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
|
Banque Pictet & Cie Sa
|
BUY
|
- |
5.48KNew |
$314K - $350K
|
5.48K
$566K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.45K+ 13.68% |
$312K - $348K
|
45.3K
$4.68M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.44K+ 19.85% |
$311K - $347K
|
32.8K
$3.39M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.34M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
BUY
|
- |
5.25K+ 1.63% |
$301K - $335K
|
326K
$33.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.09K+ 9.25% |
$291K - $325K
|
60.1K
$6.2M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
5.08K+ 3.18% |
$291K - $324K
|
165K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
5.06KNew |
$289K - $323K
|
5.06K
$522K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.03K+ 8.12% |
$288K - $321K
|
66.9K
$6.91M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5KNew |
$286K - $319K
|
5K
$516K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
4.96K+ 599.28% |
$284K - $317K
|
5.79K
$598K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.89K+ 15.19% |
$280K - $312K
|
37.1K
$3.83M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
4.88K+ 4.38% |
$280K - $312K
|
116K
$12M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.72KNew |
$270K - $301K
|
4.72K
$487K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.7K+ 3.85% |
$269K - $300K
|
127K
$13.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.6KNew |
$264K - $294K
|
4.6K
$475K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.59K+ 27017.65% |
$263K - $293K
|
4.61K
$476K
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
4.52KNew |
$259K - $289K
|
4.52K
$467K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.5KNew |
$257K - $287K
|
4.5K
$464K
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4.46KNew |
$256K - $285K
|
4.46K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
4.44KNew |
$254K - $283K
|
4.44K
$458K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.28KNew |
$245K - $274K
|
4.28K
$442K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.22K+ 44.72% |
$241K - $269K
|
13.6K
$1.41M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.21KNew |
$241K - $269K
|
4.21K
$435K
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.13K+ 19.31% |
$236K - $264K
|
25.5K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.12KNew |
$236K - $263K
|
4.12K
$425K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.12K+ 65.25% |
$236K - $263K
|
10.4K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.09K+ 1.79% |
$234K - $261K
|
232K
$24M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.06KNew |
$232K - $259K
|
4.06K
$419K
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
4.06KNew |
$232K - $259K
|
4.06K
$419K
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
4.05KNew |
$232K - $259K
|
4.05K
$419K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.03K+ 7.28% |
$231K - $258K
|
59.4K
$6.13M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.99K+ 40.83% |
$229K - $255K
|
13.8K
$1.42M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.94K+ 76.45% |
$226K - $252K
|
9.1K
$940K
|
|
|
Apr 18, 2023
Q1 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
3.9K+ 28.74% |
$223K - $249K
|
17.5K
$1.8M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
3.89K+ 2.89% |
$223K - $249K
|
139K
$14.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.88K+ 6.18% |
$222K - $248K
|
66.6K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.87KNew |
$221K - $247K
|
3.87K
$399K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.82K+ 1.44% |
$219K - $244K
|
269K
$27.8M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.82K+ 1.52% |
$218K - $244K
|
254K
$26.3M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.79KNew |
$217K - $242K
|
3.79K
$391K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$215K - $240K
|
3.76K
$388K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
3.74KNew |
$214K - $239K
|
3.74K
$386K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.71K+ 5.16% |
$212K - $237K
|
75.6K
$7.81M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
3.71KNew |
$212K - $237K
|
3.71K
$383K
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.7K+ 9.42% |
$212K - $236K
|
43K
$4.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.63K+ 1.08% |
$208K - $232K
|
341K
$35.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.61KNew |
$207K - $231K
|
3.61K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.56K+ 4.21% |
$204K - $228K
|
88.2K
$9.11M
|