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 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.66% |
$6.97K - $7.99K
|
16K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-106- 0.03% |
$6.97K - $7.99K
|
323K
$28.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-107- 0.69% |
$7.04K - $8.07K
|
15.5K
$1.37M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-108- 9.89% |
$7.1K - $8.14K
|
984
$87K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-108- 1.03% |
$7.1K - $8.14K
|
10.4K
$920K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-109- 0.14% |
$7.17K - $8.22K
|
80.3K
$7.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-113- 1.27% |
$7.43K - $8.52K
|
8.8K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 0.34% |
$7.56K - $8.67K
|
33.9K
$3M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-115- 0.78% |
$7.56K - $8.67K
|
14.5K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-117- 2.54% |
$7.7K - $8.82K
|
4.48K
$397K
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-122- 0.39% |
$8.03K - $9.2K
|
31.5K
$2.79M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-125- 4.19% |
$8.22K - $9.43K
|
2.86K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-127- 2.24% |
$8.35K - $9.58K
|
5.55K
$491K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-129- 2.65% |
$8.49K - $9.73K
|
4.73K
$419K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-131- 1.66% |
$8.62K - $9.88K
|
7.74K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-139- 0.98% |
$9.14K - $10.5K
|
14K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-142- 3.26% |
$9.34K - $10.7K
|
4.21K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-142- 0.24% |
$9.34K - $10.7K
|
58.4K
$5.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-143- 0.59% |
$9.41K - $10.8K
|
24.2K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-144- 0.55% |
$9.47K - $10.9K
|
26K
$2.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-146- 1.39% |
$9.6K - $11K
|
10.3K
$914K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-147- 1.21% |
$9.67K - $11.1K
|
12K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-148- 0.27% |
$9.74K - $11.2K
|
54.8K
$4.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-149- 1.48% |
$9.8K - $11.2K
|
9.91K
$876K
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-150- 0.98% |
$9.87K - $11.3K
|
15.2K
$1.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-152- 3.14% |
$10K - $11.5K
|
4.68K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-155- 84.7% |
$10.2K - $11.7K
|
28
$2.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-158- 0.18% |
$10.4K - $11.9K
|
89.3K
$7.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-162- 13.78% |
$10.7K - $12.2K
|
1.01K
$89.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-164- 1.04% |
$10.8K - $12.4K
|
15.6K
$1.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-170- 0.85% |
$11.2K - $12.8K
|
19.9K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-171- 1.0% |
$11.2K - $12.9K
|
17K
$1.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-172- 3.79% |
$11.3K - $13K
|
4.36K
$386K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-173- 2.63% |
$11.4K - $13K
|
6.41K
$567K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-173- 0.36% |
$11.4K - $13K
|
48.2K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-173- 21.63% |
$11.4K - $13K
|
627
$55.5K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-187- 4.21% |
$12.3K - $14.1K
|
4.25K
$376K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-193- 1.35% |
$12.7K - $14.6K
|
14.1K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-197- 2.35% |
$13K - $14.9K
|
8.2K
$725K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-205- 2.14% |
$13.5K - $15.5K
|
9.36K
$828K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-206- 1.77% |
$13.6K - $15.5K
|
11.4K
$1.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-208- 2.2% |
$13.7K - $15.7K
|
9.24K
$818K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-215- 2.49% |
$14.1K - $16.2K
|
8.41K
$744K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-215- 0.54% |
$14.1K - $16.2K
|
39.9K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-215- 2.57% |
$14.1K - $16.2K
|
8.17K
$722K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-217- 5.49% |
$14.3K - $16.4K
|
3.74K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-218- 6.16% |
$14.3K - $16.4K
|
3.32K
$294K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-220- 5.69% |
$14.5K - $16.6K
|
3.65K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-222- 4.37% |
$14.6K - $16.7K
|
4.86K
$430K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-225- 14.78% |
$14.8K - $17K
|
1.3K
$115K
|