Purchases and Sales Made in Q3 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 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 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
514
+ 3.52%
$35K - $37.3K
15.1K $1.55M
Nov 13, 2023 Q3 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
512
+ 15.93%
$34.8K - $37.2K
3.73K $382K
Nov 13, 2023 Q3 2023
Cadence Bank

Tupelo, MS
BUY
 -
496
+ 1.75%
$33.8K - $36K
28.8K $2.95M
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
489
+ 1137.21%
$33.3K - $35.5K
532 $54.5K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
456
+ 2.74%
$31K - $33.1K
17.1K $1.75M
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
453
+ 40.27%
$30.8K - $32.9K
1.58K $162K
Nov 14, 2023 Q3 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
447
+ 12.34%
$30.4K - $32.5K
4.07K $417K
Nov 15, 2023 Q3 2023
Wealthquest Corp

Cincinnati, OH
BUY
 -
447
+ 8.73%
$30.4K - $32.5K
5.57K $570K
Oct 27, 2023 Q3 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
445
+ 0.78%
$30.3K - $32.3K
57.2K $5.86M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
443
+ 79.53%
$30.1K - $32.2K
1K $102K
Oct 12, 2023 Q3 2023
Mkt Advisors LLC

Escondido, CA
BUY
 -
411
+ 3.03%
$28K - $29.9K
14K $1.43M
Oct 31, 2023 Q3 2023
Alpha Mark Advisors, LLC

Ft. Wright, KY
BUY
 -
401
+ 32.58%
$27.3K - $29.1K
1.63K $167K
Nov 08, 2023 Q3 2023
Idaho Trust Bank

Boise, ID
BUY
 -
400
+ 1.99%
$27.2K - $29.1K
20.5K $2.1M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
398
+ 3.05%
$27.1K - $28.9K
13.4K $1.38M
Nov 09, 2023 Q3 2023
Jackson Hole Capital Partners, LLC

BUY
 -
380
+ 0.71%
$25.9K - $27.6K
53.9K $5.52M
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
362
+ 4.51%
$24.6K - $26.3K
8.39K $860K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
346
+ 2.57%
$23.5K - $25.1K
13.8K $1.41M
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
341
+ 0.55%
$23.2K - $24.8K
62.3K $6.38M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
340
+ 1.21%
$23.1K - $24.7K
28.5K $2.92M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
334
New
$22.7K - $24.3K
334 $34.2K
Oct 17, 2023 Q3 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
330
+ 10.94%
$22.5K - $24K
3.35K $343K
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
292
+ 4.07%
$19.9K - $21.2K
7.46K $764K
Feb 06, 2024 Q3 2023
Planned Solutions, Inc.

BUY
 -
288
+ 2.79%
$19.6K - $20.9K
10.6K $1.09M
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
281
+ 0.12%
$19.1K - $20.4K
229K $23.4M
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
263
New
$17.9K - $19.1K
263 $26.9K
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
253
+ 6.31%
$17.2K - $18.4K
4.26K $436K
Oct 17, 2023 Q3 2023
Atlas Brown,Inc.

BUY
 -
253
+ 0.56%
$17.2K - $18.4K
45.1K $4.62M
Oct 12, 2023 Q3 2023
Sage Financial Group Inc

BUY
 -
250
+ 4.71%
$17K - $18.2K
5.56K $570K
May 28, 2024 Q3 2023
Integrated Investment Consultants, LLC

BUY
 -
249
+ 1.9%
$16.9K - $18.1K
13.4K $1.37M
Oct 17, 2023 Q3 2023
Rainey & Randall Investment Management Inc.

Celebration, FL
BUY
 -
243
+ 7.14%
$16.5K - $17.7K
3.64K $373K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
240
+ 1.06%
$16.3K - $17.4K
22.8K $2.34M
Oct 18, 2023 Q3 2023
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
238
+ 0.31%
$16.2K - $17.3K
77.5K $7.94M
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
235
+ 5.31%
$16K - $17.1K
4.66K $478K
Oct 10, 2023 Q3 2023
Avondale Wealth Management

BUY
 -
231
New
$15.7K - $16.8K
231 $23.7K
Oct 10, 2023 Q3 2023
Quent Capital, LLC

BUY
 -
230
+ 8.34%
$15.7K - $16.7K
2.99K $306K
Jun 14, 2024 Q3 2023
Quent Capital, LLC

BUY
 -
230
+ 8.34%
$15.7K - $16.7K
2.99K $306K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
227
+ 21.64%
$15.4K - $16.5K
1.28K $131K
Oct 10, 2023 Q3 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
223
+ 1.59%
$15.2K - $16.2K
14.3K $1.46M
Oct 18, 2023 Q3 2023
Twelve Points Wealth Management LLC

BUY
 -
223
+ 7.77%
$15.2K - $16.2K
3.09K $317K
Nov 09, 2023 Q3 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
220
+ 2.18%
$15K - $16K
10.3K $1.06M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
217
+ 5.26%
$14.8K - $15.8K
4.34K $445K
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
215
+ 3.58%
$14.6K - $15.6K
6.22K $637K
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
207
+ 1.02%
$14.1K - $15K
20.5K $2.1M
Oct 10, 2023 Q3 2023
Selective Wealth Management, Inc.

BUY
 -
206
+ 6.73%
$14K - $15K
3.27K $334K
Oct 27, 2023 Q3 2023
Center For Asset Management LLC

BUY
 -
206
+ 5.49%
$14K - $15K
3.96K $405K
Nov 06, 2023 Q3 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
205
+ 3.96%
$14K - $14.9K
5.38K $551K
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
201
+ 1.12%
$13.7K - $14.6K
18.1K $1.86M
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
200
New
$13.6K - $14.5K
200 $20.5K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
189
+ 0.35%
$12.9K - $13.7K
53.7K $5.5M

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