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 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43KNew |
$2.46M - $2.75M
|
43K
$4.57M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.4K+ 2.37% |
$2.43M - $2.71M
|
1.83M
$194M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
41.9K+ 12.19% |
$2.4M - $2.68M
|
386K
$40.9M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
40.9KNew |
$2.34M - $2.62M
|
40.9K
$4.35M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.2K+ 72.87% |
$2.3M - $2.57M
|
95.4K
$10.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
38.3K+ 110.06% |
$2.19M - $2.45M
|
73.1K
$7.76M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
38.2K+ 35.29% |
$2.19M - $2.44M
|
146K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.2KNew |
$2.07M - $2.31M
|
36.2K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.9K+ 427.53% |
$2.05M - $2.29M
|
44.3K
$4.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.9K+ 0.71% |
$2M - $2.23M
|
4.92M
$523M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
34.7K+ 61.41% |
$1.99M - $2.22M
|
91.3K
$9.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34.5KNew |
$1.97M - $2.2M
|
34.5K
$3.66M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
34K+ 9.78% |
$1.95M - $2.17M
|
382K
$40.5M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
33.4K+ 11.61% |
$1.91M - $2.14M
|
321K
$34.1M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.4K+ 13.26% |
$1.8M - $2M
|
268K
$28.4M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31.2K+ 19.09% |
$1.79M - $1.99M
|
195K
$20.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
30.9K+ 5.38% |
$1.77M - $1.97M
|
606K
$64.3M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
30.3K+ 9360.19% |
$1.74M - $1.94M
|
30.7K
$3.25M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.72M - $1.92M
|
30K
$3.18M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
- |
29.8KNew |
$1.71M - $1.9M
|
29.8K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
28.8K+ 22.76% |
$1.65M - $1.84M
|
155K
$16.5M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
27.5K+ 5.25% |
$1.57M - $1.75M
|
550K
$58.4M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
26.8K+ 5.28% |
$1.53M - $1.71M
|
533K
$56.6M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
26.6K+ 764.78% |
$1.52M - $1.7M
|
30.1K
$3.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
26K+ 5.92% |
$1.49M - $1.66M
|
465K
$49.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.8K+ 4.49% |
$1.42M - $1.58M
|
576K
$61.2M
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
24.5K+ 15.26% |
$1.4M - $1.57M
|
185K
$19.7M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
22.6K+ 9.21% |
$1.3M - $1.45M
|
269K
$28.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
22.4K+ 91.26% |
$1.28M - $1.43M
|
47K
$4.99M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
20.8KNew |
$1.19M - $1.33M
|
20.8K
$2.21M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.4K+ 44.51% |
$1.17M - $1.3M
|
66.2K
$7.02M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.3K+ 5.14% |
$1.16M - $1.3M
|
415K
$44M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.1K+ 0.54% |
$1.1M - $1.22M
|
3.56M
$378M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
18.7K+ 20.89% |
$1.07M - $1.19M
|
108K
$11.5M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
18.3K+ 44.24% |
$1.05M - $1.17M
|
59.7K
$6.33M
|
|
|
May 15, 2023
Q1 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
16.5K+ 6.83% |
$947K - $1.06M
|
259K
$27.4M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9K+ 6.49% |
$909K - $1.01M
|
261K
$27.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
15.8K+ 68.36% |
$904K - $1.01M
|
38.9K
$4.13M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.8K+ 257.23% |
$848K - $946K
|
20.6K
$2.18M
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
13.8K+ 9.64% |
$793K - $885K
|
158K
$16.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
13.7K+ 4.02% |
$787K - $878K
|
356K
$37.7M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
13.4K+ 45.74% |
$768K - $857K
|
42.7K
$4.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
13.2K+ 3.59% |
$758K - $845K
|
382K
$40.5M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.1K+ 8.03% |
$748K - $834K
|
176K
$18.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
13K+ 6.39% |
$745K - $832K
|
217K
$23M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
12.3K+ 12.58% |
$704K - $786K
|
110K
$11.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12KNew |
$689K - $768K
|
12K
$1.28M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.7K+ 29.62% |
$672K - $750K
|
51.4K
$5.45M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.7K+ 10.89% |
$668K - $746K
|
119K
$12.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11.6K+ 32.27% |
$663K - $740K
|
47.5K
$5.04M
|