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 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-258- 1.57% |
$17K - $19.5K
|
16.1K
$1.65M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-270- 7.28% |
$17.8K - $20.4K
|
3.44K
$352K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-270- 8.8% |
$17.8K - $20.4K
|
2.8K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-270- 1.4% |
$17.8K - $20.4K
|
19K
$1.94M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-275- 0.2% |
$18.1K - $20.7K
|
136K
$13.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-277- 2.42% |
$18.2K - $20.9K
|
11.2K
$1.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-281- 0.18% |
$18.5K - $21.2K
|
154K
$15.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-293- 0.47% |
$19.3K - $22.1K
|
62.6K
$6.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-295- 1.23% |
$19.4K - $22.2K
|
23.7K
$2.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-295- 4.16% |
$19.4K - $22.2K
|
6.8K
$696K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-296- 1.82% |
$19.5K - $22.3K
|
16K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-299- 0.3% |
$19.7K - $22.5K
|
101K
$10.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-308- 0.23% |
$20.3K - $23.2K
|
133K
$13.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-310- 4.66% |
$20.4K - $23.4K
|
6.35K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-312- 0.27% |
$20.5K - $23.5K
|
115K
$11.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-313- 2.04% |
$20.6K - $23.6K
|
15K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-318- 0.93% |
$20.9K - $24K
|
33.9K
$3.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-321- 2.26% |
$21.1K - $24.2K
|
13.9K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-323- 4.26% |
$21.2K - $24.4K
|
7.25K
$743K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-332- 1.71% |
$21.8K - $25K
|
19.1K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-338- 0.62% |
$22.2K - $25.5K
|
53.8K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-339- 7.6% |
$22.3K - $25.6K
|
4.12K
$422K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-341- 2.18% |
$22.4K - $25.7K
|
15.3K
$1.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-343- 10.86% |
$22.6K - $25.9K
|
2.81K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-344- 2.34% |
$22.6K - $25.9K
|
14.3K
$1.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-349- 0.57% |
$23K - $26.3K
|
61.4K
$6.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-350- 11.19% |
$23K - $26.4K
|
2.78K
$284K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-350- 9.05% |
$23K - $26.4K
|
3.52K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-354- 2.78% |
$23.3K - $26.7K
|
12.4K
$1.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-356- 9.77% |
$23.4K - $26.8K
|
3.29K
$337K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-360- 2.33% |
$23.7K - $27.1K
|
15.1K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-365- 1.84% |
$24K - $27.5K
|
19.4K
$1.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-385- 20.04% |
$25.3K - $29K
|
1.54K
$157K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-387- 30.71% |
$25.5K - $29.2K
|
873
$89.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-390- 8.24% |
$25.7K - $29.4K
|
4.34K
$445K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-391- 0.31% |
$25.7K - $29.5K
|
125K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-392- 1.72% |
$25.8K - $29.6K
|
22.4K
$2.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-398- 0.81% |
$26.2K - $30K
|
48.9K
$5.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-399- 1.01% |
$26.2K - $30.1K
|
39.1K
$4.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 24.51% |
$26.3K - $30.2K
|
1.23K
$126K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-405- 1.02% |
$26.6K - $30.5K
|
39.2K
$4.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-407- 1.03% |
$26.8K - $30.7K
|
39.2K
$4.02M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-413- 1.49% |
$27.2K - $31.1K
|
27.3K
$2.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-415- 4.42% |
$27.3K - $31.3K
|
8.98K
$920K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-418- 2.09% |
$27.5K - $31.5K
|
19.6K
$2M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-433- 1.01% |
$28.5K - $32.6K
|
42.6K
$4.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-436- 0.56% |
$28.7K - $32.9K
|
77.1K
$7.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-438- 4.92% |
$28.8K - $33K
|
8.47K
$868K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-441- 0.43% |
$29K - $33.3K
|
102K
$10.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-443- 0.77% |
$29.1K - $33.4K
|
56.8K
$5.82M
|