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 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
81+ 0.15% |
$5.12K - $5.71K
|
54.6K
$5.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
80+ 4.91% |
$5.06K - $5.64K
|
1.71K
$175K
|
|
|
Jul 07, 2023
Q2 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
78+ 0.34% |
$4.93K - $5.5K
|
23.3K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
75+ 1.53% |
$4.74K - $5.29K
|
4.99K
$511K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
74+ 1.74% |
$4.68K - $5.22K
|
4.32K
$443K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
70New |
$4.42K - $4.93K
|
70
$7.17K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
69+ 3.02% |
$4.36K - $4.86K
|
2.35K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
64+ 0.21% |
$4.05K - $4.51K
|
31.1K
$3.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
58+ 0.19% |
$3.67K - $4.09K
|
29.9K
$3.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
57+ 0.14% |
$3.6K - $4.02K
|
39.5K
$4.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
54+ 1.12% |
$3.41K - $3.81K
|
4.86K
$498K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
52+ 6.07% |
$3.29K - $3.66K
|
909
$93.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.2% |
$3.03K - $3.38K
|
23.6K
$2.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
45+ 2.11% |
$2.84K - $3.17K
|
2.18K
$223K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
45+ 0.86% |
$2.84K - $3.17K
|
5.26K
$538K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 1.1% |
$2.72K - $3.03K
|
3.94K
$403K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 268.75% |
$2.72K - $3.03K
|
59
$6.04K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
42+ 1.31% |
$2.65K - $2.96K
|
3.24K
$332K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
33+ 0.2% |
$2.09K - $2.33K
|
16.6K
$1.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
30+ 0.05% |
$1.9K - $2.11K
|
57.6K
$5.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
30+ 0.89% |
$1.9K - $2.11K
|
3.39K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
30+ 0.3% |
$1.9K - $2.11K
|
10.1K
$1.03M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
27+ 0.08% |
$1.71K - $1.9K
|
32.1K
$3.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
25+ 0.7% |
$1.58K - $1.76K
|
3.61K
$370K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
25+ 1.86% |
$1.58K - $1.76K
|
1.37K
$140K
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
25+ 0.28% |
$1.58K - $1.76K
|
9K
$921K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
BUY
|
- |
20+ 0.35% |
$1.26K - $1.41K
|
5.68K
$582K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
20New |
$1.26K - $1.41K
|
20
$2.05K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
17+ 1.23% |
$1.07K - $1.2K
|
1.4K
$143K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
15+ 0.21% |
$948 - $1.06K
|
7.07K
$724K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
14+ 0.11% |
$885 - $987
|
13.3K
$1.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14+ 0.14% |
$885 - $987
|
10.3K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
11+ 0.21% |
$695 - $775
|
5.23K
$536K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 0.21% |
$695 - $775
|
5.21K
$534K
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.23% |
$695 - $775
|
4.87K
$498K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11+ 0.16% |
$695 - $775
|
7.01K
$718K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
11+ 0.16% |
$695 - $775
|
6.68K
$685K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11+ 0.22% |
$695 - $775
|
5.09K
$521K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
10+ 0.09% |
$632 - $705
|
11.4K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 0.14% |
$632 - $705
|
7.16K
$733K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
10+ 0.21% |
$632 - $705
|
4.82K
$494K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9+ 0.11% |
$569 - $634
|
8.51K
$871K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.1% |
$569 - $634
|
9.03K
$925K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
9+ 0.22% |
$569 - $634
|
4.03K
$413K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
9+ 0.1% |
$569 - $634
|
8.82K
$903K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
9+ 0.21% |
$569 - $634
|
4.26K
$436K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9+ 0.23% |
$569 - $634
|
3.86K
$395K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$506 - $564
|
3.35K
$343K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$506 - $564
|
9.51K
$974K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
8+ 0.12% |
$506 - $564
|
6.94K
$711K
|