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
|
Stephens Inc
|
SELL
|
- |
-2.87K- 4.47% |
$181K - $202K
|
61.4K
$6.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.91K- 10.41% |
$184K - $205K
|
25K
$2.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.91K- 11.63% |
$184K - $205K
|
22.1K
$2.26M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-3K- 51.23% |
$190K - $212K
|
2.86K
$293K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.02K- 47.06% |
$191K - $213K
|
3.4K
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.03K- 1.87% |
$191K - $213K
|
159K
$16.3M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.09K- 90.76% |
$196K - $218K
|
315
$32.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.13K- 21.6% |
$198K - $220K
|
11.3K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.18K- 9.63% |
$201K - $224K
|
29.9K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.21K- 2.92% |
$203K - $226K
|
107K
$10.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.24K- 20.37% |
$205K - $228K
|
12.7K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-3.3K- 5.98% |
$209K - $233K
|
51.9K
$5.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.39K- 0.69% |
$215K - $239K
|
485K
$49.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-3.42K- 1.32% |
$216K - $241K
|
255K
$26.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.46K- 98.05% |
$219K - $244K
|
69
$7.07K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3.47K- 5.11% |
$219K - $244K
|
64.3K
$6.59M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-3.63K- 64.46% |
$229K - $256K
|
2K
$205K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-3.68K- 1.02% |
$232K - $259K
|
358K
$36.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-3.68K- 11.77% |
$233K - $259K
|
27.6K
$2.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.7K- 0.34% |
$234K - $261K
|
1.08M
$111M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-3.71K- 2.48% |
$235K - $262K
|
146K
$14.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.74K- 3.88% |
$236K - $264K
|
92.7K
$9.5M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.74K- 3.88% |
$236K - $264K
|
92.7K
$9.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-3.9K- 14.3% |
$247K - $275K
|
23.4K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-3.94K- 29.84% |
$249K - $278K
|
9.26K
$949K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.98K- 6.03% |
$251K - $280K
|
61.9K
$6.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-4K- 41.79% |
$253K - $282K
|
5.57K
$571K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.03K- 18.26% |
$255K - $284K
|
18.1K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.12K- 26.68% |
$260K - $290K
|
11.3K
$1.16M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4.17K- 3.86% |
$264K - $294K
|
104K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.18K- 31.72% |
$264K - $295K
|
9.01K
$922K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.19K- 8.98% |
$265K - $295K
|
42.4K
$4.35M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.19K- 4.3% |
$265K - $295K
|
93.2K
$9.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.26K- 7.17% |
$269K - $300K
|
55.1K
$5.65M
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-4.48K- 1.37% |
$283K - $315K
|
322K
$33M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-4.52K- 10.98% |
$285K - $318K
|
36.6K
$3.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.59K- 2.06% |
$290K - $323K
|
218K
$22.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-4.61K- 4.6% |
$291K - $325K
|
95.6K
$9.79M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-4.62K- 13.99% |
$292K - $326K
|
28.4K
$2.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.62K- 8.71% |
$292K - $326K
|
48.4K
$4.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-4.73K- 14.5% |
$299K - $334K
|
27.9K
$2.86M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-4.81K- 10.06% |
$304K - $339K
|
43K
$4.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-4.89K- 37.47% |
$309K - $344K
|
8.15K
$835K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.22K- 3.2% |
$330K - $368K
|
158K
$16.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.25K- 4.04% |
$332K - $370K
|
125K
$12.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.27K- 11.2% |
$333K - $371K
|
41.8K
$4.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-5.29K- 12.21% |
$335K - $373K
|
38.1K
$3.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.3K- 3.39% |
$335K - $374K
|
151K
$15.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.36K- 3.57% |
$338K - $377K
|
145K
$14.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-5.38K- 6.32% |
$340K - $379K
|
79.7K
$8.16M
|