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 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.08KNew |
$258K - $288K
|
4.08K
$422K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4K+ 42.29% |
$253K - $282K
|
13.5K
$1.39M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
3.89K+ 27.64% |
$246K - $274K
|
18K
$1.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
3.81KNew |
$241K - $269K
|
3.81K
$394K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.77K+ 0.87% |
$238K - $266K
|
437K
$45.2M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.74KNew |
$236K - $263K
|
3.74K
$386K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.74K+ 79.64% |
$236K - $263K
|
8.43K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
3.68K+ 100.0% |
$233K - $260K
|
7.37K
$761K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.64K+ 4.71% |
$230K - $256K
|
80.8K
$8.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.62KNew |
$229K - $255K
|
3.62K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
3.6KNew |
$227K - $254K
|
3.6K
$372K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.52K+ 6.53% |
$223K - $248K
|
57.4K
$5.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.44KNew |
$217K - $242K
|
3.44K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.4K+ 0.59% |
$215K - $239K
|
580K
$59.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.37KNew |
$213K - $238K
|
3.37K
$348K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.34KNew |
$211K - $235K
|
3.34K
$345K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
3.31K+ 23.76% |
$209K - $233K
|
17.2K
$1.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.25K+ 24.55% |
$206K - $229K
|
16.5K
$1.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.25KNew |
$205K - $229K
|
3.25K
$336K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.24KNew |
$205K - $228K
|
3.24K
$335K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.2KNew |
$202K - $226K
|
3.2K
$330K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.19KNew |
$202K - $225K
|
3.19K
$330K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
3.15KNew |
$199K - $222K
|
3.15K
$325K
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.14KNew |
$198K - $221K
|
3.14K
$324K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
BUY
|
- |
3.13K+ 2.84% |
$198K - $220K
|
113K
$11.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.13KNew |
$198K - $220K
|
3.13K
$323K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
3.11KNew |
$196K - $219K
|
3.11K
$321K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$320K
|
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$320K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.08K+ 4.84% |
$194K - $217K
|
66.6K
$6.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.08K+ 30.83% |
$194K - $217K
|
13K
$1.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.07K+ 0.16% |
$194K - $216K
|
1.98M
$205M
|
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.06KNew |
$193K - $216K
|
3.06K
$316K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.06KNew |
$193K - $216K
|
3.06K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.05K+ 1.88% |
$192K - $215K
|
165K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.04KNew |
$192K - $214K
|
3.04K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.02KNew |
$191K - $213K
|
3.02K
$312K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.02KNew |
$191K - $213K
|
3.02K
$311K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
3.02KNew |
$191K - $213K
|
3.02K
$311K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
3KNew |
$190K - $212K
|
3K
$310K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
3KNew |
$190K - $211K
|
3K
$310K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
2.99KNew |
$189K - $211K
|
2.99K
$309K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.98KNew |
$188K - $210K
|
2.98K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.98KNew |
$188K - $210K
|
2.98K
$308K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.96KNew |
$187K - $209K
|
2.96K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.96KNew |
$187K - $209K
|
2.96K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.94KNew |
$186K - $207K
|
2.94K
$304K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
2.93KNew |
$185K - $206K
|
2.93K
$302K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.92KNew |
$185K - $206K
|
2.92K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.88KNew |
$182K - $203K
|
2.88K
$298K
|