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 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
800+ 0.51% |
$45.8K - $51.1K
|
158K
$16.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
799+ 1.29% |
$45.7K - $51K
|
62.8K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
786+ 0.15% |
$45K - $50.2K
|
537K
$55.4M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
785+ 0.88% |
$44.9K - $50.2K
|
89.6K
$9.25M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
757+ 0.8% |
$43.3K - $48.4K
|
95.7K
$9.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
756+ 1.09% |
$43.3K - $48.3K
|
69.8K
$7.21M
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
750+ 0.73% |
$42.9K - $47.9K
|
103K
$10.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
737+ 27.9% |
$42.2K - $47.1K
|
3.38K
$349K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
713+ 2.08% |
$40.8K - $45.6K
|
35K
$3.61M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
705+ 9.67% |
$40.4K - $45K
|
8K
$826K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
694+ 182.63% |
$39.7K - $44.3K
|
1.07K
$111K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
685+ 2.81% |
$39.2K - $43.8K
|
25.1K
$2.59M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
672+ 0.67% |
$38.5K - $42.9K
|
101K
$10.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
653+ 0.71% |
$37.4K - $41.7K
|
93.2K
$9.63M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
648+ 0.56% |
$37.1K - $41.4K
|
116K
$12M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
639+ 18.05% |
$36.6K - $40.8K
|
4.18K
$432K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
634+ 7.76% |
$36.3K - $40.5K
|
8.81K
$910K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
606+ 13.14% |
$34.7K - $38.7K
|
5.22K
$539K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
603+ 2.36% |
$34.5K - $38.5K
|
26.1K
$2.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
580+ 0.3% |
$33.2K - $37.1K
|
194K
$20M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
579+ 57900.0% |
$33.1K - $37K
|
580
$59.9K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
576New |
$33K - $36.8K
|
576
$59.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
558New |
$31.9K - $35.7K
|
558
$57.6K
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
545New |
$31.2K - $34.8K
|
545
$56.3K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
534+ 3.07% |
$30.6K - $34.1K
|
17.9K
$1.85M
|
|
|
May 05, 2023
Q1 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
514+ 0.84% |
$29.4K - $32.8K
|
61.7K
$6.37M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
500+ 4.63% |
$28.6K - $31.9K
|
11.3K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
474+ 12.32% |
$27.1K - $30.3K
|
4.32K
$446K
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
472+ 9.32% |
$27K - $30.2K
|
5.54K
$572K
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
467+ 0.4% |
$26.7K - $29.8K
|
117K
$12.1M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
466+ 2.55% |
$26.7K - $29.8K
|
18.8K
$1.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
466+ 2.93% |
$26.7K - $29.8K
|
16.4K
$1.69M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
460New |
$26.3K - $29.4K
|
460
$47.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
397+ 0.99% |
$22.7K - $25.4K
|
40.7K
$4.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
397+ 3.33% |
$22.7K - $25.4K
|
12.3K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
393+ 0.58% |
$22.5K - $25.1K
|
67.6K
$6.98M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
386+ 5.13% |
$22.1K - $24.7K
|
7.91K
$817K
|
|
|
Apr 12, 2023
Q1 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
374+ 1.98% |
$21.4K - $23.9K
|
19.3K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
365+ 4.57% |
$20.9K - $23.3K
|
8.35K
$862K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
360+ 4.89% |
$20.6K - $23K
|
7.72K
$797K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
335+ 5.47% |
$19.2K - $21.4K
|
6.46K
$668K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
316+ 0.32% |
$18.1K - $20.2K
|
99.2K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
312+ 2.83% |
$17.9K - $19.9K
|
11.3K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
307+ 17.88% |
$17.6K - $19.6K
|
2.02K
$209K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
305+ 0.58% |
$17.5K - $19.5K
|
52.7K
$5.45M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
304+ 0.38% |
$17.4K - $19.4K
|
80.1K
$8.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
296+ 2.09% |
$16.9K - $18.9K
|
14.5K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
293+ 4.37% |
$16.8K - $18.7K
|
7K
$722K
|
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
283+ 2.26% |
$16.2K - $18.1K
|
12.8K
$1.32M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
275+ 220.0% |
$15.7K - $17.6K
|
400
$41.3K
|