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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
89+ 0.81% |
$5.1K - $5.69K
|
11K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
89+ 206.98% |
$5.1K - $5.69K
|
132
$13.9K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
82+ 0.85% |
$4.69K - $5.24K
|
9.74K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
81+ 0.02% |
$4.64K - $5.18K
|
362K
$38.1M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
80+ 533.33% |
$4.58K - $5.11K
|
95
$9.98K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
79+ 0.62% |
$4.52K - $5.05K
|
12.8K
$1.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
78+ 0.57% |
$4.47K - $4.98K
|
13.8K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
76+ 2.45% |
$4.35K - $4.86K
|
3.18K
$334K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
75+ 0.56% |
$4.29K - $4.79K
|
13.5K
$1.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
66+ 0.01% |
$3.78K - $4.22K
|
489K
$51.4M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
66+ 0.65% |
$3.78K - $4.22K
|
10.3K
$1.08M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
64+ 41.03% |
$3.66K - $4.09K
|
220
$23.1K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
56+ 0.87% |
$3.21K - $3.58K
|
6.5K
$683K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51+ 0.03% |
$2.92K - $3.26K
|
162K
$17.1M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
51+ 1.6% |
$2.92K - $3.26K
|
3.25K
$341K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
46+ 0.1% |
$2.63K - $2.94K
|
48.3K
$5.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
42+ 1.43% |
$2.4K - $2.68K
|
2.99K
$314K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
42+ 0.06% |
$2.4K - $2.68K
|
69.1K
$7.27M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42+ 0.12% |
$2.4K - $2.68K
|
36.4K
$3.83M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
37+ 1.25% |
$2.12K - $2.36K
|
2.99K
$314K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
34+ 0.22% |
$1.95K - $2.17K
|
15.6K
$1.64M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
33+ 19.76% |
$1.89K - $2.11K
|
200
$21K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
32+ 0.93% |
$1.83K - $2.04K
|
3.48K
$366K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 0.2% |
$1.77K - $1.98K
|
15.9K
$1.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
30+ 0.26% |
$1.72K - $1.92K
|
11.7K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
29+ 0.22% |
$1.66K - $1.85K
|
13.3K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
28+ 0.07% |
$1.6K - $1.79K
|
39.4K
$4.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
27+ 0.38% |
$1.55K - $1.73K
|
7.17K
$753K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
27+ 0.59% |
$1.55K - $1.73K
|
4.6K
$483K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
23+ 0.1% |
$1.32K - $1.47K
|
24.1K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
21+ 0.28% |
$1.2K - $1.34K
|
7.51K
$789K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
20+ 1.33% |
$1.15K - $1.28K
|
1.53K
$160K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
16+ 0.31% |
$916 - $1.02K
|
5.2K
$547K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15+ 0.09% |
$859 - $958
|
15.9K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
15+ 0.27% |
$859 - $958
|
5.66K
$595K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
15+ 0.23% |
$859 - $958
|
6.67K
$701K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
14+ 0.12% |
$802 - $894
|
11.4K
$1.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.29% |
$802 - $894
|
4.85K
$510K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
13+ 0.15% |
$744 - $831
|
8.81K
$926K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 0.25% |
$744 - $831
|
5.28K
$555K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
12+ 0.24% |
$687 - $767
|
5.01K
$526K
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
12+ 0.3% |
$687 - $767
|
4.02K
$422K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
12+ 0.2% |
$687 - $767
|
6.11K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
12+ 1.5% |
$687 - $767
|
812
$85.3K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11+ 0.07% |
$630 - $703
|
15.5K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
11+ 0.22% |
$630 - $703
|
4.92K
$517K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
11+ 0.29% |
$630 - $703
|
3.85K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
11+ 0.13% |
$630 - $703
|
8.49K
$892K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10+ 0.09% |
$573 - $639
|
10.6K
$1.11M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.21% |
$573 - $639
|
4.81K
$506K
|