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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-6.02K- 23.54% |
$409K - $437K
|
19.5K
$2M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-6.06K- 1.08% |
$412K - $440K
|
553K
$56.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.21K- 0.71% |
$422K - $451K
|
867K
$88.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.22K- 49.05% |
$424K - $452K
|
6.47K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.32K- 5.02% |
$430K - $459K
|
120K
$12.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.45K- 5.66% |
$439K - $469K
|
107K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-6.67K- 2.61% |
$454K - $485K
|
248K
$25.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-6.68K- 24.78% |
$455K - $485K
|
20.3K
$2.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.7K- 6.34% |
$456K - $487K
|
98.9K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.76K- 2.53% |
$460K - $491K
|
261K
$26.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-6.83K- 4.98% |
$464K - $496K
|
130K
$13.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7K- 3.21% |
$476K - $509K
|
211K
$21.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-7.07K- 18.01% |
$481K - $514K
|
32.2K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-7.24K- 27.7% |
$493K - $526K
|
18.9K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-7.26K- 51.7% |
$494K - $527K
|
6.78K
$694K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-7.3K- 1.12% |
$497K - $530K
|
644K
$65.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-7.38K- 0.92% |
$502K - $536K
|
793K
$81.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.82K- 43.96% |
$532K - $568K
|
9.97K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-8.52K- 4.8% |
$580K - $619K
|
169K
$17.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-8.52K- 1.84% |
$580K - $619K
|
453K
$46.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-8.72K- 9.38% |
$593K - $633K
|
84.2K
$8.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-8.83K- 2.31% |
$601K - $642K
|
373K
$38.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-9K- 0.6% |
$613K - $654K
|
1.5M
$154M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-9.12K- 1.68% |
$621K - $663K
|
535K
$54.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-9.31K- 1.92% |
$633K - $676K
|
476K
$48.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.39K- 3.15% |
$639K - $682K
|
289K
$29.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-9.98K- 6.05% |
$679K - $725K
|
155K
$15.9M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-10.2K- 75.87% |
$692K - $739K
|
3.23K
$331K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
SELL
|
- |
-10.3K- 8.72% |
$703K - $751K
|
108K
$11.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.5K- 1.9% |
$711K - $760K
|
541K
$55.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-10.5K- 17.13% |
$716K - $764K
|
50.9K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-10.6K- 23.23% |
$720K - $769K
|
35K
$3.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-10.6K- 18.71% |
$722K - $770K
|
46.1K
$4.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.7K- 3.26% |
$731K - $780K
|
319K
$32.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 3.16% |
$740K - $791K
|
334K
$34.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 5.21% |
$773K - $826K
|
207K
$21.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-11.5K- 6.55% |
$784K - $837K
|
164K
$16.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.6K- 9.77% |
$789K - $843K
|
107K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.7K- 11.58% |
$798K - $852K
|
89.5K
$9.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.8K- 1.73% |
$801K - $855K
|
667K
$68.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-11.9K- 20.1% |
$811K - $866K
|
47.4K
$4.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-12.5K- 6.01% |
$850K - $908K
|
196K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12.7K- 9.79% |
$863K - $922K
|
117K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-13.4K- 64.68% |
$910K - $971K
|
7.3K
$748K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.5K- 3.48% |
$917K - $979K
|
373K
$38.2M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.8K- 28.49% |
$936K - $999K
|
34.5K
$3.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-13.9K- 27.79% |
$942K - $1.01M
|
36K
$3.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.9K- 69.52% |
$949K - $1.01M
|
6.12K
$626K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-14.7K- 6.04% |
$1M - $1.07M
|
229K
$23.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.9K- 81.85% |
$1.02M - $1.09M
|
3.31K
$339K
|