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 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-200- 1.29% |
$13.6K - $14.5K
|
15.3K
$1.35M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-200- 1.21% |
$13.6K - $14.5K
|
16.3K
$1.44M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-202- 4.26% |
$13.7K - $14.7K
|
4.54K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-210- 2.3% |
$14.3K - $15.3K
|
8.91K
$788K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-215- 1.66% |
$14.6K - $15.6K
|
12.7K
$1.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-215- 0.74% |
$14.6K - $15.6K
|
29K
$2.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-224- 0.23% |
$15.2K - $16.3K
|
97.7K
$8.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-226- 1.57% |
$15.4K - $16.4K
|
14.2K
$1.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
SELL
|
- |
-232- 1.55% |
$15.8K - $16.9K
|
14.7K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-233- 39.97% |
$15.9K - $16.9K
|
350
$31K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-237- 4.0% |
$16.1K - $17.2K
|
5.68K
$503K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-240- 1.45% |
$16.3K - $17.4K
|
16.3K
$1.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-242- 0.4% |
$16.5K - $17.6K
|
60.2K
$5.33M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-242- 0.4% |
$16.5K - $17.6K
|
60.2K
$5.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-248- 3.63% |
$16.9K - $18K
|
6.58K
$582K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-258- 2.56% |
$17.6K - $18.7K
|
9.83K
$869K
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-260- 6.3% |
$17.7K - $18.9K
|
3.87K
$342K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-263- 24.53% |
$17.9K - $19.1K
|
809
$71.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-265- 1.53% |
$18K - $19.3K
|
17K
$1.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-266- 0.86% |
$18.1K - $19.3K
|
30.8K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-272- 0.96% |
$18.5K - $19.8K
|
28.1K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-272- 6.34% |
$18.5K - $19.8K
|
4.02K
$355K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-278- 2.45% |
$18.9K - $20.2K
|
11K
$977K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-280- 6.33% |
$19.1K - $20.3K
|
4.15K
$367K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-290- 8.07% |
$19.7K - $21.1K
|
3.31K
$292K
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-293- 1.83% |
$19.9K - $21.3K
|
15.7K
$1.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-294- 0.16% |
$20K - $21.4K
|
189K
$16.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-295- 4.42% |
$20.1K - $21.4K
|
6.38K
$564K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-299- 8.65% |
$20.3K - $21.7K
|
3.16K
$279K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-300- 1.65% |
$20.4K - $21.8K
|
17.9K
$1.58M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-303- 0.71% |
$20.6K - $22K
|
42.6K
$3.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-304- 21.71% |
$20.7K - $22.1K
|
1.1K
$97K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-305- 3.06% |
$20.8K - $22.2K
|
9.66K
$855K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-313- 7.88% |
$21.3K - $22.7K
|
3.66K
$324K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-335- 5.59% |
$22.8K - $24.3K
|
5.66K
$501K
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-336- 8.99% |
$22.9K - $24.4K
|
3.4K
$301K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-340- 3.92% |
$23.1K - $24.7K
|
8.33K
$737K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-341- 2.65% |
$23.2K - $24.8K
|
12.5K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-352- 0.83% |
$24K - $25.6K
|
42K
$3.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-358- 0.89% |
$24.4K - $26K
|
39.9K
$3.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-362- 0.13% |
$24.6K - $26.3K
|
268K
$23.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-362- 3.51% |
$24.6K - $26.3K
|
9.96K
$881K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-368- 3.1% |
$25K - $26.7K
|
11.5K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-369- 10.33% |
$25.1K - $26.8K
|
3.2K
$283K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
SELL
|
- |
-378- 0.77% |
$25.7K - $27.5K
|
48.7K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-385- 11.34% |
$26.2K - $28K
|
3.01K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-386- 6.36% |
$26.3K - $28K
|
5.68K
$502K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-403- 0.74% |
$27.4K - $29.3K
|
54.2K
$4.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-408- 2.6% |
$27.8K - $29.6K
|
15.3K
$1.35M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-415- 0.69% |
$28.2K - $30.2K
|
59.8K
$5.29M
|