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 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-167K- 45.58% |
$11.3M - $12.1M
|
199K
$20.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
SELL
|
- |
-214K- 38.74% |
$14.6M - $15.6M
|
339K
$34.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-304K- 4.22% |
$20.7M - $22.1M
|
6.91M
$708M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-334K- 40.9% |
$22.7M - $24.3M
|
483K
$49.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-347K- 36.58% |
$23.6M - $25.2M
|
602K
$61.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-350K- 80.59% |
$23.8M - $25.5M
|
84.4K
$8.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-763K- 94.66% |
$52M - $55.5M
|
43.1K
$4.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-795KClosed |
$54.1M - $57.7M
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.81M- 37.7% |
$259M - $277M
|
6.3M
$645M
|