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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
51.6KNew |
$3.26M - $3.64M
|
51.6K
$5.28M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
50.5K+ 60.16% |
$3.19M - $3.56M
|
134K
$13.8M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
48K+ 1.53% |
$3.03M - $3.38M
|
3.19M
$327M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
47.2K+ 99.86% |
$2.98M - $3.33M
|
94.4K
$9.67M
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
47K+ 1.96% |
$2.97M - $3.31M
|
2.45M
$251M
|
|
Aug 08, 2023
Q2 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
46.9KNew |
$2.96M - $3.31M
|
46.9K
$4.8M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
46.4K+ 12.16% |
$2.94M - $3.27M
|
428K
$43.9M
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
BUY
|
- |
46.1K+ 12.07% |
$2.91M - $3.25M
|
428K
$43.8M
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
44.6KNew |
$2.82M - $3.15M
|
44.6K
$4.57M
|
|
Aug 10, 2023
Q2 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
43.5K+ 14.82% |
$2.75M - $3.07M
|
337K
$34.5M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40.5K+ 30.11% |
$2.56M - $2.86M
|
175K
$17.9M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.3KNew |
$2.36M - $2.63M
|
37.3K
$3.82M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35.5K+ 16.97% |
$2.25M - $2.5M
|
245K
$25.1M
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34.1K+ 26.26% |
$2.15M - $2.4M
|
164K
$16.8M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
34K+ 53.7% |
$2.15M - $2.4M
|
97.4K
$9.97M
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
33.9K+ 1003.85% |
$2.14M - $2.39M
|
37.3K
$3.82M
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
32.7K+ 4.29% |
$2.06M - $2.3M
|
795K
$81.4M
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
31.9KNew |
$2.02M - $2.25M
|
31.9K
$3.27M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
29.7KNew |
$1.88M - $2.1M
|
29.7K
$3.04M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28.4K+ 6.98% |
$1.79M - $2M
|
435K
$44.5M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
27.9KNew |
$1.76M - $1.97M
|
27.9K
$2.86M
|
|
Aug 09, 2023
Q2 2023
|
Kennicott Capital Management LLC
|
BUY
|
- |
27.5K+ 200.0% |
$1.74M - $1.94M
|
41.2K
$4.22M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.4K+ 5.14% |
$1.73M - $1.93M
|
560K
$57.4M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.3K+ 10.2% |
$1.73M - $1.93M
|
295K
$30.2M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.2K+ 38.09% |
$1.59M - $1.78M
|
91.4K
$9.36M
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
25.1KNew |
$1.58M - $1.77M
|
25.1K
$2.57M
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
24.7K+ 13.1% |
$1.56M - $1.74M
|
214K
$21.9M
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24.1K+ 15.33% |
$1.52M - $1.7M
|
181K
$18.5M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
22.3KNew |
$1.41M - $1.57M
|
22.3K
$2.28M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
21.8KNew |
$1.38M - $1.54M
|
21.8K
$2.24M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
21.6K+ 17.05% |
$1.36M - $1.52M
|
148K
$15.2M
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
20.5K+ 5.32% |
$1.3M - $1.45M
|
406K
$41.6M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.5K+ 63.37% |
$1.29M - $1.44M
|
52.8K
$5.41M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.4K+ 115.66% |
$1.29M - $1.43M
|
38K
$3.89M
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
20.1KNew |
$1.27M - $1.42M
|
20.1K
$2.06M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20KNew |
$1.27M - $1.41M
|
20K
$2.05M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
19.4KNew |
$1.22M - $1.37M
|
19.4K
$1.98M
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
18.5K+ 98.74% |
$1.17M - $1.31M
|
37.3K
$3.82M
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
18.4KNew |
$1.16M - $1.29M
|
18.4K
$1.88M
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
17.6KNew |
$1.11M - $1.24M
|
17.6K
$1.8M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.8K+ 14.1% |
$1.06M - $1.18M
|
136K
$13.9M
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
16.6K+ 10.53% |
$1.05M - $1.17M
|
174K
$17.8M
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16.6K+ 3.27% |
$1.05M - $1.17M
|
523K
$53.5M
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
16.5K+ 189.98% |
$1.04M - $1.16M
|
25.2K
$2.58M
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.7KNew |
$991K - $1.11M
|
15.7K
$1.61M
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.8K+ 7407.0% |
$936K - $1.04M
|
15K
$1.54M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
14.7K+ 4.31% |
$928K - $1.03M
|
355K
$36.4M
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
14.3KNew |
$904K - $1.01M
|
14.3K
$1.46M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
14.2K+ 1.11% |
$900K - $1M
|
1.29M
$132M
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
13.9K+ 26.4% |
$880K - $981K
|
66.7K
$6.83M
|