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 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-783- 1.92% |
$53.3K - $56.9K
|
40.1K
$4.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-792- 2.74% |
$53.9K - $57.5K
|
28.1K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-821- 2.17% |
$55.9K - $59.7K
|
37K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-824- 0.56% |
$56.1K - $59.9K
|
146K
$15M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-825- 13.75% |
$56.1K - $59.9K
|
5.18K
$530K
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-863- 14.21% |
$58.7K - $62.7K
|
5.21K
$534K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-876- 6.61% |
$59.6K - $63.7K
|
12.4K
$1.27M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-888- 16.73% |
$60.4K - $64.5K
|
4.42K
$453K
|
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-900- 8.91% |
$61.2K - $65.4K
|
9.2K
$943K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-936- 1.37% |
$63.7K - $68K
|
67.6K
$6.92M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-939- 0.99% |
$63.9K - $68.2K
|
94.2K
$9.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-955- 5.65% |
$65K - $69.4K
|
15.9K
$1.63M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-960- 1.63% |
$65.3K - $69.8K
|
57.9K
$5.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-965- 1.09% |
$65.7K - $70.1K
|
87.3K
$8.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-968- 7.25% |
$65.9K - $70.3K
|
12.4K
$1.27M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-990- 22.35% |
$67.4K - $71.9K
|
3.44K
$352K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1K- 3.06% |
$68.1K - $72.7K
|
31.7K
$3.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-1.02K- 2.19% |
$69.6K - $74.3K
|
45.7K
$4.68M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 0.64% |
$69.6K - $74.3K
|
158K
$16.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.03K- 1.07% |
$69.8K - $74.5K
|
94.8K
$9.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.04K- 2.0% |
$70.8K - $75.6K
|
51.1K
$5.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.06K- 7.87% |
$72.1K - $76.9K
|
12.4K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.09K- 8.28% |
$74.1K - $79.1K
|
12.1K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 15.95% |
$74.7K - $79.7K
|
5.78K
$592K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.11K- 4.42% |
$75.6K - $80.7K
|
24K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.11K- 0.56% |
$75.8K - $80.9K
|
198K
$20.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.17K- 26.32% |
$79.5K - $84.9K
|
3.27K
$335K
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.18K- 8.06% |
$80.4K - $85.9K
|
13.5K
$1.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.2K- 13.26% |
$81.3K - $86.8K
|
7.82K
$801K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.2K- 4.88% |
$81.7K - $87.2K
|
23.4K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.21K- 16.58% |
$82.1K - $87.7K
|
6.07K
$622K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.21K- 13.09% |
$82.5K - $88.1K
|
8.06K
$825K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.22K- 15.33% |
$83.1K - $88.7K
|
6.74K
$691K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.22K- 3.34% |
$83.3K - $88.9K
|
35.4K
$3.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.24K- 10.93% |
$84.5K - $90.2K
|
10.1K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.24K- 3.82% |
$84.6K - $90.3K
|
31.3K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.29K- 12.92% |
$87.7K - $93.7K
|
8.69K
$889K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37K- 2.6% |
$93.5K - $99.8K
|
51.5K
$5.27M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.38K- 29.19% |
$93.8K - $100K
|
3.35K
$343K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.46K- 8.49% |
$99.2K - $106K
|
15.7K
$1.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.47K- 1.38% |
$99.8K - $107K
|
105K
$10.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.47K- 2.65% |
$100K - $107K
|
54K
$5.53M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.57K- 4.8% |
$107K - $114K
|
31.1K
$3.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 5.02% |
$107K - $114K
|
29.8K
$3.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.58K- 2.01% |
$107K - $115K
|
77.1K
$7.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.58K- 4.45% |
$108K - $115K
|
34K
$3.48M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.58K- 4.45% |
$108K - $115K
|
34K
$3.48M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 1.14% |
$108K - $116K
|
138K
$14.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.61K- 9.3% |
$110K - $117K
|
15.7K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.62K- 2.41% |
$110K - $118K
|
65.7K
$6.73M
|