Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-164- 1.64% |
$10.4K - $11.6K
|
9.81K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-173- 0.99% |
$10.9K - $12.2K
|
17.3K
$1.88M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-179- 0.17% |
$11.3K - $12.6K
|
106K
$11.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-187- 1.98% |
$11.8K - $13.2K
|
9.27K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-189- 1.02% |
$11.9K - $13.3K
|
18.3K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-196- 2.81% |
$12.4K - $13.8K
|
6.79K
$740K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-198- 6.22% |
$12.5K - $14K
|
2.99K
$325K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-198- 1.09% |
$12.5K - $14K
|
17.9K
$1.96M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-200- 1.26% |
$12.6K - $14.1K
|
15.6K
$1.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-200- 1.42% |
$12.6K - $14.1K
|
13.9K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 2.08% |
$12.6K - $14.1K
|
9.4K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-207- 1.27% |
$13.1K - $14.6K
|
16.1K
$1.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-210- 0.67% |
$13.3K - $14.8K
|
31K
$3.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-213- 1.8% |
$13.5K - $15K
|
11.6K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-214- 7.15% |
$13.5K - $15.1K
|
2.78K
$303K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-217- 1.06% |
$13.7K - $15.3K
|
20.3K
$2.21M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-222- 1.39% |
$14K - $15.6K
|
15.8K
$1.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-223- 0.52% |
$14.1K - $15.7K
|
42.4K
$4.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
SELL
|
- |
-225- 2.66% |
$14.2K - $15.9K
|
8.25K
$899K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-225- 0.19% |
$14.2K - $15.9K
|
117K
$12.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-230- 7.7% |
$14.5K - $16.2K
|
2.76K
$301K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-230- 7.7% |
$14.5K - $16.2K
|
2.76K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-231- 0.17% |
$14.6K - $16.3K
|
134K
$14.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-233- 0.52% |
$14.7K - $16.4K
|
44.8K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-234- 0.72% |
$14.8K - $16.5K
|
32.2K
$3.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-236- 0.07% |
$14.9K - $16.6K
|
329K
$35.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
SELL
|
- |
-237- 3.16% |
$15K - $16.7K
|
7.26K
$791K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-240- 0.57% |
$15.2K - $16.9K
|
41.9K
$4.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-242- 0.73% |
$15.3K - $17.1K
|
32.7K
$3.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-244- 1.49% |
$15.4K - $17.2K
|
16.1K
$1.76M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-256- 6.9% |
$16.2K - $18K
|
3.46K
$377K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-256- 0.61% |
$16.2K - $18K
|
42K
$4.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-256- 35.16% |
$16.2K - $18K
|
472
$51.4K
|
|
|
Feb 26, 2025
Q2 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-259- 4.21% |
$16.4K - $18.3K
|
5.9K
$643K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-275- 5.49% |
$17.4K - $19.4K
|
4.74K
$516K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-277- 1.21% |
$17.5K - $19.5K
|
22.5K
$2.46M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-278- 0.87% |
$17.6K - $19.6K
|
31.6K
$3.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-280- 3.91% |
$17.7K - $19.7K
|
6.89K
$751K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-280- 48.28% |
$17.7K - $19.7K
|
300
$32.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-283- 0.11% |
$17.9K - $19.9K
|
254K
$27.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-287- 0.24% |
$18.1K - $20.2K
|
121K
$13.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-288- 4.1% |
$18.2K - $20.3K
|
6.74K
$734K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-290- 2.74% |
$18.3K - $20.4K
|
10.3K
$1.12M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-295- 6.11% |
$18.6K - $20.8K
|
4.53K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-296- 1.6% |
$18.7K - $20.9K
|
18.2K
$1.98M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-297- 0.91% |
$18.8K - $20.9K
|
32.5K
$3.54M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-306- 9.6% |
$19.3K - $21.6K
|
2.88K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-310- 2.3% |
$19.6K - $21.8K
|
13.2K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-310- 2.68% |
$19.6K - $21.8K
|
11.3K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-310- 3.01% |
$19.6K - $21.8K
|
9.97K
$1.09M
|