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
Nov 14, 2023 Q3 2023
Wimmer Associates 1, LLC

Pasadena, CA
BUY
 -
1.12K
+ 20.65%
$75.9K - $81K
6.52K $673K
May 17, 2024 Q3 2023
Cim, LLC

BUY
 -
1.11K
+ 18.97%
$75.5K - $80.7K
6.96K $719K
Nov 08, 2023 Q3 2023
Amg National Trust Bank

BUY
 -
1.1K
+ 2.63%
$75K - $80.1K
43K $4.44M
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
1.08K
+ 12.7%
$73.4K - $78.3K
9.57K $988K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
1.08K
+ 12.93%
$73.2K - $78.2K
9.4K $971K
Nov 02, 2023 Q3 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
1.08K
+ 22.6%
$73.2K - $78.1K
5.83K $602K
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.08K
+ 24.88%
$73.2K - $78.1K
5.4K $557K
Oct 26, 2023 Q3 2023
First Merchants Corp

BUY
 -
1.07K
+ 0.33%
$72.5K - $77.5K
323K $33.4M
Nov 13, 2023 Q3 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
992
+ 0.69%
$67.5K - $72.1K
144K $14.8M
Oct 20, 2023 Q3 2023
Security National Bank

BUY
 -
972
+ 10.74%
$66.1K - $70.6K
10K $1.04M
Oct 19, 2023 Q3 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
939
+ 11.53%
$63.9K - $68.2K
9.08K $938K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
934
New
$63.6K - $67.9K
934 $96.5K
Oct 25, 2023 Q3 2023
Canal Capital Management, LLC

BUY
 -
928
+ 22.92%
$63.2K - $67.4K
4.98K $514K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
925
+ 0.69%
$62.9K - $67.2K
135K $14M
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
911
+ 1.04%
$62K - $66.2K
88.7K $9.16M
Oct 20, 2023 Q3 2023
One Day In July LLC

BUY
 -
880
+ 9.77%
$59.9K - $63.9K
9.88K $1.02M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
858
+ 25.63%
$58.4K - $62.3K
4.21K $434K
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

BUY
 -
845
+ 15.03%
$57.5K - $61.4K
6.47K $668K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
839
+ 73.47%
$57.1K - $61K
1.98K $205K
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
815
+ 3.51%
$55.5K - $59.2K
24K $2.48M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
803
+ 2.07%
$54.6K - $58.3K
39.6K $4.09M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
800
+ 173.91%
$54.4K - $58.1K
1.26K $130K
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
799
+ 0.67%
$54.4K - $58.1K
120K $12.4M
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
794
+ 14.15%
$54K - $57.7K
6.41K $662K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
793
New
$54K - $57.6K
793 $81.9K
Oct 23, 2023 Q3 2023
Moneywise, Inc.

BUY
 -
718
+ 12.63%
$48.9K - $52.2K
6.4K $661K
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
714
+ 3.85%
$48.6K - $51.9K
19.2K $1.99M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
704
New
$47.9K - $51.2K
704 $72.7K
Oct 20, 2023 Q3 2023
Highview Capital Management LLC

BUY
 -
700
+ 3.84%
$47.6K - $50.9K
18.9K $1.96M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
695
+ 8.81%
$47.3K - $50.5K
8.58K $886K
Oct 24, 2023 Q3 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
683
+ 0.24%
$46.5K - $49.6K
282K $29.1M
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
BUY
 -
680
+ 5.22%
$46.3K - $49.4K
13.7K $1.42M
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

BUY
 -
667
+ 7.41%
$45.4K - $48.5K
9.67K $998K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
645
New
$43.9K - $46.9K
645 $66.6K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
640
+ 20.32%
$43.6K - $46.5K
3.79K $391K
Oct 10, 2023 Q3 2023
Tl Private Wealth

BUY
 -
637
+ 7.72%
$43.3K - $46.3K
8.88K $917K
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
631
New
$42.9K - $45.8K
631 $65.2K
Oct 27, 2023 Q3 2023
Whittier Trust CO

BUY
 -
622
+ 1.45%
$42.3K - $45.2K
43.4K $4.48M
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
612
New
$41.6K - $44.5K
612 $63.2K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
609
+ 6.76%
$41.4K - $44.2K
9.61K $993K
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
605
+ 2.61%
$41.2K - $44K
23.8K $2.46M
Nov 13, 2023 Q3 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
604
+ 7.85%
$41.1K - $43.9K
8.3K $857K
Nov 08, 2023 Q3 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
584
+ 4.29%
$39.7K - $42.4K
14.2K $1.47M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
580
+ 4.77%
$39.5K - $42.1K
12.7K $1.32M
Nov 08, 2023 Q3 2023
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
580
+ 11.83%
$39.5K - $42.1K
5.48K $566K
Oct 16, 2023 Q3 2023
Investment Advisory Group, LLC

BUY
 -
551
+ 1.03%
$37.5K - $40K
54K $5.58M
Nov 14, 2023 Q3 2023
Bank Ozk

BUY
 -
542
+ 17.44%
$36.9K - $39.4K
3.65K $377K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
541
+ 4.78%
$36.8K - $39.3K
11.8K $1.22M
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
517
+ 0.9%
$35.2K - $37.6K
58.1K $6M

Track Institutional and Insider Activities on IVW

Follow ISHARES S&P 500 GROWTH ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVW shares.

Notify only if

Insider Trading

Get notified when an Ishares S&P 500 Growth ETF insider buys or sells IVW shares.

Notify only if

News

Receive news related to ISHARES S&P 500 GROWTH ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IVW