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 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-450- 3.32% |
$29.6K - $33.9K
|
13.1K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-451- 1.94% |
$29.7K - $34K
|
22.7K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-457- 8.39% |
$30.1K - $34.5K
|
4.99K
$511K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-462- 2.82% |
$30.4K - $34.8K
|
15.9K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-465- 4.74% |
$30.6K - $35.1K
|
9.36K
$958K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-469- 14.62% |
$30.9K - $35.4K
|
2.74K
$281K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-474- 7.05% |
$31.2K - $35.7K
|
6.25K
$640K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-488- 91.73% |
$32.1K - $36.8K
|
44
$4.51K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-494- 21.23% |
$32.5K - $37.2K
|
1.83K
$188K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-496- 0.59% |
$32.6K - $37.4K
|
84.3K
$8.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-500- 15.61% |
$32.9K - $37.7K
|
2.7K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-508- 9.53% |
$33.4K - $38.3K
|
4.82K
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-512- 12.81% |
$33.7K - $38.6K
|
3.49K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-536- 4.28% |
$35.3K - $40.4K
|
12K
$1.23M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-542- 16.46% |
$35.7K - $40.9K
|
2.75K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-542- 2.93% |
$35.7K - $40.9K
|
17.9K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-546- 6.18% |
$35.9K - $41.2K
|
8.28K
$848K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-553- 12.04% |
$36.4K - $41.7K
|
4.04K
$414K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-578- 15.76% |
$38K - $43.6K
|
3.09K
$316K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-595- 12.81% |
$39.1K - $44.9K
|
4.05K
$415K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-612- 1.13% |
$40.3K - $46.1K
|
53.3K
$5.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-613- 12.42% |
$40.3K - $46.2K
|
4.32K
$443K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-618- 1.27% |
$40.7K - $46.6K
|
48.1K
$4.93M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-618- 1.27% |
$40.7K - $46.6K
|
48.1K
$4.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-627- 1.16% |
$41.2K - $47.3K
|
53.6K
$5.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-629- 4.04% |
$41.4K - $47.4K
|
14.9K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-629- 0.77% |
$41.4K - $47.4K
|
81.4K
$8.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-632- 3.44% |
$41.6K - $47.7K
|
17.7K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-635- 1.18% |
$41.8K - $47.9K
|
53.3K
$5.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-663- 18.06% |
$43.6K - $50K
|
3.01K
$308K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-672- 4.28% |
$44.2K - $50.7K
|
15K
$1.54M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-682- 0.64% |
$44.9K - $51.4K
|
105K
$10.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-682- 6.22% |
$44.9K - $51.4K
|
10.3K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-700- 13.83% |
$46K - $52.8K
|
4.36K
$447K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-714- 46.73% |
$47K - $53.8K
|
814
$83.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-715- 16.65% |
$47K - $53.9K
|
3.58K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-721- 1.4% |
$47.4K - $54.4K
|
50.7K
$5.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-723- 18.31% |
$47.6K - $54.5K
|
3.23K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-729- 5.7% |
$48K - $55K
|
12.1K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-730- 10.42% |
$48K - $55K
|
6.28K
$643K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-730- 7.39% |
$48K - $55K
|
9.15K
$937K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-732- 5.76% |
$48.2K - $55.2K
|
12K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-733- 5.53% |
$48.2K - $55.3K
|
12.5K
$1.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-733- 0.87% |
$48.2K - $55.3K
|
83.4K
$8.54M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-742- 0.79% |
$48.8K - $55.9K
|
93.8K
$9.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-747- 0.48% |
$49.1K - $56.3K
|
154K
$15.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-750- 12.37% |
$49.3K - $56.6K
|
5.31K
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-756- 11.28% |
$49.7K - $57K
|
5.95K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-764- 0.7% |
$50.3K - $57.6K
|
108K
$11M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-769- 1.57% |
$50.6K - $58K
|
48.3K
$4.95M
|