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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
41.2K+ 23.08% |
$2.8M - $2.99M
|
220K
$22.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
40.7K+ 1254.97% |
$2.77M - $2.95M
|
43.9K
$4.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
40.2K+ 4.78% |
$2.74M - $2.92M
|
881K
$90.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
39.9KNew |
$2.72M - $2.9M
|
39.9K
$4.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
39.9K+ 4.06% |
$2.71M - $2.9M
|
1.02M
$105M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
38.8KNew |
$2.64M - $2.82M
|
38.8K
$3.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
38.8K+ 18.14% |
$2.64M - $2.82M
|
252K
$25.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.8K+ 774.21% |
$2.64M - $2.82M
|
43.8K
$4.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
38.6KNew |
$2.63M - $2.8M
|
38.6K
$3.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
38.3KNew |
$2.61M - $2.79M
|
38.3K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
36.6KNew |
$2.49M - $2.66M
|
36.6K
$3.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.4K+ 10.63% |
$2.48M - $2.65M
|
379K
$38.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.3K+ 7.18% |
$2.47M - $2.64M
|
542K
$55.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35.9K+ 267.44% |
$2.45M - $2.61M
|
49.4K
$5.06M
|
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
35.7K+ 532.57% |
$2.43M - $2.59M
|
42.4K
$4.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35K+ 28.32% |
$2.38M - $2.54M
|
159K
$16.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.7K+ 30.59% |
$2.16M - $2.3M
|
135K
$13.9M
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
30.9KNew |
$2.1M - $2.24M
|
30.9K
$3.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
29.8K+ 38.99% |
$2.03M - $2.16M
|
106K
$10.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Apeiron Ria LLC
|
BUY
|
- |
28.6KNew |
$1.95M - $2.08M
|
28.6K
$2.93M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
27.8KNew |
$1.89M - $2.02M
|
27.8K
$2.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
27.4KNew |
$1.86M - $1.99M
|
27.4K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
27.3K+ 138.47% |
$1.86M - $1.98M
|
47K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
27KNew |
$1.84M - $1.96M
|
27K
$2.76M
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
26.7KNew |
$1.82M - $1.94M
|
26.7K
$2.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.7K+ 46.45% |
$1.82M - $1.94M
|
84.1K
$8.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.5K+ 1.34% |
$1.81M - $1.93M
|
2.01M
$206M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26K+ 16.56% |
$1.77M - $1.89M
|
183K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.6K+ 375.44% |
$1.74M - $1.86M
|
32.4K
$3.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24.5K+ 16.22% |
$1.67M - $1.78M
|
176K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
24.2K+ 7.43% |
$1.65M - $1.76M
|
350K
$35.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
23.5K+ 3.76% |
$1.6M - $1.71M
|
648K
$66.4M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23.3K+ 5.01% |
$1.59M - $1.69M
|
489K
$50.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23KNew |
$1.56M - $1.67M
|
23K
$2.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23K+ 272.49% |
$1.56M - $1.67M
|
31.4K
$3.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
22.5K+ 13.74% |
$1.53M - $1.63M
|
186K
$19.1M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
22.3K+ 32.12% |
$1.52M - $1.62M
|
91.8K
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
22.3KNew |
$1.52M - $1.62M
|
22.3K
$2.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
21KNew |
$1.43M - $1.53M
|
21K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
20.9K+ 26.01% |
$1.42M - $1.52M
|
101K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
20.8K+ 68.16% |
$1.42M - $1.51M
|
51.4K
$5.26M
|
|
|
Oct 07, 2024
Q3 2023
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
20.3K+ 6.41% |
$1.38M - $1.48M
|
337K
$34.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
20.1K+ 4.88% |
$1.37M - $1.46M
|
432K
$44.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
19.9KNew |
$1.35M - $1.45M
|
19.9K
$2.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
19.3K+ 14.68% |
$1.31M - $1.4M
|
151K
$15.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
18.6KNew |
$1.27M - $1.35M
|
18.6K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.4K+ 30.66% |
$1.25M - $1.34M
|
78.5K
$8.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18.2K+ 1167.46% |
$1.24M - $1.32M
|
19.7K
$2.02M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
18.1K+ 24.32% |
$1.24M - $1.32M
|
92.8K
$9.5M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.1K+ 22.4% |
$1.23M - $1.32M
|
98.9K
$10.1M
|