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
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
1.53K
New
$96.8K - $108K
1.53K $158K
Aug 08, 2023 Q2 2023
Gsb Wealth Management, LLC

BUY
 -
1.52K
+ 10.15%
$96K - $107K
16.5K $1.7M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.51K
+ 5.73%
$95.1K - $106K
27.8K $2.87M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1.5K
New
$94.8K - $106K
1.5K $155K
Aug 11, 2023 Q2 2023
Intergy Private Wealth, LLC

BUY
 -
1.5K
+ 27.02%
$94.8K - $106K
7.05K $728K
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
1.46K
+ 1.93%
$92.4K - $103K
77.1K $7.96M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.46K
+ 1.65%
$92K - $103K
89.6K $9.26M
Aug 11, 2023 Q2 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
1.46K
+ 31.56%
$92K - $103K
6.07K $626K
Aug 14, 2023 Q2 2023
Y Intercept (Hong Kong) LTD

BUY
 -
1.4K
+ 18.83%
$88.6K - $98.8K
8.85K $914K
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
1.4K
+ 11.75%
$88.4K - $98.6K
13.3K $1.37M
Jul 31, 2023 Q2 2023
Bms Financial Advisors, LLC

BUY
 -
1.35K
+ 40.01%
$85.5K - $95.3K
4.73K $489K
Jul 17, 2023 Q2 2023
Carl P. Sherr & Co., LLC

BUY
 -
1.31K
+ 0.8%
$82.9K - $92.5K
166K $17.1M
Aug 14, 2023 Q2 2023
Belpointe Asset Management LLC

BUY
 -
1.25K
+ 2.43%
$79.2K - $88.3K
52.8K $5.46M
Aug 08, 2023 Q2 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1.24K
+ 12.06%
$78.3K - $87.3K
11.5K $1.19M
Aug 07, 2023 Q2 2023
Rkl Wealth Management LLC

BUY
 -
1.23K
+ 1.04%
$77.9K - $86.8K
120K $12.4M
Aug 14, 2023 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
1.22K
+ 2.76%
$77.3K - $86.2K
45.6K $4.71M
Jul 19, 2023 Q2 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
1.21K
+ 2.11%
$76.7K - $85.6K
58.8K $6.08M
Jul 17, 2023 Q2 2023
Procyon Advisors, LLC

BUY
 -
1.21K
+ 4.46%
$76.3K - $85.1K
28.3K $2.92M
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
1.18K
+ 5.3%
$74.7K - $83.3K
23.5K $2.42M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.14K
New
$72.2K - $80.5K
1.14K $118K
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

BUY
 -
1.09K
+ 0.88%
$68.6K - $76.5K
124K $12.8M
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
1.06K
+ 6.85%
$66.9K - $74.6K
16.5K $1.71M
Aug 14, 2023 Q2 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
1.06K
New
$66.8K - $74.5K
1.06K $109K
Jul 18, 2023 Q2 2023
Security National Bank

BUY
 -
1.06K
+ 13.19%
$66.7K - $74.4K
9.05K $935K
Aug 02, 2023 Q2 2023
Eagle Strategies LLC

New York, NY
BUY
 -
1.03K
+ 7.74%
$65K - $72.5K
14.3K $1.48M
Jul 11, 2023 Q2 2023
Planned Solutions, Inc.

BUY
 -
1.03K
+ 10.86%
$64.9K - $72.4K
10.5K $1.08M
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
1.02K
+ 0.88%
$64.7K - $72.2K
117K $12.1M
Jul 19, 2023 Q2 2023
Fifth Third Securities, Inc.

BUY
 -
1.02K
+ 0.84%
$64.6K - $72K
122K $12.6M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
1K
+ 0.66%
$63.3K - $70.6K
152K $15.7M
Aug 14, 2023 Q2 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
1K
+ 9.26%
$63.2K - $70.5K
11.8K $1.22M
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
993
+ 6.04%
$62.8K - $70K
17.4K $1.8M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
991
+ 6.23%
$62.6K - $69.8K
16.9K $1.75M
Aug 01, 2023 Q2 2023
First National Trust CO

BUY
 -
963
+ 8.92%
$60.9K - $67.9K
11.8K $1.21M
Aug 08, 2023 Q2 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
948
+ 4.99%
$59.9K - $66.8K
20K $2.06M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
946
New
$59.8K - $66.7K
946 $97.7K
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
941
+ 36.19%
$59.5K - $66.3K
3.54K $366K
Aug 04, 2023 Q2 2023
Pictet North America Advisors Sa

BUY
 -
814
+ 20.06%
$51.5K - $57.4K
4.87K $503K
Aug 04, 2023 Q2 2023
Banque Pictet & Cie Sa

BUY
 -
814
+ 14.86%
$51.5K - $57.4K
6.29K $650K
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
813
+ 15.9%
$51.4K - $57.3K
5.93K $612K
Jul 26, 2023 Q2 2023
National Bank Of Canada

BUY
 -
812
+ 1.95%
$51.3K - $57.2K
42.3K $4.37M
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
809
+ 6.99%
$51.1K - $57K
12.4K $1.28M
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
792
+ 860.87%
$50.1K - $55.8K
884 $91.3K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
789
New
$49.9K - $55.6K
789 $81.5K
Sep 01, 2023 Q2 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
766
New
$48.4K - $54K
766 $79.1K
Aug 15, 2023 Q2 2023
Crestwood Advisors Group LLC

BUY
 -
760
+ 4.8%
$48K - $53.6K
16.6K $1.71M
Dec 12, 2024 Q2 2023
Heritage Wealth Advisors

BUY
 -
756
+ 1.27%
$47.8K - $53.3K
60.5K $6.25M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
750
+ 14.12%
$47.4K - $52.9K
6.06K $626K
Jul 17, 2023 Q2 2023
Sns Financial Group, LLC

BUY
 -
738
+ 14.02%
$46.6K - $52K
6K $620K
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
722
+ 6.82%
$45.6K - $50.9K
11.3K $1.17M

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