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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$992K - $1.16M
|
13.6K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.6K+ 74.0% |
$989K - $1.16M
|
31.9K
$3.29M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.4K+ 63.48% |
$976K - $1.14M
|
34.5K
$3.56M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
12.9KNew |
$939K - $1.1M
|
12.9K
$1.33M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.8K+ 104.73% |
$935K - $1.09M
|
25.1K
$2.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
12.5K+ 83.39% |
$914K - $1.07M
|
27.6K
$2.85M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12.3KNew |
$900K - $1.05M
|
12.3K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.3KNew |
$898K - $1.05M
|
12.3K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.3KNew |
$895K - $1.05M
|
12.3K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
12.1K+ 3.2% |
$885K - $1.03M
|
392K
$40.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12K+ 3.05% |
$876K - $1.02M
|
406K
$42M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.8KNew |
$860K - $1M
|
11.8K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.7K+ 108.12% |
$856K - $1M
|
22.6K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.7K+ 98.94% |
$853K - $997K
|
23.5K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
11.5K+ 168.34% |
$836K - $977K
|
18.3K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
11.4K+ 106.31% |
$831K - $971K
|
22.1K
$2.29M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.4K+ 21.63% |
$831K - $971K
|
64.1K
$6.62M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11KNew |
$803K - $939K
|
11K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.8K+ 2.17% |
$784K - $916K
|
507K
$52.4M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10.7K+ 2.06% |
$778K - $909K
|
530K
$54.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
10.5K+ 4.15% |
$765K - $894K
|
263K
$27.2M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
10.4K+ 194.86% |
$759K - $887K
|
15.8K
$1.63M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
10.4K+ 46.45% |
$756K - $884K
|
32.7K
$3.38M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.3K+ 60.85% |
$754K - $881K
|
27.4K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10.2K+ 214.59% |
$745K - $871K
|
15K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10K+ 233.72% |
$728K - $851K
|
14.3K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
9.95K+ 108.24% |
$725K - $847K
|
19.1K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.9K+ 3.89% |
$721K - $843K
|
264K
$27.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
9.86K+ 30.77% |
$718K - $839K
|
41.9K
$4.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
9.85K+ 25.25% |
$718K - $838K
|
48.9K
$5.04M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
9.83K+ 58.53% |
$716K - $837K
|
26.6K
$2.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
9.73KNew |
$709K - $828K
|
9.73K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
9.7K+ 50.89% |
$707K - $826K
|
28.8K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
9.4K+ 66.99% |
$685K - $800K
|
23.4K
$2.42M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
9.32K+ 191.32% |
$679K - $794K
|
14.2K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
9.03K+ 55.72% |
$658K - $768K
|
25.2K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.8K+ 3.67% |
$641K - $749K
|
249K
$25.7M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.75KNew |
$637K - $745K
|
8.75K
$903K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.73K+ 2.6% |
$636K - $743K
|
344K
$35.6M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
8.64K+ 36.77% |
$629K - $735K
|
32.1K
$3.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.54K+ 107.82% |
$623K - $727K
|
16.5K
$1.7M
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
BUY
|
- |
8.51K+ 43.03% |
$620K - $725K
|
28.3K
$2.92M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
8.46K+ 30.93% |
$616K - $720K
|
35.8K
$3.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.44KNew |
$615K - $719K
|
8.44K
$872K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.99K+ 36.26% |
$582K - $681K
|
30K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.96K+ 74.0% |
$580K - $677K
|
18.7K
$1.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
7.82KNew |
$570K - $666K
|
7.82K
$808K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.77K+ 232.62% |
$566K - $662K
|
11.1K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.77KNew |
$566K - $662K
|
7.77K
$803K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.75KNew |
$565K - $660K
|
7.75K
$800K
|