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
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-708- 4.93% |
$48.2K - $51.4K
|
13.6K
$1.21M
|
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-708- 4.93% |
$48.2K - $51.4K
|
13.6K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-718- 1.82% |
$48.9K - $52.2K
|
38.8K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-730- 2.55% |
$49.7K - $53K
|
27.9K
$2.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-740- 2.48% |
$50.4K - $53.8K
|
29.1K
$2.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-766- 3.0% |
$52.1K - $55.7K
|
24.7K
$2.19M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-774- 13.36% |
$52.7K - $56.2K
|
5.02K
$444K
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-778- 3.25% |
$52.9K - $56.5K
|
23.2K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-783- 1.92% |
$53.3K - $56.9K
|
40.1K
$3.54M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-792- 2.74% |
$53.9K - $57.5K
|
28.1K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-821- 2.17% |
$55.9K - $59.7K
|
37K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-824- 0.56% |
$56.1K - $59.9K
|
146K
$12.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-825- 13.75% |
$56.1K - $59.9K
|
5.18K
$458K
|
|
|
Nov 01, 2023
Q3 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-863- 14.21% |
$58.7K - $62.7K
|
5.21K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-876- 6.61% |
$59.6K - $63.7K
|
12.4K
$1.09M
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-888- 16.73% |
$60.4K - $64.5K
|
4.42K
$391K
|
|
|
Nov 08, 2023
Q3 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-900- 8.91% |
$61.2K - $65.4K
|
9.2K
$814K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-936- 1.37% |
$63.7K - $68K
|
67.6K
$5.98M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-939- 0.99% |
$63.9K - $68.2K
|
94.2K
$8.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-955- 5.65% |
$65K - $69.4K
|
15.9K
$1.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-960- 1.63% |
$65.3K - $69.8K
|
57.9K
$5.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-965- 1.09% |
$65.7K - $70.1K
|
87.3K
$7.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-968- 7.25% |
$65.9K - $70.3K
|
12.4K
$1.1M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-990- 22.35% |
$67.4K - $71.9K
|
3.44K
$304K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1K- 3.06% |
$68.1K - $72.7K
|
31.7K
$2.81M
|
|
|
Oct 18, 2023
Q3 2023
|
Next Capital Management LLC
|
SELL
|
- |
-1.02K- 2.19% |
$69.6K - $74.3K
|
45.7K
$4.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 0.64% |
$69.6K - $74.3K
|
158K
$14M
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.03K- 1.07% |
$69.8K - $74.5K
|
94.8K
$8.38M
|
|
|
Apr 04, 2025
Q3 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.03K- 15.92% |
$69.9K - $74.6K
|
5.42K
$480K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.04K- 2.0% |
$70.8K - $75.6K
|
51.1K
$4.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.06K- 7.87% |
$72.1K - $76.9K
|
12.4K
$1.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-1.09K- 8.28% |
$74.1K - $79.1K
|
12.1K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 15.95% |
$74.7K - $79.7K
|
5.78K
$511K
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-1.11K- 4.42% |
$75.6K - $80.7K
|
24K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.11K- 0.56% |
$75.8K - $80.9K
|
198K
$17.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.17K- 26.32% |
$79.5K - $84.9K
|
3.27K
$289K
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.18K- 8.06% |
$80.4K - $85.9K
|
13.5K
$1.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.2K- 13.26% |
$81.3K - $86.8K
|
7.82K
$691K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.2K- 4.88% |
$81.7K - $87.2K
|
23.4K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.21K- 16.58% |
$82.1K - $87.7K
|
6.07K
$537K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.21K- 13.09% |
$82.5K - $88.1K
|
8.06K
$713K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.22K- 15.33% |
$83.1K - $88.7K
|
6.74K
$596K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.22K- 3.34% |
$83.3K - $88.9K
|
35.4K
$3.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.24K- 10.93% |
$84.5K - $90.2K
|
10.1K
$894K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.24K- 3.82% |
$84.6K - $90.3K
|
31.3K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.29K- 12.92% |
$87.7K - $93.7K
|
8.69K
$768K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.37K- 2.6% |
$93.5K - $99.8K
|
51.5K
$4.55M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.38K- 29.19% |
$93.8K - $100K
|
3.35K
$296K
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.44K- 3.03% |
$97.8K - $104K
|
46K
$4.07M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.46K- 8.49% |
$99.2K - $106K
|
15.7K
$1.39M
|