Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-464- 0.44% |
$31.6K - $33.7K
|
106K
$10.3M
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-468- 2.28% |
$31.8K - $34K
|
20.1K
$1.96M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-478- 1.11% |
$32.5K - $34.7K
|
42.5K
$4.14M
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-482- 9.91% |
$32.8K - $35K
|
4.38K
$427K
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-486- 0.94% |
$33.1K - $35.3K
|
51K
$4.97M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-499- 2.13% |
$34K - $36.3K
|
23K
$2.24M
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-500- 14.5% |
$34K - $36.3K
|
2.95K
$288K
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-505- 6.02% |
$34.4K - $36.7K
|
7.88K
$769K
|
|
Oct 20, 2023
Q3 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-508- 9.3% |
$34.6K - $36.9K
|
4.95K
$483K
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-514- 7.58% |
$35K - $37.3K
|
6.27K
$611K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-516- 4.56% |
$35.1K - $37.5K
|
10.8K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-520- 0.25% |
$35.4K - $37.8K
|
209K
$20.4M
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-532- 2.01% |
$36.2K - $38.7K
|
25.9K
$2.53M
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-536- 0.91% |
$36.5K - $38.9K
|
58.1K
$5.67M
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-541- 75.56% |
$36.8K - $39.3K
|
175
$17.1K
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-547- 2.35% |
$37.2K - $39.7K
|
22.7K
$2.22M
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-550- 12.45% |
$37.4K - $40K
|
3.87K
$377K
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
SELL
|
- |
-555- 0.69% |
$37.8K - $40.3K
|
80.4K
$7.84M
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-560- 6.85% |
$38.1K - $40.7K
|
7.61K
$742K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-564Closed |
$38.4K - $41K
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-565- 5.09% |
$38.4K - $41.1K
|
10.5K
$1.03M
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-584- 0.38% |
$39.7K - $42.4K
|
151K
$14.7M
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-593- 0.36% |
$40.4K - $43.1K
|
165K
$16.1M
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-594- 16.44% |
$40.4K - $43.2K
|
3.02K
$294K
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-598- 1.1% |
$40.7K - $43.5K
|
53.9K
$5.25M
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-603- 6.34% |
$41K - $43.8K
|
8.91K
$869K
|
|
Nov 08, 2023
Q3 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-613- 1.31% |
$41.7K - $44.5K
|
46.3K
$4.51M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-624- 6.19% |
$42.5K - $45.3K
|
9.45K
$922K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-634- 1.11% |
$43.1K - $46.1K
|
56.4K
$5.5M
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-647- 0.33% |
$44K - $47K
|
193K
$18.8M
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-651- 0.94% |
$44.3K - $47.3K
|
68.8K
$6.71M
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-653- 57.08% |
$44.4K - $47.4K
|
491
$47.9K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-666- 1.19% |
$45.3K - $48.4K
|
55.2K
$5.38M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-667- 4.96% |
$45.4K - $48.5K
|
12.8K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-675- 0.43% |
$45.9K - $49K
|
155K
$15.1M
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-689- 6.7% |
$46.9K - $50.1K
|
9.6K
$936K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-700- 6.17% |
$47.6K - $50.9K
|
10.6K
$1.04M
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-705- 4.19% |
$48K - $51.2K
|
16.1K
$1.57M
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-705- 0.19% |
$48K - $51.2K
|
368K
$35.9M
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-708- 4.93% |
$48.2K - $51.4K
|
13.6K
$1.33M
|
|
Dec 01, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-708- 4.93% |
$48.2K - $51.4K
|
13.6K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-718- 1.82% |
$48.9K - $52.2K
|
38.8K
$3.78M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-730- 2.55% |
$49.7K - $53K
|
27.9K
$2.72M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-740- 2.48% |
$50.4K - $53.8K
|
29.1K
$2.84M
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-766- 3.0% |
$52.1K - $55.7K
|
24.7K
$2.41M
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-774- 13.36% |
$52.7K - $56.2K
|
5.02K
$489K
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-778- 3.25% |
$52.9K - $56.5K
|
23.2K
$2.26M
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-783- 1.92% |
$53.3K - $56.9K
|
40.1K
$3.91M
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-792- 2.74% |
$53.9K - $57.5K
|
28.1K
$2.74M
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-821- 2.17% |
$55.9K - $59.7K
|
37K
$3.6M
|