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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-19- 0.24% |
$1.25K - $1.43K
|
7.97K
$955K
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-20- 4.94% |
$1.32K - $1.51K
|
385
$46.1K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-20- 0.41% |
$1.32K - $1.51K
|
4.8K
$575K
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-21- 0.08% |
$1.38K - $1.58K
|
26.6K
$3.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-21- 3.33% |
$1.38K - $1.58K
|
610
$73.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-27- 0.42% |
$1.78K - $2.04K
|
6.39K
$766K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-27- 0.2% |
$1.78K - $2.04K
|
13.4K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-30- 0.16% |
$1.97K - $2.26K
|
18.3K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-34- 0.09% |
$2.24K - $2.56K
|
38.3K
$4.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-37- 1.24% |
$2.43K - $2.79K
|
2.95K
$353K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-37- 1.24% |
$2.43K - $2.79K
|
2.95K
$353K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-39- 1.05% |
$2.57K - $2.94K
|
3.67K
$440K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-40- 0.25% |
$2.63K - $3.02K
|
15.7K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-40- 0.81% |
$2.63K - $3.02K
|
4.87K
$583K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-40- 1.38% |
$2.63K - $3.02K
|
2.86K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-40- 0.08% |
$2.63K - $3.02K
|
49.2K
$5.9M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-41- 0.83% |
$2.7K - $3.09K
|
4.92K
$589K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-45- 0.13% |
$2.96K - $3.39K
|
35.3K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-45- 0.18% |
$2.96K - $3.39K
|
24.9K
$2.98M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-46- 1.54% |
$3.03K - $3.47K
|
2.94K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-46- 1.38% |
$3.03K - $3.47K
|
3.29K
$394K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-47- 0.15% |
$3.09K - $3.54K
|
31.7K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-47- 0.79% |
$3.09K - $3.54K
|
5.88K
$704K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-49- 0.35% |
$3.22K - $3.69K
|
13.8K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-49- 0.98% |
$3.22K - $3.69K
|
4.93K
$590K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-50- 44.25% |
$3.29K - $3.77K
|
63
$7.54K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-50- 14.29% |
$3.29K - $3.77K
|
300
$35.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-50- 6.0% |
$3.29K - $3.77K
|
783
$93.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-50- 1.04% |
$3.29K - $3.77K
|
4.77K
$571K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-54- 0.71% |
$3.55K - $4.07K
|
7.51K
$899K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-56- 0.34% |
$3.68K - $4.22K
|
16.6K
$1.99M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-59- 1.36% |
$3.88K - $4.45K
|
4.3K
$514K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-60- 0.96% |
$3.95K - $4.52K
|
6.22K
$744K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-60- 0.13% |
$3.95K - $4.52K
|
45K
$5.39M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-60- 4.61% |
$3.95K - $4.52K
|
1.24K
$149K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-60- 0.96% |
$3.95K - $4.52K
|
6.22K
$744K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-63- 0.22% |
$4.14K - $4.75K
|
28.1K
$3.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-66- 0.39% |
$4.34K - $4.98K
|
17K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-67- 25.0% |
$4.41K - $5.05K
|
201
$24.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-71- 1.11% |
$4.67K - $5.35K
|
6.31K
$755K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-72- 1.33% |
$4.74K - $5.43K
|
5.34K
$640K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-75- 1.1% |
$4.93K - $5.66K
|
6.73K
$805K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-79- 0.82% |
$5.2K - $5.96K
|
9.59K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-86- 13.31% |
$5.66K - $6.48K
|
560
$67.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-89- 0.23% |
$5.85K - $6.71K
|
38.5K
$4.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-92- 0.83% |
$6.05K - $6.94K
|
11K
$1.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-92- 2.84% |
$6.05K - $6.94K
|
3.14K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-94- 0.64% |
$6.18K - $7.09K
|
14.5K
$1.74M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-96- 1.19% |
$6.31K - $7.24K
|
7.96K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-100- 6.55% |
$6.58K - $7.54K
|
1.43K
$171K
|