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 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.63K- 1.39% |
$111K - $118K
|
115K
$11.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.67K- 2.29% |
$113K - $121K
|
71.2K
$7.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.68K- 3.33% |
$114K - $122K
|
48.7K
$4.99M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.68K- 3.33% |
$114K - $122K
|
48.7K
$4.99M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.69K- 1.39% |
$115K - $123K
|
121K
$12.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.7K- 3.48% |
$116K - $123K
|
47.1K
$4.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.7K- 1.91% |
$116K - $123K
|
87.3K
$8.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.7K- 8.48% |
$116K - $123K
|
18.3K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.76K- 21.47% |
$119K - $128K
|
6.42K
$658K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.76K- 26.86% |
$120K - $128K
|
4.79K
$491K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.78K- 11.55% |
$121K - $129K
|
13.6K
$1.4M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.78K- 6.27% |
$121K - $129K
|
26.6K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.83K- 0.95% |
$125K - $133K
|
190K
$19.5M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.84K- 11.38% |
$125K - $133K
|
14.3K
$1.47M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 4.05% |
$128K - $136K
|
44.5K
$4.55M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.89K- 1.18% |
$128K - $137K
|
158K
$16.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.92K- 1.4% |
$130K - $139K
|
134K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.93K- 15.73% |
$131K - $140K
|
10.3K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.94K- 2.01% |
$132K - $141K
|
94.5K
$9.68M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.96K- 70.14% |
$133K - $142K
|
833
$85.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.96K- 2.94% |
$133K - $142K
|
64.7K
$6.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.99K- 14.09% |
$135K - $144K
|
12.1K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.99K- 29.27% |
$135K - $144K
|
4.8K
$492K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 23.02% |
$137K - $146K
|
6.73K
$689K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.07K- 3.41% |
$141K - $150K
|
58.5K
$5.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.1K- 22.76% |
$143K - $152K
|
7.11K
$728K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-2.16K- 1.48% |
$147K - $157K
|
144K
$14.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2.31K- 0.75% |
$157K - $168K
|
306K
$31.4M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.34K- 2.75% |
$159K - $170K
|
82.6K
$8.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.35K- 33.81% |
$160K - $171K
|
4.59K
$470K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 1.71% |
$161K - $172K
|
136K
$13.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.38K- 1.72% |
$162K - $173K
|
136K
$13.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.42K- 5.42% |
$165K - $176K
|
42.2K
$4.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.46K- 7.75% |
$168K - $179K
|
29.3K
$3M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.48K- 5.9% |
$169K - $180K
|
39.5K
$4.05M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.56K- 16.0% |
$174K - $186K
|
13.4K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 83.69% |
$175K - $186K
|
500
$51.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-2.66K- 8.99% |
$181K - $193K
|
26.9K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.66K- 3.11% |
$181K - $193K
|
82.8K
$8.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.67K- 2.08% |
$182K - $194K
|
126K
$12.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.71K- 30.7% |
$184K - $197K
|
6.11K
$626K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.72K- 13.66% |
$185K - $197K
|
17.2K
$1.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.74K- 1.54% |
$186K - $199K
|
175K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.74K- 3.23% |
$187K - $199K
|
82K
$8.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.76K- 99.35% |
$188K - $201K
|
18
$1.84K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.78K- 2.37% |
$189K - $202K
|
115K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.86K- 4.65% |
$194K - $208K
|
58.6K
$6M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 2.04% |
$196K - $210K
|
138K
$14.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.93K- 55.11% |
$199K - $213K
|
2.38K
$244K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.95K- 10.57% |
$201K - $214K
|
25K
$2.56M
|