Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 51.87% |
$108K - $126K
|
4.34K
$445K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.45K+ 1.14% |
$105K - $123K
|
128K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.43K+ 2.36% |
$104K - $122K
|
61.9K
$6.34M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.39K+ 54.83% |
$101K - $118K
|
3.91K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
1.38K+ 23.13% |
$100K - $117K
|
7.32K
$750K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3K+ 23.56% |
$95K - $111K
|
6.84K
$700K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.3K+ 25.64% |
$94.9K - $111K
|
6.38K
$654K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.25K+ 1.11% |
$91.1K - $106K
|
113K
$11.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.23K+ 4.07% |
$89.8K - $105K
|
31.5K
$3.23M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.22K+ 1.14% |
$88.5K - $103K
|
108K
$11M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.19K+ 35.94% |
$87K - $102K
|
4.52K
$462K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.18K+ 7.69% |
$85.8K - $100K
|
16.5K
$1.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 1.88% |
$85.6K - $100K
|
63.8K
$6.53M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.17K+ 2.48% |
$85.2K - $99.5K
|
48.3K
$4.94M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 35.5% |
$85.1K - $99.4K
|
4.46K
$457K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.14K+ 3.33% |
$82.9K - $96.8K
|
35.3K
$3.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.13K+ 6.99% |
$82.1K - $95.9K
|
17.2K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.13K+ 28.12% |
$82.1K - $95.9K
|
5.13K
$525K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.12K+ 4.62% |
$81.3K - $95K
|
25.3K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.11K+ 8.47% |
$80.8K - $94.4K
|
14.2K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.09K+ 2.08% |
$79.6K - $93.1K
|
53.5K
$5.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1.09K+ 37.18% |
$79.6K - $93K
|
4.03K
$413K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.09K+ 3.76% |
$79.5K - $92.9K
|
30.1K
$3.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.09K+ 10.49% |
$79.3K - $92.6K
|
11.5K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.08K+ 791.24% |
$79K - $92.3K
|
1.22K
$125K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.08KNew |
$78.5K - $91.7K
|
1.08K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.07K+ 127.41% |
$77.9K - $91K
|
1.91K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.06K+ 33.31% |
$77K - $89.9K
|
4.23K
$433K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
1.04K+ 18.91% |
$75.5K - $88.2K
|
6.52K
$667K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
1.02K+ 1.99% |
$74.1K - $86.6K
|
52.2K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1K+ 37.0% |
$72.9K - $85.1K
|
3.7K
$379K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
994+ 14.74% |
$72.4K - $84.6K
|
7.74K
$792K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
977New |
$71.2K - $83.2K
|
977
$100K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
967+ 4.49% |
$70.5K - $82.3K
|
22.5K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
960+ 1.99% |
$70K - $81.7K
|
49.1K
$5.03M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
957+ 16.08% |
$69.7K - $81.5K
|
6.91K
$707K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
944+ 10.15% |
$68.8K - $80.4K
|
10.2K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
931+ 1.6% |
$67.8K - $79.3K
|
59.1K
$6.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
916+ 3.49% |
$66.7K - $78K
|
27.2K
$2.78M
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
915+ 23.01% |
$66.7K - $77.9K
|
4.89K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
909+ 83.17% |
$66.2K - $77.4K
|
2K
$205K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
904+ 1.26% |
$65.9K - $77K
|
72.9K
$7.47M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
881+ 8.2% |
$64.2K - $75K
|
11.6K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
874+ 25.31% |
$63.7K - $74.4K
|
4.33K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
872+ 114.89% |
$63.5K - $74.2K
|
1.63K
$167K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
855+ 2.18% |
$62.3K - $72.8K
|
40.1K
$4.1M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
832+ 7.12% |
$60.6K - $70.8K
|
12.5K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
808+ 10.14% |
$58.9K - $68.8K
|
8.78K
$899K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
800New |
$58.3K - $68.1K
|
800
$81.9K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
798+ 10.72% |
$58.2K - $67.9K
|
8.24K
$844K
|