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 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-980- 1.65% |
$64.5K - $73.9K
|
58.4K
$6.99M
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-984- 22.27% |
$64.7K - $74.2K
|
3.44K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-986- 8.32% |
$64.9K - $74.3K
|
10.9K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-992- 0.93% |
$65.3K - $74.8K
|
106K
$12.7M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1K- 8.17% |
$65.8K - $75.4K
|
11.2K
$1.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1K- 2.37% |
$66K - $75.7K
|
41.4K
$4.96M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.01K- 2.32% |
$66.2K - $75.9K
|
42.4K
$5.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.02K- 2.55% |
$67.2K - $77K
|
39K
$4.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.02K- 14.59% |
$67.4K - $77.2K
|
5.99K
$718K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.03K- 27.16% |
$67.7K - $77.6K
|
2.76K
$331K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.05K- 6.92% |
$68.7K - $78.8K
|
14.1K
$1.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.05K- 10.67% |
$69K - $79.1K
|
8.79K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.07K- 1.82% |
$70.1K - $80.4K
|
57.5K
$6.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-1.07K- 5.9% |
$70.2K - $80.5K
|
17K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.07K- 1.22% |
$70.3K - $80.6K
|
86.3K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.08K- 0.96% |
$71.2K - $81.6K
|
112K
$13.4M
|
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.13K- 25.97% |
$74.3K - $85.1K
|
3.22K
$385K
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1.14K- 11.55% |
$74.9K - $85.9K
|
8.72K
$1.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.15K- 20.56% |
$75.7K - $86.8K
|
4.45K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.17K- 30.8% |
$76.6K - $87.8K
|
2.62K
$314K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.17K- 1.73% |
$76.8K - $88.1K
|
66.2K
$7.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.21K- 4.17% |
$79.8K - $91.5K
|
27.9K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.25K- 1.62% |
$82.2K - $94.2K
|
75.8K
$9.08M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.26K- 22.67% |
$83.1K - $95.2K
|
4.31K
$516K
|
|
|
Feb 06, 2024
Q4 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-1.27K- 6.78% |
$83.2K - $95.4K
|
17.4K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.29K- 16.69% |
$84.7K - $97.1K
|
6.43K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.3K- 1.05% |
$85.4K - $97.9K
|
123K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.32K- 21.78% |
$86.6K - $99.2K
|
4.73K
$566K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.34K- 2.48% |
$88.1K - $101K
|
52.6K
$6.3M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-1.34K- 0.8% |
$88.4K - $101K
|
168K
$20.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-1.37K- 8.03% |
$90K - $103K
|
15.7K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-1.37K- 5.19% |
$90.3K - $103K
|
25.1K
$3M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.38K- 2.04% |
$90.7K - $104K
|
66.2K
$7.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.38K- 7.18% |
$91K - $104K
|
17.9K
$2.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.4K- 10.82% |
$91.8K - $105K
|
11.5K
$1.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-1.4K- 24.84% |
$92.1K - $106K
|
4.24K
$507K
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.4K- 23.76% |
$92.2K - $106K
|
4.5K
$539K
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.41K- 0.38% |
$92.5K - $106K
|
365K
$43.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.42K- 32.6% |
$93.1K - $107K
|
2.93K
$350K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.43K- 21.14% |
$94.3K - $108K
|
5.35K
$640K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.44K- 0.83% |
$94.7K - $109K
|
173K
$20.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.45K- 1.01% |
$95.2K - $109K
|
142K
$17M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.46K- 3.92% |
$96.3K - $110K
|
35.9K
$4.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.48K- 19.67% |
$97.4K - $112K
|
6.04K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-1.49K- 37.15% |
$98.2K - $113K
|
2.53K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.5K- 7.51% |
$98.6K - $113K
|
18.5K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.51K- 2.29% |
$99.5K - $114K
|
64.7K
$7.75M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.52K- 2.48% |
$99.7K - $114K
|
59.7K
$7.15M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.52K- 10.92% |
$100K - $115K
|
12.4K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-1.53K- 0.99% |
$101K - $115K
|
153K
$18.4M
|