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 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
720+ 3.55% |
$45.5K - $50.7K
|
21K
$2.17M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
708+ 5.19% |
$44.8K - $49.9K
|
14.4K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
704+ 167.22% |
$44.5K - $49.6K
|
1.13K
$116K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
688+ 1.52% |
$43.5K - $48.5K
|
46K
$4.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
688+ 202.35% |
$43.5K - $48.5K
|
1.03K
$106K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
667+ 2.55% |
$42.2K - $47K
|
26.8K
$2.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
633+ 0.6% |
$40K - $44.6K
|
106K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
623+ 2.41% |
$39.4K - $43.9K
|
26.4K
$2.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
609+ 1.26% |
$38.5K - $42.9K
|
49K
$5.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
608+ 1.15% |
$38.4K - $42.9K
|
53.5K
$5.52M
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
596+ 0.22% |
$37.7K - $42K
|
276K
$28.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
589+ 0.02% |
$37.2K - $41.5K
|
3.08M
$318M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
554+ 1.41% |
$35K - $39K
|
39.9K
$4.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
545+ 1.56% |
$34.4K - $38.4K
|
35.5K
$3.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
542+ 4.16% |
$34.3K - $38.2K
|
13.6K
$1.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
541+ 309.14% |
$34.2K - $38.1K
|
716
$73.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
539+ 9.74% |
$34.1K - $38K
|
6.08K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
539+ 3.92% |
$34.1K - $38K
|
14.3K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
500+ 5.56% |
$31.6K - $35.2K
|
9.5K
$981K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
499+ 0.83% |
$31.5K - $35.2K
|
60.6K
$6.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
496New |
$31.4K - $35K
|
496
$51.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
496+ 3.51% |
$31.4K - $35K
|
14.6K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
495+ 11.09% |
$31.3K - $34.9K
|
4.96K
$512K
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
479+ 4.99% |
$30.3K - $33.8K
|
10.1K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
476+ 3.48% |
$30.1K - $33.5K
|
14.2K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
469+ 3.73% |
$29.6K - $33.1K
|
13K
$1.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
467+ 0.8% |
$29.5K - $32.9K
|
58.6K
$6.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
465+ 8.81% |
$29.4K - $32.8K
|
5.75K
$593K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
451+ 3.3% |
$28.5K - $31.8K
|
14.1K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
445+ 6.05% |
$28.1K - $31.4K
|
7.8K
$806K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
420New |
$26.5K - $29.6K
|
420
$43.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
402+ 9.62% |
$25.4K - $28.3K
|
4.58K
$473K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
400+ 1.03% |
$25.3K - $28.2K
|
39.3K
$4.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
399+ 0.19% |
$25.2K - $28.1K
|
205K
$21.2M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
388+ 4.5% |
$24.5K - $27.3K
|
9K
$930K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
356+ 0.39% |
$22.5K - $25.1K
|
90.5K
$9.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
339+ 9.84% |
$21.4K - $23.9K
|
3.78K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
326+ 7.3% |
$20.6K - $23K
|
4.79K
$495K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
325+ 7.93% |
$20.5K - $22.9K
|
4.43K
$457K
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
307+ 9.64% |
$19.4K - $21.6K
|
3.49K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
288New |
$18.2K - $20.3K
|
288
$29.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
274+ 57.08% |
$17.3K - $19.3K
|
754
$77.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
271+ 3.52% |
$17.1K - $19.1K
|
7.96K
$822K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
270+ 0.21% |
$17.1K - $19K
|
127K
$13.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
269+ 2.44% |
$17K - $19K
|
11.3K
$1.17M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
268+ 2.48% |
$16.9K - $18.9K
|
11.1K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
268New |
$16.9K - $18.9K
|
268
$27.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
259+ 7.44% |
$16.4K - $18.3K
|
3.74K
$386K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
258+ 0.03% |
$16.3K - $18.2K
|
893K
$92.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
251+ 1.82% |
$15.9K - $17.7K
|
14K
$1.45M
|