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 07, 2023 Q2 2023
Founders Capital Management

BUY
 -
250
+ 21.95%
$15.8K - $17.6K
1.39K $142K
Aug 03, 2023 Q2 2023
Dumont & Blake Investment Advisors LLC

BUY
 -
246
+ 0.43%
$15.5K - $17.3K
56.8K $5.82M
Aug 09, 2023 Q2 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
246
+ 7.75%
$15.5K - $17.3K
3.42K $350K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
245
+ 3062.5%
$15.5K - $17.3K
253 $25.9K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
244
New
$15.4K - $17.2K
244 $25K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
239
New
$15.1K - $16.8K
239 $24.5K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
230
+ 3.07%
$14.5K - $16.2K
7.72K $791K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
223
+ 2.63%
$14.1K - $15.7K
8.71K $892K
Jul 14, 2023 Q2 2023
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
218
+ 1.58%
$13.8K - $15.4K
14K $1.44M
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
218
New
$13.8K - $15.4K
218 $22.3K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
206
+ 0.3%
$13K - $14.5K
69.5K $7.12M
Aug 08, 2023 Q2 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
205
+ 1.2%
$13K - $14.4K
17.3K $1.78M
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
201
+ 56.46%
$12.7K - $14.2K
557 $57K
Jul 17, 2023 Q2 2023
Chesley Taft & Associates LLC

BUY
 -
200
+ 2.9%
$12.6K - $14.1K
7.1K $727K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
200
+ 4.15%
$12.6K - $14.1K
5.02K $514K
Aug 14, 2023 Q2 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
200
+ 1.0%
$12.6K - $14.1K
20.3K $2.08M
Aug 08, 2023 Q2 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
195
New
$12.3K - $13.7K
195 $20K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
192
+ 1.84%
$12.1K - $13.5K
10.6K $1.09M
Jul 24, 2023 Q2 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
183
+ 45.75%
$11.6K - $12.9K
583 $59.7K
Aug 30, 2023 Q2 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
178
+ 1.01%
$11.3K - $12.5K
17.7K $1.82M
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
175
+ 0.47%
$11.1K - $12.3K
37.3K $3.82M
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
162
+ 0.62%
$10.2K - $11.4K
26.1K $2.68M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
156
+ 3.76%
$9.86K - $11K
4.3K $441K
Jul 25, 2023 Q2 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
155
+ 0.64%
$9.8K - $10.9K
24.2K $2.48M
Jul 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
154
+ 2.81%
$9.73K - $10.9K
5.63K $577K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
150
+ 3.99%
$9.48K - $10.6K
3.91K $401K
Aug 01, 2023 Q2 2023
Eukles Asset Management

BUY
 -
148
New
$9.36K - $10.4K
148 $15.2K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
145
New
$9.17K - $10.2K
145 $14.8K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
145
New
$9.17K - $10.2K
145 $14.8K
Aug 11, 2023 Q2 2023
Missouri Trust & Investment CO

Springfield, MO
BUY
 -
142
New
$8.98K - $10K
142 $14.5K
Jul 31, 2023 Q2 2023
Smith Chas P & Associates Pa Cpas

BUY
 -
136
+ 2.94%
$8.6K - $9.59K
4.76K $487K
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
135
+ 1.05%
$8.53K - $9.51K
13K $1.33M
Jul 11, 2023 Q2 2023
Legacy Bridge, LLC

BUY
 -
125
+ 2.61%
$7.9K - $8.81K
4.91K $503K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
123
+ 3.66%
$7.77K - $8.67K
3.48K $356K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
120
+ 63.16%
$7.59K - $8.46K
310 $31.7K
Aug 07, 2023 Q2 2023
Capital Square, LLC

BUY
 -
111
+ 0.77%
$7.02K - $7.82K
14.6K $1.5M
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
109
+ 0.19%
$6.89K - $7.68K
57.1K $5.84M
Aug 14, 2023 Q2 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
109
+ 0.14%
$6.89K - $7.68K
80.2K $8.21M
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
108
+ 0.74%
$6.83K - $7.61K
14.6K $1.5M
Jul 24, 2023 Q2 2023
Freedom Day Solutions, LLC

BUY
 -
105
+ 2.7%
$6.64K - $7.4K
3.99K $409K
Jul 11, 2023 Q2 2023
Thrive Wealth Management, LLC

BUY
 -
101
+ 1.28%
$6.38K - $7.12K
7.99K $819K
Aug 09, 2023 Q2 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
100
+ 1.69%
$6.32K - $7.05K
6K $615K
Aug 10, 2023 Q2 2023
Davis R M Inc

Portland, ME
BUY
 -
92
+ 1.95%
$5.82K - $6.48K
4.8K $492K
Jul 20, 2023 Q2 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
90
+ 0.57%
$5.69K - $6.34K
16K $1.64M
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
90
+ 0.85%
$5.69K - $6.34K
10.7K $1.09M
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
88
+ 1.36%
$5.56K - $6.2K
6.55K $671K
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
87
+ 1.48%
$5.5K - $6.13K
5.98K $612K
Jul 18, 2023 Q2 2023
Allspring Global Investments Holdings, LLC

BUY
 -
84
New
$5.31K - $5.92K
84 $8.6K
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
84
+ 44.44%
$5.31K - $5.92K
273 $28K

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