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 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.06K- 5.17% |
$136K - $155K
|
37.8K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.07K- 7.37% |
$136K - $156K
|
26K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.08K- 4.85% |
$137K - $157K
|
40.8K
$4.19M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.1K- 2.73% |
$138K - $159K
|
75K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.18K- 2.46% |
$144K - $165K
|
86.5K
$8.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.26K- 2.73% |
$149K - $170K
|
80.5K
$8.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.27K- 9.19% |
$149K - $171K
|
22.4K
$2.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.3K- 12.88% |
$151K - $173K
|
15.6K
$1.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.33K- 96.88% |
$153K - $176K
|
75
$7.69K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-2.35K- 3.17% |
$155K - $177K
|
71.9K
$7.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.35K- 5.68% |
$155K - $177K
|
39.1K
$4.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.36K- 3.58% |
$155K - $178K
|
63.5K
$6.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.37K- 30.73% |
$156K - $178K
|
5.33K
$547K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 3.01% |
$157K - $180K
|
77.1K
$7.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.41K- 11.64% |
$159K - $182K
|
18.3K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.42K- 1.83% |
$159K - $183K
|
130K
$13.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.44K- 20.81% |
$161K - $184K
|
9.3K
$954K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.44K- 1.27% |
$161K - $184K
|
191K
$19.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.45K- 1.16% |
$161K - $185K
|
208K
$21.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-2.45K- 1.25% |
$161K - $185K
|
193K
$19.8M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.46K- 32.76% |
$162K - $185K
|
5.05K
$518K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.47K- 2.42% |
$163K - $186K
|
99.6K
$10.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.51K- 23.2% |
$165K - $189K
|
8.3K
$851K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.51K- 1.44% |
$165K - $189K
|
172K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.53K- 4.96% |
$166K - $190K
|
48.4K
$4.96M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.54K- 2.17% |
$167K - $191K
|
115K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.56K- 39.57% |
$168K - $193K
|
3.91K
$401K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.6K- 4.75% |
$171K - $196K
|
52.1K
$5.34M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.6K- 1.21% |
$171K - $196K
|
212K
$21.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.67K- 3.0% |
$176K - $201K
|
86.3K
$8.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-2.75K- 15.59% |
$181K - $207K
|
14.9K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.75K- 4.25% |
$181K - $207K
|
61.9K
$6.35M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.76K- 5.86% |
$182K - $208K
|
44.4K
$4.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.77K- 1.73% |
$182K - $209K
|
157K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.81K- 3.2% |
$185K - $212K
|
84.9K
$8.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 1.26% |
$190K - $217K
|
226K
$23.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.89K- 10.16% |
$190K - $218K
|
25.6K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.93K- 6.2% |
$193K - $221K
|
44.3K
$4.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.94K- 29.89% |
$193K - $221K
|
6.89K
$707K
|
|
|
Jan 09, 2024
Q4 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 2.14% |
$195K - $223K
|
135K
$13.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-2.97K- 6.9% |
$195K - $224K
|
40K
$4.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-3.06K- 3.24% |
$201K - $230K
|
91.2K
$9.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.08K- 10.95% |
$202K - $232K
|
25K
$2.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.12K- 2.29% |
$205K - $235K
|
133K
$13.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3.13K- 60.97% |
$206K - $236K
|
2.01K
$206K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.15K- 3.02% |
$207K - $238K
|
101K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.15K- 1.53% |
$207K - $238K
|
203K
$20.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.16K- 0.86% |
$208K - $238K
|
365K
$37.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-3.22K- 2.13% |
$212K - $242K
|
148K
$15.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.26K- 8.15% |
$215K - $246K
|
36.8K
$3.77M
|