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 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.8K- 1.73% |
$801K - $855K
|
667K
$59M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-11.9K- 20.1% |
$811K - $866K
|
47.4K
$4.19M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-12.5K- 6.01% |
$850K - $908K
|
196K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-12.7K- 9.79% |
$863K - $922K
|
117K
$10.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
SELL
|
- |
-13.4K- 64.68% |
$910K - $971K
|
7.3K
$646K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-13.5K- 3.48% |
$917K - $979K
|
373K
$33M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-13.8K- 28.49% |
$936K - $999K
|
34.5K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-13.9K- 27.79% |
$942K - $1.01M
|
36K
$3.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13.9K- 69.52% |
$949K - $1.01M
|
6.12K
$541K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-14.7K- 6.04% |
$1M - $1.07M
|
229K
$20.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14.9K- 81.85% |
$1.02M - $1.09M
|
3.31K
$293K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-16.1K- 16.86% |
$1.1M - $1.17M
|
79.5K
$7.03M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-16.2K- 61.5% |
$1.1M - $1.18M
|
10.1K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-16.4K- 20.08% |
$1.11M - $1.19M
|
65.1K
$5.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.5K- 2.06% |
$1.12M - $1.2M
|
783K
$69.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-16.6K- 20.77% |
$1.13M - $1.2M
|
63.2K
$5.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-18K- 12.86% |
$1.23M - $1.31M
|
122K
$10.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.6K- 7.92% |
$1.26M - $1.35M
|
216K
$19.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-18.6K- 5.23% |
$1.27M - $1.35M
|
337K
$29.8M
|
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-19.2K- 63.46% |
$1.3M - $1.39M
|
11K
$976K
|
|
|
Oct 18, 2023
Q3 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-19.8K- 2.76% |
$1.35M - $1.44M
|
697K
$61.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.3K- 8.58% |
$1.45M - $1.55M
|
227K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-21.6K- 45.39% |
$1.47M - $1.57M
|
26K
$2.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-23.9K- 26.19% |
$1.63M - $1.74M
|
67.3K
$5.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24.4K- 0.91% |
$1.66M - $1.77M
|
2.66M
$235M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.4K- 0.75% |
$1.73M - $1.84M
|
3.38M
$299M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-25.6K- 53.97% |
$1.74M - $1.86M
|
21.8K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-27.3K- 69.94% |
$1.86M - $1.99M
|
11.7K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-27.5K- 66.67% |
$1.87M - $2M
|
13.7K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-28.8K- 15.23% |
$1.96M - $2.09M
|
160K
$14.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-29K- 6.06% |
$1.97M - $2.11M
|
450K
$39.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30.8K- 6.16% |
$2.1M - $2.24M
|
470K
$41.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-31.3K- 0.49% |
$2.13M - $2.28M
|
6.3M
$557M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-33.2K- 16.31% |
$2.26M - $2.41M
|
170K
$15.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-40.8K- 1.32% |
$2.78M - $2.97M
|
3.04M
$269M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-41K- 38.09% |
$2.79M - $2.98M
|
66.6K
$5.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-45.2K- 92.43% |
$3.08M - $3.29M
|
3.71K
$328K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-46.5K- 51.27% |
$3.16M - $3.38M
|
44.2K
$3.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-47.2K- 49.97% |
$3.21M - $3.43M
|
47.3K
$4.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-47.5K- 55.04% |
$3.23M - $3.45M
|
38.8K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-50K- 7.79% |
$3.4M - $3.63M
|
592K
$52.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-51.4K- 11.99% |
$3.49M - $3.73M
|
377K
$33.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-51.5K- 50.34% |
$3.51M - $3.75M
|
50.9K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-57.7K- 39.54% |
$3.93M - $4.19M
|
88.3K
$7.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-59.8K- 5.13% |
$4.07M - $4.35M
|
1.11M
$97.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.6K- 2.24% |
$4.4M - $4.7M
|
2.81M
$249M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-64.9K- 97.09% |
$4.42M - $4.71M
|
1.94K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-73.1K- 82.47% |
$4.98M - $5.31M
|
15.6K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-74.1K- 15.76% |
$5.05M - $5.39M
|
396K
$35.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-81.6K- 40.49% |
$5.55M - $5.93M
|
120K
$10.6M
|