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 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.18K+ 40.16% |
$352K - $376K
|
18.1K
$1.85M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.17KNew |
$352K - $376K
|
5.17K
$530K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.13K+ 58.09% |
$349K - $372K
|
13.9K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.08K+ 14.73% |
$346K - $369K
|
39.6K
$4.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
5KNew |
$340K - $363K
|
5K
$512K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
4.86K+ 17.19% |
$331K - $353K
|
33.1K
$3.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.82K+ 26.31% |
$328K - $350K
|
23.1K
$2.37M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.82KNew |
$328K - $350K
|
4.82K
$493K
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
4.81K+ 4.25% |
$328K - $350K
|
118K
$12.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.79K+ 1.35% |
$326K - $348K
|
361K
$36.9M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.79K+ 116.62% |
$326K - $348K
|
8.89K
$910K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
BUY
|
- |
4.76KNew |
$324K - $346K
|
4.76K
$487K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.69K+ 7.11% |
$319K - $341K
|
70.7K
$7.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.69KNew |
$319K - $341K
|
4.69K
$480K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
4.67K+ 66.04% |
$318K - $339K
|
11.7K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.64KNew |
$316K - $337K
|
4.64K
$476K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
4.64K+ 2.26% |
$316K - $337K
|
210K
$21.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
4.58K+ 27.75% |
$312K - $333K
|
21.1K
$2.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
4.57K+ 56.07% |
$311K - $332K
|
12.7K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.52K+ 1.11% |
$308K - $329K
|
414K
$42.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.52KNew |
$307K - $328K
|
4.52K
$463K
|
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
4.49K+ 1.27% |
$305K - $326K
|
358K
$36.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.47KNew |
$304K - $325K
|
4.47K
$458K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
4.47K+ 17.44% |
$304K - $324K
|
30.1K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.47K+ 29.87% |
$304K - $324K
|
19.4K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.46KNew |
$303K - $324K
|
4.46K
$457K
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.37KNew |
$298K - $318K
|
4.37K
$448K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.36KNew |
$296K - $316K
|
4.36K
$446K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.34K+ 1.21% |
$295K - $315K
|
363K
$37.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.31K+ 39.24% |
$293K - $313K
|
15.3K
$1.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.28K+ 140.6% |
$291K - $311K
|
7.32K
$750K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.21K+ 7.74% |
$287K - $306K
|
58.7K
$6.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4.2KNew |
$286K - $305K
|
4.2K
$430K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.17K+ 146.73% |
$284K - $303K
|
7.02K
$719K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.16K+ 28.47% |
$283K - $302K
|
18.8K
$1.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.08K+ 8.43% |
$278K - $297K
|
52.5K
$5.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.06K+ 3.85% |
$277K - $295K
|
110K
$11.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4K+ 9.89% |
$272K - $290K
|
44.4K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.98K+ 1.94% |
$271K - $289K
|
210K
$21.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
3.95KNew |
$268K - $287K
|
3.95K
$404K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.91K+ 1.19% |
$266K - $284K
|
332K
$34M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.89K+ 7.76% |
$264K - $282K
|
53.9K
$5.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
3.81K+ 23.8% |
$259K - $277K
|
19.8K
$2.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.75K+ 35.02% |
$255K - $272K
|
14.5K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.54KNew |
$241K - $257K
|
3.54K
$363K
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
3.53KNew |
$240K - $256K
|
3.53K
$362K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.51K+ 5.0% |
$239K - $255K
|
73.6K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.5K+ 6.35% |
$238K - $254K
|
58.6K
$6M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.49K+ 24.65% |
$238K - $254K
|
17.7K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.49K+ 51.2% |
$237K - $254K
|
10.3K
$1.06M
|