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 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.45KNew |
$178K - $208K
|
2.45K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.44K+ 1.07% |
$178K - $208K
|
230K
$23.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.43KNew |
$177K - $207K
|
2.43K
$251K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.42KNew |
$177K - $206K
|
2.42K
$250K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$176K - $206K
|
2.41K
$249K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.41KNew |
$176K - $205K
|
2.41K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$176K - $205K
|
2.41K
$249K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.41K+ 2.08% |
$175K - $205K
|
118K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.39KNew |
$174K - $203K
|
2.39K
$247K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.38KNew |
$173K - $202K
|
2.38K
$246K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.38KNew |
$173K - $202K
|
2.38K
$245K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.38K+ 2.32% |
$173K - $202K
|
105K
$10.8M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$173K - $202K
|
2.37K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 20.78% |
$172K - $201K
|
13.7K
$1.42M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.36KNew |
$172K - $201K
|
2.36K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.31KNew |
$168K - $196K
|
2.31K
$238K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.28K+ 74.4% |
$166K - $194K
|
5.34K
$551K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
2.23K+ 59.61% |
$163K - $190K
|
5.98K
$617K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.22K+ 43.95% |
$162K - $189K
|
7.27K
$751K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.19K+ 37.62% |
$160K - $186K
|
8.01K
$827K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.17K+ 79.16% |
$158K - $185K
|
4.91K
$507K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.16KNew |
$157K - $184K
|
2.16K
$223K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.16KNew |
$157K - $183K
|
2.16K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 0.85% |
$154K - $180K
|
251K
$25.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.1K+ 9.8% |
$153K - $179K
|
23.5K
$2.43M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.09K+ 2.46% |
$152K - $178K
|
87K
$8.99M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.08K+ 1.09% |
$152K - $177K
|
193K
$19.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.99K+ 1.54% |
$145K - $170K
|
131K
$13.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.97K+ 11.7% |
$144K - $168K
|
18.8K
$1.95M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.96K+ 55.92% |
$143K - $167K
|
5.47K
$565K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.88K+ 1.4% |
$137K - $160K
|
136K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1.81KNew |
$132K - $154K
|
1.81K
$187K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.81K+ 12.91% |
$132K - $154K
|
15.8K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.81K+ 3.14% |
$132K - $154K
|
59.3K
$6.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.8K+ 19.82% |
$131K - $153K
|
10.9K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.74K+ 14.13% |
$127K - $148K
|
14K
$1.45M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.73K+ 3.17% |
$126K - $147K
|
56.2K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.71K+ 61.21% |
$125K - $146K
|
4.51K
$466K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.68K+ 0.94% |
$122K - $143K
|
181K
$18.7M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.67K+ 0.61% |
$122K - $143K
|
276K
$28.5M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.65K+ 39.29% |
$120K - $140K
|
5.85K
$604K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.63K+ 320.04% |
$119K - $139K
|
2.14K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.61K+ 8.21% |
$117K - $137K
|
21.2K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.61K+ 34.38% |
$117K - $137K
|
6.27K
$648K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.6K+ 6.24% |
$116K - $136K
|
27.2K
$2.81M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.56K+ 0.97% |
$114K - $133K
|
162K
$16.8M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
1.56K+ 18.48% |
$113K - $132K
|
9.97K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.52KNew |
$111K - $130K
|
1.52K
$157K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.52K+ 3.67% |
$111K - $129K
|
43K
$4.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
1.52K+ 21.09% |
$110K - $129K
|
8.7K
$898K
|