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 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
94+ 2.23% |
$6.18K - $7.09K
|
4.3K
$440K
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
92+ 0.74% |
$6.05K - $6.94K
|
12.5K
$1.28M
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
84+ 2.34% |
$5.53K - $6.33K
|
3.68K
$376K
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
83+ 0.62% |
$5.46K - $6.26K
|
13.6K
$1.39M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
76+ 0.4% |
$5K - $5.73K
|
18.9K
$1.93M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
76+ 8.6% |
$5K - $5.73K
|
960
$98.3K
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
75+ 0.02% |
$4.93K - $5.66K
|
412K
$42.2M
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
74+ 0.61% |
$4.87K - $5.58K
|
12.2K
$1.25M
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
70+ 2.1% |
$4.6K - $5.28K
|
3.4K
$349K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
68+ 0.96% |
$4.47K - $5.13K
|
7.18K
$736K
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
67+ 0.4% |
$4.41K - $5.05K
|
16.7K
$1.71M
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
66+ 0.72% |
$4.34K - $4.98K
|
9.19K
$941K
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
62+ 1.19% |
$4.08K - $4.67K
|
5.27K
$540K
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
59+ 0.44% |
$3.88K - $4.45K
|
13.4K
$1.37M
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
57+ 1.36% |
$3.75K - $4.3K
|
4.25K
$435K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
57+ 0.33% |
$3.75K - $4.3K
|
17.1K
$1.75M
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53New |
$3.49K - $4K
|
53
$5.43K
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.08% |
$3.42K - $3.92K
|
62K
$6.35M
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 0.67% |
$3.29K - $3.77K
|
7.57K
$775K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
50+ 0.16% |
$3.29K - $3.77K
|
30.8K
$3.16M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
48+ 0.79% |
$3.16K - $3.62K
|
6.13K
$628K
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
47+ 20.35% |
$3.09K - $3.54K
|
278
$28.5K
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
47+ 0.47% |
$3.09K - $3.54K
|
9.96K
$1.02M
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
46+ 5.8% |
$3.03K - $3.47K
|
839
$85.9K
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
44+ 0.59% |
$2.89K - $3.32K
|
7.5K
$768K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
42+ 0.68% |
$2.76K - $3.17K
|
6.19K
$634K
|
|
Feb 02, 2024
Q4 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
42+ 0.45% |
$2.76K - $3.17K
|
9.38K
$960K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
41+ 1.25% |
$2.7K - $3.09K
|
3.31K
$339K
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
41+ 0.13% |
$2.7K - $3.09K
|
31.3K
$3.21M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41+ 0.4% |
$2.7K - $3.09K
|
10.3K
$1.06M
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
41+ 0.4% |
$2.7K - $3.09K
|
10.3K
$1.06M
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
40+ 1.18% |
$2.63K - $3.02K
|
3.44K
$353K
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
38+ 4.75% |
$2.5K - $2.87K
|
838
$85.8K
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
33+ 0.58% |
$2.17K - $2.49K
|
5.76K
$590K
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
32+ 0.6% |
$2.1K - $2.41K
|
5.37K
$550K
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
32+ 0.61% |
$2.1K - $2.41K
|
5.26K
$539K
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
32+ 0.48% |
$2.1K - $2.41K
|
6.71K
$688K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
31+ 0.31% |
$2.04K - $2.34K
|
10K
$1.03M
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
31+ 0.61% |
$2.04K - $2.34K
|
5.15K
$527K
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.62% |
$1.97K - $2.26K
|
4.9K
$501K
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
BUY
|
- |
29+ 0.48% |
$1.91K - $2.19K
|
6.12K
$627K
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
29+ 0.25% |
$1.91K - $2.19K
|
11.4K
$1.17M
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
29+ 0.61% |
$1.91K - $2.19K
|
4.76K
$487K
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
28+ 0.31% |
$1.84K - $2.11K
|
9.06K
$928K
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
26+ 0.18% |
$1.71K - $1.96K
|
14.4K
$1.47M
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
26+ 0.61% |
$1.71K - $1.96K
|
4.28K
$439K
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
26+ 0.45% |
$1.71K - $1.96K
|
5.77K
$591K
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
25+ 0.48% |
$1.64K - $1.89K
|
5.21K
$533K
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
24+ 0.6% |
$1.58K - $1.81K
|
4.05K
$415K
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
24+ 0.46% |
$1.58K - $1.81K
|
5.2K
$532K
|