11.8K
$1.21M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.33K- 1.53% |
$76.3K - $85.2K
|
85.5K
$8.76M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.34K- 2.56% |
$76.5K - $85.4K
|
50.9K
$5.22M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.36K- 2.62% |
$77.8K - $86.8K
|
50.4K
$5.16M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.38K- 17.54% |
$79K - $88.2K
|
6.49K
$664K
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.39K- 4.36% |
$79.3K - $88.6K
|
30.4K
$3.11M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.41K- 1.1% |
$80.7K - $90.1K
|
127K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.42K- 2.52% |
$81.1K - $90.5K
|
54.7K
$5.6M
|
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.43K- 1.29% |
$81.9K - $91.4K
|
110K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.44K- 4.41% |
$82.6K - $92.2K
|
31.3K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.45K- 4.27% |
$82.7K - $92.3K
|
32.4K
$3.32M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.46K- 17.94% |
$83.7K - $93.4K
|
6.69K
$685K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.48K- 3.48% |
$84.4K - $94.2K
|
41K
$4.19M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-1.48K- 31.65% |
$84.4K - $94.2K
|
3.19K
$326K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.48K- 23.96% |
$84.6K - $94.4K
|
4.69K
$480K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-1.53K- 1.57% |
$87.8K - $97.9K
|
95.9K
$9.83M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.63K- 5.89% |
$93K - $104K
|
26K
$2.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.64K- 10.97% |
$93.8K - $105K
|
13.3K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.64K- 8.13% |
$93.8K - $105K
|
18.5K
$1.9M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.66K- 0.78% |
$95K - $106K
|
212K
$21.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.67K- 14.72% |
$95.6K - $107K
|
9.68K
$991K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.72K- 2.7% |
$98.4K - $110K
|
61.9K
$6.34M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.74K- 2.25% |
$99.4K - $111K
|
75.4K
$7.72M
|