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
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.92K
+ 11.59%
$110K - $122K
18.5K $1.91M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.85K
+ 1.56%
$106K - $118K
120K $12.4M
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
1.77K
+ 492.22%
$101K - $113K
2.13K $220K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
1.75K
+ 30.53%
$100K - $112K
7.49K $774K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.74K
+ 5.07%
$99.4K - $111K
36K $3.72M
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
1.66K
+ 10.27%
$95K - $106K
17.8K $1.84M
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
1.62K
+ 22.93%
$92.8K - $104K
8.69K $897K
May 01, 2023 Q1 2023
Alera Investment Advisors, LLC

BUY
 -
1.61K
+ 0.66%
$92.2K - $103K
245K $25.3M
Apr 12, 2023 Q1 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
1.61K
+ 10.09%
$92.2K - $103K
17.6K $1.81M
Apr 10, 2023 Q1 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
1.59K
+ 13.67%
$91.3K - $102K
13.3K $1.37M
Apr 04, 2024 Q1 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
1.51K
+ 5.65%
$86.7K - $96.7K
28.3K $2.92M
Apr 20, 2023 Q1 2023
Cranbrook Wealth Management, LLC

BUY
 -
1.5K
+ 2.19%
$85.6K - $95.6K
69.8K $7.21M
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
1.47K
+ 2.65%
$84.2K - $94K
57K $5.88M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
1.45K
+ 1.4%
$83K - $92.6K
105K $10.8M
Oct 17, 2023 Q1 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
1.42K
+ 175.78%
$81K - $90.4K
2.22K $229K
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
1.4K
+ 10.33%
$80.2K - $89.5K
15K $1.55M
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.37K
+ 2.77%
$78.5K - $87.7K
50.9K $5.26M
Apr 14, 2023 Q1 2023
Kessler Investment Group, LLC

BUY
 -
1.28K
+ 8.84%
$73.5K - $82K
15.8K $1.63M
Apr 18, 2023 Q1 2023
Pack Private Wealth, LLC

Wayzata, MN
BUY
 -
1.28K
+ 7.07%
$73.1K - $81.5K
19.3K $2M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
1.23K
+ 1.36%
$70.5K - $78.6K
91.6K $9.46M
Apr 17, 2023 Q1 2023
Security National Bank

BUY
 -
1.22K
+ 18.07%
$70.1K - $78.2K
8K $826K
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
1.22K
+ 5.43%
$69.7K - $77.8K
23.7K $2.44M
Apr 10, 2023 Q1 2023
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
1.21K
+ 4.85%
$69K - $77.1K
26.1K $2.69M
May 12, 2023 Q1 2023
Argent Trust CO

Nashville, TN
BUY
 -
1.2K
+ 1.0%
$68.6K - $76.6K
121K $12.5M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
1.19K
+ 79.68%
$68K - $75.9K
2.68K $277K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
1.18K
+ 16.58%
$67.7K - $75.5K
8.31K $858K
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
1.14K
+ 14.57%
$65.3K - $72.9K
8.97K $927K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
1.13K
+ 1.16%
$64.5K - $71.9K
98.2K $10.1M
May 10, 2023 Q1 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
1.09K
+ 14.56%
$62.4K - $69.6K
8.58K $886K
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.08K
+ 7.21%
$61.8K - $69K
16.1K $1.66M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
1.07K
+ 0.22%
$61.3K - $68.4K
487K $50.3M
Apr 20, 2023 Q1 2023
Community Bank, N.A.

BUY
 -
1.04K
+ 8.09%
$59.3K - $66.1K
13.8K $1.43M
May 10, 2023 Q1 2023
Ellis Investment Partners, LLC

BUY
 -
999
+ 1.6%
$57.2K - $63.8K
63.5K $6.56M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
988
+ 7.78%
$56.6K - $63.1K
13.7K $1.41M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
973
+ 0.62%
$55.7K - $62.2K
157K $16.2M
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
945
+ 12.52%
$54.1K - $60.4K
8.49K $877K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
929
+ 1.49%
$53.2K - $59.4K
63.4K $6.54M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
928
New
$53.1K - $59.3K
928 $95.8K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
880
+ 5.31%
$50.4K - $56.2K
17.4K $1.8M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
874
New
$50K - $55.8K
874 $90.3K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
860
+ 7.35%
$49.2K - $54.9K
12.6K $1.3M
Apr 25, 2023 Q1 2023
ETF Portfolio Partners, Inc.

BUY
 -
851
+ 2.04%
$48.7K - $54.4K
42.6K $4.4M
May 09, 2023 Q1 2023
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
845
+ 13.69%
$48.4K - $54K
7.02K $725K
Apr 12, 2023 Q1 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
836
+ 1.47%
$47.9K - $53.4K
57.6K $5.95M
May 11, 2023 Q1 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
830
+ 0.3%
$47.5K - $53K
275K $28.4M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
828
+ 3.06%
$47.4K - $52.9K
27.9K $2.88M
May 03, 2023 Q1 2023
Crescent Grove Advisors, LLC

BUY
 -
823
+ 11.98%
$47.1K - $52.6K
7.69K $794K
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
813
+ 1.1%
$46.5K - $51.9K
74.8K $7.73M
May 09, 2023 Q1 2023
Nicolet Bankshares Inc

Green Bay, WI
BUY
 -
800
+ 0.58%
$45.8K - $51.1K
138K $14.3M

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