Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
775K+ 15.74% |
$49M - $54.6M
|
5.7M
$589M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
772K+ 1734.61% |
$48.8M - $54.4M
|
816K
$84.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
645K+ 4.83% |
$40.8M - $45.5M
|
14M
$1.45B
|
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
543K+ 5423.06% |
$34.3M - $38.2M
|
553K
$57.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
528K+ 15.6% |
$33.4M - $37.2M
|
3.91M
$404M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
505K+ 6074.93% |
$31.9M - $35.6M
|
513K
$53M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
474K+ 142.59% |
$30M - $33.4M
|
807K
$83.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
412KNew |
$26M - $29M
|
412K
$42.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
406K+ 28.35% |
$25.7M - $28.6M
|
1.84M
$190M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
353K+ 43.52% |
$22.3M - $24.9M
|
1.17M
$120M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
319K+ 169.96% |
$20.1M - $22.5M
|
506K
$52.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
311K+ 48.84% |
$19.7M - $21.9M
|
949K
$98M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
286K+ 41.23% |
$18.1M - $20.2M
|
981K
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
284K+ 3.51% |
$17.9M - $20M
|
8.37M
$864M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
265K+ 3393.59% |
$16.7M - $18.7M
|
273K
$28.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
262K+ 366.12% |
$16.6M - $18.5M
|
333K
$34.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Barings LLC
|
BUY
|
- |
251KNew |
$15.9M - $17.7M
|
251K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
215K+ 0.78% |
$13.6M - $15.1M
|
27.8M
$2.87B
|
|
|
Aug 14, 2023
Q2 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
209KNew |
$13.2M - $14.8M
|
209K
$21.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
189KNew |
$12M - $13.3M
|
189K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
185K+ 24.94% |
$11.7M - $13M
|
925K
$95.5M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
164K+ 606.82% |
$10.3M - $11.5M
|
191K
$19.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
152K+ 52.85% |
$9.63M - $10.7M
|
441K
$45.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
148K+ 0.84% |
$9.36M - $10.4M
|
17.8M
$1.84B
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
145K+ 5.29% |
$9.14M - $10.2M
|
2.88M
$297M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
141K+ 22.04% |
$8.93M - $9.96M
|
783K
$80.8M
|
|
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
133KNew |
$8.4M - $9.37M
|
133K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
124K+ 34.94% |
$7.85M - $8.75M
|
479K
$49.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
124K+ 980.14% |
$7.84M - $8.74M
|
137K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
121K+ 23243.08% |
$7.64M - $8.52M
|
121K
$12.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
119KNew |
$7.55M - $8.42M
|
119K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
115K+ 1282.34% |
$7.3M - $8.14M
|
124K
$12.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
115K+ 129.28% |
$7.26M - $8.1M
|
204K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
112K+ 105.78% |
$7.08M - $7.9M
|
218K
$22.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
110KNew |
$6.93M - $7.72M
|
110K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
102K+ 229.72% |
$6.43M - $7.17M
|
146K
$15.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
95.8K+ 441.2% |
$6.05M - $6.75M
|
117K
$12.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
93.6K+ 755.97% |
$5.92M - $6.6M
|
106K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
93KNew |
$5.88M - $6.55M
|
93K
$9.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
91.9K+ 18.89% |
$5.81M - $6.48M
|
579K
$59.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
83.4K+ 87.76% |
$5.27M - $5.88M
|
179K
$18.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
81.8K+ 28.93% |
$5.17M - $5.76M
|
364K
$37.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
81.1K+ 144.53% |
$5.13M - $5.71M
|
137K
$14.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
72.7K+ 9.07% |
$4.59M - $5.12M
|
873K
$90.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
72.2K+ 1730.96% |
$4.57M - $5.09M
|
76.4K
$7.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
66.8KNew |
$4.22M - $4.71M
|
66.8K
$6.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
66.2K+ 7661.57% |
$4.18M - $4.67M
|
67.1K
$6.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.2K+ 2.5% |
$4.12M - $4.6M
|
2.67M
$276M
|
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
64.5K+ 1153.58% |
$4.08M - $4.55M
|
70.1K
$7.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.6K+ 55.22% |
$3.77M - $4.2M
|
168K
$17.3M
|