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
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-60K- 34.76% |
$3.44M - $3.84M
|
113K
$11.5M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-61.3K- 8.77% |
$3.51M - $3.91M
|
637K
$65.3M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-61.5K- 24.05% |
$3.52M - $3.93M
|
194K
$19.9M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-62.3K- 92.78% |
$3.57M - $3.98M
|
4.85K
$497K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-63.3K- 18.75% |
$3.62M - $4.04M
|
274K
$28.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-63.5K- 28.34% |
$3.64M - $4.06M
|
161K
$16.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-64.1K- 29.06% |
$3.67M - $4.1M
|
156K
$16M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-65.5K- 89.36% |
$3.75M - $4.18M
|
7.8K
$799K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-67.4K- 3.86% |
$3.86M - $4.3M
|
1.68M
$172M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-67.6K- 98.48% |
$3.87M - $4.32M
|
1.04K
$107K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-75.1K- 44.14% |
$4.3M - $4.8M
|
95.1K
$9.74M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-75.7K- 6.83% |
$4.34M - $4.84M
|
1.03M
$106M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.6K- 70.32% |
$4.38M - $4.89M
|
32.3K
$3.31M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-81.4K- 49.24% |
$4.66M - $5.2M
|
83.9K
$8.59M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-84K- 1.27% |
$4.81M - $5.36M
|
6.53M
$668M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-84K- 1.27% |
$4.81M - $5.36M
|
6.53M
$668M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-88.3K- 8.59% |
$5.05M - $5.64M
|
939K
$96.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-96.7K- 21.49% |
$5.54M - $6.18M
|
353K
$36.2M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-103K- 59.71% |
$5.88M - $6.56M
|
69.3K
$7.09M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-106K- 3.53% |
$6.08M - $6.78M
|
2.9M
$297M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-106K- 46.1% |
$6.08M - $6.79M
|
124K
$12.7M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-107K- 17.8% |
$6.14M - $6.85M
|
496K
$50.7M
|
|
|
May 15, 2023
Q1 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-109K- 83.35% |
$6.22M - $6.94M
|
21.7K
$2.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-109K- 92.04% |
$6.25M - $6.98M
|
9.46K
$968K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-111K- 24.51% |
$6.33M - $7.07M
|
341K
$34.9M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-114K- 54.25% |
$6.55M - $7.31M
|
96.5K
$9.88M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-114K- 54.25% |
$6.55M - $7.31M
|
96.5K
$9.88M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-119K- 18.23% |
$6.8M - $7.59M
|
533K
$54.6M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-119K- 93.22% |
$6.83M - $7.62M
|
8.68K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-132K- 2.53% |
$7.54M - $8.41M
|
5.07M
$519M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-135K- 59.19% |
$7.7M - $8.59M
|
92.8K
$9.5M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-139K- 92.82% |
$7.98M - $8.91M
|
10.8K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-151K- 31.19% |
$8.63M - $9.63M
|
332K
$34.1M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-172K- 18.87% |
$9.85M - $11M
|
740K
$75.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-176K- 48.06% |
$10.1M - $11.2M
|
190K
$19.5M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-181K- 3.07% |
$10.3M - $11.5M
|
5.7M
$583M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-219K- 85.5% |
$12.5M - $14M
|
37.1K
$3.8M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-352K- 11.02% |
$20.1M - $22.5M
|
2.84M
$291M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-403K- 1.44% |
$23.1M - $25.7M
|
27.6M
$2.83B
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-413K- 2.54% |
$23.6M - $26.4M
|
15.8M
$1.62B
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-604K- 41.42% |
$34.6M - $38.6M
|
855K
$87.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-1.07M- 96.17% |
$61.2M - $68.3M
|
42.6K
$4.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.13M- 45.31% |
$64.5M - $72M
|
1.36M
$139M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.05M- 98.94% |
$175M - $195M
|
32.7K
$3.34M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.01M- 11.41% |
$344M - $384M
|
46.6M
$4.78B
|