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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.44KNew |
$642K - $686K
|
9.44K
$1M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9.3KNew |
$633K - $676K
|
9.3K
$988K
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.28KNew |
$632K - $674K
|
9.28K
$985K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.28K+ 10.81% |
$631K - $674K
|
95.1K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9.12KNew |
$621K - $663K
|
9.12K
$968K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.04K+ 22.65% |
$615K - $657K
|
48.9K
$5.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
8.97K+ 53.72% |
$610K - $652K
|
25.7K
$2.72M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.85KNew |
$603K - $643K
|
8.85K
$940K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
8.68K+ 5.28% |
$591K - $631K
|
173K
$18.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
8.66K+ 49.15% |
$590K - $629K
|
26.3K
$2.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
8.63KNew |
$587K - $627K
|
8.63K
$915K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.63K+ 46.65% |
$587K - $627K
|
27.1K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.62KNew |
$586K - $626K
|
8.62K
$915K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.42K+ 3.81% |
$573K - $612K
|
230K
$24.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
8.3K+ 6.25% |
$565K - $603K
|
141K
$15M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.27K+ 33.06% |
$563K - $601K
|
33.3K
$3.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
8.25K+ 2.26% |
$561K - $599K
|
374K
$39.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.2K+ 1.42% |
$558K - $595K
|
587K
$62.3M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
8.17K+ 41.67% |
$556K - $593K
|
27.8K
$2.95M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
8.12K+ 3.94% |
$552K - $590K
|
214K
$22.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.7KNew |
$524K - $559K
|
7.7K
$817K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.64K+ 89.12% |
$520K - $555K
|
16.2K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
7.54K+ 23.11% |
$513K - $547K
|
40.1K
$4.26M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
7.49K+ 2377.46% |
$510K - $544K
|
7.8K
$828K
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.43K+ 115.38% |
$506K - $540K
|
13.9K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7.05KNew |
$479K - $512K
|
7.05K
$748K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.9K+ 7.62% |
$469K - $501K
|
97.4K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.89K+ 1.7% |
$469K - $501K
|
413K
$43.8M
|
|
|
Nov 17, 2023
Q3 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
6.81K+ 5.8% |
$463K - $495K
|
124K
$13.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.74KNew |
$459K - $490K
|
6.74K
$715K
|
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
6.71KNew |
$456K - $487K
|
6.71K
$712K
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6.7KNew |
$456K - $487K
|
6.7K
$711K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
6.64K+ 117.93% |
$452K - $483K
|
12.3K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.54K+ 129.95% |
$445K - $475K
|
11.6K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.32K+ 2.83% |
$430K - $459K
|
229K
$24.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
6.3KNew |
$429K - $458K
|
6.3K
$669K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.04KNew |
$411K - $439K
|
6.04K
$641K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.04KNew |
$411K - $439K
|
6.04K
$641K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6KNew |
$409K - $436K
|
6K
$637K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6K+ 92.06% |
$408K - $436K
|
12.5K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
5.95K+ 0.68% |
$405K - $432K
|
879K
$93.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.94KNew |
$404K - $431K
|
5.94K
$630K
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
5.77K+ 1.6% |
$393K - $419K
|
367K
$38.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.76K+ 146.32% |
$392K - $419K
|
9.7K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.6K+ 5.79% |
$381K - $407K
|
102K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
5.59KNew |
$380K - $406K
|
5.59K
$593K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
5.47K+ 79.39% |
$372K - $397K
|
12.4K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
5.33KNew |
$363K - $387K
|
5.33K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.28KNew |
$359K - $384K
|
5.28K
$560K
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.22K+ 13.48% |
$355K - $379K
|
43.9K
$4.66M
|