Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.4K- 30.91% |
$598K - $667K
|
23.3K
$2.54M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 9.23% |
$617K - $688K
|
106K
$11.5M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.1K- 10.2% |
$634K - $707K
|
97.5K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 57.54% |
$651K - $727K
|
8.39K
$914K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11.5K- 28.27% |
$657K - $733K
|
29.1K
$3.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-11.8K- 22.66% |
$677K - $756K
|
40.4K
$4.4M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11.8K- 22.66% |
$677K - $756K
|
40.4K
$4.4M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-12.2K- 18.62% |
$698K - $779K
|
53.3K
$5.81M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 6.27% |
$717K - $800K
|
187K
$20.4M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-12.7K- 12.79% |
$729K - $813K
|
86.8K
$9.46M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.1K- 2.6% |
$752K - $839K
|
491K
$53.6M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-14.3K- 44.76% |
$818K - $913K
|
17.6K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 10.18% |
$842K - $940K
|
130K
$14.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-15.4K- 6.27% |
$884K - $987K
|
231K
$25.2M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-15.7K- 14.96% |
$897K - $1M
|
89K
$9.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 0.57% |
$903K - $1.01M
|
2.73M
$298M
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-16.8K- 21.57% |
$963K - $1.07M
|
61.2K
$6.66M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-16.9K- 18.56% |
$965K - $1.08M
|
74K
$8.06M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-17.1K- 6.13% |
$979K - $1.09M
|
262K
$28.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-18.2K- 5.25% |
$1.04M - $1.16M
|
328K
$35.7M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-18.9KClosed |
$1.08M - $1.21M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19K- 0.48% |
$1.09M - $1.22M
|
3.93M
$428M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
SELL
|
- |
-19.3K- 84.04% |
$1.1M - $1.23M
|
3.66K
$399K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 98.43% |
$1.17M - $1.3M
|
324
$35.3K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.5K- 6.77% |
$1.17M - $1.31M
|
283K
$30.8M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-22.7K- 94.41% |
$1.3M - $1.45M
|
1.34K
$146K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-23.2K- 42.75% |
$1.33M - $1.48M
|
31K
$3.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-23.6K- 1.81% |
$1.35M - $1.51M
|
1.28M
$139M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-23.9K- 21.54% |
$1.37M - $1.53M
|
87.2K
$9.5M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-24.3K- 53.58% |
$1.39M - $1.55M
|
21.1K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-25K- 61.96% |
$1.43M - $1.6M
|
15.3K
$1.67M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-25.1K- 21.73% |
$1.43M - $1.6M
|
90.3K
$9.84M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-25.8K- 6.76% |
$1.48M - $1.65M
|
355K
$38.7M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-25.8K- 11.48% |
$1.48M - $1.65M
|
199K
$21.7M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26.5K- 38.28% |
$1.52M - $1.69M
|
42.7K
$4.65M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-27.1K- 16.6% |
$1.55M - $1.73M
|
136K
$14.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28.8K- 1.43% |
$1.65M - $1.84M
|
1.98M
$216M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-30.6K- 23.13% |
$1.75M - $1.95M
|
102K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-32.3K- 60.04% |
$1.85M - $2.06M
|
21.5K
$2.34M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-33.2K- 29.82% |
$1.9M - $2.12M
|
78.1K
$8.51M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-33.8K- 0.21% |
$1.94M - $2.16M
|
16.4M
$1.79B
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-34.8K- 4.11% |
$1.99M - $2.22M
|
812K
$88.5M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36.6K- 4.58% |
$2.09M - $2.34M
|
762K
$83M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-38.1K- 6.67% |
$2.18M - $2.43M
|
533K
$58.1M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38.3K- 22.16% |
$2.19M - $2.45M
|
135K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-39.7K- 5.37% |
$2.27M - $2.54M
|
700K
$76.3M
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-39.7K- 62.83% |
$2.27M - $2.54M
|
23.5K
$2.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-42.1K- 18.22% |
$2.41M - $2.69M
|
189K
$20.6M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-42.8K- 4.88% |
$2.45M - $2.74M
|
836K
$91.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-44.3K- 34.59% |
$2.54M - $2.83M
|
83.9K
$9.14M
|