Purchases and Sales Made in Q3 2023 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.41K
+ 1.74%
$232K - $247K
199K $20.6M
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
3.31K
+ 26.8%
$225K - $240K
15.6K $1.62M
Oct 18, 2023 Q3 2023
Riverwater Partners LLC

BUY
 -
3.29K
New
$224K - $239K
3.29K $340K
Oct 18, 2023 Q3 2023
La Fleur & Godfrey LLC

BUY
 -
3.27K
New
$223K - $238K
3.27K $338K
Nov 01, 2023 Q3 2023
Allen Capital Group, LLC

BUY
 -
3.27K
New
$222K - $237K
3.27K $337K
Nov 07, 2023 Q3 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
3.23K
New
$220K - $235K
3.23K $334K
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
3.21K
New
$219K - $234K
3.21K $332K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
3.2K
New
$218K - $233K
3.2K $331K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.2K
New
$217K - $232K
3.2K $330K
Oct 10, 2023 Q3 2023
Bouvel Investment Partners, LLC

BUY
 -
3.12K
+ 8.78%
$212K - $227K
38.7K $3.99M
Oct 26, 2023 Q3 2023
Conning Inc.

BUY
 -
3.06K
+ 4.94%
$208K - $222K
64.8K $6.7M
Oct 30, 2023 Q3 2023
Clearview Wealth Advisors LLC

BUY
 -
3.05K
+ 187.62%
$207K - $221K
4.67K $482K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
3.05K
New
$207K - $221K
3.05K $315K
Oct 30, 2023 Q3 2023
Yousif Capital Management, LLC

BUY
 -
3.02K
New
$206K - $219K
3.02K $312K
Nov 06, 2023 Q3 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
3K
+ 7.52%
$204K - $218K
42.9K $4.43M
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
2.98K
New
$203K - $217K
2.98K $308K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
2.98K
New
$203K - $217K
2.98K $308K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
2.98K
New
$203K - $216K
2.98K $307K
Oct 26, 2023 Q3 2023
Gratus Capital LLC

BUY
 -
2.94K
New
$200K - $214K
2.94K $304K
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
2.94K
+ 34.56%
$200K - $214K
11.4K $1.18M
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
2.91K
+ 6.32%
$198K - $211K
48.9K $5.05M
Nov 13, 2023 Q3 2023
Boston Family Office LLC

Boston, MA
BUY
 -
2.88K
+ 13.15%
$196K - $209K
24.8K $2.56M
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
2.82K
+ 1178.24%
$192K - $205K
3.06K $315K
Nov 14, 2023 Q3 2023
Adaptive Financial Consulting, LLC

Beachwood, OH
BUY
 -
2.79K
+ 1.45%
$190K - $202K
195K $20.2M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
2.76K
+ 38.5%
$188K - $200K
9.91K $1.02M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.75K
+ 302.09%
$187K - $200K
3.66K $378K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
2.75K
+ 31.5%
$187K - $199K
11.5K $1.18M
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
2.73K
+ 11.42%
$185K - $198K
26.6K $2.75M
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
2.72K
+ 1.66%
$185K - $198K
167K $17.2M
Oct 25, 2023 Q3 2023
Calamos Advisors LLC

BUY
 -
2.69K
+ 9.0%
$183K - $195K
32.6K $3.36M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.64K
+ 71.15%
$179K - $192K
6.34K $655K
Nov 13, 2023 Q3 2023
Howard Capital Management Inc.

BUY
 -
2.57K
+ 2.48%
$175K - $186K
106K $10.9M
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
2.46K
+ 23.14%
$168K - $179K
13.1K $1.35M
Nov 14, 2023 Q3 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
2.44K
+ 4.35%
$166K - $177K
58.5K $6.04M
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
2.43K
+ 4120.34%
$165K - $177K
2.49K $257K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
2.41K
+ 25.41%
$164K - $175K
11.9K $1.23M
Nov 01, 2023 Q3 2023
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
2.39K
+ 7.45%
$163K - $174K
34.5K $3.56M
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
2.33K
+ 2.73%
$158K - $169K
87.7K $9.06M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
2.31K
+ 16.47%
$157K - $168K
16.3K $1.69M
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
2.3K
+ 26.36%
$157K - $167K
11K $1.14M
Nov 20, 2023 Q3 2023
Tompkins Financial Corp

BUY
 -
2.25K
+ 57.85%
$153K - $164K
6.15K $635K
Nov 14, 2023 Q3 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
2.23K
+ 52.59%
$152K - $162K
6.47K $668K
Nov 06, 2023 Q3 2023
Ifrah Financial Services, Inc.

BUY
 -
2.2K
+ 1.05%
$150K - $160K
212K $21.9M
Oct 23, 2023 Q3 2023
Pinnacle Associates LTD

BUY
 -
2.17K
+ 55.47%
$148K - $158K
6.09K $628K
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
2.11K
+ 2.13%
$143K - $153K
101K $10.4M
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
2.08K
+ 15.66%
$142K - $151K
15.4K $1.59M
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
2.08K
+ 60.21%
$141K - $151K
5.52K $570K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
2.02K
+ 100.95%
$137K - $147K
4.02K $415K
Oct 12, 2023 Q3 2023
Market Street Wealth Management Advisors LLC

BUY
 -
1.97K
+ 10.49%
$134K - $143K
20.7K $2.14M

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