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 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.17K- 30.8% |
$76.6K - $87.8K
|
2.62K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.17K- 1.73% |
$76.8K - $88.1K
|
66.2K
$6.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.21K- 4.17% |
$79.8K - $91.5K
|
27.9K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.25K- 1.62% |
$82.2K - $94.2K
|
75.8K
$7.76M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.26K- 22.67% |
$83.1K - $95.2K
|
4.31K
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.27K- 6.78% |
$83.2K - $95.4K
|
17.4K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.29K- 16.69% |
$84.7K - $97.1K
|
6.43K
$658K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.3K- 1.05% |
$85.4K - $97.9K
|
123K
$12.5M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.32K- 21.78% |
$86.6K - $99.2K
|
4.73K
$484K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.34K- 2.48% |
$88.1K - $101K
|
52.6K
$5.39M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.34K- 0.8% |
$88.4K - $101K
|
168K
$17.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-1.37K- 8.03% |
$90K - $103K
|
15.7K
$1.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.37K- 5.19% |
$90.3K - $103K
|
25.1K
$2.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.38K- 2.04% |
$90.7K - $104K
|
66.2K
$6.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.38K- 7.18% |
$91K - $104K
|
17.9K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.4K- 10.82% |
$91.8K - $105K
|
11.5K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.4K- 24.84% |
$92.1K - $106K
|
4.24K
$434K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.41K- 0.38% |
$92.5K - $106K
|
365K
$37.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.42K- 32.6% |
$93.1K - $107K
|
2.93K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.43K- 21.14% |
$94.3K - $108K
|
5.35K
$548K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.44K- 0.83% |
$94.7K - $109K
|
173K
$17.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.45K- 1.01% |
$95.2K - $109K
|
142K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.46K- 3.92% |
$96.3K - $110K
|
35.9K
$3.68M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.48K- 19.67% |
$97.4K - $112K
|
6.04K
$619K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.49K- 37.15% |
$98.2K - $113K
|
2.53K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.5K- 7.51% |
$98.6K - $113K
|
18.5K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.51K- 2.29% |
$99.5K - $114K
|
64.7K
$6.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.52K- 2.48% |
$99.7K - $114K
|
59.7K
$6.12M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.52K- 10.92% |
$100K - $115K
|
12.4K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.53K- 0.99% |
$101K - $115K
|
153K
$15.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.54K- 2.57% |
$101K - $116K
|
58.3K
$5.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.6K- 2.9% |
$105K - $121K
|
53.6K
$5.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.62K- 1.01% |
$106K - $122K
|
159K
$16.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.64K- 20.47% |
$108K - $123K
|
6.36K
$651K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.66K- 29.37% |
$109K - $125K
|
4K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.68K- 10.51% |
$110K - $126K
|
14.3K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.69K- 6.06% |
$111K - $127K
|
26.2K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.71K- 33.02% |
$113K - $129K
|
3.47K
$356K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.72K- 0.86% |
$113K - $130K
|
197K
$20.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.73K- 16.04% |
$114K - $131K
|
9.06K
$928K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 3.9% |
$114K - $131K
|
42.7K
$4.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.74K- 15.83% |
$114K - $131K
|
9.25K
$948K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.75K- 31.61% |
$115K - $132K
|
3.78K
$387K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.77K- 0.78% |
$116K - $133K
|
225K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.78K- 4.21% |
$117K - $134K
|
40.4K
$4.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.79K- 1.73% |
$118K - $135K
|
101K
$10.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.84K- 5.35% |
$121K - $139K
|
32.7K
$3.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.86K- 7.14% |
$122K - $140K
|
24.2K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.96K- 8.37% |
$129K - $148K
|
21.4K
$2.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.99K- 7.39% |
$131K - $150K
|
25K
$2.56M
|