Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.68M+ 54.84% |
$523M - $558M
|
21.7M
$2.24B
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2M+ 35.05% |
$136M - $145M
|
7.7M
$795M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.95MNew |
$133M - $142M
|
1.95M
$201M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.55M+ 45.45% |
$106M - $113M
|
4.97M
$513M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.54M+ 5.54% |
$105M - $112M
|
29.4M
$3.03B
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.16M+ 42.55% |
$78.7M - $84M
|
3.87M
$400M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.11MNew |
$75.3M - $80.4M
|
1.11M
$114M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.1M+ 85.2% |
$75M - $80.1M
|
2.39M
$247M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
935K+ 684.65% |
$63.6M - $68M
|
1.07M
$111M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
757K+ 1755.3% |
$51.5M - $55M
|
800K
$82.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
738KNew |
$50.2M - $53.6M
|
738K
$76.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
683K+ 8.16% |
$46.4M - $49.6M
|
9.05M
$934M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
653K+ 35.53% |
$44.5M - $47.5M
|
2.49M
$257M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
613K+ 13373.13% |
$41.7M - $44.5M
|
617K
$63.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
580K+ 120.87% |
$39.4M - $42.1M
|
1.06M
$109M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
531K+ 162.59% |
$36.1M - $38.6M
|
858K
$88.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
502K+ 1202.43% |
$34.2M - $36.5M
|
544K
$56.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
407K+ 243.13% |
$27.7M - $29.6M
|
575K
$59.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
371K+ 4.21% |
$25.2M - $26.9M
|
9.19M
$949M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
349K+ 128.22% |
$23.8M - $25.4M
|
622K
$64.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
347K+ 176.15% |
$23.6M - $25.2M
|
544K
$56.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
337K+ 36.45% |
$22.9M - $24.5M
|
1.26M
$130M
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
337KNew |
$22.9M - $24.5M
|
337K
$34.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
329K+ 242.72% |
$22.4M - $23.9M
|
465K
$48M
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
324K+ 2431.93% |
$22M - $23.5M
|
337K
$34.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
BUY
|
- |
306K+ 121.52% |
$20.8M - $22.2M
|
557K
$57.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
303K+ 54.05% |
$20.6M - $22M
|
863K
$89.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
290K+ 4887.0% |
$19.7M - $21M
|
295K
$30.5M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
287K+ 215.8% |
$19.5M - $20.8M
|
420K
$43.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
284K+ 9448.3% |
$19.3M - $20.6M
|
287K
$29.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
276K+ 100.0% |
$18.8M - $20M
|
551K
$56.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
230K+ 0.53% |
$15.6M - $16.7M
|
43.4M
$4.48B
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
204K+ 7.53% |
$13.9M - $14.8M
|
2.92M
$301M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
200K+ 54.92% |
$13.6M - $14.5M
|
565K
$58.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
178K+ 432.97% |
$12.1M - $13M
|
220K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
162K+ 92.35% |
$11M - $11.8M
|
337K
$34.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
160K+ 65.44% |
$10.9M - $11.6M
|
405K
$41.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
147KNew |
$10M - $10.7M
|
147K
$15.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
144K+ 451.93% |
$9.82M - $10.5M
|
176K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
138K+ 0.78% |
$9.42M - $10.1M
|
18M
$1.86B
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
131KNew |
$8.95M - $9.55M
|
131K
$13.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
BUY
|
- |
122KNew |
$8.32M - $8.88M
|
122K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
122K+ 231.4% |
$8.31M - $8.87M
|
175K
$18.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
117K+ 158.14% |
$7.98M - $8.52M
|
191K
$19.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
117K+ 89.27% |
$7.95M - $8.49M
|
248K
$25.6M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
113K+ 2522.19% |
$7.67M - $8.18M
|
117K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
112K+ 6200.0% |
$7.62M - $8.13M
|
114K
$11.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
106K+ 3.33% |
$7.23M - $7.72M
|
3.3M
$341M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
102KNew |
$6.94M - $7.41M
|
102K
$10.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
99.8KNew |
$6.79M - $7.25M
|
99.8K
$10.3M
|