Purchases and Sales Made in Q3 2023 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 13, 2023 Q3 2023
Burns J W & CO Inc

SELL
 -
-418
- 4.47%
$28.4K - $30.4K
8.93K $939K
Nov 13, 2023 Q3 2023
Connectus Wealth, LLC

Cincinnati, OH
SELL
 -
-420
- 3.12%
$28.6K - $30.5K
13.1K $1.37M
Nov 17, 2023 Q3 2023
Diversified Trust CO

SELL
 -
-423
- 5.31%
$28.8K - $30.7K
7.55K $793K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

SELL
 -
-429
- 3.41%
$29.2K - $31.2K
12.1K $1.28M
Nov 01, 2023 Q3 2023
Mattern Wealth Management LLC

SELL
 -
-430
- 1.45%
$29.3K - $31.2K
29.3K $3.07M
Nov 02, 2023 Q3 2023
West Coast Financial LLC

SELL
 -
-430
- 4.68%
$29.3K - $31.2K
8.77K $921K
Nov 02, 2023 Q3 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
SELL
 -
-432
- 1.15%
$29.4K - $31.4K
37.2K $3.91M
Oct 24, 2023 Q3 2023
4 J Wealth Management LLC

SELL
 -
-443
- 4.3%
$30.1K - $32.2K
9.86K $1.04M
Nov 14, 2023 Q3 2023
Ncm Capital Management, LLC

Ramsey, NJ
SELL
 -
-445
- 5.7%
$30.3K - $32.3K
7.36K $773K
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-453
- 0.34%
$30.8K - $32.9K
133K $14M
Oct 12, 2023 Q3 2023
First Financial Bank Trust Division

Hamilton, OH
SELL
 -
-464
- 0.44%
$31.6K - $33.7K
106K $11.1M
Nov 02, 2023 Q3 2023
Kaydan Wealth Management, Inc.

Fenton, MI
SELL
 -
-468
- 2.28%
$31.8K - $34K
20.1K $2.11M
Oct 10, 2023 Q3 2023
Wbh Advisory Inc

SELL
 -
-478
- 1.11%
$32.5K - $34.7K
42.5K $4.47M
Oct 31, 2023 Q3 2023
Mc Adam, LLC

SELL
 -
-482
- 9.91%
$32.8K - $35K
4.38K $460K
Oct 19, 2023 Q3 2023
Watershed Private Wealth LLC

Oak Brook, IL
SELL
 -
-486
- 0.94%
$33.1K - $35.3K
51K $5.36M
Oct 10, 2023 Q3 2023
Tsfg, LLC

SELL
 -
-499
- 2.13%
$34K - $36.3K
23K $2.41M
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

SELL
 -
-500
- 14.5%
$34K - $36.3K
2.95K $310K
Nov 03, 2023 Q3 2023
Castle Wealth Management LLC

SELL
 -
-505
- 6.02%
$34.4K - $36.7K
7.88K $829K
Oct 20, 2023 Q3 2023
Custos Family Office, LLC

Greenwood Village, CO
SELL
 -
-508
- 9.3%
$34.6K - $36.9K
4.95K $521K
Nov 07, 2023 Q3 2023
Newman Dignan & Sheerar, Inc.

SELL
 -
-514
- 7.58%
$35K - $37.3K
6.27K $659K
Oct 13, 2023 Q3 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-516
- 4.56%
$35.1K - $37.5K
10.8K $1.13M
Nov 13, 2023 Q3 2023
Mcmorgan & CO LLC

San Francisco, CA
SELL
 -
-520
- 0.25%
$35.4K - $37.8K
209K $22M
Nov 01, 2023 Q3 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-532
- 2.01%
$36.2K - $38.7K
25.9K $2.73M
Oct 10, 2023 Q3 2023
Thomasville National Bank

SELL
 -
-536
- 0.91%
$36.5K - $38.9K
58.1K $6.11M
Nov 13, 2023 Q3 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
SELL
 -
-541
- 75.56%
$36.8K - $39.3K
175 $18.4K
Oct 18, 2023 Q3 2023
Whitcomb & Hess, Inc.

SELL
 -
-547
- 2.35%
$37.2K - $39.7K
22.7K $2.39M
Oct 20, 2023 Q3 2023
Covenant Partners, LLC

SELL
 -
-550
- 12.45%
$37.4K - $40K
3.87K $406K
Oct 23, 2023 Q3 2023
Financial Management Network Inc

SELL
 -
-555
- 0.69%
$37.8K - $40.3K
80.4K $8.45M
Oct 19, 2023 Q3 2023
Hms Capital Management, LLC

SELL
 -
-560
- 6.85%
$38.1K - $40.7K
7.61K $800K
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-564
Closed
$38.4K - $41K
0 $0
Oct 11, 2023 Q3 2023
Cfm Wealth Partners LLC

SELL
 -
-565
- 5.09%
$38.4K - $41.1K
10.5K $1.11M
Oct 30, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-584
- 0.38%
$39.7K - $42.4K
151K $15.9M
Nov 03, 2023 Q3 2023
Carl P. Sherr & Co., LLC

SELL
 -
-593
- 0.36%
$40.4K - $43.1K
165K $17.4M
Oct 30, 2023 Q3 2023
Regatta Capital Group, LLC

El Segundo, CA
SELL
 -
-594
- 16.44%
$40.4K - $43.2K
3.02K $317K
Nov 14, 2023 Q3 2023
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-598
- 1.1%
$40.7K - $43.5K
53.9K $5.66M
Nov 28, 2023 Q3 2023
Bar Harbor Wealth Management

Concord, NH
SELL
 -
-603
- 6.34%
$41K - $43.8K
8.91K $937K
Nov 08, 2023 Q3 2023
Cosner Financial Group, LLC

Fort Collins, CO
SELL
 -
-613
- 1.31%
$41.7K - $44.5K
46.3K $4.86M
Oct 31, 2023 Q3 2023
Oakworth Capital, Inc.

SELL
 -
-624
- 6.19%
$42.5K - $45.3K
9.45K $993K
Oct 19, 2023 Q3 2023
Family Firm, Inc.

SELL
 -
-634
- 1.11%
$43.1K - $46.1K
56.4K $5.93M
Nov 06, 2023 Q3 2023
Guidance Point Advisors, LLC

SELL
 -
-647
- 0.33%
$44K - $47K
193K $20.3M
Nov 08, 2023 Q3 2023
United Bank

Vienna, VA
SELL
 -
-651
- 0.94%
$44.3K - $47.3K
68.8K $7.23M
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

SELL
 -
-653
- 57.08%
$44.4K - $47.4K
491 $51.6K
Nov 06, 2023 Q3 2023
Ntv Asset Management LLC

SELL
 -
-666
- 1.19%
$45.3K - $48.4K
55.2K $5.8M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
SELL
 -
-667
- 4.96%
$45.4K - $48.5K
12.8K $1.34M
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

SELL
 -
-675
- 0.43%
$45.9K - $49K
155K $16.3M
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

SELL
 -
-689
- 6.7%
$46.9K - $50.1K
9.6K $1.01M
Jan 11, 2024 Q3 2023
Pacific Sun Financial Corp

SELL
 -
-700
- 6.17%
$47.6K - $50.9K
10.6K $1.12M
Oct 04, 2023 Q3 2023
Bromfield Sneider Wealth Advisors

SELL
 -
-705
- 4.19%
$48K - $51.2K
16.1K $1.69M
Nov 07, 2023 Q3 2023
Mv Capital Management, Inc.

SELL
 -
-705
- 0.19%
$48K - $51.2K
368K $38.7M

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