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
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-770- 4.66% |
$50.7K - $58.1K
|
15.8K
$1.61M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-776- 0.94% |
$51K - $58.5K
|
81.8K
$8.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-776- 8.1% |
$51K - $58.5K
|
8.8K
$901K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-777- 7.2% |
$51.1K - $58.6K
|
10K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-778- 3.49% |
$51.2K - $58.7K
|
21.5K
$2.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-779- 3.39% |
$51.2K - $58.7K
|
22.2K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-802- 1.31% |
$52.8K - $60.5K
|
60.5K
$6.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-804- 10.98% |
$52.9K - $60.6K
|
6.52K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-806- 0.42% |
$53K - $60.8K
|
190K
$19.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-807- 2.17% |
$53.1K - $60.8K
|
36.4K
$3.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-820- 11.13% |
$53.9K - $61.8K
|
6.55K
$671K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-822- 9.25% |
$54.1K - $62K
|
8.07K
$826K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-839- 4.75% |
$55.2K - $63.3K
|
16.8K
$1.72M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-850- 5.27% |
$55.9K - $64.1K
|
15.3K
$1.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-855- 6.71% |
$56.2K - $64.5K
|
11.9K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-866- 2.93% |
$57K - $65.3K
|
28.7K
$2.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-868- 4.28% |
$57.1K - $65.4K
|
19.4K
$1.99M
|
|
|
Jan 19, 2024
Q4 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-868- 11.49% |
$57.1K - $65.4K
|
6.69K
$685K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-882- 7.31% |
$58K - $66.5K
|
11.2K
$1.14M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-885- 12.72% |
$58.2K - $66.7K
|
6.07K
$622K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-888- 1.35% |
$58.4K - $67K
|
64.8K
$6.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-889- 0.74% |
$58.5K - $67K
|
119K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-909- 5.29% |
$59.8K - $68.5K
|
16.3K
$1.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-914- 6.78% |
$60.1K - $68.9K
|
12.6K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-931- 58.19% |
$61.2K - $70.2K
|
669
$68.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-932- 22.47% |
$61.3K - $70.3K
|
3.22K
$329K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-939- 6.02% |
$61.8K - $70.8K
|
14.7K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-946- 4.2% |
$62.2K - $71.3K
|
21.6K
$2.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-957- 3.26% |
$63K - $72.2K
|
28.4K
$2.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-968- 8.2% |
$63.7K - $73K
|
10.8K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-974- 18.82% |
$64.1K - $73.4K
|
4.2K
$430K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-980- 1.65% |
$64.5K - $73.9K
|
58.4K
$5.98M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-984- 22.27% |
$64.7K - $74.2K
|
3.44K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-986- 8.32% |
$64.9K - $74.3K
|
10.9K
$1.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-992- 0.93% |
$65.3K - $74.8K
|
106K
$10.9M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1K- 8.17% |
$65.8K - $75.4K
|
11.2K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1K- 2.37% |
$66K - $75.7K
|
41.4K
$4.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.01K- 2.32% |
$66.2K - $75.9K
|
42.4K
$4.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.02K- 2.55% |
$67.2K - $77K
|
39K
$3.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.02K- 14.59% |
$67.4K - $77.2K
|
5.99K
$614K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.03K- 27.16% |
$67.7K - $77.6K
|
2.76K
$283K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.05K- 6.92% |
$68.7K - $78.8K
|
14.1K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.05K- 10.67% |
$69K - $79.1K
|
8.79K
$900K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.07K- 1.82% |
$70.1K - $80.4K
|
57.5K
$5.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.9% |
$70.2K - $80.5K
|
17K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.07K- 1.22% |
$70.3K - $80.6K
|
86.3K
$8.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.08K- 0.96% |
$71.2K - $81.6K
|
112K
$11.4M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.13K- 25.97% |
$74.3K - $85.1K
|
3.22K
$330K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.14K- 11.55% |
$74.9K - $85.9K
|
8.72K
$893K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.15K- 20.56% |
$75.7K - $86.8K
|
4.45K
$456K
|