Purchases and Sales Made in Q4 2023 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
894
+ 8.71%
$58.8K - $67.4K
11.2K $1.14M
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
877
New
$57.7K - $66.1K
877 $89.8K
Feb 08, 2024 Q4 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
873
+ 3.8%
$57.4K - $65.8K
23.9K $2.44M
Feb 14, 2024 Q4 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
868
+ 826.67%
$57.1K - $65.4K
973 $99.6K
Jan 12, 2024 Q4 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
856
+ 14.22%
$56.3K - $64.5K
6.88K $704K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
835
New
$54.9K - $63K
835 $85.5K
Feb 05, 2024 Q4 2023
Intrust Bank Na

Wichita, KS
BUY
 -
834
+ 3.28%
$54.9K - $62.9K
26.3K $2.69M
Feb 14, 2024 Q4 2023
Nwam LLC

Mercer Island, WA
BUY
 -
831
+ 1.89%
$54.7K - $62.7K
44.8K $4.59M
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
830
+ 4.39%
$54.6K - $62.6K
19.7K $2.02M
Jan 29, 2024 Q4 2023
Howard Capital Management Inc.

BUY
 -
822
+ 0.78%
$54.1K - $62K
107K $10.9M
Feb 06, 2024 Q4 2023
Aveo Capital Partners, LLC

BUY
 -
779
+ 13.38%
$51.2K - $58.7K
6.6K $676K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
752
New
$49.5K - $56.7K
752 $77K
Feb 14, 2024 Q4 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
752
+ 1.4%
$49.5K - $56.7K
54.6K $5.59M
Feb 08, 2024 Q4 2023
1 St Source Bank

BUY
 -
750
+ 6.13%
$49.3K - $56.6K
13K $1.33M
Jan 05, 2024 Q4 2023
Capital Investment Advisors, LLC

BUY
 -
749
+ 11.12%
$49.3K - $56.5K
7.49K $767K
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
728
New
$47.9K - $54.9K
728 $74.6K
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
726
+ 1.54%
$47.8K - $54.7K
47.7K $4.89M
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
725
+ 9.93%
$47.7K - $54.7K
8.03K $822K
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
720
New
$47.4K - $54.3K
720 $73.7K
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
718
+ 11.74%
$47.2K - $54.1K
6.83K $700K
Jan 24, 2024 Q4 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
711
+ 24.01%
$46.8K - $53.6K
3.67K $376K
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
BUY
 -
686
+ 4.29%
$45.1K - $51.7K
16.7K $1.71M
Jan 24, 2024 Q4 2023
Avitas Wealth Management LLC

BUY
 -
673
+ 0.36%
$44.3K - $50.7K
189K $19.4M
Feb 08, 2024 Q4 2023
North Rock Partners, LLC

BUY
 -
661
+ 9.39%
$43.5K - $49.8K
7.7K $789K
Jan 18, 2024 Q4 2023
ETF Portfolio Partners, Inc.

BUY
 -
656
+ 1.54%
$43.2K - $49.5K
43.2K $4.43M
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
654
New
$43K - $49.3K
654 $67K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
652
+ 0.95%
$42.9K - $49.2K
69.5K $7.12M
Feb 14, 2024 Q4 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
636
+ 5.08%
$41.8K - $48K
13.2K $1.35M
Feb 02, 2024 Q4 2023
Jackson Hole Capital Partners, LLC

BUY
 -
629
+ 1.17%
$41.4K - $47.4K
54.5K $5.58M
Jan 30, 2024 Q4 2023
Prosperitas Financial LLC

Valencia, CA
BUY
 -
628
+ 2.33%
$41.3K - $47.4K
27.6K $2.83M
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
BUY
 -
607
+ 4.28%
$39.9K - $45.8K
14.8K $1.52M
Jan 30, 2024 Q4 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
600
+ 4.31%
$39.5K - $45.2K
14.5K $1.49M
Jan 25, 2024 Q4 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
599
+ 1361.36%
$39.4K - $45.2K
643 $65.8K
Jan 18, 2024 Q4 2023
Burns J W & CO Inc

BUY
 -
582
+ 6.52%
$38.3K - $43.9K
9.51K $974K
Jan 17, 2024 Q4 2023
Whitcomb & Hess, Inc.

BUY
 -
581
+ 2.56%
$38.2K - $43.8K
23.3K $2.39M
Feb 05, 2024 Q4 2023
Mc Adam, LLC

BUY
 -
562
+ 12.83%
$37K - $42.4K
4.94K $506K
Jan 17, 2024 Q4 2023
Atticus Wealth Management, LLC

BUY
 -
545
+ 4.16%
$35.9K - $41.1K
13.6K $1.4M
Feb 09, 2024 Q4 2023
Argent Trust CO

Nashville, TN
BUY
 -
524
+ 0.43%
$34.5K - $39.5K
121K $12.4M
Jan 19, 2024 Q4 2023
Atlas Private Wealth Management

BUY
 -
513
+ 1.17%
$33.7K - $38.7K
44.4K $4.55M
Feb 07, 2024 Q4 2023
Northwest Financial Advisors

Herndon, VA
BUY
 -
509
New
$33.5K - $38.4K
509 $52.1K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
504
+ 1.99%
$33.2K - $38K
25.9K $2.65M
Feb 12, 2024 Q4 2023
Hsbc Holdings PLC

London, X0
BUY
 -
500
+ 0.36%
$32.9K - $37.7K
140K $14.3M
Jan 30, 2024 Q4 2023
Moloney Securities Asset Management, LLC

BUY
 -
498
+ 16.73%
$32.8K - $37.5K
3.47K $356K
Jan 23, 2024 Q4 2023
Upper Left Wealth Management, LLC

BUY
 -
497
+ 2.28%
$32.7K - $37.5K
22.3K $2.28M
Jan 25, 2024 Q4 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
495
+ 58.72%
$32.6K - $37.3K
1.34K $137K
Feb 12, 2024 Q4 2023
Harvest Investment Services, LLC

BUY
 -
486
+ 1.85%
$32K - $36.6K
26.8K $2.74M
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

BUY
 -
484
+ 4.99%
$31.8K - $36.5K
10.2K $1.04M
Jan 19, 2024 Q4 2023
Armor Investment Advisors, LLC

BUY
 -
476
+ 156.07%
$31.3K - $35.9K
781 $80K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
467
New
$30.7K - $35.2K
467 $47.8K

Track Institutional and Insider Activities on IVW

Follow ISHARES S&P 500 GROWTH ETF and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells IVW shares.

Notify only if

Insider Trading

Get notified when an Ishares S&P 500 Growth ETF insider buys or sells IVW shares.

Notify only if

News

Receive news related to ISHARES S&P 500 GROWTH ETF

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on IVW