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 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
207
+ 1.02%
$14.1K - $15K
20.5K $2.16M
Oct 10, 2023 Q3 2023
Selective Wealth Management, Inc.

BUY
 -
206
+ 6.73%
$14K - $15K
3.27K $343K
Oct 27, 2023 Q3 2023
Center For Asset Management LLC

BUY
 -
206
+ 5.49%
$14K - $15K
3.96K $416K
Nov 06, 2023 Q3 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
205
+ 3.96%
$14K - $14.9K
5.38K $565K
Nov 08, 2023 Q3 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
201
+ 1.12%
$13.7K - $14.6K
18.1K $1.91M
Oct 25, 2023 Q3 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
200
New
$13.6K - $14.5K
200 $21K
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
189
+ 0.35%
$12.9K - $13.7K
53.7K $5.64M
Nov 13, 2023 Q3 2023
Gsb Wealth Management, LLC

BUY
 -
186
+ 1.13%
$12.7K - $13.5K
16.7K $1.75M
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
183
+ 20.13%
$12.5K - $13.3K
1.09K $115K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

BUY
 -
178
+ 5.1%
$12.1K - $12.9K
3.67K $386K
Oct 18, 2023 Q3 2023
High Mark Wealth Management LLC

BUY
 -
170
New
$11.6K - $12.4K
170 $17.9K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
167
+ 5.44%
$11.4K - $12.1K
3.24K $340K
Oct 20, 2023 Q3 2023
Lake Street Financial LLC

BUY
 -
163
+ 4.6%
$11.1K - $11.8K
3.71K $390K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
163
New
$11.1K - $11.8K
163 $17.1K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
160
+ 1.02%
$10.9K - $11.6K
15.9K $1.67M
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
153
+ 4.54%
$10.4K - $11.1K
3.53K $371K
Nov 07, 2023 Q3 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
152
+ 2.05%
$10.3K - $11K
7.58K $796K
Oct 12, 2023 Q3 2023
Carret Asset Management, LLC

BUY
 -
150
+ 0.38%
$10.2K - $10.9K
39.6K $4.16M
Nov 03, 2023 Q3 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
144
+ 0.22%
$9.8K - $10.5K
65.9K $6.92M
Nov 03, 2023 Q3 2023
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
139
+ 0.52%
$9.46K - $10.1K
26.9K $2.83M
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
136
+ 0.36%
$9.25K - $9.88K
37.6K $3.95M
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
128
+ 0.78%
$8.71K - $9.3K
16.6K $1.75M
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
124
+ 0.62%
$8.44K - $9.01K
20.1K $2.11M
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
118
+ 0.1%
$8.03K - $8.57K
113K $11.9M
Nov 07, 2023 Q3 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
117
+ 3.09%
$7.96K - $8.5K
3.9K $410K
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
107
New
$7.28K - $7.77K
107 $11.2K
Oct 18, 2023 Q3 2023
Kessler Investment Group, LLC

BUY
 -
105
+ 0.67%
$7.15K - $7.63K
15.8K $1.66M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
105
+ 0.66%
$7.15K - $7.63K
16K $1.68M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
105
New
$7.15K - $7.63K
105 $11K
Oct 26, 2023 Q3 2023
Simmons Bank

BUY
 -
100
+ 1.89%
$6.81K - $7.27K
5.39K $566K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
97
+ 6.81%
$6.6K - $7.05K
1.52K $160K
Oct 31, 2023 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
97
+ 2.39%
$6.6K - $7.05K
4.16K $437K
Oct 25, 2023 Q3 2023
Oak Harvest Investment Services

BUY
 -
89
+ 2.36%
$6.06K - $6.47K
3.86K $406K
Oct 25, 2023 Q3 2023
Gps Wealth Strategies Group, LLC

BUY
 -
88
+ 15.77%
$5.99K - $6.39K
646 $67.9K
Oct 19, 2023 Q3 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
87
+ 0.49%
$5.92K - $6.32K
17.8K $1.87M
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
87
+ 2.41%
$5.92K - $6.32K
3.7K $389K
Oct 13, 2023 Q3 2023
Seneca House Advisors

BUY
 -
80
+ 0.73%
$5.44K - $5.81K
11K $1.16M
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
79
+ 3.36%
$5.38K - $5.74K
2.43K $255K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
75
+ 0.21%
$5.1K - $5.45K
35.3K $3.71M
Nov 06, 2023 Q3 2023
First National Trust CO

BUY
 -
75
+ 0.64%
$5.1K - $5.45K
11.8K $1.24M
Nov 13, 2023 Q3 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
75
+ 0.9%
$5.1K - $5.45K
8.38K $881K
Oct 23, 2023 Q3 2023
All Season Financial Advisors, Inc.

BUY
 -
70
+ 1.38%
$4.76K - $5.09K
5.13K $539K
Oct 30, 2023 Q3 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
69
+ 0.74%
$4.7K - $5.01K
9.33K $981K
Oct 30, 2023 Q3 2023
Marino, Stram & Associates LLC

BUY
 -
58
+ 0.35%
$3.95K - $4.21K
16.5K $1.74M
Oct 16, 2023 Q3 2023
Montecito Bank & Trust

BUY
 -
54
+ 0.21%
$3.67K - $3.92K
26.3K $2.76M
Nov 09, 2023 Q3 2023
Ellevest, Inc.

BUY
 -
54
+ 1.52%
$3.67K - $3.92K
3.6K $378K
Oct 05, 2023 Q3 2023
Peterson Wealth Advisors, LLC

BUY
 -
53
+ 0.09%
$3.61K - $3.85K
62K $6.51M
Oct 18, 2023 Q3 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
50
+ 1.49%
$3.4K - $3.63K
3.4K $358K
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
49
New
$3.33K - $3.56K
49 $5.15K

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