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 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-127- 2.24% |
$8.35K - $9.58K
|
5.55K
$569K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-129- 2.65% |
$8.49K - $9.73K
|
4.73K
$485K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-131- 1.66% |
$8.62K - $9.88K
|
7.74K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-139- 0.98% |
$9.14K - $10.5K
|
14K
$1.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-142- 3.26% |
$9.34K - $10.7K
|
4.21K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-142- 0.24% |
$9.34K - $10.7K
|
58.4K
$5.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-143- 0.59% |
$9.41K - $10.8K
|
24.2K
$2.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-144- 0.55% |
$9.47K - $10.9K
|
26K
$2.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-146- 1.39% |
$9.6K - $11K
|
10.3K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-147- 1.21% |
$9.67K - $11.1K
|
12K
$1.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-148- 0.27% |
$9.74K - $11.2K
|
54.8K
$5.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-149- 1.48% |
$9.8K - $11.2K
|
9.91K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-150- 0.98% |
$9.87K - $11.3K
|
15.2K
$1.55M
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-152- 3.14% |
$10K - $11.5K
|
4.68K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-155- 84.7% |
$10.2K - $11.7K
|
28
$2.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-158- 0.18% |
$10.4K - $11.9K
|
89.3K
$9.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-162- 13.78% |
$10.7K - $12.2K
|
1.01K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-164- 1.04% |
$10.8K - $12.4K
|
15.6K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-170- 0.85% |
$11.2K - $12.8K
|
19.9K
$2.04M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-171- 1.0% |
$11.2K - $12.9K
|
17K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-172- 3.79% |
$11.3K - $13K
|
4.36K
$447K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-173- 2.63% |
$11.4K - $13K
|
6.41K
$657K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-173- 0.36% |
$11.4K - $13K
|
48.2K
$4.94M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-173- 21.63% |
$11.4K - $13K
|
627
$64.3K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-187- 4.21% |
$12.3K - $14.1K
|
4.25K
$436K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-193- 1.35% |
$12.7K - $14.6K
|
14.1K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-197- 2.35% |
$13K - $14.9K
|
8.2K
$840K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-205- 2.14% |
$13.5K - $15.5K
|
9.36K
$960K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-206- 1.77% |
$13.6K - $15.5K
|
11.4K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-208- 2.2% |
$13.7K - $15.7K
|
9.24K
$948K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-215- 2.49% |
$14.1K - $16.2K
|
8.41K
$862K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-215- 0.54% |
$14.1K - $16.2K
|
39.9K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-215- 2.57% |
$14.1K - $16.2K
|
8.17K
$837K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-217- 5.49% |
$14.3K - $16.4K
|
3.74K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-218- 6.16% |
$14.3K - $16.4K
|
3.32K
$341K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-220- 5.69% |
$14.5K - $16.6K
|
3.65K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-222- 4.37% |
$14.6K - $16.7K
|
4.86K
$498K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-225- 14.78% |
$14.8K - $17K
|
1.3K
$133K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-225- 3.17% |
$14.8K - $17K
|
6.88K
$706K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-227- 17.79% |
$14.9K - $17.1K
|
1.05K
$108K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-227- 17.79% |
$14.9K - $17.1K
|
1.05K
$108K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-235- 9.44% |
$15.5K - $17.7K
|
2.26K
$231K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-236- 1.69% |
$15.5K - $17.8K
|
13.7K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-239- 3.32% |
$15.7K - $18K
|
6.95K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-241- 1.15% |
$15.9K - $18.2K
|
20.6K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-243- 0.66% |
$16K - $18.3K
|
36.3K
$3.73M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-250- 14.04% |
$16.4K - $18.9K
|
1.53K
$157K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-254- 1.8% |
$16.7K - $19.2K
|
13.8K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-254- 2.05% |
$16.7K - $19.2K
|
12.1K
$1.24M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-254- 1.9% |
$16.7K - $19.2K
|
13.1K
$1.35M
|