Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.81M+ 60.5% |
$251M - $287M
|
10.1M
$1.04B
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.58M+ 5.96% |
$170M - $195M
|
46M
$4.75B
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.84M+ 4.17% |
$121M - $139M
|
46M
$4.75B
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.37M+ 8.51% |
$90M - $103M
|
17.4M
$1.8B
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.33MNew |
$87.7M - $101M
|
1.33M
$138M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
994K+ 7411.04% |
$65.4M - $75M
|
1.01M
$104M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
855KNew |
$56.3M - $64.5M
|
855K
$88.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
745KNew |
$49M - $56.1M
|
745K
$76.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
596K+ 128.13% |
$39.2M - $44.9M
|
1.06M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
591KNew |
$38.9M - $44.6M
|
591K
$61M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
434KNew |
$28.6M - $32.8M
|
434K
$44.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
427K+ 505.97% |
$28.1M - $32.2M
|
511K
$52.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
420K+ 17.53% |
$27.6M - $31.7M
|
2.81M
$291M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
356K+ 57.24% |
$23.4M - $26.8M
|
978K
$101M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
316K+ 1.08% |
$20.8M - $23.8M
|
29.7M
$3.07B
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
303KNew |
$20M - $22.9M
|
303K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
262K+ 62.5% |
$17.3M - $19.8M
|
682K
$70.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
259K+ 484.15% |
$17M - $19.5M
|
313K
$32.3M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
249KNew |
$16.4M - $18.7M
|
249K
$25.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
238K+ 198.62% |
$15.7M - $18M
|
358K
$37M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
237K+ 42.89% |
$15.6M - $17.8M
|
788K
$81.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
210K+ 2.73% |
$13.8M - $15.8M
|
7.91M
$817M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
186K+ 30.99% |
$12.3M - $14.1M
|
788K
$81.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
168KNew |
$11M - $12.6M
|
168K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
166K+ 39.61% |
$10.9M - $12.5M
|
585K
$60.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
165K+ 1105.24% |
$10.9M - $12.5M
|
180K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
165KNew |
$10.8M - $12.4M
|
165K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
161K+ 2882.5% |
$10.6M - $12.1M
|
167K
$17.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
153KNew |
$10M - $11.5M
|
153K
$15.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
148KNew |
$9.71M - $11.1M
|
148K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
137K+ 1.5% |
$9.04M - $10.4M
|
9.33M
$963M
|
|
|
Feb 02, 2024
Q4 2023
|
Florin Court Capital LLP
|
BUY
|
- |
135K+ 786.05% |
$8.89M - $10.2M
|
152K
$15.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
135K+ 39.61% |
$8.88M - $10.2M
|
476K
$49.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
132K+ 130.31% |
$8.66M - $9.93M
|
233K
$24M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
121KNew |
$7.97M - $9.14M
|
121K
$12.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
117K+ 76.9% |
$7.7M - $8.83M
|
269K
$27.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
111K+ 1826.98% |
$7.28M - $8.35M
|
117K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
105K+ 3.75% |
$6.94M - $7.95M
|
2.92M
$302M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
105K+ 71.45% |
$6.93M - $7.94M
|
253K
$26.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
103KNew |
$6.76M - $7.75M
|
103K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
100KNew |
$6.61M - $7.58M
|
100K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
98KNew |
$6.45M - $7.39M
|
98K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
86.8KNew |
$5.71M - $6.55M
|
86.8K
$8.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
82.8KNew |
$5.44M - $6.24M
|
82.8K
$8.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
81KNew |
$5.33M - $6.11M
|
81K
$8.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
78.5K+ 52.53% |
$5.16M - $5.92M
|
228K
$23.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
78.4K+ 2.38% |
$5.16M - $5.91M
|
3.38M
$349M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
75.8K+ 43.33% |
$4.99M - $5.71M
|
251K
$25.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
73.2KNew |
$4.81M - $5.52M
|
73.2K
$7.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
72.7K+ 76.41% |
$4.78M - $5.48M
|
168K
$17.3M
|