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 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
25.2K+ 15.03% |
$1.84M - $2.15M
|
193K
$19.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
25K+ 93.65% |
$1.82M - $2.13M
|
51.6K
$5.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
24.2K+ 12.04% |
$1.77M - $2.06M
|
226K
$23.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
24.2K+ 23.18% |
$1.76M - $2.06M
|
129K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
24.2KNew |
$1.76M - $2.06M
|
24.2K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
23.9K+ 106.78% |
$1.74M - $2.04M
|
46.3K
$4.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
23.6K+ 13.05% |
$1.72M - $2.01M
|
204K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23.5K+ 26.33% |
$1.71M - $2M
|
113K
$11.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
23.4K+ 160.87% |
$1.7M - $1.99M
|
37.9K
$3.91M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.3K+ 13.9% |
$1.7M - $1.99M
|
191K
$19.8M
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
23.3KNew |
$1.7M - $1.99M
|
23.3K
$2.41M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23.3K+ 19.59% |
$1.7M - $1.98M
|
142K
$14.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
23KNew |
$1.68M - $1.96M
|
23K
$2.38M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
23K+ 112.44% |
$1.68M - $1.96M
|
43.5K
$4.49M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
23K+ 607.88% |
$1.68M - $1.96M
|
26.8K
$2.77M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
22.8K+ 16.04% |
$1.66M - $1.94M
|
165K
$17M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
22.8K+ 284800.0% |
$1.66M - $1.94M
|
22.8K
$2.35M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
21.9K+ 118.65% |
$1.6M - $1.87M
|
40.4K
$4.17M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
21.4K+ 167.86% |
$1.56M - $1.82M
|
34.2K
$3.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
21.4K+ 172.48% |
$1.56M - $1.82M
|
33.8K
$3.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
21.1K+ 21.5% |
$1.54M - $1.79M
|
119K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
20.9KNew |
$1.52M - $1.78M
|
20.9K
$2.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
20.6KNew |
$1.5M - $1.75M
|
20.6K
$2.13M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.3K+ 16.15% |
$1.41M - $1.64M
|
139K
$14.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19.3K+ 93.06% |
$1.4M - $1.64M
|
40K
$4.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
18.7K+ 784.78% |
$1.36M - $1.59M
|
21K
$2.17M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.6K+ 277.62% |
$1.36M - $1.58M
|
25.3K
$2.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
18.5K+ 59.72% |
$1.35M - $1.58M
|
49.5K
$5.11M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
18.4K+ 180.81% |
$1.34M - $1.57M
|
28.6K
$2.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
18.4K+ 91.92% |
$1.34M - $1.57M
|
38.4K
$3.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
18.4K+ 36.63% |
$1.34M - $1.56M
|
68.5K
$7.08M
|
|
|
May 15, 2024
Q1 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
18.2K+ 7.12% |
$1.33M - $1.55M
|
274K
$28.3M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
18.1KNew |
$1.32M - $1.54M
|
18.1K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
18K+ 105.55% |
$1.31M - $1.53M
|
35.1K
$3.62M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
16.4K+ 18.97% |
$1.2M - $1.4M
|
103K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 8.0% |
$1.19M - $1.39M
|
220K
$22.7M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.2K+ 18.25% |
$1.18M - $1.38M
|
105K
$10.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.2K+ 12.93% |
$1.18M - $1.38M
|
141K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
16.1K+ 97.71% |
$1.18M - $1.37M
|
32.6K
$3.37M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
15.8K+ 118.08% |
$1.15M - $1.35M
|
29.3K
$3.02M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
15.7KNew |
$1.14M - $1.33M
|
15.7K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
15.3K+ 139.79% |
$1.11M - $1.3M
|
26.2K
$2.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.1K+ 84.51% |
$1.1M - $1.29M
|
33K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.1K+ 1.52% |
$1.1M - $1.28M
|
1.01M
$104M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.9K+ 15.45% |
$1.09M - $1.27M
|
111K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
14.6K+ 238.28% |
$1.07M - $1.25M
|
20.8K
$2.15M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.3K+ 21.54% |
$1.04M - $1.22M
|
80.8K
$8.34M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
14.3KNew |
$1.04M - $1.22M
|
14.3K
$1.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13.7K+ 131.67% |
$998K - $1.17M
|
24.1K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
13.6K+ 79.86% |
$994K - $1.16M
|
30.7K
$3.17M
|