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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-8- 0.18% |
$506 - $564
|
4.49K
$460K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-10- 0.11% |
$632 - $705
|
8.93K
$914K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-12- 0.09% |
$759 - $846
|
14.1K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-12- 1.48% |
$759 - $846
|
800
$81.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-14- 0.16% |
$885 - $987
|
8.48K
$868K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-15- 5.42% |
$948 - $1.06K
|
262
$26.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-15- 0.36% |
$948 - $1.06K
|
4.13K
$422K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-16- 0.04% |
$1.01K - $1.13K
|
40.2K
$4.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-16- 0.14% |
$1.01K - $1.13K
|
11.4K
$1.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-17- 0.16% |
$1.07K - $1.2K
|
10.9K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-19- 0.31% |
$1.2K - $1.34K
|
6.09K
$624K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-20- 0.08% |
$1.26K - $1.41K
|
26.2K
$2.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-20- 0.37% |
$1.26K - $1.41K
|
5.41K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-21- 25.0% |
$1.33K - $1.48K
|
63
$6.45K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-24- 0.76% |
$1.52K - $1.69K
|
3.15K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-26- 0.81% |
$1.64K - $1.83K
|
3.17K
$324K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-27- 6.25% |
$1.71K - $1.9K
|
405
$41.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-27- 0.03% |
$1.71K - $1.9K
|
103K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-28- 0.85% |
$1.77K - $1.97K
|
3.25K
$333K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 0.8% |
$1.83K - $2.04K
|
3.59K
$368K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-30- 0.41% |
$1.9K - $2.11K
|
7.22K
$740K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-35- 0.32% |
$2.21K - $2.47K
|
10.8K
$1.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.37% |
$2.28K - $2.54K
|
9.75K
$999K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-39- 0.41% |
$2.47K - $2.75K
|
9.51K
$974K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.35% |
$2.53K - $2.82K
|
11.3K
$1.16M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-40- 0.7% |
$2.53K - $2.82K
|
5.66K
$580K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-41- 0.4% |
$2.59K - $2.89K
|
10.3K
$1.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-47- 0.11% |
$2.97K - $3.31K
|
42.8K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-48- 0.48% |
$3.03K - $3.38K
|
9.95K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-50- 0.62% |
$3.16K - $3.52K
|
7.99K
$818K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-50- 3.78% |
$3.16K - $3.52K
|
1.27K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-53- 0.81% |
$3.35K - $3.74K
|
6.52K
$668K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-57- 5.32% |
$3.6K - $4.02K
|
1.02K
$104K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-59- 0.67% |
$3.73K - $4.16K
|
8.73K
$894K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-61- 0.42% |
$3.86K - $4.3K
|
14.4K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-63- 0.36% |
$3.98K - $4.44K
|
17.6K
$1.81M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-63- 1.35% |
$3.98K - $4.44K
|
4.59K
$470K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-64- 29.09% |
$4.05K - $4.51K
|
156
$16K
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-65- 0.42% |
$4.11K - $4.58K
|
15.5K
$1.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-66- 0.08% |
$4.17K - $4.65K
|
78.6K
$8.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-67- 0.08% |
$4.24K - $4.72K
|
84.8K
$8.68M
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-68- 0.77% |
$4.3K - $4.79K
|
8.74K
$895K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-72- 2.16% |
$4.55K - $5.07K
|
3.26K
$333K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-73- 0.82% |
$4.61K - $5.15K
|
8.82K
$903K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 0.14% |
$4.74K - $5.29K
|
54.5K
$5.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-79- 0.19% |
$4.99K - $5.57K
|
41.5K
$4.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-80- 0.39% |
$5.06K - $5.64K
|
20.6K
$2.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-80- 0.79% |
$5.06K - $5.64K
|
10.1K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-80- 0.17% |
$5.06K - $5.64K
|
47.4K
$4.85M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-82- 1.53% |
$5.18K - $5.78K
|
5.29K
$542K
|