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 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.47K- 1.38% |
$99.8K - $107K
|
105K
$9.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.47K- 2.65% |
$100K - $107K
|
54K
$4.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.57K- 4.8% |
$107K - $114K
|
31.1K
$2.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 5.02% |
$107K - $114K
|
29.8K
$2.63M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.58K- 2.01% |
$107K - $115K
|
77.1K
$6.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.58K- 4.45% |
$108K - $115K
|
34K
$3.01M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.58K- 4.45% |
$108K - $115K
|
34K
$3.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.59K- 1.14% |
$108K - $116K
|
138K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-1.61K- 9.3% |
$110K - $117K
|
15.7K
$1.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.62K- 2.41% |
$110K - $118K
|
65.7K
$5.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.63K- 1.39% |
$111K - $118K
|
115K
$10.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.67K- 2.29% |
$113K - $121K
|
71.2K
$6.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.68K- 3.33% |
$114K - $122K
|
48.7K
$4.31M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.68K- 3.33% |
$114K - $122K
|
48.7K
$4.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.69K- 1.39% |
$115K - $123K
|
121K
$10.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.7K- 3.48% |
$116K - $123K
|
47.1K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.7K- 1.91% |
$116K - $123K
|
87.3K
$7.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
SELL
|
- |
-1.7K- 8.48% |
$116K - $123K
|
18.3K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.76K- 21.47% |
$119K - $128K
|
6.42K
$568K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.76K- 26.86% |
$120K - $128K
|
4.79K
$424K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.78K- 11.55% |
$121K - $129K
|
13.6K
$1.21M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.78K- 6.27% |
$121K - $129K
|
26.6K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.83K- 0.95% |
$125K - $133K
|
190K
$16.8M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.84K- 11.38% |
$125K - $133K
|
14.3K
$1.27M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 4.05% |
$128K - $136K
|
44.5K
$3.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.89K- 1.18% |
$128K - $137K
|
158K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.92K- 1.4% |
$130K - $139K
|
134K
$11.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-1.93K- 15.73% |
$131K - $140K
|
10.3K
$913K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.94K- 2.01% |
$132K - $141K
|
94.5K
$8.36M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.96K- 70.14% |
$133K - $142K
|
833
$73.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.96K- 2.94% |
$133K - $142K
|
64.7K
$5.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.99K- 14.09% |
$135K - $144K
|
12.1K
$1.07M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.99K- 29.27% |
$135K - $144K
|
4.8K
$425K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-2.01K- 23.02% |
$137K - $146K
|
6.73K
$595K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.07K- 3.41% |
$141K - $150K
|
58.5K
$5.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2.1K- 22.76% |
$143K - $152K
|
7.11K
$629K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-2.16K- 1.48% |
$147K - $157K
|
144K
$12.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2.31K- 0.75% |
$157K - $168K
|
306K
$27.1M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.34K- 2.75% |
$159K - $170K
|
82.6K
$7.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-2.35K- 33.81% |
$160K - $171K
|
4.59K
$406K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 1.71% |
$161K - $172K
|
136K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.38K- 1.72% |
$162K - $173K
|
136K
$12M
|
|
|
Nov 07, 2023
Q3 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.42K- 5.42% |
$165K - $176K
|
42.2K
$3.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.46K- 7.75% |
$168K - $179K
|
29.3K
$2.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.48K- 5.9% |
$169K - $180K
|
39.5K
$3.5M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.56K- 16.0% |
$174K - $186K
|
13.4K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 83.69% |
$175K - $186K
|
500
$44.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-2.66K- 8.99% |
$181K - $193K
|
26.9K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.66K- 3.11% |
$181K - $193K
|
82.8K
$7.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-2.67K- 2.08% |
$182K - $194K
|
126K
$11.1M
|