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
|
First Heartland Consultants, Inc.
|
BUY
|
- |
95.4K+ 50.04% |
$6.49M - $6.93M
|
286K
$29.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
93.8K+ 372.17% |
$6.38M - $6.81M
|
119K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
93.4K+ 5.78% |
$6.36M - $6.79M
|
1.71M
$177M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
93.1K+ 21.12% |
$6.33M - $6.76M
|
534K
$55.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89.8K+ 10.06% |
$6.11M - $6.53M
|
983K
$102M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
88.9KNew |
$6.05M - $6.46M
|
88.9K
$9.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
86.8K+ 34.17% |
$5.9M - $6.3M
|
341K
$35.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
85.6K+ 323.4% |
$5.83M - $6.22M
|
112K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
80.6K+ 216.42% |
$5.49M - $5.86M
|
118K
$12.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
79.5KNew |
$5.41M - $5.78M
|
79.5K
$8.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
79.3K+ 150.0% |
$5.4M - $5.76M
|
132K
$13.6M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
75.8K+ 679.96% |
$5.16M - $5.51M
|
86.9K
$8.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72.4K+ 21.57% |
$4.93M - $5.26M
|
408K
$42.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
71KNew |
$4.83M - $5.16M
|
71K
$7.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
70.5K+ 9.02% |
$4.8M - $5.13M
|
853K
$88.1M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
69.9KNew |
$4.76M - $5.08M
|
69.9K
$7.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
69.6K+ 1446.42% |
$4.74M - $5.06M
|
74.4K
$7.69M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
68KNew |
$4.62M - $4.94M
|
68K
$7.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
66.9KNew |
$4.55M - $4.86M
|
66.9K
$6.91M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
65.2K+ 298.58% |
$4.44M - $4.74M
|
87.1K
$8.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
64.2K+ 8.61% |
$4.37M - $4.66M
|
810K
$83.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
64KNew |
$4.36M - $4.65M
|
64K
$6.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
62.6KNew |
$4.26M - $4.55M
|
62.6K
$6.47M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
62K+ 1906.12% |
$4.22M - $4.5M
|
65.2K
$6.74M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60.5K+ 3.48% |
$4.12M - $4.4M
|
1.8M
$186M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
58K+ 63.52% |
$3.95M - $4.22M
|
149K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56.9K+ 283.79% |
$3.87M - $4.13M
|
76.9K
$7.95M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
55.4K+ 9.06% |
$3.77M - $4.03M
|
667K
$68.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
54.2KNew |
$3.69M - $3.94M
|
54.2K
$5.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.1KNew |
$3.68M - $3.93M
|
54.1K
$5.59M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53.8K+ 358.57% |
$3.66M - $3.91M
|
68.8K
$7.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
53.7K+ 144.13% |
$3.66M - $3.91M
|
91K
$9.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
53.7KNew |
$3.65M - $3.9M
|
53.7K
$5.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
53.6K+ 113.45% |
$3.64M - $3.89M
|
101K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
53.2K+ 769.06% |
$3.62M - $3.87M
|
60.1K
$6.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
53KNew |
$3.61M - $3.85M
|
53K
$5.48M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50.7K+ 34.19% |
$3.45M - $3.68M
|
199K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50K+ 1.0% |
$3.4M - $3.63M
|
5.04M
$520M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.6K+ 1.86% |
$3.38M - $3.61M
|
2.72M
$281M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
49.5K+ 215.08% |
$3.37M - $3.6M
|
72.6K
$7.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
49.2K+ 5.11% |
$3.35M - $3.57M
|
1.01M
$104M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
48.2K+ 307.16% |
$3.28M - $3.5M
|
63.8K
$6.59M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
47.3K+ 51.55% |
$3.22M - $3.43M
|
139K
$14.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
47.1K+ 25.99% |
$3.2M - $3.42M
|
228K
$23.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
46.7K+ 42.61% |
$3.18M - $3.39M
|
156K
$16.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
46.3K+ 1762.21% |
$3.15M - $3.36M
|
48.9K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
44.2KNew |
$3.01M - $3.21M
|
44.2K
$4.56M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
43.7K+ 54.78% |
$2.98M - $3.18M
|
124K
$12.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
43.5KNew |
$2.96M - $3.16M
|
43.5K
$4.5M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
41.6K+ 312.97% |
$2.83M - $3.03M
|
54.9K
$5.67M
|