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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-20- 0.26% |
$1.36K - $1.45K
|
7.56K
$774K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-24- 0.04% |
$1.63K - $1.74K
|
61.7K
$6.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24- 0.56% |
$1.63K - $1.74K
|
4.28K
$438K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-25- 1.83% |
$1.7K - $1.82K
|
1.34K
$138K
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-25- 0.16% |
$1.7K - $1.82K
|
15.4K
$1.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-25- 0.14% |
$1.7K - $1.82K
|
18.5K
$1.89M
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-27- 0.62% |
$1.84K - $1.96K
|
4.3K
$440K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-27- 0.2% |
$1.84K - $1.96K
|
13.5K
$1.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-31- 0.08% |
$2.11K - $2.25K
|
38.2K
$3.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-31- 0.46% |
$2.11K - $2.25K
|
6.66K
$682K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-31- 0.08% |
$2.11K - $2.25K
|
38.2K
$3.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-32- 0.44% |
$2.18K - $2.33K
|
7.19K
$736K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-33- 0.43% |
$2.25K - $2.4K
|
7.69K
$788K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-33- 0.02% |
$2.25K - $2.4K
|
174K
$17.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-33- 1.11% |
$2.25K - $2.4K
|
2.93K
$300K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-35- 16.06% |
$2.38K - $2.54K
|
183
$18.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-35- 0.52% |
$2.38K - $2.54K
|
6.7K
$686K
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-37- 0.59% |
$2.52K - $2.69K
|
6.28K
$643K
|
|
|
Oct 30, 2023
Q3 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-40- 0.26% |
$2.72K - $2.91K
|
15.4K
$1.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-42- 0.14% |
$2.86K - $3.05K
|
30.7K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-42- 0.91% |
$2.86K - $3.05K
|
4.55K
$466K
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-45- 1.13% |
$3.06K - $3.27K
|
3.95K
$404K
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-49- 1.06% |
$3.33K - $3.56K
|
4.59K
$470K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-50- 0.32% |
$3.4K - $3.63K
|
15.6K
$1.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-52- 1.54% |
$3.54K - $3.78K
|
3.33K
$341K
|
|
|
Nov 15, 2023
Q3 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-55- 0.04% |
$3.74K - $4K
|
125K
$12.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-56- 0.49% |
$3.81K - $4.07K
|
11.3K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-62- 1.29% |
$4.22K - $4.5K
|
4.73K
$485K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-65- 1.24% |
$4.42K - $4.72K
|
5.19K
$532K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-66- 1.57% |
$4.49K - $4.8K
|
4.15K
$425K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-68- 0.76% |
$4.63K - $4.94K
|
8.85K
$906K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-68- 0.21% |
$4.63K - $4.94K
|
32.1K
$3.29M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-70- 0.65% |
$4.76K - $5.09K
|
10.7K
$1.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-70- 0.82% |
$4.76K - $5.09K
|
8.51K
$872K
|
|
|
Nov 01, 2023
Q3 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-71- 0.38% |
$4.83K - $5.16K
|
18.7K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-71- 6.45% |
$4.83K - $5.16K
|
1.03K
$105K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-71- 1.57% |
$4.83K - $5.16K
|
4.44K
$454K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-72- 1.87% |
$4.9K - $5.23K
|
3.78K
$387K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-76- 1.69% |
$5.17K - $5.52K
|
4.41K
$452K
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-78- 0.82% |
$5.31K - $5.67K
|
9.43K
$966K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-80- 84.21% |
$5.44K - $5.81K
|
15
$1.54K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-84- 4.51% |
$5.72K - $6.1K
|
1.78K
$182K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-87- 0.53% |
$5.92K - $6.32K
|
16.4K
$1.68M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-87- 1.61% |
$5.92K - $6.32K
|
5.31K
$544K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-91- 0.53% |
$6.19K - $6.61K
|
17K
$1.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.95% |
$6.33K - $6.76K
|
9.66K
$989K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-93- 1.78% |
$6.33K - $6.76K
|
5.12K
$524K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-98- 0.62% |
$6.67K - $7.12K
|
15.6K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-98- 46.45% |
$6.67K - $7.12K
|
113
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-100- 0.68% |
$6.81K - $7.27K
|
14.6K
$1.5M
|