Purchases and Sales Made in Q3 2023 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 13, 2023 Q3 2023
City Holding CO

BUY
 -
2.08K
+ 15.66%
$142K - $151K
15.4K $1.36M
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
2.08K
+ 60.21%
$141K - $151K
5.52K $489K
Mar 11, 2025 Q3 2023
Private Capital Management LLC

BUY
 -
2.08K
+ 60.21%
$141K - $151K
5.52K $489K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
2.02K
+ 100.95%
$137K - $147K
4.02K $356K
Oct 12, 2023 Q3 2023
Market Street Wealth Management Advisors LLC

BUY
 -
1.97K
+ 10.49%
$134K - $143K
20.7K $1.83M
Oct 23, 2023 Q3 2023
Mission Wealth Management, LP

BUY
 -
1.96K
+ 5.14%
$133K - $142K
40K $3.54M
Nov 07, 2023 Q3 2023
First County Bank /Ct/

Stamford, CT
BUY
 -
1.95K
+ 10.31%
$133K - $142K
20.9K $1.85M
Oct 13, 2023 Q3 2023
Cooper Financial Group

BUY
 -
1.95K
+ 65.23%
$133K - $142K
4.94K $437K
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.95K
+ 144.93%
$132K - $141K
3.29K $291K
Nov 06, 2023 Q3 2023
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
1.94K
+ 7.39%
$132K - $141K
28.2K $2.49M
Nov 08, 2023 Q3 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.88K
+ 5.04%
$128K - $137K
39.2K $3.46M
Nov 14, 2023 Q3 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
1.88K
+ 56.79%
$128K - $136K
5.18K $458K
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
1.87K
+ 127.87%
$127K - $136K
3.34K $295K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1.87K
+ 51.13%
$127K - $136K
5.53K $489K
Nov 03, 2023 Q3 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
1.86K
+ 2.9%
$127K - $135K
66.2K $5.86M
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
1.86K
+ 952.82%
$126K - $135K
2.05K $182K
Mar 04, 2025 Q3 2023
Partners In Financial Planning

Salem, VA
BUY
 -
1.86K
+ 48.36%
$126K - $135K
5.7K $504K
Oct 17, 2023 Q3 2023
Eastern Bank

BUY
 -
1.85K
+ 54.59%
$126K - $135K
5.25K $464K
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
1.78K
+ 19.28%
$121K - $129K
11K $972K
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1.68K
+ 1.61%
$114K - $122K
106K $9.35M
Nov 14, 2023 Q3 2023
Price T Rowe Associates Inc

Baltimore, MD
BUY
 -
1.6K
New
$109K - $116K
1.6K $141K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.58K
New
$107K - $115K
1.58K $139K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
1.58K
+ 16.09%
$107K - $114K
11.4K $1.01M
Oct 27, 2023 Q3 2023
Capital Advisors, Ltd. LLC

BUY
 -
1.56K
+ 1.02%
$106K - $113K
154K $13.6M
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
1.54K
+ 36.02%
$105K - $112K
5.82K $515K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.54K
+ 194.93%
$105K - $112K
2.33K $206K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
1.53K
+ 6.93%
$104K - $111K
23.6K $2.09M
Nov 14, 2023 Q3 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
1.53K
+ 42.65%
$104K - $111K
5.1K $451K
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
1.51K
+ 0.54%
$103K - $110K
283K $25M
Oct 23, 2023 Q3 2023
Atlas Private Wealth Management

BUY
 -
1.49K
+ 3.52%
$102K - $108K
43.9K $3.88M
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
1.49K
+ 2.8%
$101K - $108K
54.7K $4.84M
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
1.44K
+ 37.6%
$98.1K - $105K
5.27K $466K
Nov 14, 2023 Q3 2023
Cwa Asset Management Group, LLC

BUY
 -
1.41K
+ 17.29%
$96.1K - $103K
9.58K $847K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
1.41K
+ 2.1%
$96K - $103K
68.5K $6.06M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1.4K
+ 12.13%
$95K - $101K
12.9K $1.14M
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
1.39K
New
$94.7K - $101K
1.39K $123K
Nov 01, 2023 Q3 2023
Ellis Investment Partners, LLC

BUY
 -
1.38K
+ 2.07%
$93.9K - $100K
68K $6.01M
Oct 16, 2023 Q3 2023
Powell Investment Advisors, LLC

BUY
 -
1.36K
+ 0.56%
$92.4K - $98.7K
245K $21.6M
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
1.36K
+ 2.26%
$92.2K - $98.5K
61.3K $5.42M
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
1.34K
+ 10.78%
$91.3K - $97.4K
13.8K $1.22M
Apr 12, 2024 Q3 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
1.32K
+ 7.31%
$89.8K - $95.9K
19.4K $1.71M
Nov 03, 2023 Q3 2023
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
1.32K
+ 2.15%
$89.6K - $95.6K
62.5K $5.53M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.3K
New
$88.5K - $94.5K
1.3K $115K
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
1.29K
+ 8.59%
$88.1K - $94K
16.4K $1.45M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
1.28K
New
$87.2K - $93.2K
1.28K $113K
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1.27K
+ 0.24%
$86.1K - $91.9K
524K $46.4M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.25K
+ 18.6%
$85.3K - $91K
7.99K $707K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.25K
+ 35.94%
$85.1K - $90.9K
4.73K $419K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
1.24K
+ 6.36%
$84.7K - $90.4K
20.8K $1.84M

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