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 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-84- 2.55% |
$5.31K - $5.92K
|
3.21K
$329K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-86- 1.87% |
$5.44K - $6.06K
|
4.51K
$462K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-87- 0.46% |
$5.5K - $6.13K
|
18.8K
$1.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-87- 2.55% |
$5.5K - $6.13K
|
3.32K
$340K
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-88- 1.79% |
$5.56K - $6.2K
|
4.84K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-89- 67.42% |
$5.63K - $6.27K
|
43
$4.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-92- 0.1% |
$5.82K - $6.48K
|
91.2K
$9.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-94- 1.36% |
$5.94K - $6.63K
|
6.81K
$698K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-97- 1.09% |
$6.13K - $6.84K
|
8.83K
$904K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-97- 2.33% |
$6.13K - $6.84K
|
4.06K
$416K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-100- 2.21% |
$6.32K - $7.05K
|
4.43K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-100- 2.26% |
$6.32K - $7.05K
|
4.33K
$444K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 80.62% |
$6.57K - $7.33K
|
25
$2.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-107- 0.67% |
$6.76K - $7.54K
|
16K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-113- 1.41% |
$7.14K - $7.96K
|
7.89K
$808K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-115- 3.25% |
$7.27K - $8.11K
|
3.42K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-117- 0.18% |
$7.4K - $8.25K
|
63.2K
$6.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-120- 0.32% |
$7.59K - $8.46K
|
37.6K
$3.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-125- 2.14% |
$7.9K - $8.81K
|
5.73K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-127- 0.21% |
$8.03K - $8.95K
|
60.5K
$6.19M
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-127- 0.95% |
$8.03K - $8.95K
|
13.3K
$1.36M
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-127- 0.95% |
$8.03K - $8.95K
|
13.3K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-131- 1.79% |
$8.28K - $9.23K
|
7.18K
$735K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-132- 0.5% |
$8.34K - $9.3K
|
26.3K
$2.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-132- 3.59% |
$8.34K - $9.3K
|
3.54K
$363K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-135- 1.86% |
$8.53K - $9.51K
|
7.12K
$729K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-136- 2.77% |
$8.6K - $9.59K
|
4.78K
$490K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-138- 0.74% |
$8.72K - $9.73K
|
18.5K
$1.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-139- 0.84% |
$8.79K - $9.8K
|
16.5K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-139- 1.8% |
$8.79K - $9.8K
|
7.58K
$776K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-141- 1.99% |
$8.91K - $9.94K
|
6.96K
$713K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-143- 0.07% |
$9.04K - $10.1K
|
194K
$19.8M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-144- 7.17% |
$9.1K - $10.1K
|
1.86K
$191K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-145- 0.23% |
$9.17K - $10.2K
|
61.7K
$6.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-145- 0.93% |
$9.17K - $10.2K
|
15.4K
$1.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-146- 0.98% |
$9.23K - $10.3K
|
14.7K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
SELL
|
- |
-147- 4.1% |
$9.29K - $10.4K
|
3.44K
$352K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-148- 3.12% |
$9.36K - $10.4K
|
4.6K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 5.36% |
$9.48K - $10.6K
|
2.65K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-150- 12.0% |
$9.48K - $10.6K
|
1.1K
$113K
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-151- 0.62% |
$9.54K - $10.6K
|
24.1K
$2.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-154- 3.12% |
$9.73K - $10.9K
|
4.78K
$489K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-156- 3.51% |
$9.86K - $11K
|
4.29K
$440K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-158- 1.0% |
$9.99K - $11.1K
|
15.7K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-162- 0.26% |
$10.2K - $11.4K
|
61.4K
$6.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-164- 1.64% |
$10.4K - $11.6K
|
9.81K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-173- 0.99% |
$10.9K - $12.2K
|
17.3K
$1.77M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-179- 0.17% |
$11.3K - $12.6K
|
106K
$10.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-187- 1.98% |
$11.8K - $13.2K
|
9.27K
$949K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-189- 1.02% |
$11.9K - $13.3K
|
18.3K
$1.88M
|