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 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.75K- 89.22% |
$100K - $112K
|
211
$21.6K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.75K- 1.15% |
$100K - $112K
|
150K
$15.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-1.8K- 14.07% |
$103K - $115K
|
11K
$1.12M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-1.8K- 4.1% |
$103K - $115K
|
42.2K
$4.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-1.85K- 35.31% |
$106K - $118K
|
3.4K
$348K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.86K- 10.06% |
$106K - $119K
|
16.6K
$1.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.87K- 26.04% |
$107K - $119K
|
5.31K
$543K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.87K- 31.65% |
$107K - $119K
|
4.04K
$413K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-1.9K- 20.65% |
$109K - $121K
|
7.3K
$748K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.92K- 16.17% |
$110K - $123K
|
9.98K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.93K- 26.42% |
$110K - $123K
|
5.37K
$550K
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1.94K- 10.87% |
$111K - $124K
|
15.9K
$1.63M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.98K- 34.2% |
$113K - $127K
|
3.81K
$390K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.06K- 57.53% |
$118K - $132K
|
1.52K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-2.09K- 22.09% |
$119K - $133K
|
7.36K
$753K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.11K- 2.39% |
$121K - $135K
|
86.2K
$8.83M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.11K- 0.87% |
$121K - $135K
|
241K
$24.7M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
SELL
|
- |
-2.12K- 3.7% |
$121K - $135K
|
55.2K
$5.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.17K- 30.04% |
$124K - $138K
|
5.05K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.17K- 3.06% |
$124K - $139K
|
68.8K
$7.05M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.18K- 0.75% |
$125K - $139K
|
290K
$29.7M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.18K- 9.61% |
$125K - $140K
|
20.5K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.19K- 7.91% |
$125K - $140K
|
25.4K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.19K- 11.11% |
$125K - $140K
|
17.5K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.2K- 3.51% |
$126K - $141K
|
60.6K
$6.21M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.21K- 93.83% |
$126K - $141K
|
145
$14.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.21K- 2.48% |
$127K - $141K
|
86.9K
$8.9M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.21K- 0.33% |
$127K - $141K
|
659K
$67.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-2.24K- 4.58% |
$128K - $143K
|
46.6K
$4.77M
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-2.3K- 12.17% |
$131K - $147K
|
16.6K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.38K- 39.88% |
$136K - $152K
|
3.59K
$368K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.43K- 4.25% |
$139K - $156K
|
54.8K
$5.62M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-2.51K- 13.86% |
$144K - $161K
|
15.6K
$1.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.55K- 30.18% |
$146K - $163K
|
5.89K
$603K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.59K- 1.59% |
$148K - $166K
|
160K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.66K- 2.58% |
$152K - $170K
|
101K
$10.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-2.7K- 3.99% |
$154K - $172K
|
64.9K
$6.64M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.75K- 6.31% |
$158K - $176K
|
40.9K
$4.19M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.79K- 20.26% |
$159K - $178K
|
11K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.83K- 17.87% |
$162K - $181K
|
13K
$1.33M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2.86K- 22.6% |
$164K - $183K
|
9.79K
$1M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.9K- 3.3% |
$166K - $185K
|
84.8K
$8.69M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.99K- 40.74% |
$171K - $191K
|
4.34K
$445K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.02K- 4.55% |
$173K - $193K
|
63.3K
$6.48M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.03K- 8.26% |
$174K - $194K
|
33.7K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.05K- 1.12% |
$175K - $195K
|
270K
$27.6M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 31.91% |
$180K - $201K
|
6.72K
$688K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.16K- 39.58% |
$181K - $202K
|
4.82K
$493K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.25K- 95.25% |
$186K - $207K
|
162
$16.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-3.31K- 15.5% |
$189K - $211K
|
18K
$1.84M
|