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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
49+ 0.3% |
$3.33K - $3.56K
|
16.6K
$1.75M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
48+ 1.59% |
$3.27K - $3.49K
|
3.06K
$322K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
47+ 0.4% |
$3.2K - $3.42K
|
11.7K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
47+ 1.54% |
$3.2K - $3.42K
|
3.11K
$326K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
45+ 0.75% |
$3.06K - $3.27K
|
6.02K
$633K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
45+ 0.21% |
$3.06K - $3.27K
|
21.6K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
43+ 0.24% |
$2.93K - $3.12K
|
17.7K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
41+ 65.08% |
$2.79K - $2.98K
|
104
$10.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
36+ 0.24% |
$2.45K - $2.62K
|
15K
$1.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
35+ 1.08% |
$2.38K - $2.54K
|
3.27K
$344K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
32New |
$2.18K - $2.33K
|
32
$3.36K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
31+ 0.77% |
$2.11K - $2.25K
|
4.04K
$424K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
29+ 0.56% |
$1.97K - $2.11K
|
5.19K
$545K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28New |
$1.91K - $2.03K
|
28
$2.94K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.74% |
$1.91K - $2.03K
|
3.81K
$401K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
22+ 0.31% |
$1.5K - $1.6K
|
7.09K
$745K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
22+ 0.31% |
$1.5K - $1.6K
|
7.04K
$740K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21+ 0.03% |
$1.43K - $1.53K
|
77.1K
$8.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
20+ 0.02% |
$1.36K - $1.45K
|
84.8K
$8.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
20+ 0.03% |
$1.36K - $1.45K
|
68.5K
$7.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
19+ 0.06% |
$1.29K - $1.38K
|
31.6K
$3.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19+ 0.14% |
$1.29K - $1.38K
|
14.1K
$1.48M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
17New |
$1.16K - $1.24K
|
17
$1.79K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14+ 0.26% |
$953 - $1.02K
|
5.34K
$561K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 0.2% |
$953 - $1.02K
|
7.19K
$756K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 4.74% |
$817 - $872
|
265
$27.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
10+ 0.08% |
$681 - $727
|
13.2K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9+ 0.1% |
$612 - $654
|
9.36K
$983K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$476 - $509
|
7
$736
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.03% |
$408 - $436
|
20.4K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
6+ 0.21% |
$408 - $436
|
2.92K
$307K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4+ 0.08% |
$272 - $291
|
4.96K
$522K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 1.53% |
$272 - $291
|
266
$28K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$204 - $218
|
8.83K
$928K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
3+ 0.09% |
$204 - $218
|
3.33K
$350K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.19% |
$136 - $145
|
1.03K
$108K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.01% |
$136 - $145
|
14.4K
$1.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.22% |
$68.1 - $72.7
|
466
$49K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1+ 0.03% |
$68.1 - $72.7
|
3.3K
$347K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$68.1 - $72.7
|
437
$45.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1+ 0.0% |
$68.1 - $72.7
|
43K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.01% |
$68.1 - $72.7
|
10.7K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.18% |
$68.1 - $72.7
|
549
$57.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1- 0.01% |
$68.1 - $72.7
|
7.01K
$736K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-2- 0.03% |
$136 - $145
|
6.68K
$702K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$136 - $145
|
6.37K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2- 0.04% |
$136 - $145
|
5.08K
$534K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3- 0.04% |
$204 - $218
|
7.99K
$840K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6- 0.01% |
$408 - $436
|
120K
$12.6M
|