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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.02K+ 3.19% |
$220K - $257K
|
97.8K
$10.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.01KNew |
$219K - $256K
|
3.01K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.99K+ 5.01% |
$218K - $255K
|
62.7K
$6.48M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.99KNew |
$218K - $254K
|
2.99K
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.95KNew |
$215K - $251K
|
2.95K
$305K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.94KNew |
$214K - $251K
|
2.94K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.92K+ 129.67% |
$213K - $249K
|
5.18K
$535K
|
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
2.9KNew |
$211K - $247K
|
2.9K
$299K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.89K+ 25.85% |
$210K - $246K
|
14.1K
$1.45M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
2.84K+ 1822.44% |
$207K - $242K
|
3K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
2.8K+ 0.34% |
$204K - $238K
|
834K
$86.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.79K+ 8.07% |
$203K - $237K
|
37.3K
$3.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.78KNew |
$203K - $237K
|
2.78K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.78KNew |
$203K - $237K
|
2.78K
$287K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.77KNew |
$202K - $236K
|
2.77K
$286K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.76K+ 64.24% |
$201K - $235K
|
7.05K
$728K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.76K+ 27.22% |
$201K - $235K
|
12.9K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 93.07% |
$201K - $235K
|
5.72K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.71K+ 42.9% |
$197K - $230K
|
9.01K
$931K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
2.69KNew |
$196K - $229K
|
2.69K
$278K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.69KNew |
$196K - $229K
|
2.69K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 1.53% |
$195K - $228K
|
178K
$18.4M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.65K+ 76.34% |
$193K - $226K
|
6.13K
$633K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$193K - $225K
|
2.65K
$273K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.61K+ 39.55% |
$190K - $222K
|
9.21K
$951K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.61KNew |
$190K - $222K
|
2.61K
$269K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.6KNew |
$189K - $221K
|
2.6K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.6KNew |
$189K - $221K
|
2.6K
$268K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.59K+ 22.94% |
$188K - $220K
|
13.9K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.58K+ 5.04% |
$188K - $220K
|
53.8K
$5.56M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$187K - $218K
|
2.56K
$265K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.56KNew |
$187K - $218K
|
2.56K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.54KNew |
$185K - $216K
|
2.54K
$262K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
2.54KNew |
$185K - $216K
|
2.54K
$262K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.53KNew |
$185K - $216K
|
2.53K
$262K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.53KNew |
$184K - $215K
|
2.53K
$261K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.53K+ 23.82% |
$184K - $215K
|
13.1K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.52K+ 59.91% |
$184K - $215K
|
6.73K
$695K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.52KNew |
$183K - $214K
|
2.52K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.52KNew |
$183K - $214K
|
2.52K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.51KNew |
$183K - $214K
|
2.51K
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.5K+ 1.63% |
$182K - $213K
|
156K
$16.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.49KNew |
$181K - $212K
|
2.49K
$257K
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.49KNew |
$181K - $212K
|
2.49K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.48KNew |
$181K - $211K
|
2.48K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.48K+ 9.14% |
$180K - $211K
|
29.6K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.47KNew |
$180K - $210K
|
2.47K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.46KNew |
$179K - $209K
|
2.46K
$254K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
2.46KNew |
$179K - $209K
|
2.46K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.45KNew |
$179K - $209K
|
2.45K
$253K
|