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 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-6.53K- 3.81% |
$374K - $417K
|
165K
$16.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-6.59K- 10.6% |
$377K - $421K
|
55.6K
$5.69M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.6K- 14.61% |
$378K - $422K
|
38.6K
$3.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6.73K- 55.95% |
$385K - $430K
|
5.3K
$543K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.75K- 66.8% |
$387K - $431K
|
3.36K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.91K- 5.06% |
$396K - $442K
|
130K
$13.3M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-6.98K- 3.26% |
$399K - $446K
|
207K
$21.2M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.06K- 32.32% |
$404K - $451K
|
14.8K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.09K- 6.5% |
$406K - $453K
|
102K
$10.4M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.25K- 7.44% |
$415K - $463K
|
90.1K
$9.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-7.3K- 1.0% |
$418K - $466K
|
724K
$74.1M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-7.35K- 10.66% |
$421K - $469K
|
61.6K
$6.31M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-7.58K- 0.94% |
$434K - $484K
|
801K
$82M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-7.6K- 1.89% |
$435K - $486K
|
395K
$40.5M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-7.74K- 15.14% |
$443K - $494K
|
43.4K
$4.44M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7.85K- 11.99% |
$450K - $502K
|
57.6K
$5.9M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-7.87K- 1.62% |
$450K - $503K
|
477K
$48.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-7.89K- 50.54% |
$452K - $504K
|
7.72K
$790K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7.97K- 42.84% |
$456K - $509K
|
10.6K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-8.21K- 8.45% |
$470K - $524K
|
88.9K
$9.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.26K- 35.87% |
$473K - $528K
|
14.8K
$1.51M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.27K- 4.18% |
$474K - $528K
|
190K
$19.4M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-8.59K- 12.84% |
$491K - $548K
|
58.3K
$5.97M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8.8K- 3.8% |
$504K - $562K
|
223K
$22.8M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.99KClosed |
$515K - $574K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-9.02K- 50.54% |
$516K - $576K
|
8.83K
$904K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-9.08K- 5.3% |
$520K - $580K
|
162K
$16.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.09K- 13.59% |
$520K - $581K
|
57.8K
$5.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-9.09K- 4.58% |
$520K - $581K
|
189K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-9.41K- 22.44% |
$538K - $601K
|
32.5K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.41K- 5.46% |
$539K - $601K
|
163K
$16.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-9.45K- 2.8% |
$541K - $604K
|
329K
$33.7M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-9.57K- 93.72% |
$548K - $611K
|
641
$65.6K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.59K- 25.74% |
$549K - $613K
|
27.7K
$2.83M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-9.64K- 70.95% |
$552K - $616K
|
3.95K
$404K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-9.95K- 32.47% |
$570K - $636K
|
20.7K
$2.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-9.96K- 7.14% |
$570K - $636K
|
129K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-10K- 80.98% |
$574K - $640K
|
2.35K
$241K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.1K- 1.89% |
$576K - $643K
|
522K
$53.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.2K- 0.38% |
$585K - $652K
|
2.71M
$278M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-10.2K- 19.76% |
$585K - $653K
|
41.5K
$4.25M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-10.3K- 3.12% |
$587K - $656K
|
319K
$32.7M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.3K- 3.01% |
$588K - $657K
|
332K
$34M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-10.4K- 23.92% |
$595K - $664K
|
33K
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.4K- 30.91% |
$598K - $667K
|
23.3K
$2.39M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 9.23% |
$617K - $688K
|
106K
$10.8M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.1K- 10.2% |
$634K - $707K
|
97.5K
$9.98M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 57.54% |
$651K - $727K
|
8.39K
$859K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11.5K- 28.27% |
$657K - $733K
|
29.1K
$2.98M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-11.8K- 22.66% |
$677K - $756K
|
40.4K
$4.14M
|