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 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-24.1K- 10.39% |
$1.52M - $1.7M
|
208K
$21.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24.8K- 0.91% |
$1.56M - $1.74M
|
2.69M
$277M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-26.1K- 5.3% |
$1.65M - $1.84M
|
465K
$48.1M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-26.8K- 5.02% |
$1.69M - $1.89M
|
507K
$52.3M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27.6K- 6.67% |
$1.75M - $1.95M
|
387K
$40M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-27.7K- 23.4% |
$1.75M - $1.95M
|
90.6K
$9.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-27.8K- 12.81% |
$1.76M - $1.96M
|
189K
$19.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.8K- 76.8% |
$1.76M - $1.96M
|
8.4K
$867K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-33.5K- 13.75% |
$2.12M - $2.36M
|
210K
$21.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-35.5K- 4.25% |
$2.24M - $2.5M
|
800K
$82.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.4K- 4.1% |
$2.36M - $2.63M
|
874K
$90.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-37.9K- 20.73% |
$2.4M - $2.67M
|
145K
$15M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-40K- 7.97% |
$2.53M - $2.82M
|
462K
$47.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-40.4K- 31.23% |
$2.56M - $2.85M
|
89K
$9.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-41K- 79.28% |
$2.59M - $2.89M
|
10.7K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-41.9K- 51.73% |
$2.65M - $2.95M
|
39.1K
$4.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-44.2K- 29.5% |
$2.8M - $3.12M
|
106K
$10.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-47.8K- 24.54% |
$3.02M - $3.37M
|
147K
$15.2M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-48.6K- 94.22% |
$3.07M - $3.43M
|
2.98K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-49K- 8.27% |
$3.1M - $3.45M
|
544K
$56.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-51.8K- 9.91% |
$3.27M - $3.65M
|
471K
$48.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-54.5K- 0.75% |
$3.45M - $3.84M
|
7.21M
$745M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-56K- 6.55% |
$3.54M - $3.95M
|
800K
$82.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-63.7K- 3.8% |
$4.03M - $4.49M
|
1.62M
$167M
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-67.2K- 92.32% |
$4.25M - $4.74M
|
5.59K
$578K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-71.5K- 6.92% |
$4.52M - $5.04M
|
962K
$99.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-76.7K- 34.99% |
$4.85M - $5.4M
|
142K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-76.8K- 1.52% |
$4.85M - $5.41M
|
4.99M
$515M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-85.8K- 95.05% |
$5.42M - $6.05M
|
4.47K
$461K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-90.2K- 0.57% |
$5.7M - $6.36M
|
15.7M
$1.63B
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-90.4K- 4.94% |
$5.72M - $6.37M
|
1.74M
$180M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-100K- 2.54% |
$6.32M - $7.05M
|
3.83M
$396M
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-115K- 47.75% |
$7.25M - $8.08M
|
125K
$13M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-118K- 13.65% |
$7.45M - $8.31M
|
746K
$77M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-119K- 37.09% |
$7.51M - $8.37M
|
202K
$20.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-122K- 4.3% |
$7.72M - $8.6M
|
2.72M
$281M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-127K- 58.95% |
$8.02M - $8.95M
|
88.4K
$9.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-143K- 52.3% |
$9.07M - $10.1M
|
131K
$13.5M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-162K- 4.55% |
$10.3M - $11.4M
|
3.4M
$351M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-166K- 12.23% |
$10.5M - $11.7M
|
1.19M
$123M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-173K- 1.92% |
$10.9M - $12.2M
|
8.82M
$911M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-186K- 6.42% |
$11.8M - $13.1M
|
2.71M
$280M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-193K- 2.96% |
$12.2M - $13.6M
|
6.33M
$654M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-193K- 2.96% |
$12.2M - $13.6M
|
6.33M
$654M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-290K- 97.99% |
$18.3M - $20.4M
|
5.93K
$612K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-315K- 33.5% |
$19.9M - $22.2M
|
624K
$64.5M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-329K- 5.78% |
$20.8M - $23.2M
|
5.37M
$554M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-330K- 2.01% |
$20.8M - $23.2M
|
16.1M
$1.66B
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-403K- 38.55% |
$25.5M - $28.4M
|
642K
$66.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-497K- 12.7% |
$31.4M - $35M
|
3.41M
$353M
|