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 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
272
+ 6.77%
$15.6K - $17.4K
4.29K $443K
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
270
+ 5.46%
$15.5K - $17.3K
5.21K $538K
Apr 28, 2023 Q1 2023
Townsend Asset Management Corp

BUY
 -
262
+ 23.37%
$15K - $16.7K
1.38K $143K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
262
+ 1.97%
$15K - $16.7K
13.6K $1.4M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
257
+ 1.32%
$14.7K - $16.4K
19.7K $2.04M
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
256
+ 3.04%
$14.7K - $16.4K
8.68K $896K
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
249
+ 0.21%
$14.3K - $15.9K
118K $12.2M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
236
+ 3.4%
$13.5K - $15.1K
7.17K $740K
May 02, 2023 Q1 2023
Morling Financial Advisors, LLC

BUY
 -
234
New
$13.4K - $15K
234 $24.2K
Apr 20, 2023 Q1 2023
Madison Wealth Partners, Inc

BUY
 -
229
+ 3.24%
$13.1K - $14.6K
7.31K $755K
May 02, 2023 Q1 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
220
New
$12.6K - $14.1K
220 $22.7K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
220
+ 5.99%
$12.6K - $14.1K
3.9K $402K
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
212
+ 0.56%
$12.1K - $13.5K
37.8K $3.9M
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
210
+ 2.27%
$12K - $13.4K
9.46K $976K
May 10, 2023 Q1 2023
Gds Wealth Management

BUY
 -
199
+ 2.73%
$11.4K - $12.7K
7.49K $774K
May 02, 2023 Q1 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
191
+ 2.78%
$10.9K - $12.2K
7.05K $728K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
190
New
$10.9K - $12.1K
190 $19.6K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
186
+ 4.67%
$10.6K - $11.9K
4.17K $431K
Sep 01, 2023 Q1 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
179
+ 0.56%
$10.2K - $11.4K
31.9K $3.29M
Apr 11, 2023 Q1 2023
Tl Private Wealth

BUY
 -
176
+ 2.12%
$10.1K - $11.2K
8.47K $875K
May 12, 2023 Q1 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
BUY
 -
175
New
$10K - $11.2K
175 $18.1K
May 15, 2023 Q1 2023
Mma Asset Management LLC

New York, NY
BUY
 -
168
+ 0.38%
$9.62K - $10.7K
44.3K $4.58M
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
165
+ 14.24%
$9.45K - $10.5K
1.32K $137K
May 02, 2023 Q1 2023
Ltg Capital LLC

BUY
 -
162
+ 1.04%
$9.27K - $10.4K
15.8K $1.63M
Apr 18, 2023 Q1 2023
Domani Wealth, LLC

BUY
 -
160
+ 0.47%
$9.16K - $10.2K
34.3K $3.54M
Apr 06, 2023 Q1 2023
Veracity Capital LLC

BUY
 -
160
+ 0.95%
$9.16K - $10.2K
16.9K $1.75M
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
155
+ 0.29%
$8.87K - $9.9K
52.7K $5.44M
Apr 28, 2023 Q1 2023
Guyasuta Investment Advisors Inc

BUY
 -
147
+ 2.39%
$8.42K - $9.39K
6.29K $649K
Apr 03, 2023 Q1 2023
Park National Corp

BUY
 -
145
+ 2.08%
$8.3K - $9.26K
7.1K $733K
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
141
+ 0.35%
$8.07K - $9.01K
40.4K $4.17M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
140
+ 0.32%
$8.02K - $8.94K
43.8K $4.52M
May 08, 2023 Q1 2023
Shelton Wealth Management, LLC

BUY
 -
136
+ 3.55%
$7.79K - $8.69K
3.97K $410K
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
130
+ 3.14%
$7.44K - $8.31K
4.26K $440K
May 09, 2023 Q1 2023
Motco

BUY
 -
126
+ 13.7%
$7.21K - $8.05K
1.05K $108K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
125
+ 0.65%
$7.16K - $7.99K
19.5K $2.01M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
121
+ 1.64%
$6.93K - $7.73K
7.52K $776K
Apr 18, 2023 Q1 2023
Horan Securities, Inc.

BUY
 -
120
+ 12.18%
$6.87K - $7.67K
1.11K $114K
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
118
+ 2.38%
$6.76K - $7.54K
5.07K $524K
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
116
+ 1.14%
$6.64K - $7.41K
10.3K $1.06M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
116
+ 13.08%
$6.64K - $7.41K
1K $104K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
104
+ 0.79%
$5.95K - $6.64K
13.2K $1.36M
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
104
+ 416.0%
$5.95K - $6.64K
129 $13.3K
Apr 13, 2023 Q1 2023
Welch Group, LLC

BUY
 -
103
+ 1.51%
$5.9K - $6.58K
6.93K $716K
May 09, 2023 Q1 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
90
+ 0.62%
$5.15K - $5.75K
14.7K $1.52M
May 15, 2023 Q1 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
89
+ 206.98%
$5.1K - $5.69K
132 $13.6K
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

BUY
 -
89
+ 1.1%
$5.1K - $5.69K
8.18K $845K
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
89
+ 0.81%
$5.1K - $5.69K
11K $1.14M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
82
+ 0.85%
$4.69K - $5.24K
9.74K $1.01M
May 04, 2023 Q1 2023
Encompass Wealth Advisors, LLC

BUY
 -
81
+ 0.02%
$4.64K - $5.18K
362K $37.4M

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