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 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18K+ 0.47% |
$1.23M - $1.31M
|
3.85M
$394M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18K+ 214.29% |
$1.22M - $1.31M
|
26.4K
$2.7M
|
|
Nov 02, 2023
Q3 2023
|
Florin Court Capital LLP
|
BUY
|
- |
17.2KNew |
$1.17M - $1.25M
|
17.2K
$1.76M
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
17.1K+ 183.57% |
$1.16M - $1.24M
|
26.4K
$2.7M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16.8K+ 195.55% |
$1.14M - $1.22M
|
25.4K
$2.6M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16.4K+ 2.83% |
$1.12M - $1.19M
|
596K
$61.1M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
16.1K+ 416.4% |
$1.1M - $1.17M
|
20K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
16KNew |
$1.09M - $1.16M
|
16K
$1.64M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
16K+ 428.81% |
$1.09M - $1.16M
|
19.8K
$2.02M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
16K+ 16.4% |
$1.09M - $1.16M
|
113K
$11.6M
|
|
Oct 24, 2023
Q3 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
15.8KNew |
$1.08M - $1.15M
|
15.8K
$1.62M
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
15.7KNew |
$1.07M - $1.14M
|
15.7K
$1.61M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.7K+ 41.32% |
$1.07M - $1.14M
|
53.7K
$5.5M
|
|
Nov 01, 2023
Q3 2023
|
Financial Life Advisors
|
BUY
|
- |
15.2K+ 3.55% |
$1.03M - $1.1M
|
443K
$45.4M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
15.1K+ 172.54% |
$1.03M - $1.1M
|
23.9K
$2.45M
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15.1KNew |
$1.03M - $1.1M
|
15.1K
$1.55M
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
14.8K+ 82.54% |
$1.01M - $1.08M
|
32.8K
$3.36M
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14.6K+ 38.38% |
$991K - $1.06M
|
52.5K
$5.38M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.4K+ 116.06% |
$978K - $1.04M
|
26.8K
$2.74M
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
13.9KNew |
$948K - $1.01M
|
13.9K
$1.43M
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.8KNew |
$942K - $1.01M
|
13.8K
$1.42M
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13.5KNew |
$918K - $980K
|
13.5K
$1.38M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.1K+ 53.92% |
$891K - $952K
|
37.4K
$3.83M
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
BUY
|
- |
12.7KNew |
$864K - $923K
|
12.7K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6K+ 2.31% |
$859K - $917K
|
558K
$57.1M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
12.5K+ 31.74% |
$853K - $910K
|
52K
$5.33M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.5K+ 15.15% |
$852K - $910K
|
95.2K
$9.75M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
12.4K+ 263.51% |
$847K - $904K
|
17.2K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.4K+ 440.38% |
$843K - $900K
|
15.2K
$1.56M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12.2KNew |
$833K - $890K
|
12.2K
$1.25M
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
12.2KNew |
$833K - $889K
|
12.2K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
11.8KNew |
$801K - $855K
|
11.8K
$1.2M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.7K+ 2.68% |
$798K - $852K
|
449K
$46M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.6KNew |
$790K - $843K
|
11.6K
$1.19M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.4K+ 341.04% |
$775K - $827K
|
14.7K
$1.51M
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.4K+ 132.43% |
$773K - $825K
|
19.9K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
11.1K+ 39.76% |
$755K - $806K
|
39K
$3.99M
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.1KNew |
$754K - $805K
|
11.1K
$1.14M
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
10.9K+ 17.27% |
$744K - $794K
|
74.2K
$7.6M
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
10.8KNew |
$735K - $785K
|
10.8K
$1.11M
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
10.7KNew |
$731K - $781K
|
10.7K
$1.1M
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
10.5KNew |
$715K - $763K
|
10.5K
$1.08M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.3K+ 155.18% |
$704K - $751K
|
17K
$1.74M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.2K+ 3290.65% |
$694K - $741K
|
10.5K
$1.08M
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
10.1KNew |
$687K - $734K
|
10.1K
$1.03M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
9.75K+ 18.36% |
$664K - $709K
|
62.9K
$6.44M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
9.72KNew |
$661K - $706K
|
9.72K
$995K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.7KNew |
$660K - $705K
|
9.7K
$994K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.62K+ 5.31% |
$654K - $699K
|
191K
$19.5M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
9.49K+ 7.62% |
$646K - $689K
|
134K
$13.7M
|