Purchases and Sales Made in Q4 2023 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 23, 2024 Q4 2023
Alera Investment Advisors, LLC

SELL
 -
-2.88K
- 1.26%
$190K - $217K
226K $20M
Feb 05, 2024 Q4 2023
Essex Financial Services, Inc.

SELL
 -
-2.89K
- 10.16%
$190K - $218K
25.6K $2.26M
Feb 13, 2024 Q4 2023
Private Advisory Group LLC

Redmond, WA
SELL
 -
-2.93K
- 6.2%
$193K - $221K
44.3K $3.92M
Feb 02, 2024 Q4 2023
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-2.94K
- 29.89%
$193K - $221K
6.89K $609K
Jan 09, 2024 Q4 2023
Blue Zone Wealth Advisors, LLC

SELL
 -
-2.96K
- 2.14%
$195K - $223K
135K $12M
Feb 12, 2024 Q4 2023
Truepoint, Inc.

SELL
 -
-2.97K
- 6.9%
$195K - $224K
40K $3.54M
Jan 18, 2024 Q4 2023
Summit Investment Advisory Services, LLC

Roseville, MN
SELL
 -
-3.06K
- 3.24%
$201K - $230K
91.2K $8.06M
Feb 05, 2024 Q4 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-3.08K
- 10.95%
$202K - $232K
25K $2.21M
Jan 16, 2024 Q4 2023
Centerpoint Advisors, LLC

SELL
 -
-3.12K
- 2.29%
$205K - $235K
133K $11.8M
Feb 08, 2024 Q4 2023
Asset Dedication, LLC

SELL
 -
-3.13K
- 60.97%
$206K - $236K
2.01K $177K
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-3.15K
- 1.53%
$207K - $238K
203K $18M
Jan 29, 2024 Q4 2023
Mv Capital Management, Inc.

SELL
 -
-3.16K
- 0.86%
$208K - $238K
365K $32.3M
Apr 10, 2025 Q4 2023
St. Clair Advisors, LLC

Mayfield Hts, OH
SELL
 -
-3.21K
- 5.54%
$211K - $242K
54.7K $4.84M
Feb 08, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
SELL
 -
-3.22K
- 2.13%
$212K - $242K
148K $13.1M
Jan 11, 2024 Q4 2023
Gen Wealth Group, Inc.

SELL
 -
-3.26K
- 8.15%
$215K - $246K
36.8K $3.25M
Feb 12, 2024 Q4 2023
Money Concepts Capital Corp

SELL
 -
-3.27K
- 16.28%
$215K - $246K
16.8K $1.49M
Feb 09, 2024 Q4 2023
Financial Advisors Network, Inc.

SELL
 -
-3.27K
- 2.68%
$215K - $247K
119K $10.5M
Mar 07, 2024 Q4 2023
Objective Capital Management, LLC

SELL
 -
-3.37K
- 7.34%
$222K - $254K
42.5K $3.76M
Jan 12, 2024 Q4 2023
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-3.44K
Closed
$226K - $259K
0 $0
Feb 14, 2024 Q4 2023
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-3.44K
- 25.21%
$226K - $259K
10.2K $903K
Jan 11, 2024 Q4 2023
Chapin Davis, Inc.

Baltimore, MD
SELL
 -
-3.67K
- 20.6%
$242K - $277K
14.2K $1.25M
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-3.7K
- 2.53%
$243K - $279K
142K $12.6M
Jan 25, 2024 Q4 2023
Peoples Bank

SELL
 -
-3.75K
- 3.18%
$247K - $283K
114K $10.1M
Feb 21, 2024 Q4 2023
American Trust

Lexington, KY
SELL
 -
-3.85K
- 28.07%
$253K - $290K
9.87K $873K
Feb 16, 2024 Q4 2023
Wesbanco Bank Inc

SELL
 -
-3.93K
- 27.48%
$259K - $296K
10.4K $918K
Feb 14, 2024 Q4 2023
Silicon Valley Capital Partners

SELL
 -
-3.99K
- 1.3%
$262K - $301K
302K $26.7M
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-4.09K
- 3.42%
$269K - $308K
115K $10.2M
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

SELL
 -
-4.13K
- 1.96%
$272K - $312K
207K $18.3M
Feb 15, 2024 Q4 2023
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-4.16K
- 0.49%
$274K - $314K
849K $75.1M
Jan 24, 2024 Q4 2023
Asset Management One Co., Ltd.

SELL
 -
-4.2K
- 2.69%
$276K - $317K
152K $13.5M
Feb 09, 2024 Q4 2023
Avantax Planning Partners, Inc.

SELL
 -
-4.28K
- 2.27%
$282K - $323K
185K $16.3M
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-4.51K
- 3.26%
$297K - $340K
134K $11.8M
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-4.63K
- 0.88%
$305K - $349K
519K $45.9M
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

SELL
 -
-4.67K
- 4.78%
$307K - $352K
93K $8.23M
Feb 05, 2024 Q4 2023
Spc Financial, Inc.

SELL
 -
-4.81K
- 1.82%
$316K - $363K
260K $23M
Feb 09, 2024 Q4 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-4.84K
- 4.32%
$318K - $365K
107K $9.49M
Feb 06, 2024 Q4 2023
Gallacher Capital Management LLC

Lone Tree, CO
SELL
 -
-4.89K
- 7.75%
$322K - $369K
58.2K $5.15M
Feb 15, 2024 Q4 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-4.89K
- 48.61%
$322K - $369K
5.17K $457K
Jan 09, 2024 Q4 2023
Wbh Advisory Inc

SELL
 -
-4.89K
- 11.51%
$322K - $369K
37.6K $3.33M
Feb 05, 2024 Q4 2023
Family Firm, Inc.

SELL
 -
-4.94K
- 8.75%
$325K - $372K
51.5K $4.56M
Feb 02, 2024 Q4 2023
Rodgers & Associates, LTD

SELL
 -
-5.01K
- 2.56%
$329K - $377K
191K $16.9M
Jan 11, 2024 Q4 2023
Kwmg, LLC

SELL
 -
-5.12K
- 1.81%
$337K - $386K
278K $24.6M
Feb 08, 2024 Q4 2023
Novare Capital Management LLC

SELL
 -
-5.2K
- 20.24%
$342K - $392K
20.5K $1.81M
Feb 06, 2024 Q4 2023
Idaho Trust Bank

Boise, ID
SELL
 -
-5.3K
- 25.8%
$349K - $400K
15.2K $1.35M
Feb 05, 2024 Q4 2023
Total Wealth Planning, LLC

SELL
 -
-5.33K
- 7.49%
$351K - $402K
65.8K $5.82M
Feb 08, 2024 Q4 2023
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-5.36K
- 64.94%
$353K - $404K
2.89K $256K
Jan 30, 2024 Q4 2023
First Interstate Bank

Billings, MT
SELL
 -
-5.36K
- 39.44%
$353K - $404K
8.23K $728K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-5.39K
- 8.28%
$354K - $406K
59.7K $5.28M
Apr 01, 2025 Q4 2023
Family Wealth Group, LLC

Lexington, KY
SELL
 -
-5.39K
- 61.37%
$355K - $406K
3.39K $300K

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