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 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-100- 8.86% |
$6.58K - $7.54K
|
1.03K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-100- 0.49% |
$6.58K - $7.54K
|
20.2K
$2.42M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-101- 1.31% |
$6.64K - $7.62K
|
7.59K
$909K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-103- 1.17% |
$6.78K - $7.77K
|
8.66K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-103- 3.33% |
$6.78K - $7.77K
|
2.99K
$358K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-105- 16.54% |
$6.91K - $7.92K
|
530
$63.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.66% |
$6.97K - $7.99K
|
16K
$1.91M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-106- 0.03% |
$6.97K - $7.99K
|
323K
$38.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-107- 0.69% |
$7.04K - $8.07K
|
15.5K
$1.85M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-108- 9.89% |
$7.1K - $8.14K
|
984
$118K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-108- 1.03% |
$7.1K - $8.14K
|
10.4K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
SELL
|
- |
-109- 0.14% |
$7.17K - $8.22K
|
80.3K
$9.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-113- 1.27% |
$7.43K - $8.52K
|
8.8K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-115- 0.34% |
$7.56K - $8.67K
|
33.9K
$4.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-115- 0.78% |
$7.56K - $8.67K
|
14.5K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-117- 2.54% |
$7.7K - $8.82K
|
4.48K
$537K
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-122- 0.39% |
$8.03K - $9.2K
|
31.5K
$3.77M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-125- 4.19% |
$8.22K - $9.43K
|
2.86K
$342K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-127- 2.24% |
$8.35K - $9.58K
|
5.55K
$664K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-129- 2.65% |
$8.49K - $9.73K
|
4.73K
$567K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-131- 1.66% |
$8.62K - $9.88K
|
7.74K
$927K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-139- 0.98% |
$9.14K - $10.5K
|
14K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-142- 3.26% |
$9.34K - $10.7K
|
4.21K
$504K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-142- 0.24% |
$9.34K - $10.7K
|
58.4K
$7M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-143- 0.59% |
$9.41K - $10.8K
|
24.2K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-144- 0.55% |
$9.47K - $10.9K
|
26K
$3.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-146- 1.39% |
$9.6K - $11K
|
10.3K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-147- 1.21% |
$9.67K - $11.1K
|
12K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-148- 0.27% |
$9.74K - $11.2K
|
54.8K
$6.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-149- 1.48% |
$9.8K - $11.2K
|
9.91K
$1.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-150- 0.98% |
$9.87K - $11.3K
|
15.2K
$1.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-152- 3.14% |
$10K - $11.5K
|
4.68K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-155- 84.7% |
$10.2K - $11.7K
|
28
$3.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-158- 0.18% |
$10.4K - $11.9K
|
89.3K
$10.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-162- 13.78% |
$10.7K - $12.2K
|
1.01K
$121K
|
|
|
Feb 14, 2024
Q4 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-164- 1.04% |
$10.8K - $12.4K
|
15.6K
$1.86M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-170- 0.85% |
$11.2K - $12.8K
|
19.9K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-171- 1.0% |
$11.2K - $12.9K
|
17K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-172- 3.79% |
$11.3K - $13K
|
4.36K
$523K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-173- 2.63% |
$11.4K - $13K
|
6.41K
$768K
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-173- 0.36% |
$11.4K - $13K
|
48.2K
$5.77M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-173- 21.63% |
$11.4K - $13K
|
627
$75.1K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-187- 4.21% |
$12.3K - $14.1K
|
4.25K
$509K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-193- 1.35% |
$12.7K - $14.6K
|
14.1K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-197- 2.35% |
$13K - $14.9K
|
8.2K
$982K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-205- 2.14% |
$13.5K - $15.5K
|
9.36K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-206- 1.77% |
$13.6K - $15.5K
|
11.4K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-208- 2.2% |
$13.7K - $15.7K
|
9.24K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-215- 2.49% |
$14.1K - $16.2K
|
8.41K
$1.01M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-215- 0.54% |
$14.1K - $16.2K
|
39.9K
$4.78M
|