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 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
72.3KNew |
$4.76M - $5.45M
|
72.3K
$7.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
70.9K+ 3.05% |
$4.66M - $5.34M
|
2.4M
$247M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
69.8K+ 1344.77% |
$4.59M - $5.26M
|
74.9K
$7.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
68.2K+ 3.5% |
$4.49M - $5.14M
|
2.02M
$208M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
68.2KNew |
$4.49M - $5.14M
|
68.2K
$7.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.9K+ 3.13% |
$4.14M - $4.74M
|
2.07M
$214M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
62KNew |
$4.08M - $4.68M
|
62K
$6.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
59.9K+ 17.78% |
$3.94M - $4.52M
|
397K
$41M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
58.8K+ 9.53% |
$3.87M - $4.43M
|
676K
$69.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.4K+ 2.34% |
$3.84M - $4.4M
|
2.55M
$263M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58.3K+ 0.84% |
$3.83M - $4.4M
|
6.97M
$720M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
BUY
|
- |
57.3K+ 46.91% |
$3.77M - $4.32M
|
180K
$18.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
56K+ 32.86% |
$3.69M - $4.22M
|
227K
$23.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
54.1K+ 39.97% |
$3.56M - $4.08M
|
189K
$19.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
54K+ 6.13% |
$3.55M - $4.07M
|
935K
$96.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
53K+ 1113.45% |
$3.49M - $4M
|
57.8K
$5.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
52.9KNew |
$3.48M - $3.99M
|
52.9K
$5.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
52.7KNew |
$3.47M - $3.98M
|
52.7K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
49.9K+ 22798.63% |
$3.28M - $3.76M
|
50.1K
$5.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
48.9K+ 482.15% |
$3.22M - $3.69M
|
59.1K
$6.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
48.3K+ 193.11% |
$3.17M - $3.64M
|
73.3K
$7.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.3K+ 11.91% |
$3.17M - $3.64M
|
453K
$46.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
44.9K+ 10.86% |
$2.95M - $3.38M
|
458K
$47.3M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
42.8KNew |
$2.82M - $3.23M
|
42.8K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
42.8K+ 12.7% |
$2.81M - $3.22M
|
379K
$39.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
39.5K+ 336.06% |
$2.6M - $2.98M
|
51.2K
$5.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
39.2K+ 5.87% |
$2.58M - $2.95M
|
706K
$72.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
38.5KNew |
$2.53M - $2.9M
|
38.5K
$3.98M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
38.5K+ 117.44% |
$2.53M - $2.9M
|
71.3K
$7.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
38.4K+ 4.84% |
$2.53M - $2.89M
|
831K
$85.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
38.1K+ 3.73% |
$2.51M - $2.87M
|
1.06M
$109M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
37.5K+ 3.71% |
$2.47M - $2.83M
|
1.05M
$108M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36.8K+ 5.51% |
$2.42M - $2.77M
|
704K
$72.7M
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
36.4KNew |
$2.39M - $2.74M
|
36.4K
$3.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
35.5K+ 130.78% |
$2.33M - $2.67M
|
62.6K
$6.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
35.1KNew |
$2.31M - $2.65M
|
35.1K
$3.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
34.9KNew |
$2.3M - $2.63M
|
34.9K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
34.5KNew |
$2.27M - $2.6M
|
34.5K
$3.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
33.6K+ 14.75% |
$2.21M - $2.54M
|
262K
$27M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
33.5K+ 150.17% |
$2.2M - $2.52M
|
55.8K
$5.76M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
33.3KNew |
$2.19M - $2.51M
|
33.3K
$3.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
33.3KNew |
$2.19M - $2.51M
|
33.3K
$3.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
32.7K+ 9.12% |
$2.15M - $2.46M
|
391K
$40.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.5K+ 20.51% |
$2.14M - $2.45M
|
191K
$19.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
31.9KNew |
$2.1M - $2.41M
|
31.9K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
30.9K+ 166.16% |
$2.03M - $2.33M
|
49.5K
$5.11M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
30.3KNew |
$1.99M - $2.28M
|
30.3K
$3.13M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
28.5KNew |
$1.88M - $2.15M
|
28.5K
$2.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
28.3K+ 12.86% |
$1.86M - $2.13M
|
248K
$25.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28KNew |
$1.84M - $2.11M
|
28K
$2.89M
|