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 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-321- 1.91% |
$20.3K - $22.6K
|
16.5K
$1.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-322- 2.02% |
$20.4K - $22.7K
|
15.6K
$1.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-323- 1.55% |
$20.4K - $22.8K
|
20.5K
$2.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-326- 1.76% |
$20.6K - $23K
|
18.2K
$1.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-336- 0.5% |
$21.2K - $23.7K
|
66.6K
$6.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-337- 4.91% |
$21.3K - $23.8K
|
6.53K
$668K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-344- 6.47% |
$21.7K - $24.2K
|
4.97K
$509K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-351- 5.88% |
$22.2K - $24.7K
|
5.62K
$576K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-353- 4.07% |
$22.3K - $24.9K
|
8.32K
$852K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-364- 0.28% |
$23K - $25.7K
|
128K
$13.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-364- 7.33% |
$23K - $25.7K
|
4.6K
$471K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-370- 8.27% |
$23.4K - $26.1K
|
4.1K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-379- 5.26% |
$24K - $26.7K
|
6.83K
$699K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-386- 0.73% |
$24.4K - $27.2K
|
52.3K
$5.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-388- 0.38% |
$24.5K - $27.3K
|
101K
$10.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-398- 2.47% |
$25.2K - $28.1K
|
15.7K
$1.61M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-400- 1.6% |
$25.3K - $28.2K
|
24.6K
$2.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-400- 10.13% |
$25.3K - $28.2K
|
3.55K
$363K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-400- 6.24% |
$25.3K - $28.2K
|
6.01K
$616K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-400- 0.43% |
$25.3K - $28.2K
|
92.4K
$9.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-412- 0.78% |
$26K - $29K
|
52.1K
$5.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-417- 1.16% |
$26.4K - $29.4K
|
35.6K
$3.65M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-417- 1.16% |
$26.4K - $29.4K
|
35.6K
$3.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Mcia Inc
|
SELL
|
- |
-419- 12.56% |
$26.5K - $29.5K
|
2.92K
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-432- 5.64% |
$27.3K - $30.4K
|
7.23K
$741K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-434- 7.23% |
$27.4K - $30.6K
|
5.57K
$570K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-443- 2.93% |
$28K - $31.2K
|
14.7K
$1.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-443- 3.26% |
$28K - $31.2K
|
13.2K
$1.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-444- 12.59% |
$28.1K - $31.3K
|
3.08K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-464- 1.96% |
$29.3K - $32.7K
|
23.2K
$2.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-488- 1.14% |
$30.8K - $34.4K
|
42.4K
$4.34M
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-491- 0.8% |
$31K - $34.6K
|
61.2K
$6.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-498- 0.26% |
$31.5K - $35.1K
|
189K
$19.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-510- 5.88% |
$32.2K - $35.9K
|
8.17K
$836K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-512- 2.49% |
$32.4K - $36.1K
|
20.1K
$2.05M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-518- 0.56% |
$32.7K - $36.5K
|
91.7K
$9.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-519- 5.33% |
$32.8K - $36.6K
|
9.22K
$944K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-520- 2.28% |
$32.9K - $36.6K
|
22.3K
$2.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-523- 11.04% |
$33.1K - $36.9K
|
4.21K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-525- 0.61% |
$33.2K - $37K
|
85.7K
$8.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-530- 10.72% |
$33.5K - $37.4K
|
4.42K
$452K
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-543- 0.99% |
$34.3K - $38.3K
|
54.1K
$5.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-550- 1.43% |
$34.8K - $38.8K
|
37.8K
$3.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-560- 15.59% |
$35.4K - $39.5K
|
3.03K
$311K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-560- 0.21% |
$35.4K - $39.5K
|
269K
$27.5M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-569- 16.12% |
$36K - $40.1K
|
2.96K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-578- 9.07% |
$36.5K - $40.7K
|
5.79K
$593K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-592- 6.46% |
$37.4K - $41.7K
|
8.58K
$879K
|
|
|
Jul 14, 2023
Q2 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-610- 3.16% |
$38.6K - $43K
|
18.7K
$1.92M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-623- 15.02% |
$39.4K - $43.9K
|
3.53K
$361K
|