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 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.71K- 30.7% |
$184K - $197K
|
6.11K
$540K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.72K- 13.66% |
$185K - $197K
|
17.2K
$1.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.74K- 1.54% |
$186K - $199K
|
175K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.74K- 3.23% |
$187K - $199K
|
82K
$7.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.76K- 99.35% |
$188K - $201K
|
18
$1.59K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.78K- 2.37% |
$189K - $202K
|
115K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-2.86K- 4.65% |
$194K - $208K
|
58.6K
$5.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 2.04% |
$196K - $210K
|
138K
$12.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-2.93K- 55.11% |
$199K - $213K
|
2.38K
$211K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.95K- 10.57% |
$201K - $214K
|
25K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-2.98K- 17.63% |
$203K - $216K
|
13.9K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3K- 33.61% |
$204K - $218K
|
5.93K
$524K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.01K- 14.85% |
$205K - $219K
|
17.3K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.04K- 0.25% |
$207K - $221K
|
1.19M
$105M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.05K- 5.83% |
$208K - $222K
|
49.3K
$4.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.1K- 0.29% |
$211K - $225K
|
1.08M
$95.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.36K- 35.92% |
$229K - $244K
|
5.99K
$530K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.42K- 40.76% |
$232K - $248K
|
4.96K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.44K- 12.37% |
$234K - $250K
|
24.4K
$2.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.44K- 5.98% |
$234K - $250K
|
54.1K
$4.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.47K- 53.05% |
$236K - $252K
|
3.07K
$271K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-3.49K- 1.3% |
$237K - $253K
|
264K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.49K- 3.27% |
$237K - $253K
|
103K
$9.13M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.5K- 50.93% |
$238K - $254K
|
3.37K
$298K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.51K- 12.07% |
$239K - $255K
|
25.6K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.54K- 41.76% |
$241K - $257K
|
4.94K
$437K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-3.6K- 6.93% |
$245K - $262K
|
48.3K
$4.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.62K- 8.5% |
$246K - $263K
|
39K
$3.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-3.72K- 5.16% |
$253K - $270K
|
68.3K
$6.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-3.77K- 1.96% |
$257K - $274K
|
188K
$16.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.91K- 3.48% |
$266K - $284K
|
108K
$9.59M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-3.98K- 23.08% |
$270K - $289K
|
13.2K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.02K- 4.33% |
$273K - $292K
|
88.7K
$7.85M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-4.02K- 4.36% |
$274K - $292K
|
88.3K
$7.81M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-4.03K- 7.57% |
$274K - $292K
|
49.1K
$4.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.16K- 1.25% |
$283K - $303K
|
329K
$29.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.2K- 6.09% |
$285K - $305K
|
64.7K
$5.72M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-4.4K- 2.73% |
$299K - $319K
|
157K
$13.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.4K- 34.77% |
$299K - $320K
|
8.25K
$730K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.42K- 18.24% |
$301K - $321K
|
19.8K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.5K- 16.29% |
$306K - $327K
|
23.1K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.57K- 4.2% |
$311K - $332K
|
104K
$9.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-4.58K- 29.74% |
$312K - $333K
|
10.8K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.69K- 4.36% |
$319K - $341K
|
103K
$9.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.91K- 3.56% |
$334K - $357K
|
133K
$11.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.92K- 1.84% |
$335K - $357K
|
263K
$23.3M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-5K- 11.81% |
$340K - $363K
|
37.3K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.04K- 21.84% |
$343K - $366K
|
18K
$1.59M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.18K- 5.86% |
$352K - $376K
|
83.2K
$7.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.18K- 5.86% |
$352K - $376K
|
83.2K
$7.36M
|