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 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.31K- 31.49% |
$190K - $212K
|
7.2K
$738K
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-3.34K- 49.53% |
$191K - $213K
|
3.4K
$348K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-3.35K- 19.4% |
$192K - $214K
|
13.9K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.36K- 22.5% |
$192K - $215K
|
11.6K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-3.52K- 6.78% |
$202K - $225K
|
48.4K
$4.96M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-3.56K- 26.19% |
$204K - $227K
|
10K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-3.58K- 5.27% |
$205K - $228K
|
64.3K
$6.58M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.62K- 9.74% |
$207K - $231K
|
33.6K
$3.44M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.63K- 0.93% |
$208K - $232K
|
386K
$39.6M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3.67K- 5.65% |
$210K - $234K
|
61.2K
$6.27M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.72K- 35.69% |
$213K - $237K
|
6.7K
$686K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.73K- 87.75% |
$213K - $238K
|
520
$53.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-3.73K- 18.08% |
$213K - $238K
|
16.9K
$1.73M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.85K- 3.49% |
$220K - $246K
|
107K
$10.9M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-3.86K- 1.02% |
$221K - $247K
|
376K
$38.5M
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.9K- 16.27% |
$223K - $249K
|
20.1K
$2.06M
|
|
|
Dec 19, 2024
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.01K- 23.06% |
$230K - $256K
|
13.4K
$1.37M
|
|
|
Jan 08, 2025
Q1 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-4.01K- 23.06% |
$230K - $256K
|
13.4K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.2K- 2.09% |
$240K - $268K
|
196K
$20.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.33K- 20.5% |
$248K - $277K
|
16.8K
$1.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.59K- 3.19% |
$263K - $294K
|
139K
$14.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-4.69K- 2.24% |
$269K - $300K
|
205K
$21M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.78K- 2.14% |
$274K - $305K
|
218K
$22.4M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-4.8K- 98.28% |
$275K - $307K
|
84
$8.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.87K- 30.56% |
$279K - $311K
|
11.1K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.9K- 9.66% |
$281K - $313K
|
45.9K
$4.7M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.96K- 85.7% |
$284K - $317K
|
828
$84.8K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5K- 0.88% |
$286K - $319K
|
564K
$57.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.07K- 4.37% |
$290K - $324K
|
111K
$11.4M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.09K- 6.65% |
$292K - $325K
|
71.5K
$7.32M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.12K- 28.89% |
$293K - $327K
|
12.6K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.35K- 9.3% |
$306K - $342K
|
52.2K
$5.35M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.39K- 16.21% |
$309K - $344K
|
27.9K
$2.85M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-5.45K- 45.91% |
$312K - $348K
|
6.42K
$658K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.64K- 38.82% |
$323K - $361K
|
8.9K
$911K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-5.67K- 6.42% |
$324K - $362K
|
82.7K
$8.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.68K- 11.85% |
$325K - $363K
|
42.3K
$4.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.74K- 38.35% |
$329K - $367K
|
9.24K
$946K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.83K- 48.22% |
$333K - $372K
|
6.26K
$641K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.9K- 6.97% |
$338K - $377K
|
78.7K
$8.06M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.94K- 1.97% |
$340K - $380K
|
295K
$30.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.99K- 2.06% |
$343K - $383K
|
285K
$29.2M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-6.04K- 62.52% |
$346K - $386K
|
3.62K
$371K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.07K- 6.17% |
$347K - $388K
|
92.2K
$9.44M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6.2K- 8.25% |
$355K - $396K
|
68.9K
$7.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-6.33K- 60.46% |
$362K - $404K
|
4.14K
$424K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.41K- 2.85% |
$367K - $409K
|
219K
$22.4M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.44K- 7.98% |
$369K - $412K
|
74.3K
$7.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.49K- 8.73% |
$371K - $414K
|
67.8K
$6.94M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-6.5K- 29.05% |
$372K - $416K
|
15.9K
$1.63M
|