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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
36+ 0.41% |
$2.62K - $3.07K
|
8.84K
$906K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
35+ 0.72% |
$2.55K - $2.98K
|
4.91K
$503K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
31+ 5.97% |
$2.26K - $2.64K
|
550
$56.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
27+ 0.63% |
$1.97K - $2.3K
|
4.31K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.09% |
$1.6K - $1.87K
|
23.7K
$2.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21New |
$1.53K - $1.79K
|
21
$2.15K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
20+ 1.62% |
$1.46K - $1.7K
|
1.25K
$128K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 5.69% |
$1.17K - $1.36K
|
297
$30.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
16+ 0.09% |
$1.17K - $1.36K
|
16.9K
$1.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.02% |
$1.09K - $1.28K
|
62K
$6.36M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
14+ 0.42% |
$1.02K - $1.19K
|
3.34K
$343K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
14+ 0.41% |
$1.02K - $1.19K
|
3.46K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
14+ 0.23% |
$1.02K - $1.19K
|
6.13K
$628K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12+ 0.19% |
$874 - $1.02K
|
6.27K
$643K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11+ 0.84% |
$802 - $937
|
1.32K
$135K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 0.01% |
$583 - $681
|
112K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
8+ 0.02% |
$583 - $681
|
42.6K
$4.37M
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
8+ 0.11% |
$583 - $681
|
6.99K
$717K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.1% |
$510 - $596
|
7.12K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
7+ 0.16% |
$510 - $596
|
4.4K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 0.7% |
$510 - $596
|
1.01K
$103K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.04% |
$437 - $511
|
14.4K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.05% |
$437 - $511
|
11.7K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6+ 0.1% |
$437 - $511
|
5.77K
$591K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.05% |
$364 - $426
|
9.67K
$992K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$364 - $426
|
6.72K
$689K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5+ 0.02% |
$364 - $426
|
20.4K
$2.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$291 - $341
|
4.06K
$416K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$291 - $341
|
4.9K
$502K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4+ 0.03% |
$291 - $341
|
14.2K
$1.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
4+ 0.1% |
$291 - $341
|
3.88K
$398K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.09% |
$291 - $341
|
4.29K
$439K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4+ 0.02% |
$291 - $341
|
16.6K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.07% |
$291 - $341
|
5.78K
$592K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.09% |
$291 - $341
|
4.3K
$441K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.03% |
$219 - $255
|
8.99K
$922K
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3+ 0.09% |
$219 - $255
|
3.25K
$333K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$219 - $255
|
4.28K
$439K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.05% |
$219 - $255
|
5.7K
$585K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.11% |
$219 - $255
|
2.73K
$280K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$219 - $255
|
2.62K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.02% |
$219 - $255
|
17.6K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.13% |
$219 - $255
|
2.36K
$242K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$146 - $170
|
10K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$146 - $170
|
2.74K
$280K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$146 - $170
|
6.52K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.04% |
$146 - $170
|
4.59K
$471K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$72.9 - $85.1
|
815
$83.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$72.9 - $85.1
|
10.3K
$1.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$72.9 - $85.1
|
28K
$2.87M
|