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 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.96K+ 5.14% |
$133K - $142K
|
40K
$4.1M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.95K+ 10.31% |
$133K - $142K
|
20.9K
$2.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
1.95K+ 65.23% |
$133K - $142K
|
4.94K
$506K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.95K+ 144.93% |
$132K - $141K
|
3.29K
$337K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.94K+ 7.39% |
$132K - $141K
|
28.2K
$2.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.9K+ 21.35% |
$129K - $138K
|
10.8K
$1.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.88K+ 5.04% |
$128K - $137K
|
39.2K
$4.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.88K+ 56.79% |
$128K - $136K
|
5.18K
$531K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.87K+ 127.87% |
$127K - $136K
|
3.34K
$342K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.87K+ 51.13% |
$127K - $136K
|
5.53K
$566K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.86K+ 2.9% |
$127K - $135K
|
66.2K
$6.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.86K+ 952.82% |
$126K - $135K
|
2.05K
$210K
|
|
|
Oct 17, 2023
Q3 2023
|
Eastern Bank
|
BUY
|
- |
1.85K+ 54.59% |
$126K - $135K
|
5.25K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.78K+ 19.28% |
$121K - $129K
|
11K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.68K+ 1.61% |
$114K - $122K
|
106K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.6KNew |
$109K - $116K
|
1.6K
$164K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.58KNew |
$107K - $115K
|
1.58K
$161K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 16.09% |
$107K - $114K
|
11.4K
$1.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.56K+ 1.02% |
$106K - $113K
|
154K
$15.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.54K+ 36.02% |
$105K - $112K
|
5.82K
$596K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.54K+ 194.93% |
$105K - $112K
|
2.33K
$238K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.53K+ 6.93% |
$104K - $111K
|
23.6K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.53K+ 42.65% |
$104K - $111K
|
5.1K
$522K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
1.51K+ 0.54% |
$103K - $110K
|
283K
$29M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
1.49K+ 3.52% |
$102K - $108K
|
43.9K
$4.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 2.8% |
$101K - $108K
|
54.7K
$5.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.44K+ 37.6% |
$98.1K - $105K
|
5.27K
$540K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.41K+ 17.29% |
$96.1K - $103K
|
9.58K
$981K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41K+ 2.1% |
$96K - $103K
|
68.5K
$7.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.4K+ 12.13% |
$95K - $101K
|
12.9K
$1.32M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.39KNew |
$94.7K - $101K
|
1.39K
$143K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.38K+ 2.07% |
$93.9K - $100K
|
68K
$6.96M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.36K+ 0.56% |
$92.4K - $98.7K
|
245K
$25.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.36K+ 2.26% |
$92.2K - $98.5K
|
61.3K
$6.28M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.34K+ 10.78% |
$91.3K - $97.4K
|
13.8K
$1.41M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.32K+ 7.31% |
$89.8K - $95.9K
|
19.4K
$1.98M
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.32K+ 2.15% |
$89.6K - $95.6K
|
62.5K
$6.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$88.5K - $94.5K
|
1.3K
$133K
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
1.29K+ 8.59% |
$88.1K - $94K
|
16.4K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.28KNew |
$87.2K - $93.2K
|
1.28K
$131K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.27K+ 0.24% |
$86.1K - $91.9K
|
524K
$53.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.25K+ 18.6% |
$85.3K - $91K
|
7.99K
$818K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.25K+ 35.94% |
$85.1K - $90.9K
|
4.73K
$485K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.24K+ 6.36% |
$84.7K - $90.4K
|
20.8K
$2.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.24K+ 17.29% |
$84.4K - $90.1K
|
8.41K
$861K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.22K+ 15.85% |
$82.8K - $88.4K
|
8.9K
$911K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.2K+ 4.62% |
$81.7K - $87.2K
|
27.2K
$2.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.19K+ 0.91% |
$81.2K - $86.7K
|
132K
$13.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.19K+ 18.22% |
$80.9K - $86.4K
|
7.72K
$790K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.15K+ 28.49% |
$78.3K - $83.6K
|
5.19K
$531K
|