Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-920- 21.06% |
$58.2K - $64.8K
|
3.45K
$347K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-922- 6.16% |
$58.3K - $65K
|
14K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-944- 3.62% |
$59.7K - $66.5K
|
25.1K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-974- 24.42% |
$61.6K - $68.6K
|
3.02K
$303K
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-974- 24.42% |
$61.6K - $68.6K
|
3.02K
$303K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-982- 1.6% |
$62.1K - $69.2K
|
60.2K
$6.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-986- 3.39% |
$62.3K - $69.5K
|
28.1K
$2.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-991- 2.09% |
$62.6K - $69.8K
|
46.3K
$4.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-998- 1.94% |
$63.1K - $70.3K
|
50.4K
$5.07M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-998- 1.94% |
$63.1K - $70.3K
|
50.4K
$5.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-1K- 9.01% |
$63.2K - $70.5K
|
10.1K
$1.02M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.01K- 0.48% |
$63.5K - $70.8K
|
206K
$20.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.02K- 35.56% |
$64.3K - $71.7K
|
1.85K
$186K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.02K- 3.12% |
$64.6K - $72K
|
31.8K
$3.2M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.03K- 1.06% |
$65.1K - $72.6K
|
96.4K
$9.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.03K- 10.82% |
$65.1K - $72.6K
|
8.49K
$854K
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.05K- 5.44% |
$66.4K - $74K
|
18.2K
$1.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.06K- 2.2% |
$67.2K - $74.9K
|
47.2K
$4.75M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.07K- 11.73% |
$67.4K - $75.2K
|
8.03K
$808K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.08K- 1.48% |
$68.2K - $76K
|
72K
$7.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.08K- 8.0% |
$68.4K - $76.3K
|
12.4K
$1.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.08K- 2.81% |
$68.5K - $76.4K
|
37.5K
$3.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.09K- 25.0% |
$68.6K - $76.5K
|
3.26K
$328K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.09K- 7.41% |
$69K - $76.9K
|
13.6K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.1K- 3.26% |
$69.4K - $77.4K
|
32.6K
$3.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-1.11K- 4.43% |
$70.2K - $78.2K
|
24K
$2.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.13K- 4.0% |
$71.6K - $79.8K
|
27.2K
$2.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.14K- 13.74% |
$72.2K - $80.5K
|
7.17K
$721K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.15K- 0.87% |
$72.5K - $80.8K
|
131K
$13.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.15K- 24.24% |
$72.7K - $81.1K
|
3.6K
$361K
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.15K- 0.71% |
$72.8K - $81.1K
|
161K
$16.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.16K- 2.64% |
$73.1K - $81.5K
|
42.6K
$4.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.17K- 8.32% |
$73.8K - $82.3K
|
12.9K
$1.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.2K- 6.14% |
$75.5K - $84.2K
|
18.3K
$1.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.21K- 2.96% |
$76.2K - $85K
|
39.5K
$3.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.24K- 1.64% |
$78.2K - $87.2K
|
74.1K
$7.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 1.03% |
$78.4K - $87.5K
|
119K
$12M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.26K- 1.32% |
$79.5K - $88.7K
|
94.4K
$9.49M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.32K- 1.48% |
$83.6K - $93.2K
|
88.3K
$8.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.36K- 2.47% |
$85.6K - $95.5K
|
53.5K
$5.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.4K- 0.43% |
$88.7K - $98.9K
|
327K
$32.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.45K- 8.31% |
$91.8K - $102K
|
16K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-1.47K- 0.41% |
$93K - $104K
|
356K
$35.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.48K- 3.61% |
$93.4K - $104K
|
39.5K
$3.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.52K- 2.99% |
$96.2K - $107K
|
49.4K
$4.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.56K- 7.78% |
$98.7K - $110K
|
18.5K
$1.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-1.56K- 2.41% |
$98.7K - $110K
|
63.3K
$6.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.58K- 2.77% |
$99.8K - $111K
|
55.4K
$5.57M
|
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.58K- 3.14% |
$100K - $112K
|
48.8K
$4.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.59K- 2.72% |
$100K - $112K
|
56.7K
$5.7M
|