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 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
BUY
|
- |
41+ 65.08% |
$2.79K - $2.98K
|
104
$10.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
36+ 0.24% |
$2.45K - $2.62K
|
15K
$1.53M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
35+ 1.08% |
$2.38K - $2.54K
|
3.27K
$335K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
32New |
$2.18K - $2.33K
|
32
$3.28K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
31+ 0.77% |
$2.11K - $2.25K
|
4.04K
$414K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
29+ 0.56% |
$1.97K - $2.11K
|
5.19K
$531K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28New |
$1.91K - $2.03K
|
28
$2.87K
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.74% |
$1.91K - $2.03K
|
3.81K
$390K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
22+ 0.31% |
$1.5K - $1.6K
|
7.09K
$726K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
22+ 0.31% |
$1.5K - $1.6K
|
7.04K
$721K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21+ 0.03% |
$1.43K - $1.53K
|
77.1K
$7.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
20+ 0.02% |
$1.36K - $1.45K
|
84.8K
$8.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
20+ 0.03% |
$1.36K - $1.45K
|
68.5K
$7.01M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
19+ 0.06% |
$1.29K - $1.38K
|
31.6K
$3.24M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
19+ 0.14% |
$1.29K - $1.38K
|
14.1K
$1.44M
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
17New |
$1.16K - $1.24K
|
17
$1.74K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14+ 0.26% |
$953 - $1.02K
|
5.34K
$547K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
14+ 0.2% |
$953 - $1.02K
|
7.19K
$736K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
12+ 4.74% |
$817 - $872
|
265
$27.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
BUY
|
- |
10+ 0.08% |
$681 - $727
|
13.2K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9+ 0.1% |
$612 - $654
|
9.36K
$958K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$476 - $509
|
7
$717
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.03% |
$408 - $436
|
20.4K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
6+ 0.21% |
$408 - $436
|
2.92K
$299K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
4+ 0.08% |
$272 - $291
|
4.96K
$508K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 1.53% |
$272 - $291
|
266
$27.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$204 - $218
|
8.83K
$904K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
3+ 0.09% |
$204 - $218
|
3.33K
$341K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.19% |
$136 - $145
|
1.03K
$105K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.01% |
$136 - $145
|
14.4K
$1.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.22% |
$68.1 - $72.7
|
466
$47.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1+ 0.03% |
$68.1 - $72.7
|
3.3K
$338K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$68.1 - $72.7
|
437
$44.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
1+ 0.0% |
$68.1 - $72.7
|
43K
$4.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1+ 0.01% |
$68.1 - $72.7
|
10.7K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.18% |
$68.1 - $72.7
|
549
$56.2K
|
|
|
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
$717K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-2- 0.03% |
$136 - $145
|
6.68K
$684K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$136 - $145
|
6.37K
$653K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2- 0.04% |
$136 - $145
|
5.08K
$521K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-3- 0.04% |
$204 - $218
|
7.99K
$818K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-6- 0.01% |
$408 - $436
|
120K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7- 0.11% |
$476 - $509
|
6.42K
$657K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-10- 0.1% |
$681 - $727
|
10.5K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-11- 2.62% |
$749 - $799
|
409
$41.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-15- 0.46% |
$1.02K - $1.09K
|
3.24K
$332K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-17- 0.36% |
$1.16K - $1.24K
|
4.76K
$488K
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-19- 0.64% |
$1.29K - $1.38K
|
2.96K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-20- 0.17% |
$1.36K - $1.45K
|
11.6K
$1.19M
|