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
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-87.4K- 17.25% |
$5.94M - $6.35M
|
419K
$37.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-88.9K- 62.43% |
$6.05M - $6.46M
|
53.5K
$4.73M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-91.8K- 1.71% |
$6.25M - $6.67M
|
5.28M
$467M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-96.8K- 8.11% |
$6.59M - $7.04M
|
1.1M
$97M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-101K- 0.64% |
$6.89M - $7.36M
|
15.6M
$1.38B
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-104K- 87.48% |
$7.11M - $7.59M
|
15K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-115K- 92.67% |
$7.85M - $8.38M
|
9.12K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-120K- 98.68% |
$8.15M - $8.7M
|
1.6K
$142K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-123K- 5.02% |
$8.36M - $8.92M
|
2.32M
$206M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-130K- 68.62% |
$8.83M - $9.43M
|
59.4K
$5.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-143K- 48.42% |
$9.73M - $10.4M
|
152K
$13.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-158K- 75.19% |
$10.7M - $11.5M
|
52.1K
$4.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-167K- 45.58% |
$11.3M - $12.1M
|
199K
$17.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-214K- 38.74% |
$14.6M - $15.6M
|
339K
$30M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-304K- 4.22% |
$20.7M - $22.1M
|
6.91M
$611M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-334K- 40.9% |
$22.7M - $24.3M
|
483K
$42.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-347K- 36.58% |
$23.6M - $25.2M
|
602K
$53.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-350K- 80.59% |
$23.8M - $25.5M
|
84.4K
$7.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-763K- 94.66% |
$52M - $55.5M
|
43.1K
$3.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-795KClosed |
$54.1M - $57.7M
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.81M- 37.7% |
$259M - $277M
|
6.3M
$557M
|