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
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.52K+ 4.97% |
$329K - $384K
|
95.3K
$9.85M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.51KNew |
$329K - $384K
|
4.51K
$466K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.5K+ 12.54% |
$328K - $383K
|
40.4K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.41K+ 24.41% |
$321K - $375K
|
22.5K
$2.32M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.36K+ 66.67% |
$317K - $371K
|
10.9K
$1.12M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.3K+ 9.38% |
$313K - $366K
|
50.1K
$5.18M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.3K+ 3.72% |
$313K - $366K
|
120K
$12.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.29K+ 6.92% |
$313K - $366K
|
66.3K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.29KNew |
$312K - $365K
|
4.29K
$443K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.23KNew |
$308K - $360K
|
4.23K
$437K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.14K+ 96.16% |
$301K - $352K
|
8.44K
$871K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.03KNew |
$293K - $343K
|
4.03K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4K+ 24.26% |
$292K - $341K
|
20.5K
$2.12M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4KNew |
$291K - $341K
|
4K
$413K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
3.99KNew |
$291K - $340K
|
3.99K
$412K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.93KNew |
$287K - $335K
|
3.93K
$406K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.79KNew |
$276K - $323K
|
3.79K
$391K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3.77KNew |
$274K - $321K
|
3.77K
$389K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.74K+ 18.47% |
$273K - $318K
|
24K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.72K+ 6.87% |
$271K - $317K
|
57.9K
$5.98M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.66KNew |
$267K - $311K
|
3.66K
$378K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.65K+ 212.14% |
$266K - $311K
|
5.37K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.64K+ 44.34% |
$265K - $310K
|
11.9K
$1.22M
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
3.63KNew |
$264K - $309K
|
3.63K
$375K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.6K+ 9.53% |
$262K - $306K
|
41.4K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.59KNew |
$262K - $306K
|
3.59K
$371K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.58K+ 3.92% |
$261K - $305K
|
95K
$9.81M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
3.56KNew |
$259K - $303K
|
3.56K
$367K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.55KNew |
$259K - $303K
|
3.55K
$367K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.5K+ 125.16% |
$255K - $298K
|
6.3K
$651K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
BUY
|
- |
3.44KNew |
$251K - $293K
|
3.44K
$355K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.43KNew |
$250K - $292K
|
3.43K
$354K
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
3.43KNew |
$250K - $292K
|
3.43K
$354K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.42K+ 14.42% |
$249K - $291K
|
27.1K
$2.8M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.38K+ 24.59% |
$246K - $287K
|
17.1K
$1.77M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.32KNew |
$242K - $282K
|
3.32K
$342K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.29KNew |
$240K - $280K
|
3.29K
$340K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.29KNew |
$239K - $280K
|
3.29K
$339K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
3.28K+ 6.78% |
$239K - $279K
|
51.6K
$5.33M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.27KNew |
$238K - $278K
|
3.27K
$337K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.26K+ 5.75% |
$238K - $278K
|
60K
$6.2M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.25K+ 2.87% |
$237K - $277K
|
117K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.25KNew |
$237K - $277K
|
3.25K
$336K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.15K+ 517.05% |
$230K - $269K
|
3.76K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.12KNew |
$227K - $266K
|
3.12K
$322K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.11K+ 3.42% |
$227K - $265K
|
94K
$9.71M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.07KNew |
$223K - $261K
|
3.07K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.05K+ 7.02% |
$222K - $260K
|
46.5K
$4.8M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.04K+ 26.98% |
$221K - $259K
|
14.3K
$1.48M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.03K+ 48.85% |
$220K - $258K
|
9.22K
$952K
|