Purchases and Sales Made in Q1 2024 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 24, 2024 Q1 2024
Simplicity Wealth,Llc

BUY
 -
129K
+ 905.13%
$9.36M - $10.9M
143K $14.7M
May 10, 2024 Q1 2024
Truist Financial Corp

BUY
 -
127K
+ 12.13%
$9.27M - $10.8M
1.18M $121M
Apr 17, 2024 Q1 2024
Steel Peak Wealth Management LLC

BUY
 -
121K
+ 175.44%
$8.82M - $10.3M
190K $19.6M
May 21, 2024 Q1 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
119K
+ 47.58%
$8.69M - $10.2M
370K $38.2M
May 06, 2024 Q1 2024
Stokes Family Office, LLC

BUY
 -
118K
+ 121.24%
$8.59M - $10M
215K $22.2M
May 14, 2024 Q1 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
116K
+ 89.36%
$8.45M - $9.87M
246K $25.4M
May 15, 2024 Q1 2024
Watts Gwilliam & Co., LLC

Gilbert, AZ
BUY
 -
116K
New
$8.44M - $9.86M
116K $12M
May 13, 2024 Q1 2024
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
113K
New
$8.25M - $9.64M
113K $11.7M
May 10, 2024 Q1 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
109K
+ 2.18%
$7.97M - $9.31M
5.13M $530M
Apr 23, 2024 Q1 2024
Platte River Wealth Advisors, LLC

BUY
 -
105K
+ 26.76%
$7.62M - $8.91M
496K $51.2M
May 14, 2024 Q1 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
104K
+ 42.51%
$7.54M - $8.81M
347K $35.8M
May 13, 2024 Q1 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
99.9K
+ 1464.39%
$7.28M - $8.5M
107K $11M
May 01, 2024 Q1 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
98.1K
+ 130.87%
$7.15M - $8.35M
173K $17.9M
Apr 22, 2024 Q1 2024
Horst & Graben Wealth Management LLC

BUY
 -
97.9K
+ 120.55%
$7.13M - $8.33M
179K $18.5M
May 06, 2024 Q1 2024
Merit Financial Group, LLC

BUY
 -
97.8K
+ 87.69%
$7.13M - $8.33M
209K $21.6M
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
97.7K
+ 929.87%
$7.12M - $8.32M
108K $11.2M
Apr 19, 2024 Q1 2024
Cutler Group LP

BUY
 -
93K
New
$6.78M - $7.92M
93K $9.6M
May 10, 2024 Q1 2024
Avestar Capital, LLC

BUY
 -
91.3K
New
$6.65M - $7.77M
91.3K $9.42M
May 09, 2024 Q1 2024
Orion Portfolio Solutions, LLC

BUY
 -
89.4K
+ 115.39%
$6.51M - $7.61M
167K $17.2M
May 15, 2024 Q1 2024
Ae Wealth Management LLC

BUY
 -
88.2K
+ 24.03%
$6.43M - $7.51M
455K $47M
Apr 17, 2024 Q1 2024
Uma Financial Services, Inc.

BUY
 -
87.8K
+ 184.81%
$6.4M - $7.48M
135K $14M
May 15, 2024 Q1 2024
Sentinus, LLC

Oak Brook, IL
BUY
 -
86.3K
New
$6.29M - $7.35M
86.3K $8.91M
Apr 30, 2024 Q1 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
84.3K
+ 170.3%
$6.14M - $7.17M
134K $13.8M
Apr 15, 2024 Q1 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
83.7K
+ 114.05%
$6.1M - $7.12M
157K $16.2M
May 15, 2024 Q1 2024
Ascent Group, LLC

BUY
 -
83K
+ 577.39%
$6.05M - $7.07M
97.4K $10.1M
Apr 10, 2024 Q1 2024
Polianta LTD

BUY
 -
81.5K
New
$5.94M - $6.94M
81.5K $8.42M
Apr 11, 2024 Q1 2024
Security Financial Services, Inc.

BUY
 -
75.3K
+ 65.0%
$5.49M - $6.41M
191K $19.7M
May 08, 2024 Q1 2024
Mai Capital Management

BUY
 -
75.2K
+ 8.53%
$5.48M - $6.4M
957K $98.8M
May 14, 2024 Q1 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
75.1K
+ 52.5%
$5.47M - $6.39M
218K $22.5M
Jul 17, 2024 Q1 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
74.5K
+ 107.26%
$5.43M - $6.35M
144K $14.9M
May 10, 2024 Q1 2024
Wealth Alliance

Mellville, NY
BUY
 -
72.7K
+ 67.85%
$5.3M - $6.19M
180K $18.6M
May 15, 2024 Q1 2024
Kestra Advisory Services, LLC

BUY
 -
70K
+ 16.29%
$5.1M - $5.96M
500K $51.6M
May 10, 2024 Q1 2024
Catalytic Wealth Ria, LLC

Cambridge, MA
BUY
 -
68.4K
+ 603.44%
$4.99M - $5.83M
79.8K $8.24M
May 14, 2024 Q1 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
64.6K
+ 167.75%
$4.71M - $5.5M
103K $10.6M
Apr 29, 2024 Q1 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
63.1K
+ 195.4%
$4.6M - $5.37M
95.3K $9.85M
May 15, 2024 Q1 2024
Marshall Wace, LLP

London, X0
BUY
 -
62.5K
New
$4.56M - $5.32M
62.5K $6.46M
May 13, 2024 Q1 2024
Northstar Advisory Group, LLC

BUY
 -
62K
New
$4.52M - $5.28M
62K $6.4M
May 08, 2024 Q1 2024
Avid Wealth Partners LLC

San Antonio, TX
BUY
 -
61.2K
New
$4.46M - $5.21M
61.2K $6.32M
Apr 11, 2024 Q1 2024
One Advisory Partners, LLC

BUY
 -
58.1K
+ 98.41%
$4.24M - $4.95M
117K $12.1M
May 15, 2024 Q1 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
57.2K
+ 8554.56%
$4.17M - $4.87M
57.9K $5.98M
Apr 15, 2024 Q1 2024
Brookstone Capital Management

BUY
 -
57.2K
+ 51.05%
$4.17M - $4.87M
169K $17.5M
Apr 30, 2024 Q1 2024
Norden Group LLC

Provo, UT
BUY
 -
56.8K
New
$4.14M - $4.83M
56.8K $5.86M
May 15, 2024 Q1 2024
Townsquare Capital LLC

BUY
 -
55.4K
+ 77.77%
$4.04M - $4.72M
127K $13.1M
May 14, 2024 Q1 2024
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
53.2K
New
$3.88M - $4.53M
53.2K $5.5M
Jun 13, 2024 Q1 2024
Keystone Financial Services

BUY
 -
53K
+ 95.84%
$3.86M - $4.51M
108K $11.2M
Apr 15, 2024 Q1 2024
Cx Institutional

BUY
 -
52.1K
+ 43.62%
$3.8M - $4.44M
172K $17.7M
Apr 30, 2024 Q1 2024
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
50.3K
+ 10.98%
$3.66M - $4.28M
508K $52.5M
May 14, 2024 Q1 2024
Northern Trust Corp

Chicago, IL
BUY
 -
50K
+ 8.31%
$3.64M - $4.25M
651K $67.2M
May 15, 2024 Q1 2024
Aptus Capital Advisors, LLC

BUY
 -
48.9K
+ 3364.21%
$3.56M - $4.16M
50.3K $5.2M

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