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 21, 2023 Q2 2023
Conning Inc.

BUY
 -
13.5K
+ 28.06%
$856K - $954K
61.8K $6.38M
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
13.4K
+ 183.14%
$845K - $942K
20.7K $2.13M
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
13.4K
New
$844K - $941K
13.4K $1.38M
Jul 12, 2023 Q2 2023
One Advisory Partners, LLC

BUY
 -
13.3K
New
$841K - $938K
13.3K $1.37M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
13.3K
+ 19.92%
$838K - $935K
79.8K $8.24M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
13.2K
+ 33.23%
$834K - $929K
52.9K $5.46M
Aug 03, 2023 Q2 2023
Mv Capital Management, Inc.

BUY
 -
13.2K
+ 3.7%
$832K - $928K
369K $38.1M
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
13.1K
New
$826K - $922K
13.1K $1.35M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
12.8K
+ 11.53%
$808K - $900K
124K $12.8M
Jul 10, 2023 Q2 2023
Kwmg, LLC

BUY
 -
12.7K
+ 4.72%
$803K - $895K
282K $29.1M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
12.4K
+ 25.91%
$781K - $871K
60.1K $6.2M
Jul 28, 2023 Q2 2023
Calamos Wealth Management LLC

BUY
 -
12.3K
+ 1.48%
$777K - $867K
841K $86.8M
Jul 17, 2023 Q2 2023
Wedmont Private Capital

BUY
 -
12.3K
New
$774K - $863K
12.3K $1.27M
Aug 10, 2023 Q2 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
12.2K
+ 16.51%
$772K - $861K
86.3K $8.91M
Aug 14, 2024 Q2 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
11.9K
+ 16.03%
$750K - $836K
85.8K $8.86M
Aug 15, 2023 Q2 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
11.1K
New
$704K - $785K
11.1K $1.15M
Aug 08, 2023 Q2 2023
Hanlon Investment Management, Inc.

BUY
 -
11K
New
$694K - $773K
11K $1.13M
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
10.7K
New
$679K - $757K
10.7K $1.11M
Jul 07, 2023 Q2 2023
Platte River Wealth Advisors, LLC

BUY
 -
10.6K
+ 3.07%
$667K - $744K
354K $36.5M
Aug 14, 2023 Q2 2023
Squarepoint Ops LLC

New York, NY
BUY
 -
10.5K
New
$663K - $739K
10.5K $1.08M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
10.4K
+ 344.99%
$659K - $735K
13.5K $1.39M
Jul 10, 2023 Q2 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
10.1K
+ 8.72%
$638K - $712K
126K $13M
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
10.1K
New
$637K - $711K
10.1K $1.04M
Jul 20, 2023 Q2 2023
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
9.87K
New
$624K - $695K
9.87K $1.02M
Aug 03, 2023 Q2 2023
United Bank

Vienna, VA
BUY
 -
9.81K
+ 16.45%
$620K - $692K
69.5K $7.17M
Jul 19, 2023 Q2 2023
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
9.7K
+ 82.2%
$613K - $684K
21.5K $2.22M
Jul 24, 2023 Q2 2023
Signature Wealth Management Partners, LLC

BUY
 -
9.55K
+ 11.07%
$604K - $673K
95.8K $9.89M
Aug 11, 2023 Q2 2023
Stone X Group Inc.

BUY
 -
9.34K
+ 20.69%
$590K - $658K
54.4K $5.62M
Jul 13, 2023 Q2 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
9.31K
New
$588K - $656K
9.31K $961K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
9.22K
+ 223.74%
$583K - $650K
13.3K $1.38M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
9.1K
New
$575K - $641K
9.1K $939K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
9.07K
+ 11.61%
$573K - $639K
87.2K $9M
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
9.01K
New
$570K - $635K
9.01K $931K
Aug 08, 2023 Q2 2023
Bbr Partners, LLC

New York, NY
BUY
 -
8.91K
New
$563K - $628K
8.91K $920K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
8.72K
+ 49.99%
$551K - $615K
26.2K $2.7M
Jul 31, 2023 Q2 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
8.7K
+ 1.58%
$550K - $613K
559K $57.7M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
8.61K
New
$544K - $607K
8.61K $889K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
8.52K
+ 1.59%
$538K - $600K
545K $56.3M
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
8.49K
+ 9.04%
$537K - $598K
102K $10.6M
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
8.39K
+ 11.29%
$530K - $591K
82.7K $8.54M
Aug 15, 2023 Q2 2023
Natixis Advisors, L.P.

Boston, MA
BUY
 -
8.33K
+ 8.39%
$526K - $587K
108K $11.1M
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
8.26K
+ 55.94%
$522K - $582K
23K $2.38M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
8.23K
+ 14.24%
$520K - $580K
66K $6.81M
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
8.14K
+ 8.52%
$514K - $573K
104K $10.7M
Aug 11, 2023 Q2 2023
Rmb Capital Management, LLC

BUY
 -
7.73K
+ 14.81%
$489K - $545K
59.9K $6.19M
Aug 07, 2023 Q2 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
7.38K
+ 5.95%
$467K - $520K
132K $13.6M
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
7.25K
+ 9.28%
$458K - $511K
85.4K $8.82M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
7.13K
+ 15.38%
$451K - $503K
53.5K $5.53M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
7.13K
+ 433.72%
$450K - $502K
8.77K $906K

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