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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
244+ 3.33% |
$16.1K - $18.4K
|
7.57K
$775K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
243+ 8.3% |
$16K - $18.3K
|
3.17K
$325K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
241+ 0.41% |
$15.9K - $18.2K
|
58.9K
$6.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
240+ 2.54% |
$15.8K - $18.1K
|
9.68K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
238+ 2.16% |
$15.7K - $17.9K
|
11.3K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
231New |
$15.2K - $17.4K
|
231
$23.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
228+ 0.74% |
$15K - $17.2K
|
30.9K
$3.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
225+ 1.07% |
$14.8K - $17K
|
21.2K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
225+ 1.62% |
$14.8K - $17K
|
14.1K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
224+ 4.99% |
$14.7K - $16.9K
|
4.72K
$483K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
223+ 3.56% |
$14.7K - $16.8K
|
6.49K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
223+ 2.12% |
$14.7K - $16.8K
|
10.7K
$1.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
219+ 0.57% |
$14.4K - $16.5K
|
38.9K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
211+ 4.95% |
$13.9K - $15.9K
|
4.48K
$458K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
208+ 1.76% |
$13.7K - $15.7K
|
12K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
201+ 1.21% |
$13.2K - $15.2K
|
16.8K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
198+ 1.31% |
$13K - $14.9K
|
15.3K
$1.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$13K - $14.9K
|
197
$20.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
193+ 4.14% |
$12.7K - $14.6K
|
4.86K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
186+ 0.14% |
$12.2K - $14K
|
134K
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
182+ 0.68% |
$12K - $13.7K
|
27.1K
$2.78M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
180+ 0.68% |
$11.8K - $13.6K
|
26.8K
$2.74M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
178New |
$11.7K - $13.4K
|
178
$18.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
177+ 0.67% |
$11.6K - $13.3K
|
26.6K
$2.72M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
173+ 0.56% |
$11.4K - $13K
|
31.3K
$3.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
164+ 1.38% |
$10.8K - $12.4K
|
12K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
159+ 1.85% |
$10.5K - $12K
|
8.78K
$899K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
156+ 0.01% |
$10.3K - $11.8K
|
2.72M
$278M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
155+ 4.75% |
$10.2K - $11.7K
|
3.42K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
153+ 0.88% |
$10.1K - $11.5K
|
17.6K
$1.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
149New |
$9.8K - $11.2K
|
149
$15.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
147+ 1.38% |
$9.67K - $11.1K
|
10.8K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
142+ 3.32% |
$9.34K - $10.7K
|
4.43K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
140New |
$9.21K - $10.6K
|
140
$14.3K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
139+ 2.58% |
$9.14K - $10.5K
|
5.54K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
137New |
$9.01K - $10.3K
|
137
$14K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
136+ 0.58% |
$8.95K - $10.3K
|
23.7K
$2.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
134+ 0.09% |
$8.81K - $10.1K
|
158K
$16.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
129+ 0.82% |
$8.49K - $9.73K
|
15.9K
$1.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
127+ 3.95% |
$8.35K - $9.58K
|
3.34K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
114+ 1.14% |
$7.5K - $8.6K
|
10.1K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
112+ 1.14% |
$7.37K - $8.44K
|
9.97K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
111+ 65.29% |
$7.3K - $8.37K
|
281
$28.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
111+ 1.66% |
$7.3K - $8.37K
|
6.82K
$698K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
109+ 2.19% |
$7.17K - $8.22K
|
5.08K
$520K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
108+ 0.66% |
$7.1K - $8.14K
|
16.4K
$1.68M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
105New |
$6.91K - $7.92K
|
105
$10.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
100+ 0.63% |
$6.58K - $7.54K
|
16K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
97+ 0.2% |
$6.38K - $7.31K
|
49.5K
$5.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
94+ 0.47% |
$6.18K - $7.09K
|
20K
$2.05M
|