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 18, 2023 Q2 2023
Capital Advisors Inc

BUY
 -
7.03K
+ 3.7%
$445K - $496K
197K $20.4M
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
6.92K
New
$437K - $488K
6.92K $715K
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
6.88K
New
$435K - $485K
6.88K $710K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
6.74K
+ 100.64%
$426K - $475K
13.4K $1.39M
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
6.74K
+ 52.38%
$426K - $475K
19.6K $2.02M
Jul 19, 2023 Q2 2023
Aspiriant, LLC

BUY
 -
6.63K
New
$419K - $467K
6.63K $685K
Aug 09, 2023 Q2 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
6.53K
New
$413K - $461K
6.53K $675K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
6.48K
+ 3.26%
$410K - $457K
206K $21.2M
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
6.44K
New
$407K - $454K
6.44K $665K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
6.32K
+ 6.9%
$400K - $446K
97.9K $10.1M
Jul 18, 2023 Q2 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
6.31K
+ 50.06%
$399K - $445K
18.9K $1.95M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
6.15K
+ 26.81%
$389K - $434K
29.1K $3.01M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
6.01K
+ 67.74%
$380K - $424K
14.9K $1.54M
Jul 11, 2023 Q2 2023
Atlantic Union Bankshares Corp

BUY
 -
5.93K
New
$375K - $418K
5.93K $612K
Jul 10, 2023 Q2 2023
Praetorian Wealth Management, Inc.

BUY
 -
5.92K
+ 0.98%
$374K - $417K
612K $63.2M
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.82K
+ 579.86%
$368K - $410K
6.82K $704K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.82K
+ 579.86%
$368K - $410K
6.82K $704K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
5.81K
+ 216.87%
$367K - $409K
8.49K $877K
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
5.53K
+ 12.95%
$350K - $390K
48.3K $4.98M
Aug 04, 2023 Q2 2023
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
5.46K
New
$345K - $385K
5.46K $564K
Jul 28, 2023 Q2 2023
Novare Capital Management LLC

BUY
 -
5.38K
+ 47.46%
$340K - $379K
16.7K $1.72M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
5.32K
+ 25.17%
$337K - $375K
26.5K $2.73M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
5.31K
New
$336K - $374K
5.31K $548K
Aug 14, 2023 Q2 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
5.29K
+ 16.27%
$334K - $373K
37.8K $3.9M
Aug 08, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
5.24K
+ 3.58%
$331K - $369K
152K $15.7M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
5.2K
+ 2.96%
$329K - $366K
181K $18.7M
Jul 31, 2023 Q2 2023
Money Concepts Capital Corp

BUY
 -
5.16K
+ 34.94%
$326K - $364K
19.9K $2.06M
Aug 08, 2023 Q2 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
5.09K
+ 81.55%
$322K - $359K
11.3K $1.17M
Aug 14, 2023 Q2 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
5.01K
New
$316K - $353K
5.01K $517K
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
4.78K
New
$302K - $337K
4.78K $494K
Dec 05, 2023 Q2 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
4.71K
New
$298K - $332K
4.71K $486K
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
4.69K
New
$296K - $330K
4.69K $484K
Sep 28, 2023 Q2 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
4.64K
New
$293K - $327K
4.64K $479K
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4.59K
+ 44.32%
$290K - $324K
14.9K $1.54M
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
4.58K
New
$289K - $323K
4.58K $473K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
4.57K
+ 23.2%
$289K - $322K
24.3K $2.51M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
4.56K
+ 2.09%
$288K - $322K
223K $23M
Jul 06, 2023 Q2 2023
Dentgroup LLC

BUY
 -
4.51K
+ 21.39%
$285K - $318K
25.6K $2.64M
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
4.43K
New
$280K - $312K
4.43K $457K
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
4.38K
New
$277K - $308K
4.38K $452K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
4.37K
New
$276K - $308K
4.37K $451K
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
4.31K
+ 33.65%
$272K - $304K
17.1K $1.77M
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
4.3K
+ 1.34%
$272K - $303K
326K $33.6M
Jul 17, 2023 Q2 2023
Afs Financial Group, LLC

Bethesda, MD
BUY
 -
4.3K
New
$271K - $303K
4.3K $444K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
4.28K
New
$271K - $302K
4.28K $442K
Aug 10, 2023 Q2 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
4.24K
New
$268K - $299K
4.24K $438K
Aug 09, 2023 Q2 2023
Litman Gregory Wealth Management LLC

BUY
 -
4.2K
New
$265K - $296K
4.2K $433K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
4.16K
+ 11.23%
$263K - $293K
41.2K $4.26M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
4.16K
+ 2.61%
$263K - $293K
164K $16.9M

Track Institutional and Insider Activities on IVW

Follow ISHARES S&P 500 GROWTH ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVW shares.

Notify only if

Insider Trading

Get notified when an Ishares S&P 500 Growth ETF insider buys or sells IVW shares.

Notify only if

News

Receive news related to ISHARES S&P 500 GROWTH ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IVW