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 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.66K- 0.78% |
$105K - $117K
|
210K
$21.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-1.69K- 2.04% |
$107K - $119K
|
81K
$8.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.72K- 1.51% |
$109K - $121K
|
112K
$11.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.75K- 19.86% |
$111K - $124K
|
7.07K
$724K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.78K- 1.48% |
$112K - $125K
|
119K
$12.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.78K- 49.64% |
$112K - $125K
|
1.81K
$185K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.79K- 2.66% |
$113K - $126K
|
65.7K
$6.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.84K- 7.33% |
$116K - $129K
|
23.2K
$2.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
SELL
|
- |
-1.88K- 11.07% |
$119K - $132K
|
15.1K
$1.54M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.91K- 6.19% |
$121K - $134K
|
28.9K
$2.96M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.91K- 7.4% |
$121K - $134K
|
23.9K
$2.44M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-1.92K- 0.99% |
$122K - $136K
|
192K
$19.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.93K- 0.4% |
$122K - $136K
|
475K
$48.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.96K- 2.25% |
$124K - $138K
|
84.9K
$8.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.98K- 17.49% |
$125K - $140K
|
9.35K
$957K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2K- 2.68% |
$127K - $141K
|
72.8K
$7.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2K- 35.09% |
$127K - $141K
|
3.71K
$379K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-2.03K- 6.76% |
$128K - $143K
|
28K
$2.87M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.06K- 5.03% |
$130K - $145K
|
38.8K
$3.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.08K- 11.67% |
$131K - $147K
|
15.7K
$1.61M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.09K- 13.63% |
$132K - $147K
|
13.2K
$1.36M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.13K- 26.21% |
$135K - $150K
|
5.99K
$614K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.16K- 0.8% |
$137K - $152K
|
267K
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.17K- 1.12% |
$137K - $153K
|
192K
$19.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.18K- 11.17% |
$138K - $153K
|
17.3K
$1.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.2K- 5.44% |
$139K - $155K
|
38.2K
$3.91M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 5.44% |
$139K - $155K
|
38.2K
$3.91M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.24K- 29.1% |
$141K - $158K
|
5.45K
$558K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.27K- 0.8% |
$144K - $160K
|
281K
$28.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.31K- 0.7% |
$146K - $163K
|
329K
$33.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.39K- 1.72% |
$151K - $168K
|
136K
$14M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.41K- 8.65% |
$152K - $170K
|
25.5K
$2.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-2.44K- 16.52% |
$154K - $172K
|
12.3K
$1.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.45K- 1.74% |
$155K - $173K
|
138K
$14.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-2.45K- 4.41% |
$155K - $173K
|
53.1K
$5.44M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.46K- 3.53% |
$155K - $173K
|
67.3K
$6.89M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.48K- 4.6% |
$157K - $175K
|
51.4K
$5.27M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.49K- 2.85% |
$157K - $175K
|
84.7K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.49K- 23.07% |
$157K - $175K
|
8.31K
$851K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.5K- 5.15% |
$158K - $176K
|
46K
$4.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 1.76% |
$160K - $179K
|
141K
$14.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.58K- 2.54% |
$163K - $182K
|
99.1K
$10.1M
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.63K- 28.26% |
$166K - $185K
|
6.67K
$683K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.63K- 9.08% |
$166K - $185K
|
26.4K
$2.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.68K- 4.58% |
$170K - $189K
|
55.9K
$5.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.71K- 0.92% |
$171K - $191K
|
292K
$29.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.71K- 20.83% |
$171K - $191K
|
10.3K
$1.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.71K- 1.17% |
$171K - $191K
|
228K
$23.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-2.78K- 9.46% |
$175K - $196K
|
26.6K
$2.72M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.79K- 25.41% |
$176K - $196K
|
8.18K
$838K
|