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 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-196- 2.81% |
$12.4K - $13.8K
|
6.79K
$695K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-198- 6.22% |
$12.5K - $14K
|
2.99K
$306K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-198- 1.09% |
$12.5K - $14K
|
17.9K
$1.84M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-200- 1.26% |
$12.6K - $14.1K
|
15.6K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 1.42% |
$12.6K - $14.1K
|
13.9K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 2.08% |
$12.6K - $14.1K
|
9.4K
$963K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-207- 1.27% |
$13.1K - $14.6K
|
16.1K
$1.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-210- 0.67% |
$13.3K - $14.8K
|
31K
$3.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-213- 1.8% |
$13.5K - $15K
|
11.6K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-214- 7.15% |
$13.5K - $15.1K
|
2.78K
$284K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-217- 1.06% |
$13.7K - $15.3K
|
20.3K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-222- 1.39% |
$14K - $15.6K
|
15.8K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-223- 0.52% |
$14.1K - $15.7K
|
42.4K
$4.34M
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
SELL
|
- |
-225- 2.66% |
$14.2K - $15.9K
|
8.25K
$844K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-225- 0.19% |
$14.2K - $15.9K
|
117K
$12M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-230- 7.7% |
$14.5K - $16.2K
|
2.76K
$282K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-230- 7.7% |
$14.5K - $16.2K
|
2.76K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-231- 0.17% |
$14.6K - $16.3K
|
134K
$13.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-233- 0.52% |
$14.7K - $16.4K
|
44.8K
$4.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-234- 0.72% |
$14.8K - $16.5K
|
32.2K
$3.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-236- 0.07% |
$14.9K - $16.6K
|
329K
$33.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-237- 3.16% |
$15K - $16.7K
|
7.26K
$743K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-240- 0.57% |
$15.2K - $16.9K
|
41.9K
$4.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-242- 0.73% |
$15.3K - $17.1K
|
32.7K
$3.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-244- 1.49% |
$15.4K - $17.2K
|
16.1K
$1.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-256- 6.9% |
$16.2K - $18K
|
3.46K
$354K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-256- 0.61% |
$16.2K - $18K
|
42K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-256- 35.16% |
$16.2K - $18K
|
472
$48.3K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-275- 5.49% |
$17.4K - $19.4K
|
4.74K
$485K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-277- 1.21% |
$17.5K - $19.5K
|
22.5K
$2.31M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-278- 0.87% |
$17.6K - $19.6K
|
31.6K
$3.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-280- 3.91% |
$17.7K - $19.7K
|
6.89K
$706K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-280- 48.28% |
$17.7K - $19.7K
|
300
$30.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-283- 0.11% |
$17.9K - $19.9K
|
254K
$26M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-287- 0.24% |
$18.1K - $20.2K
|
121K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-288- 4.1% |
$18.2K - $20.3K
|
6.74K
$690K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-290- 2.74% |
$18.3K - $20.4K
|
10.3K
$1.06M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-295- 6.11% |
$18.6K - $20.8K
|
4.53K
$464K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-296- 1.6% |
$18.7K - $20.9K
|
18.2K
$1.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-297- 0.91% |
$18.8K - $20.9K
|
32.5K
$3.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-306- 9.6% |
$19.3K - $21.6K
|
2.88K
$295K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-310- 2.3% |
$19.6K - $21.8K
|
13.2K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-310- 2.68% |
$19.6K - $21.8K
|
11.3K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-310- 3.01% |
$19.6K - $21.8K
|
9.97K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-314- 8.47% |
$19.8K - $22.1K
|
3.39K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-315- 0.41% |
$19.9K - $22.2K
|
77.3K
$7.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-315- 0.23% |
$19.9K - $22.2K
|
138K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-315- 2.15% |
$19.9K - $22.2K
|
14.4K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-317- 1.0% |
$20K - $22.3K
|
31.3K
$3.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-320- 29.8% |
$20.2K - $22.6K
|
754
$77.2K
|