Purchases and Sales Made in Q2 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 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 13, 2023 Q2 2023
Twelve Points Wealth Management LLC

BUY
 -
2.87K
New
$181K - $202K
2.87K $294K
Aug 11, 2023 Q2 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
2.86K
New
$181K - $202K
2.86K $293K
Dec 02, 2024 Q2 2023
Cypress Capital, LLC

BUY
 -
2.86K
New
$180K - $201K
2.86K $292K
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
2.84K
New
$180K - $200K
2.84K $291K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
2.81K
New
$178K - $198K
2.81K $288K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
2.79K
New
$176K - $197K
2.79K $286K
Aug 08, 2023 Q2 2023
Beacon Bridge Wealth Partners, LLC

Conshohocken, PA
BUY
 -
2.77K
+ 5.2%
$175K - $195K
56.1K $5.74M
Aug 14, 2023 Q2 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
2.7K
+ 1.37%
$171K - $190K
199K $20.4M
Jul 18, 2023 Q2 2023
Diversified Trust CO

BUY
 -
2.67K
+ 50.25%
$169K - $188K
7.97K $816K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
2.67K
+ 666.5%
$169K - $188K
3.07K $314K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.65K
+ 1.37%
$168K - $187K
196K $20.1M
Jul 28, 2023 Q2 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
2.59K
+ 20.24%
$164K - $183K
15.4K $1.58M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.58K
+ 13.87%
$163K - $182K
21.2K $2.17M
Aug 14, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.56K
+ 3708.7%
$162K - $180K
2.63K $269K
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
2.51K
+ 33.43%
$159K - $177K
10K $1.03M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.47K
+ 14.09%
$156K - $174K
20K $2.05M
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
2.47K
+ 10.28%
$156K - $174K
26.5K $2.71M
Aug 08, 2023 Q2 2023
White Pine Capital LLC

Golden Valley, MN
BUY
 -
2.46K
+ 16.7%
$155K - $173K
17.2K $1.76M
Jul 28, 2023 Q2 2023
Welch & Forbes LLC

BUY
 -
2.41K
+ 35.42%
$152K - $170K
9.2K $942K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
2.28K
+ 13.22%
$144K - $161K
19.5K $2M
Jul 27, 2023 Q2 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
2.28K
+ 0.64%
$144K - $161K
361K $37M
Jan 09, 2024 Q2 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
2.28K
+ 2.66%
$144K - $160K
87.8K $8.99M
Jul 20, 2023 Q2 2023
Ironwood Financial, LLC

BUY
 -
2.26K
+ 1.29%
$143K - $159K
177K $18.2M
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
2.26K
+ 1557.93%
$143K - $159K
2.4K $246K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
2.22K
+ 34.97%
$140K - $157K
8.57K $878K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2.2K
+ 0.54%
$139K - $155K
409K $41.9M
Aug 14, 2023 Q2 2023
Boston Family Office LLC

Boston, MA
BUY
 -
2.18K
+ 11.06%
$138K - $154K
21.9K $2.24M
Jul 21, 2023 Q2 2023
Salomon & Ludwin, LLC

BUY
 -
2.01K
+ 0.17%
$127K - $141K
1.19M $122M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.95K
+ 13.32%
$124K - $138K
16.6K $1.7M
Aug 10, 2023 Q2 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.89K
+ 2.17%
$119K - $133K
88.7K $9.08M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.88K
+ 0.55%
$119K - $133K
343K $35.1M
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
1.88K
+ 28.95%
$119K - $132K
8.37K $857K
Aug 10, 2023 Q2 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
1.88K
+ 41.19%
$119K - $132K
6.43K $658K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.84K
+ 1.18%
$116K - $130K
157K $16.1M
Aug 07, 2023 Q2 2023
Pinnacle Wealth Planning Services, Inc.

BUY
 -
1.8K
+ 53.64%
$114K - $127K
5.16K $528K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.8K
+ 10.04%
$114K - $127K
19.7K $2.02M
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
1.78K
+ 21.18%
$112K - $125K
10.2K $1.04M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
1.76K
+ 4.77%
$111K - $124K
38.7K $3.97M
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
1.71K
+ 29.86%
$108K - $120K
7.42K $760K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.68K
+ 19.91%
$106K - $118K
10.1K $1.03M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.66K
+ 24.75%
$105K - $117K
8.38K $858K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1.66K
+ 83.03%
$105K - $117K
3.66K $375K
Jul 25, 2023 Q2 2023
All Season Financial Advisors, Inc.

BUY
 -
1.63K
+ 47.64%
$103K - $115K
5.06K $518K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.63K
+ 5.63%
$103K - $115K
30.6K $3.13M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
1.63K
+ 9.24%
$103K - $115K
19.2K $1.97M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
1.61K
+ 5.96%
$102K - $114K
28.6K $2.93M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.59K
+ 31.23%
$100K - $112K
6.66K $682K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.57K
+ 4.31%
$99.2K - $111K
38K $3.89M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
1.56K
New
$98.5K - $110K
1.56K $160K

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