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 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-215- 2.57% |
$14.1K - $16.2K
|
8.17K
$978K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-217- 5.49% |
$14.3K - $16.4K
|
3.74K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-218- 6.16% |
$14.3K - $16.4K
|
3.32K
$398K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-220- 5.69% |
$14.5K - $16.6K
|
3.65K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-222- 4.37% |
$14.6K - $16.7K
|
4.86K
$582K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-225- 14.78% |
$14.8K - $17K
|
1.3K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-225- 3.17% |
$14.8K - $17K
|
6.88K
$824K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-227- 17.79% |
$14.9K - $17.1K
|
1.05K
$126K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-227- 17.79% |
$14.9K - $17.1K
|
1.05K
$126K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-235- 9.44% |
$15.5K - $17.7K
|
2.26K
$270K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-236- 1.69% |
$15.5K - $17.8K
|
13.7K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-239- 3.32% |
$15.7K - $18K
|
6.95K
$832K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-241- 1.15% |
$15.9K - $18.2K
|
20.6K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-243- 0.66% |
$16K - $18.3K
|
36.3K
$4.35M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-250- 14.04% |
$16.4K - $18.9K
|
1.53K
$183K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-254- 1.8% |
$16.7K - $19.2K
|
13.8K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-254- 2.05% |
$16.7K - $19.2K
|
12.1K
$1.45M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-254- 1.9% |
$16.7K - $19.2K
|
13.1K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-258- 1.57% |
$17K - $19.5K
|
16.1K
$1.93M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-270- 7.28% |
$17.8K - $20.4K
|
3.44K
$412K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-270- 8.8% |
$17.8K - $20.4K
|
2.8K
$335K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-270- 1.4% |
$17.8K - $20.4K
|
19K
$2.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-275- 0.2% |
$18.1K - $20.7K
|
136K
$16.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-277- 2.42% |
$18.2K - $20.9K
|
11.2K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-281- 0.18% |
$18.5K - $21.2K
|
154K
$18.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-293- 0.47% |
$19.3K - $22.1K
|
62.6K
$7.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-295- 1.23% |
$19.4K - $22.2K
|
23.7K
$2.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-295- 4.16% |
$19.4K - $22.2K
|
6.8K
$814K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-296- 1.82% |
$19.5K - $22.3K
|
16K
$1.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-299- 0.3% |
$19.7K - $22.5K
|
101K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-308- 0.23% |
$20.3K - $23.2K
|
133K
$15.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-310- 4.66% |
$20.4K - $23.4K
|
6.35K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-312- 0.27% |
$20.5K - $23.5K
|
115K
$13.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-313- 2.04% |
$20.6K - $23.6K
|
15K
$1.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-318- 0.93% |
$20.9K - $24K
|
33.9K
$4.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-321- 2.26% |
$21.1K - $24.2K
|
13.9K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-323- 4.26% |
$21.2K - $24.4K
|
7.25K
$868K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-332- 1.71% |
$21.8K - $25K
|
19.1K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-338- 0.62% |
$22.2K - $25.5K
|
53.8K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-339- 7.6% |
$22.3K - $25.6K
|
4.12K
$493K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-341- 2.18% |
$22.4K - $25.7K
|
15.3K
$1.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-343- 10.86% |
$22.6K - $25.9K
|
2.81K
$337K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-344- 2.34% |
$22.6K - $25.9K
|
14.3K
$1.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-349- 0.57% |
$23K - $26.3K
|
61.4K
$7.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-350- 11.19% |
$23K - $26.4K
|
2.78K
$333K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-350- 9.05% |
$23K - $26.4K
|
3.52K
$421K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-354- 2.78% |
$23.3K - $26.7K
|
12.4K
$1.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-356- 9.77% |
$23.4K - $26.8K
|
3.29K
$394K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-360- 2.33% |
$23.7K - $27.1K
|
15.1K
$1.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-365- 1.84% |
$24K - $27.5K
|
19.4K
$2.33M
|