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 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.75KNew |
$565K - $660K
|
7.75K
$812K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.65K+ 5.49% |
$557K - $651K
|
147K
$15.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.64K+ 10.19% |
$557K - $650K
|
82.6K
$8.66M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.6K+ 50.95% |
$554K - $647K
|
22.5K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.5K+ 48.39% |
$547K - $639K
|
23K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.49K+ 155.34% |
$546K - $638K
|
12.3K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7.49K+ 103.56% |
$545K - $637K
|
14.7K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.47K+ 4.9% |
$544K - $636K
|
160K
$16.8M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.46K+ 8.53% |
$543K - $635K
|
94.9K
$9.95M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.27KNew |
$530K - $619K
|
7.27K
$762K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
7.21K+ 5.3% |
$525K - $614K
|
143K
$15M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.17KNew |
$522K - $610K
|
7.17K
$751K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.1K+ 54.32% |
$517K - $604K
|
20.2K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.05K+ 87.35% |
$514K - $600K
|
15.1K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.82K+ 46.69% |
$497K - $581K
|
21.4K
$2.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.81K+ 152.3% |
$496K - $580K
|
11.3K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.68K+ 14.92% |
$487K - $569K
|
51.5K
$5.39M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
6.62KNew |
$482K - $564K
|
6.62K
$694K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.49KNew |
$473K - $553K
|
6.49K
$680K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.37K+ 162.99% |
$464K - $543K
|
10.3K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.36KNew |
$463K - $541K
|
6.36K
$666K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
6.02KNew |
$439K - $512K
|
6.02K
$631K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6K+ 3.89% |
$437K - $511K
|
160K
$16.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
5.88K+ 9.54% |
$429K - $501K
|
67.5K
$7.08M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5.78K+ 594.35% |
$421K - $492K
|
6.76K
$708K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.73K+ 125.08% |
$417K - $487K
|
10.3K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.72KNew |
$417K - $487K
|
5.72K
$599K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.66K+ 30.91% |
$413K - $482K
|
24K
$2.51M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
5.54K+ 33.01% |
$404K - $472K
|
22.3K
$2.34M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.36K+ 50.59% |
$391K - $457K
|
16K
$1.67M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.33K+ 56.27% |
$388K - $454K
|
14.8K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.3K+ 2.34% |
$386K - $451K
|
232K
$24.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5.3K+ 1.74% |
$386K - $451K
|
309K
$32.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.28KNew |
$385K - $450K
|
5.28K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
5.28KNew |
$385K - $450K
|
5.28K
$554K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.17K+ 116.75% |
$376K - $440K
|
9.59K
$1.01M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.17K+ 116.75% |
$376K - $440K
|
9.59K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.06KNew |
$369K - $431K
|
5.06K
$531K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5.02KNew |
$366K - $427K
|
5.02K
$526K
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4.99K+ 120.18% |
$364K - $425K
|
9.14K
$958K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.95K+ 67.06% |
$360K - $421K
|
12.3K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
4.9KNew |
$357K - $417K
|
4.9K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.89K+ 94.6% |
$356K - $416K
|
10.1K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.78KNew |
$349K - $407K
|
4.78K
$501K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.78K+ 35.79% |
$348K - $407K
|
18.1K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4.68K+ 9168.63% |
$341K - $398K
|
4.73K
$496K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.68KNew |
$341K - $398K
|
4.68K
$490K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
4.62K+ 2.22% |
$336K - $393K
|
212K
$22.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.56K+ 32.97% |
$332K - $388K
|
18.4K
$1.93M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.56KNew |
$332K - $388K
|
4.56K
$478K
|