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
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.57K- 8.58% |
$352K - $392K
|
59.3K
$6.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5.95K- 12.97% |
$376K - $419K
|
39.9K
$4.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.14K- 6.11% |
$388K - $433K
|
94.4K
$9.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.27K- 2.6% |
$396K - $442K
|
235K
$24M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6.82K- 9.89% |
$431K - $481K
|
62.1K
$6.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-6.98K- 0.96% |
$441K - $492K
|
717K
$73.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-7.05K- 23.41% |
$446K - $497K
|
23.1K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-7.22K- 1.72% |
$456K - $509K
|
412K
$42.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-7.23K- 5.17% |
$457K - $510K
|
133K
$13.6M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-7.78K- 1.18% |
$492K - $548K
|
651K
$66.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-7.78K- 4.2% |
$492K - $549K
|
177K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-7.93K- 7.82% |
$502K - $559K
|
93.6K
$9.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8.31K- 2.87% |
$525K - $586K
|
281K
$28.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.91K- 90.73% |
$563K - $628K
|
911
$93.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.94K- 15.8% |
$565K - $630K
|
47.7K
$4.88M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9K- 94.74% |
$569K - $634K
|
500
$51.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-9.56K- 25.27% |
$604K - $674K
|
28.3K
$2.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.57K- 3.11% |
$605K - $675K
|
299K
$30.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.61K- 44.49% |
$607K - $677K
|
12K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.87K- 35.68% |
$624K - $696K
|
17.8K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-10.4K- 3.25% |
$656K - $732K
|
309K
$31.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-10.5K- 2.78% |
$661K - $737K
|
366K
$37.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11.7K- 9.34% |
$741K - $827K
|
114K
$11.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.5K- 2.22% |
$791K - $882K
|
551K
$56.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-13.4K- 7.08% |
$847K - $944K
|
176K
$18M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-13.6K- 3.44% |
$860K - $959K
|
382K
$39.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 0.9% |
$862K - $961K
|
1.51M
$154M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.7K- 80.39% |
$867K - $967K
|
3.35K
$343K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-13.7K- 80.39% |
$867K - $967K
|
3.35K
$343K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-14.3K- 59.2% |
$904K - $1.01M
|
9.86K
$1.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-14.5K- 23.68% |
$916K - $1.02M
|
46.7K
$4.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-14.6K- 8.58% |
$923K - $1.03M
|
156K
$15.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-15.2K- 9.63% |
$962K - $1.07M
|
143K
$14.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-15.4K- 12.36% |
$971K - $1.08M
|
109K
$11.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.5K- 2.23% |
$978K - $1.09M
|
679K
$69.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.3K- 3.15% |
$1.03M - $1.15M
|
501K
$51.3M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-16.5K- 14.56% |
$1.04M - $1.16M
|
96.7K
$9.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16.5K- 49.28% |
$1.05M - $1.17M
|
17K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-16.7K- 17.03% |
$1.06M - $1.18M
|
81.5K
$8.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.9K- 3.41% |
$1.07M - $1.19M
|
479K
$49M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-16.9K- 5.94% |
$1.07M - $1.19M
|
268K
$27.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 4.85% |
$1.11M - $1.24M
|
345K
$35.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.7K- 5.01% |
$1.12M - $1.25M
|
336K
$34.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-17.9K- 13.12% |
$1.13M - $1.26M
|
118K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-18.7K- 8.87% |
$1.18M - $1.32M
|
192K
$19.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-20.5K- 5.31% |
$1.3M - $1.45M
|
366K
$37.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 12.9% |
$1.31M - $1.46M
|
140K
$14.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-21.3K- 8.03% |
$1.34M - $1.5M
|
243K
$24.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-21.9K- 3.13% |
$1.39M - $1.55M
|
678K
$69.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-22.4K- 54.83% |
$1.42M - $1.58M
|
18.5K
$1.89M
|