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
|
Gsb Wealth Management, LLC
|
BUY
|
- |
186+ 1.13% |
$12.7K - $13.5K
|
16.7K
$1.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
183+ 20.13% |
$12.5K - $13.3K
|
1.09K
$112K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
178+ 5.1% |
$12.1K - $12.9K
|
3.67K
$376K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
178+ 0.21% |
$12.1K - $12.9K
|
85.9K
$8.8M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
170New |
$11.6K - $12.4K
|
170
$17.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
167+ 5.44% |
$11.4K - $12.1K
|
3.24K
$331K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
163+ 4.6% |
$11.1K - $11.8K
|
3.71K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
163New |
$11.1K - $11.8K
|
163
$16.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
160+ 1.02% |
$10.9K - $11.6K
|
15.9K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
153+ 4.54% |
$10.4K - $11.1K
|
3.53K
$361K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
152+ 2.05% |
$10.3K - $11K
|
7.58K
$776K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
150+ 0.38% |
$10.2K - $10.9K
|
39.6K
$4.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
144+ 0.22% |
$9.8K - $10.5K
|
65.9K
$6.75M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
139+ 0.52% |
$9.46K - $10.1K
|
26.9K
$2.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
136+ 0.36% |
$9.25K - $9.88K
|
37.6K
$3.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
128+ 0.78% |
$8.71K - $9.3K
|
16.6K
$1.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
124+ 0.62% |
$8.44K - $9.01K
|
20.1K
$2.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
118+ 0.1% |
$8.03K - $8.57K
|
113K
$11.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
117+ 3.09% |
$7.96K - $8.5K
|
3.9K
$400K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
107New |
$7.28K - $7.77K
|
107
$11K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
105+ 0.67% |
$7.15K - $7.63K
|
15.8K
$1.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
105+ 0.66% |
$7.15K - $7.63K
|
16K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
105New |
$7.15K - $7.63K
|
105
$10.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
100+ 1.89% |
$6.81K - $7.27K
|
5.39K
$552K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
97+ 6.81% |
$6.6K - $7.05K
|
1.52K
$156K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
97+ 2.39% |
$6.6K - $7.05K
|
4.16K
$426K
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
89+ 2.36% |
$6.06K - $6.47K
|
3.86K
$396K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
88+ 15.77% |
$5.99K - $6.39K
|
646
$66.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
87+ 0.49% |
$5.92K - $6.32K
|
17.8K
$1.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
87+ 2.41% |
$5.92K - $6.32K
|
3.7K
$379K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
80+ 0.73% |
$5.44K - $5.81K
|
11K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
79+ 3.36% |
$5.38K - $5.74K
|
2.43K
$249K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
75+ 0.21% |
$5.1K - $5.45K
|
35.3K
$3.62M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
75+ 0.64% |
$5.1K - $5.45K
|
11.8K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.9% |
$5.1K - $5.45K
|
8.38K
$858K
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
70+ 1.38% |
$4.76K - $5.09K
|
5.13K
$525K
|
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
69+ 0.74% |
$4.7K - $5.01K
|
9.33K
$956K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
58+ 0.35% |
$3.95K - $4.21K
|
16.5K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
54+ 0.21% |
$3.67K - $3.92K
|
26.3K
$2.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
54+ 1.52% |
$3.67K - $3.92K
|
3.6K
$368K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
53+ 0.09% |
$3.61K - $3.85K
|
62K
$6.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
50+ 1.49% |
$3.4K - $3.63K
|
3.4K
$349K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
49New |
$3.33K - $3.56K
|
49
$5.02K
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
49+ 0.3% |
$3.33K - $3.56K
|
16.6K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
48+ 1.59% |
$3.27K - $3.49K
|
3.06K
$314K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
47+ 0.4% |
$3.2K - $3.42K
|
11.7K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
47+ 1.54% |
$3.2K - $3.42K
|
3.11K
$318K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
45+ 0.75% |
$3.06K - $3.27K
|
6.02K
$617K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45+ 0.21% |
$3.06K - $3.27K
|
21.6K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
43+ 0.24% |
$2.93K - $3.12K
|
17.7K
$1.81M
|