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 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
175+ 0.58% |
$12.8K - $14.9K
|
30.3K
$3.1M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
172+ 2.94% |
$12.5K - $14.6K
|
6.01K
$616K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
166+ 0.12% |
$12.1K - $14.1K
|
133K
$13.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
162+ 4.05% |
$11.8K - $13.8K
|
4.16K
$426K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
162+ 1.35% |
$11.8K - $13.8K
|
12.1K
$1.24M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
162+ 2.66% |
$11.8K - $13.8K
|
6.24K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
161+ 0.82% |
$11.7K - $13.7K
|
19.9K
$2.04M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
160+ 1.93% |
$11.7K - $13.6K
|
8.46K
$866K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
159+ 4.67% |
$11.6K - $13.5K
|
3.56K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
157+ 9.19% |
$11.4K - $13.4K
|
1.87K
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
152+ 0.78% |
$11.1K - $12.9K
|
19.6K
$2M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
140+ 0.88% |
$10.2K - $11.9K
|
16.1K
$1.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
135+ 1.96% |
$9.84K - $11.5K
|
7.01K
$718K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
125+ 45.45% |
$9.11K - $10.6K
|
400
$41K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
122+ 4.09% |
$8.89K - $10.4K
|
3.1K
$318K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
118New |
$8.6K - $10K
|
118
$12.1K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
112+ 0.93% |
$8.16K - $9.54K
|
12.1K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
108+ 2.55% |
$7.87K - $9.2K
|
4.35K
$445K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
105New |
$7.65K - $8.94K
|
105
$10.8K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
103+ 2.6% |
$7.51K - $8.77K
|
4.07K
$417K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
102+ 1.66% |
$7.43K - $8.68K
|
6.24K
$639K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
102+ 1.72% |
$7.43K - $8.68K
|
6.04K
$619K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
90+ 0.47% |
$6.56K - $7.66K
|
19.3K
$1.97M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
88+ 0.41% |
$6.41K - $7.49K
|
21.7K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
87+ 3.01% |
$6.34K - $7.41K
|
2.98K
$305K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
86+ 1.12% |
$6.27K - $7.32K
|
7.79K
$798K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
85+ 0.62% |
$6.19K - $7.24K
|
13.9K
$1.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
80+ 0.38% |
$5.83K - $6.81K
|
20.9K
$2.14M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
76+ 1.39% |
$5.54K - $6.47K
|
5.53K
$567K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
76+ 33.33% |
$5.54K - $6.47K
|
304
$31.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
73New |
$5.32K - $6.22K
|
73
$7.48K
|
|
|
Apr 16, 2024
Q1 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
68+ 1.39% |
$4.96K - $5.79K
|
4.95K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
63+ 1.69% |
$4.59K - $5.36K
|
3.79K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
63+ 1.3% |
$4.59K - $5.36K
|
4.92K
$504K
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
63+ 1.22% |
$4.59K - $5.36K
|
5.25K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
62New |
$4.52K - $5.28K
|
62
$6.35K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
60+ 0.72% |
$4.37K - $5.11K
|
8.36K
$856K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
58+ 0.63% |
$4.23K - $4.94K
|
9.28K
$950K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
55+ 0.62% |
$4.01K - $4.68K
|
8.86K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
52+ 1.53% |
$3.79K - $4.43K
|
3.46K
$354K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
51+ 1.21% |
$3.72K - $4.34K
|
4.25K
$435K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
46+ 0.09% |
$3.35K - $3.92K
|
51.5K
$5.28M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 0.09% |
$3.35K - $3.92K
|
49.3K
$5.05M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
46+ 4.91% |
$3.35K - $3.92K
|
982
$101K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
45+ 5.76% |
$3.28K - $3.83K
|
826
$84.6K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
43New |
$3.13K - $3.66K
|
43
$4.4K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
42New |
$3.06K - $3.58K
|
42
$4.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
41+ 0.27% |
$2.99K - $3.49K
|
15.1K
$1.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
39New |
$2.84K - $3.32K
|
39
$3.99K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
38+ 1.22% |
$2.77K - $3.24K
|
3.16K
$324K
|