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 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.06% |
$329 - $377
|
8.3K
$873K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5+ 0.66% |
$329 - $377
|
759
$79.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4+ 0.11% |
$263 - $302
|
3.73K
$392K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 0.46% |
$263 - $302
|
880
$92.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.65% |
$197 - $226
|
462
$48.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.02% |
$197 - $226
|
12.7K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
3+ 0.09% |
$197 - $226
|
3.33K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.52% |
$197 - $226
|
578
$60.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2+ 0.05% |
$132 - $151
|
4.26K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$132 - $151
|
11.2K
$1.17M
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
2+ 0.21% |
$132 - $151
|
936
$98.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.46% |
$65.8 - $75.4
|
219
$23K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$65.8 - $75.4
|
10.3K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.01% |
$65.8 - $75.4
|
11.7K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.23% |
$65.8 - $75.4
|
438
$46K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.02% |
$65.8 - $75.4
|
6.43K
$675K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$65.8 - $75.4
|
467
$49.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 0.02% |
$65.8 - $75.4
|
4.47K
$470K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$65.8 - $75.4
|
29K
$3.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1+ 0.03% |
$65.8 - $75.4
|
3.25K
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.44% |
$65.8 - $75.4
|
228
$24K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1+ 0.02% |
$65.8 - $75.4
|
5.83K
$613K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.23% |
$65.8 - $75.4
|
438
$46K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.02% |
$65.8 - $75.4
|
5.24K
$551K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$65.8 - $75.4
|
1
$105
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1- 0.08% |
$65.8 - $75.4
|
1.26K
$133K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1- 0.03% |
$65.8 - $75.4
|
3.74K
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.03% |
$65.8 - $75.4
|
3.35K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1- 0.02% |
$65.8 - $75.4
|
4.35K
$457K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1- 0.02% |
$65.8 - $75.4
|
5.57K
$585K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1- 0.01% |
$65.8 - $75.4
|
8.75K
$919K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3- 0.09% |
$197 - $226
|
3.34K
$351K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3- 0.19% |
$197 - $226
|
1.57K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-5- 0.11% |
$329 - $377
|
4.39K
$462K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9- 0.06% |
$592 - $679
|
14.3K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 1.64% |
$592 - $679
|
540
$56.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-10- 9.35% |
$658 - $754
|
97
$10.2K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11- 0.12% |
$724 - $829
|
8.84K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-12- 0.36% |
$789 - $905
|
3.36K
$353K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-15- 0.46% |
$987 - $1.13K
|
3.23K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-15- 0.09% |
$987 - $1.13K
|
16.2K
$1.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-16- 0.17% |
$1.05K - $1.21K
|
9.34K
$982K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-18- 0.38% |
$1.18K - $1.36K
|
4.67K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18- 4.4% |
$1.18K - $1.36K
|
391
$41.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19- 0.24% |
$1.25K - $1.43K
|
7.97K
$838K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-20- 4.94% |
$1.32K - $1.51K
|
385
$40.5K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-20- 0.41% |
$1.32K - $1.51K
|
4.8K
$505K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-21- 0.08% |
$1.38K - $1.58K
|
26.6K
$2.79M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-21- 3.33% |
$1.38K - $1.58K
|
610
$64.1K
|