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 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
47.8KNew |
$3.49M - $4.07M
|
47.8K
$4.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
47.6K+ 167.02% |
$3.47M - $4.05M
|
76K
$7.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
47.3K+ 5.52% |
$3.44M - $4.02M
|
903K
$93.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
46.3K+ 2911.06% |
$3.38M - $3.95M
|
47.9K
$4.95M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
44.9K+ 72.58% |
$3.27M - $3.83M
|
107K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
44.9K+ 143.93% |
$3.27M - $3.82M
|
76.1K
$7.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
44.8K+ 313.2% |
$3.27M - $3.82M
|
59.1K
$6.1M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44.8K+ 340.2% |
$3.26M - $3.81M
|
57.9K
$5.98M
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
44.6K+ 84.61% |
$3.25M - $3.8M
|
97.4K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
44.3KNew |
$3.23M - $3.77M
|
44.3K
$4.58M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
44.2K+ 19.25% |
$3.22M - $3.76M
|
274K
$28.3M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
44.2K+ 3.01% |
$3.22M - $3.76M
|
1.51M
$156M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
44.1K+ 750.97% |
$3.21M - $3.76M
|
50K
$5.16M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
44K+ 86.7% |
$3.21M - $3.75M
|
94.7K
$9.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
44K+ 78.89% |
$3.2M - $3.74M
|
99.7K
$10.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
42.9K+ 6.08% |
$3.13M - $3.66M
|
749K
$77.4M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
42K+ 16.89% |
$3.06M - $3.58M
|
291K
$30M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
41.4KNew |
$3.01M - $3.52M
|
41.4K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.1K+ 68.55% |
$2.99M - $3.49M
|
101K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
41KNew |
$2.99M - $3.49M
|
41K
$4.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
40.3K+ 916.77% |
$2.94M - $3.43M
|
44.7K
$4.61M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.8K+ 1.92% |
$2.9M - $3.39M
|
2.11M
$218M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39K+ 163.47% |
$2.84M - $3.32M
|
62.8K
$6.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
38.7K+ 57.89% |
$2.82M - $3.3M
|
106K
$10.9M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
38.7KNew |
$2.82M - $3.29M
|
38.7K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
38.2K+ 42.9% |
$2.79M - $3.25M
|
127K
$13.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
37.5KNew |
$2.73M - $3.2M
|
37.5K
$3.88M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
36.6K+ 180.07% |
$2.67M - $3.11M
|
56.9K
$5.88M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
35.6K+ 209.29% |
$2.59M - $3.03M
|
52.6K
$5.43M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
34.3K+ 34.29% |
$2.5M - $2.92M
|
134K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
34.2K+ 983.25% |
$2.49M - $2.91M
|
37.6K
$3.89M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
33.8K+ 9.45% |
$2.46M - $2.88M
|
392K
$40.5M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
33.7KNew |
$2.46M - $2.87M
|
33.7K
$3.48M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
32.5K+ 3.47% |
$2.37M - $2.77M
|
967K
$99.9M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
32.1K+ 21.1% |
$2.34M - $2.73M
|
184K
$19M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
31.3K+ 60.15% |
$2.28M - $2.67M
|
83.4K
$8.62M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
31.1K+ 59.32% |
$2.27M - $2.65M
|
83.6K
$8.64M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
31KNew |
$2.26M - $2.64M
|
31K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
31K+ 64.84% |
$2.26M - $2.64M
|
78.7K
$8.13M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
30.7K+ 113.35% |
$2.24M - $2.62M
|
57.9K
$5.97M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30.3K+ 11.58% |
$2.21M - $2.58M
|
292K
$30.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.6K+ 1.01% |
$2.16M - $2.52M
|
2.95M
$305M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
27.9K+ 746.21% |
$2.03M - $2.37M
|
31.6K
$3.26M
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
27.8K+ 149.66% |
$2.02M - $2.37M
|
46.3K
$4.79M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27.7K+ 107.05% |
$2.02M - $2.36M
|
53.5K
$5.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
27.3KNew |
$1.99M - $2.32M
|
27.3K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
27K+ 80.99% |
$1.97M - $2.3M
|
60.3K
$6.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
26.9K+ 48.72% |
$1.96M - $2.29M
|
82.3K
$8.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
26.1K+ 35.08% |
$1.9M - $2.22M
|
100K
$10.4M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.7K+ 30.83% |
$1.87M - $2.19M
|
109K
$11.3M
|