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 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-1.89K- 5.67% |
$138K - $161K
|
31.4K
$3.06M
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.94K- 31.43% |
$141K - $165K
|
4.23K
$413K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.94K- 16.31% |
$141K - $165K
|
9.95K
$971K
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.95K- 2.26% |
$142K - $166K
|
84.3K
$8.22M
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-2.02K- 6.45% |
$147K - $172K
|
29.3K
$2.85M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.03K- 0.42% |
$148K - $173K
|
488K
$47.6M
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.1K- 5.45% |
$153K - $179K
|
36.5K
$3.56M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.11K- 2.62% |
$154K - $180K
|
78.4K
$7.65M
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.13K- 26.51% |
$155K - $181K
|
5.89K
$574K
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.19K- 19.0% |
$159K - $186K
|
9.32K
$909K
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.2K- 1.32% |
$160K - $187K
|
164K
$16M
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.23K- 14.78% |
$162K - $190K
|
12.8K
$1.25M
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.33K- 4.75% |
$170K - $198K
|
46.7K
$4.55M
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.47K- 28.99% |
$180K - $210K
|
6.04K
$589K
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.5K- 5.87% |
$182K - $212K
|
40K
$3.9M
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2.5K- 3.11% |
$182K - $213K
|
77.8K
$7.59M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 1.9% |
$185K - $216K
|
131K
$12.8M
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-2.55K- 0.62% |
$186K - $217K
|
410K
$39.9M
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.56K- 5.77% |
$186K - $218K
|
41.8K
$4.07M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.56K- 24.57% |
$186K - $218K
|
7.86K
$766K
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.57K- 8.2% |
$187K - $219K
|
28.8K
$2.8M
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.58K- 11.06% |
$188K - $219K
|
20.7K
$2.02M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.58K- 13.7% |
$188K - $220K
|
16.3K
$1.59M
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.59K- 2.84% |
$188K - $220K
|
88.6K
$8.64M
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.66K- 15.58% |
$194K - $227K
|
14.4K
$1.41M
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.67K- 1.03% |
$194K - $227K
|
257K
$25.1M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.68K- 12.07% |
$195K - $228K
|
19.5K
$1.9M
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-2.7K- 29.38% |
$197K - $230K
|
6.5K
$634K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.81K- 23.43% |
$205K - $239K
|
9.18K
$895K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.84K- 23.65% |
$207K - $241K
|
9.15K
$892K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.99K- 1.33% |
$218K - $255K
|
222K
$21.7M
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3K- 6.24% |
$219K - $256K
|
45.1K
$4.4M
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.15K- 4.96% |
$229K - $268K
|
60.4K
$5.89M
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.16K- 1.14% |
$230K - $269K
|
275K
$26.8M
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.17K- 11.92% |
$231K - $269K
|
23.4K
$2.28M
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.19K- 50.0% |
$233K - $272K
|
3.19K
$311K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.23K- 19.85% |
$235K - $275K
|
13K
$1.27M
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.23K- 13.16% |
$235K - $275K
|
21.3K
$2.08M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.24K- 49.54% |
$236K - $276K
|
3.3K
$322K
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.25K- 13.44% |
$237K - $277K
|
20.9K
$2.04M
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.25K- 18.12% |
$237K - $277K
|
14.7K
$1.43M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.29K- 31.73% |
$239K - $280K
|
7.07K
$689K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.41K- 2.56% |
$248K - $290K
|
129K
$12.6M
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-3.41K- 14.58% |
$248K - $290K
|
20K
$1.95M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.44K- 3.67% |
$250K - $293K
|
90.3K
$8.81M
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3.47K- 4.5% |
$253K - $295K
|
73.6K
$7.18M
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.5K- 6.66% |
$255K - $298K
|
49.1K
$4.79M
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3.56K- 7.27% |
$259K - $303K
|
45.4K
$4.43M
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.57K- 1.81% |
$260K - $304K
|
194K
$18.9M
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.57K- 11.33% |
$260K - $304K
|
28K
$2.73M
|