Purchases and Sales Made in Q2 2023 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 28, 2023 Q2 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-628
- 33.78%
$39.7K - $44.3K
1.23K $126K
Jul 13, 2023 Q2 2023
Aprio Wealth Management, LLC

SELL
 -
-628
- 5.91%
$39.7K - $44.3K
10K $1.02M
Aug 14, 2023 Q2 2023
Wms Partners, LLC

SELL
 -
-630
- 2.48%
$39.8K - $44.4K
24.8K $2.54M
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-633
- 0.71%
$40K - $44.6K
88.4K $9.05M
Jul 13, 2023 Q2 2023
Sawyer & Company, Inc

SELL
 -
-635
- 51.42%
$40.1K - $44.8K
600 $61.4K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

SELL
 -
-636
- 10.94%
$40.2K - $44.8K
5.18K $530K
Jul 12, 2023 Q2 2023
Matthew Goff Investment Advisor, LLC

SELL
 -
-650
- 2.14%
$41.1K - $45.8K
29.7K $3.04M
Aug 08, 2023 Q2 2023
Financial Partners Group, Inc

Overland Park, KS
SELL
 -
-655
- 7.85%
$41.4K - $46.2K
7.69K $788K
Jul 28, 2023 Q2 2023
Traynor Capital Management, Inc.

SELL
 -
-657
- 0.4%
$41.5K - $46.3K
164K $16.8M
Aug 08, 2023 Q2 2023
West Coast Financial LLC

SELL
 -
-658
- 6.68%
$41.6K - $46.4K
9.2K $942K
Aug 11, 2023 Q2 2023
Heritage Trust CO

Oklahoma City, OK
SELL
 -
-668
- 0.97%
$42.2K - $47.1K
68.5K $7.01M
Jul 13, 2023 Q2 2023
Gen Wealth Group, Inc.

SELL
 -
-669
- 1.61%
$42.3K - $47.2K
40.8K $4.18M
Jul 07, 2023 Q2 2023
Virginia National Bank

SELL
 -
-672
- 13.14%
$42.5K - $47.4K
4.44K $455K
Aug 07, 2023 Q2 2023
Xml Financial, LLC

SELL
 -
-675
- 1.16%
$42.7K - $47.6K
57.5K $5.89M
Jul 17, 2023 Q2 2023
Lbmc Investment Advisors, LLC

SELL
 -
-677
- 0.49%
$42.8K - $47.7K
139K $14.2M
Aug 03, 2023 Q2 2023
Spc Financial, Inc.

SELL
 -
-691
- 0.26%
$43.7K - $48.7K
268K $27.4M
Jul 26, 2023 Q2 2023
Mattern Wealth Management LLC

SELL
 -
-710
- 2.34%
$44.9K - $50K
29.7K $3.04M
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
SELL
 -
-710
- 0.7%
$44.9K - $50K
101K $10.4M
Jul 18, 2023 Q2 2023
Rothschild Investment Corp

SELL
 -
-712
- 4.55%
$45K - $50.2K
14.9K $1.53M
Aug 09, 2023 Q2 2023
Bar Harbor Wealth Management

Concord, NH
SELL
 -
-729
- 7.12%
$46.1K - $51.4K
9.51K $974K
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-765
- 20.08%
$48.4K - $53.9K
3.04K $312K
Jul 27, 2023 Q2 2023
Midwest Financial Group LLC

Overland Park, KS
SELL
 -
-766
- 1.42%
$48.4K - $54K
53.2K $5.45M
Jul 20, 2023 Q2 2023
Courage Miller Partners, LLC

SELL
 -
-777
- 9.12%
$49.1K - $54.8K
7.74K $793K
Aug 11, 2023 Q2 2023
Goodman Advisory Group, LLC

SELL
 -
-779
- 26.66%
$49.2K - $54.9K
2.14K $219K
Jul 20, 2023 Q2 2023
Chicago Capital, LLC

SELL
 -
-780
- 5.9%
$49.3K - $55K
12.4K $1.27M
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
SELL
 -
-780
- 3.34%
$49.3K - $55K
22.6K $2.31M
Jul 26, 2023 Q2 2023
Summit Investment Advisory Services, LLC

Roseville, MN
SELL
 -
-781
- 0.81%
$49.4K - $55K
95.2K $9.75M
Aug 04, 2023 Q2 2023
All Terrain Financial Advisors, LLC

Coon Rapids, MN
SELL
 -
-781
- 6.17%
$49.4K - $55K
11.9K $1.22M
Jul 20, 2023 Q2 2023
Cornell Pochily Investment Advisors, Inc.

SELL
 -
-796
- 2.87%
$50.3K - $56.1K
27K $2.76M
Jul 21, 2023 Q2 2023
Sigma Investment Counselors Inc

SELL
 -
-798
- 7.34%
$50.4K - $56.2K
10.1K $1.03M
Jul 26, 2023 Q2 2023
Canal Capital Management, LLC

SELL
 -
-801
- 16.52%
$50.6K - $56.5K
4.05K $415K
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-805
- 0.93%
$50.9K - $56.7K
85.4K $8.75M
Jul 19, 2023 Q2 2023
Ballast, Inc.

SELL
 -
-806
- 22.03%
$50.9K - $56.8K
2.85K $292K
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
SELL
 -
-819
- 12.32%
$51.8K - $57.7K
5.83K $597K
Jul 14, 2023 Q2 2023
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-838
- 13.6%
$53K - $59.1K
5.33K $545K
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

SELL
 -
-844
- 0.53%
$53.3K - $59.5K
159K $16.3M
Aug 04, 2023 Q2 2023
Ltg Capital LLC

SELL
 -
-848
- 5.38%
$53.6K - $59.8K
14.9K $1.53M
Jul 26, 2023 Q2 2023
Alera Investment Advisors, LLC

SELL
 -
-859
- 0.35%
$54.3K - $60.5K
244K $25M
Aug 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-867
- 5.66%
$54.8K - $61.1K
14.5K $1.48M
Jul 13, 2023 Q2 2023
Peterson Wealth Advisors, LLC

SELL
 -
-879
- 1.4%
$55.6K - $62K
61.9K $6.34M
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-889
- 5.26%
$56.2K - $62.7K
16K $1.64M
Jul 31, 2023 Q2 2023
First National Corp

SELL
 -
-895
- 11.93%
$56.6K - $63.1K
6.61K $677K
Jul 13, 2023 Q2 2023
Rtd Financial Advisors, Inc.

SELL
 -
-899
- 1.76%
$56.8K - $63.4K
50K $5.12M
Aug 09, 2023 Q2 2023
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-902
- 6.64%
$57K - $63.6K
12.7K $1.3M
Aug 03, 2023 Q2 2023
Private Capital Management LLC

SELL
 -
-920
- 21.06%
$58.2K - $64.8K
3.45K $353K
Aug 07, 2023 Q2 2023
Theory Financial LLC

Fort Collins, CO
SELL
 -
-922
- 6.16%
$58.3K - $65K
14K $1.44M
Aug 08, 2023 Q2 2023
Sage Investment Advisers LLC

Poughkeepsie, NY
SELL
 -
-944
- 3.62%
$59.7K - $66.5K
25.1K $2.57M
Aug 11, 2023 Q2 2023
Jag Capital Management, LLC

SELL
 -
-974
- 24.42%
$61.6K - $68.6K
3.02K $309K
Sep 07, 2023 Q2 2023
Jag Capital Management, LLC

SELL
 -
-974
- 24.42%
$61.6K - $68.6K
3.02K $309K

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