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 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-193K- 2.96% |
$12.2M - $13.6M
|
6.33M
$646M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-193K- 2.96% |
$12.2M - $13.6M
|
6.33M
$646M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-290K- 97.99% |
$18.3M - $20.4M
|
5.93K
$604K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-315K- 33.5% |
$19.9M - $22.2M
|
624K
$63.7M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-329K- 5.78% |
$20.8M - $23.2M
|
5.37M
$548M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-330K- 2.01% |
$20.8M - $23.2M
|
16.1M
$1.64B
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-403K- 38.55% |
$25.5M - $28.4M
|
642K
$65.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-497K- 12.7% |
$31.4M - $35M
|
3.41M
$348M
|
|
|
Aug 17, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-506K- 98.58% |
$32M - $35.6M
|
7.28K
$743K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-606K- 70.96% |
$38.3M - $42.7M
|
248K
$25.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.5M- 7.5% |
$221M - $247M
|
43.1M
$4.4B
|