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
|
Old Port Advisors
|
SELL
|
- |
-2.98K- 17.63% |
$203K - $216K
|
13.9K
$1.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-3K- 33.61% |
$204K - $218K
|
5.93K
$607K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-3.01K- 14.85% |
$205K - $219K
|
17.3K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.04K- 0.25% |
$207K - $221K
|
1.19M
$122M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-3.05K- 5.83% |
$208K - $222K
|
49.3K
$5.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.1K- 0.29% |
$211K - $225K
|
1.08M
$110M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.36K- 35.92% |
$229K - $244K
|
5.99K
$614K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.42K- 40.76% |
$232K - $248K
|
4.96K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.44K- 12.37% |
$234K - $250K
|
24.4K
$2.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-3.44K- 5.98% |
$234K - $250K
|
54.1K
$5.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-3.47K- 53.05% |
$236K - $252K
|
3.07K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-3.49K- 1.3% |
$237K - $253K
|
264K
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.49K- 3.27% |
$237K - $253K
|
103K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-3.5K- 50.93% |
$238K - $254K
|
3.37K
$345K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.51K- 12.07% |
$239K - $255K
|
25.6K
$2.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.54K- 41.76% |
$241K - $257K
|
4.94K
$505K
|
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-3.6K- 6.93% |
$245K - $262K
|
48.3K
$4.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.62K- 8.5% |
$246K - $263K
|
39K
$3.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-3.72K- 5.16% |
$253K - $270K
|
68.3K
$7M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-3.77K- 1.96% |
$257K - $274K
|
188K
$19.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.91K- 3.48% |
$266K - $284K
|
108K
$11.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-3.98K- 23.08% |
$270K - $289K
|
13.2K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-4.02K- 4.33% |
$273K - $292K
|
88.7K
$9.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-4.02K- 4.36% |
$274K - $292K
|
88.3K
$9.05M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-4.03K- 7.57% |
$274K - $292K
|
49.1K
$5.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.16K- 1.25% |
$283K - $303K
|
329K
$33.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.2K- 6.09% |
$285K - $305K
|
64.7K
$6.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-4.4K- 2.73% |
$299K - $319K
|
157K
$16.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.4K- 34.77% |
$299K - $320K
|
8.25K
$845K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-4.42K- 18.24% |
$301K - $321K
|
19.8K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.5K- 16.29% |
$306K - $327K
|
23.1K
$2.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.57K- 4.2% |
$311K - $332K
|
104K
$10.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-4.58K- 29.74% |
$312K - $333K
|
10.8K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-4.69K- 4.36% |
$319K - $341K
|
103K
$10.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.91K- 3.56% |
$334K - $357K
|
133K
$13.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.92K- 1.84% |
$335K - $357K
|
263K
$26.9M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-5K- 11.81% |
$340K - $363K
|
37.3K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.04K- 21.84% |
$343K - $366K
|
18K
$1.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.18K- 5.86% |
$352K - $376K
|
83.2K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.18K- 5.86% |
$352K - $376K
|
83.2K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.21K- 1.85% |
$354K - $378K
|
276K
$28.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.22K- 27.18% |
$355K - $380K
|
14K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.3K- 3.66% |
$361K - $385K
|
140K
$14.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.35K- 8.04% |
$364K - $389K
|
61.2K
$6.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.4K- 6.02% |
$367K - $392K
|
84.2K
$8.63M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.65K- 37.91% |
$384K - $410K
|
9.25K
$947K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.87K- 6.22% |
$400K - $427K
|
88.5K
$9.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.88K- 0.87% |
$400K - $427K
|
672K
$68.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.9K- 1.24% |
$401K - $429K
|
469K
$48.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-5.93K- 9.55% |
$403K - $431K
|
56.2K
$5.75M
|