Purchases and Sales Made in Q1 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 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
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
3.53K
New
$202K - $226K
3.53K $362K
Apr 20, 2023 Q1 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
3.53K
New
$202K - $225K
3.53K $361K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
3.43K
+ 9.46%
$196K - $219K
39.7K $4.06M
Apr 17, 2023 Q1 2023
All Season Financial Advisors, Inc.

BUY
 -
3.43K
New
$196K - $219K
3.43K $351K
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
3.4K
New
$195K - $217K
3.4K $348K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
3.38K
New
$193K - $216K
3.38K $346K
May 03, 2023 Q1 2023
Vision Capital Management, Inc.

Portland, OR
BUY
 -
3.37K
New
$193K - $215K
3.37K $345K
Apr 13, 2023 Q1 2023
Hubbell Strickland Wealth Management, LLC

BUY
 -
3.35K
New
$192K - $214K
3.35K $343K
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
3.34K
+ 4.46%
$191K - $213K
78.2K $8M
May 02, 2023 Q1 2023
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
3.34K
New
$191K - $213K
3.34K $342K
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
3.33K
New
$191K - $213K
3.33K $341K
May 01, 2023 Q1 2023
Cozad Asset Management Inc

Champaign, IL
BUY
 -
3.31K
New
$190K - $212K
3.31K $339K
May 15, 2023 Q1 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
3.31K
New
$189K - $211K
3.31K $338K
May 11, 2023 Q1 2023
Stiles Financial Services Inc

BUY
 -
3.31K
New
$189K - $211K
3.31K $338K
Apr 17, 2023 Q1 2023
Hills Bank & Trust CO

BUY
 -
3.3K
New
$189K - $211K
3.3K $338K
Apr 20, 2023 Q1 2023
Novare Capital Management LLC

BUY
 -
3.3K
+ 41.12%
$189K - $211K
11.3K $1.16M
Apr 21, 2023 Q1 2023
Axiom Advisory, LLC

San Diego, CA
BUY
 -
3.28K
New
$187K - $209K
3.28K $335K
May 01, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.25K
New
$186K - $207K
3.25K $333K
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
3.21K
New
$184K - $205K
3.21K $329K
Apr 18, 2023 Q1 2023
Independent Wealth Network Inc.

BUY
 -
3.2K
New
$183K - $204K
3.2K $327K
May 15, 2023 Q1 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
3.19K
New
$183K - $204K
3.19K $327K
Apr 24, 2023 Q1 2023
Diversified, LLC

BUY
 -
3.19K
New
$182K - $204K
3.19K $326K
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
3.18K
New
$182K - $203K
3.18K $326K
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
3.14K
+ 0.26%
$180K - $201K
1.19M $122M
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
2.92K
+ 3.93%
$167K - $187K
77.2K $7.91M
May 11, 2023 Q1 2023
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
2.78K
+ 3.89%
$159K - $177K
74K $7.58M
Apr 27, 2023 Q1 2023
Southern Capital Advisors, LLC

BUY
 -
2.72K
+ 9.41%
$156K - $174K
31.7K $3.24M
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
2.71K
+ 13.83%
$155K - $173K
22.3K $2.28M
May 11, 2023 Q1 2023
Watershed Private Wealth LLC

Oak Brook, IL
BUY
 -
2.64K
+ 5.16%
$151K - $169K
53.9K $5.52M
Apr 25, 2023 Q1 2023
Strategic Equity Management

BUY
 -
2.63K
+ 35.67%
$151K - $168K
10K $1.02M
May 10, 2023 Q1 2023
Powell Investment Advisors, LLC

BUY
 -
2.58K
+ 0.98%
$148K - $165K
265K $27.1M
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
2.57K
+ 5.09%
$147K - $164K
53K $5.43M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.56K
+ 15.99%
$147K - $164K
18.6K $1.9M
May 15, 2023 Q1 2023
Manhattan West Asset Management, LLC

Los Angeles, CA
BUY
 -
2.53K
+ 37.36%
$145K - $162K
9.3K $953K
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
2.42K
+ 7.01%
$139K - $155K
37K $3.79M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
2.41K
+ 16.25%
$138K - $154K
17.3K $1.77M
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
2.33K
+ 68.66%
$133K - $149K
5.72K $585K
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
2.27K
+ 14.84%
$130K - $145K
17.6K $1.8M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
2.2K
+ 62.9%
$126K - $141K
5.71K $585K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.16K
+ 1.13%
$124K - $138K
193K $19.8M
Apr 21, 2023 Q1 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
2.15K
+ 17.07%
$123K - $137K
14.7K $1.51M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2.1K
+ 71.79%
$120K - $134K
5.03K $515K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
2.08K
+ 8.72%
$119K - $133K
26K $2.66M
May 02, 2023 Q1 2023
Investment Advisory Group, LLC

BUY
 -
2.01K
+ 3.95%
$115K - $128K
52.9K $5.42M
Apr 10, 2023 Q1 2023
First Premier Bank

BUY
 -
2.01K
New
$115K - $128K
2.01K $206K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

BUY
 -
2K
+ 200.0%
$115K - $128K
3K $307K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
2K
+ 93.11%
$115K - $128K
4.15K $425K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
1.98K
+ 69.81%
$113K - $126K
4.81K $492K
Oct 30, 2023 Q1 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.93K
+ 25.05%
$110K - $123K
9.64K $987K

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