Purchases and Sales Made in Q1 2023 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
11.4K
New
$651K - $726K
11.4K $1.17M
May 05, 2023 Q1 2023
Horizon Family Wealth, Inc.

BUY
 -
11.3K
+ 12.54%
$647K - $723K
101K $10.5M
Jun 14, 2023 Q1 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
11.1K
New
$636K - $709K
11.1K $1.15M
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
11.1K
+ 9.17%
$636K - $709K
132K $13.6M
Apr 12, 2023 Q1 2023
Cfm Wealth Partners LLC

BUY
 -
10.8K
New
$620K - $691K
10.8K $1.12M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
10.5K
+ 12.64%
$603K - $673K
93.9K $9.7M
May 12, 2023 Q1 2023
Koss Olinger Consulting, LLC

BUY
 -
10.3K
+ 9.11%
$587K - $656K
123K $12.7M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
9.56K
+ 49.2%
$547K - $611K
29K $2.99M
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
9.49K
+ 2.39%
$543K - $606K
407K $42M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
9.46K
New
$541K - $604K
9.46K $977K
Apr 27, 2023 Q1 2023
Conning Inc.

BUY
 -
8.8K
+ 22.31%
$504K - $562K
48.2K $4.98M
Apr 17, 2023 Q1 2023
City Holding CO

BUY
 -
8.77K
+ 279.78%
$502K - $560K
11.9K $1.23M
May 03, 2023 Q1 2023
Tfo Tdc, LLC

BUY
 -
8.63K
+ 18359.57%
$494K - $551K
8.68K $896K
May 15, 2023 Q1 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
8.31K
New
$476K - $531K
8.31K $858K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
8.05K
+ 1.62%
$461K - $514K
506K $52.3M
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
8K
+ 17.19%
$458K - $511K
54.6K $5.63M
May 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
7.92K
+ 115.29%
$453K - $506K
14.8K $1.53M
Apr 07, 2023 Q1 2023
Thrive Wealth Management, LLC

BUY
 -
7.89K
New
$452K - $504K
7.89K $815K
May 12, 2023 Q1 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
7.66K
New
$439K - $490K
7.66K $791K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
7.62K
+ 16.46%
$436K - $487K
53.9K $5.57M
May 02, 2023 Q1 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
7.52K
+ 2.14%
$430K - $480K
359K $37M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
7.45K
New
$426K - $476K
7.45K $769K
May 03, 2023 Q1 2023
Florin Court Capital LLP

BUY
 -
7.4K
+ 41.81%
$424K - $473K
25.1K $2.59M
Apr 21, 2023 Q1 2023
Summit Financial Strategies, Inc.

BUY
 -
7.28K
+ 118.96%
$417K - $465K
13.4K $1.38M
May 15, 2023 Q1 2023
Annandale Capital, LLC

Dallas, TX
BUY
 -
6.95K
New
$398K - $444K
6.95K $718K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
6.91K
+ 96.59%
$396K - $442K
14.1K $1.45M
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
6.89K
+ 234.57%
$394K - $440K
9.82K $1.01M
May 15, 2023 Q1 2023
Marshall Wace, LLP

London, X0
BUY
 -
6.66K
New
$381K - $426K
6.66K $688K
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
6.65K
New
$380K - $425K
6.65K $686K
Apr 06, 2023 Q1 2023
Kwmg, LLC

BUY
 -
6.6K
+ 2.52%
$378K - $422K
269K $27.8M
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
6.43K
+ 271.11%
$368K - $411K
8.8K $909K
Apr 28, 2023 Q1 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
6.38K
+ 2.31%
$365K - $408K
283K $29.2M
Apr 14, 2023 Q1 2023
Mirador Capital Partners LP

BUY
 -
6.37K
New
$365K - $407K
6.37K $658K
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
6.3K
+ 13.96%
$360K - $402K
51.4K $5.31M
May 15, 2023 Q1 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
6.25K
New
$358K - $400K
6.25K $646K
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
6.23K
+ 4.66%
$357K - $398K
140K $14.5M
Aug 07, 2023 Q1 2023
W Advisors, LLC

Germantown, TN
BUY
 -
6.23K
+ 6.44%
$357K - $398K
103K $10.6M
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
6.2K
+ 51.89%
$355K - $396K
18.1K $1.87M
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
6.01K
+ 0.56%
$344K - $384K
1.08M $112M
Apr 25, 2023 Q1 2023
Amarillo National Bank

BUY
 -
5.9K
+ 1.43%
$338K - $377K
419K $43.3M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
5.88K
+ 66.22%
$337K - $376K
14.8K $1.53M
Apr 24, 2023 Q1 2023
Rockland Trust CO

BUY
 -
5.86K
New
$336K - $375K
5.86K $606K
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
5.78K
+ 40.54%
$331K - $369K
20K $2.07M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
5.77K
+ 128.03%
$330K - $368K
10.3K $1.06M
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
5.64K
+ 13.37%
$323K - $360K
47.8K $4.93M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
5.63K
+ 2.99%
$323K - $360K
194K $20M
May 12, 2023 Q1 2023
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
5.5K
+ 2.67%
$315K - $351K
211K $21.8M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
5.49K
+ 13.01%
$314K - $351K
47.7K $4.93M
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
5.49K
+ 64.26%
$314K - $351K
14K $1.45M

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