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 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-106- 0.09% |
$7.21K - $7.7K
|
124K
$12.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-108- 3.0% |
$7.35K - $7.85K
|
3.49K
$358K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-110- 5.96% |
$7.49K - $7.99K
|
1.74K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-110- 0.17% |
$7.49K - $7.99K
|
63.1K
$6.46M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-112- 0.58% |
$7.62K - $8.14K
|
19.3K
$1.97M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-112- 11.03% |
$7.62K - $8.14K
|
903
$92.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-113- 2.63% |
$7.69K - $8.21K
|
4.19K
$429K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-113- 0.57% |
$7.69K - $8.21K
|
19.9K
$2.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-115- 1.44% |
$7.83K - $8.36K
|
7.87K
$806K
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-116- 0.89% |
$7.89K - $8.43K
|
13K
$1.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-117- 0.03% |
$7.96K - $8.5K
|
412K
$42.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-120- 0.24% |
$8.17K - $8.72K
|
49.3K
$5.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-125- 2.51% |
$8.51K - $9.08K
|
4.86K
$498K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-126- 0.27% |
$8.57K - $9.16K
|
45.9K
$4.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-126- 0.74% |
$8.57K - $9.16K
|
16.9K
$1.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-126- 12.05% |
$8.57K - $9.16K
|
920
$94.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-131- 17.1% |
$8.91K - $9.52K
|
635
$65K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-136- 1.82% |
$9.25K - $9.88K
|
7.32K
$750K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-137- 1.21% |
$9.32K - $9.95K
|
11.2K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-138- 2.02% |
$9.39K - $10K
|
6.69K
$685K
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-140- 0.47% |
$9.53K - $10.2K
|
29.6K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-142- 4.06% |
$9.66K - $10.3K
|
3.35K
$343K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-144- 1.82% |
$9.8K - $10.5K
|
7.76K
$795K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-145- 11.38% |
$9.87K - $10.5K
|
1.13K
$116K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-146- 0.84% |
$9.94K - $10.6K
|
17.2K
$1.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-150- 1.05% |
$10.2K - $10.9K
|
14.1K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-150- 1.08% |
$10.2K - $10.9K
|
13.7K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-155- 0.63% |
$10.5K - $11.3K
|
24.6K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-155- 2.85% |
$10.5K - $11.3K
|
5.29K
$542K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-155- 3.44% |
$10.5K - $11.3K
|
4.35K
$446K
|
|
|
Oct 05, 2023
Q3 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-162- 0.89% |
$11K - $11.8K
|
18.1K
$1.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-164- 2.26% |
$11.2K - $11.9K
|
7.09K
$726K
|
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-169- 0.62% |
$11.5K - $12.3K
|
27K
$2.76M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-174- 3.98% |
$11.8K - $12.6K
|
4.19K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-179- 3.91% |
$12.2K - $13K
|
4.4K
$450K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-185- 64.24% |
$12.6K - $13.4K
|
103
$10.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-188- 2.43% |
$12.8K - $13.7K
|
7.56K
$774K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-190- 3.26% |
$12.9K - $13.8K
|
5.64K
$577K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-195- 0.06% |
$13.3K - $14.2K
|
329K
$33.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-198- 1.98% |
$13.5K - $14.4K
|
9.82K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 1.99% |
$13.6K - $14.5K
|
9.83K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
SELL
|
- |
-200- 3.33% |
$13.6K - $14.5K
|
5.81K
$595K
|
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-200- 1.29% |
$13.6K - $14.5K
|
15.3K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-200- 1.21% |
$13.6K - $14.5K
|
16.3K
$1.67M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-202- 4.26% |
$13.7K - $14.7K
|
4.54K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-210- 2.3% |
$14.3K - $15.3K
|
8.91K
$913K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-215- 1.66% |
$14.6K - $15.6K
|
12.7K
$1.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-215- 0.74% |
$14.6K - $15.6K
|
29K
$2.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-224- 0.23% |
$15.2K - $16.3K
|
97.7K
$10M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-226- 1.57% |
$15.4K - $16.4K
|
14.2K
$1.45M
|