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
Feb 12, 2024 Q4 2023
Money Concepts Capital Corp

SELL
 -
-3.27K
- 16.28%
$215K - $246K
16.8K $1.72M
Feb 09, 2024 Q4 2023
Financial Advisors Network, Inc.

SELL
 -
-3.27K
- 2.68%
$215K - $247K
119K $12.2M
Mar 07, 2024 Q4 2023
Objective Capital Management, LLC

SELL
 -
-3.37K
- 7.34%
$222K - $254K
42.5K $4.36M
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 $1.05M
Jan 11, 2024 Q4 2023
Chapin Davis, Inc.

Baltimore, MD
SELL
 -
-3.67K
- 20.6%
$242K - $277K
14.2K $1.45M
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-3.7K
- 2.53%
$243K - $279K
142K $14.6M
Jan 25, 2024 Q4 2023
Peoples Bank

SELL
 -
-3.75K
- 3.18%
$247K - $283K
114K $11.7M
Feb 21, 2024 Q4 2023
American Trust

Lexington, KY
SELL
 -
-3.85K
- 28.07%
$253K - $290K
9.87K $1.01M
Feb 16, 2024 Q4 2023
Wesbanco Bank Inc

SELL
 -
-3.93K
- 27.48%
$259K - $296K
10.4K $1.06M
Feb 08, 2024 Q4 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-4.09K
- 3.42%
$269K - $308K
115K $11.8M
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

SELL
 -
-4.13K
- 1.96%
$272K - $312K
207K $21.2M
Feb 15, 2024 Q4 2023
Moneta Group Investment Advisors LLC

St Louis, MO
SELL
 -
-4.16K
- 0.49%
$274K - $314K
849K $86.9M
Jan 24, 2024 Q4 2023
Asset Management One Co., Ltd.

SELL
 -
-4.2K
- 2.69%
$276K - $317K
152K $15.6M
Feb 09, 2024 Q4 2023
Avantax Planning Partners, Inc.

SELL
 -
-4.28K
- 2.27%
$282K - $323K
185K $18.9M
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-4.51K
- 3.26%
$297K - $340K
134K $13.7M
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-4.63K
- 0.88%
$305K - $349K
519K $53.2M
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

SELL
 -
-4.67K
- 4.78%
$307K - $352K
93K $9.52M
Feb 05, 2024 Q4 2023
Spc Financial, Inc.

SELL
 -
-4.81K
- 1.82%
$316K - $363K
260K $26.6M
Feb 09, 2024 Q4 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-4.84K
- 4.32%
$318K - $365K
107K $11M
Feb 06, 2024 Q4 2023
Gallacher Capital Management LLC

Lone Tree, CO
SELL
 -
-4.89K
- 7.75%
$322K - $369K
58.2K $5.96M
Feb 15, 2024 Q4 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-4.89K
- 48.61%
$322K - $369K
5.17K $529K
Jan 09, 2024 Q4 2023
Wbh Advisory Inc

SELL
 -
-4.89K
- 11.51%
$322K - $369K
37.6K $3.85M
Feb 05, 2024 Q4 2023
Family Firm, Inc.

SELL
 -
-4.94K
- 8.75%
$325K - $372K
51.5K $5.27M
Feb 02, 2024 Q4 2023
Rodgers & Associates, LTD

SELL
 -
-5.01K
- 2.56%
$329K - $377K
191K $19.5M
Jan 11, 2024 Q4 2023
Kwmg, LLC

SELL
 -
-5.12K
- 1.81%
$337K - $386K
278K $28.5M
Feb 08, 2024 Q4 2023
Novare Capital Management LLC

SELL
 -
-5.2K
- 20.24%
$342K - $392K
20.5K $2.1M
Feb 06, 2024 Q4 2023
Idaho Trust Bank

Boise, ID
SELL
 -
-5.3K
- 25.8%
$349K - $400K
15.2K $1.56M
Feb 05, 2024 Q4 2023
Total Wealth Planning, LLC

SELL
 -
-5.33K
- 7.49%
$351K - $402K
65.8K $6.74M
Feb 08, 2024 Q4 2023
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-5.36K
- 64.94%
$353K - $404K
2.89K $296K
Jan 30, 2024 Q4 2023
First Interstate Bank

Billings, MT
SELL
 -
-5.36K
- 39.44%
$353K - $404K
8.23K $843K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-5.39K
- 8.28%
$354K - $406K
59.7K $6.12M
Feb 06, 2024 Q4 2023
Connecticut Wealth Management, LLC

SELL
 -
-5.54K
- 1.16%
$364K - $418K
471K $48.2M
Feb 08, 2024 Q4 2023
Meridian Wealth Management, LLC

SELL
 -
-5.54K
- 38.36%
$365K - $418K
8.91K $912K
Jan 26, 2024 Q4 2023
Ghp Investment Advisors, Inc.

Denver, CO
SELL
 -
-5.75K
- 2.19%
$378K - $433K
257K $26.3M
Feb 09, 2024 Q4 2023
Quantitative Strategies, Inc.

Calabasas, CA
SELL
 -
-5.82K
- 1.35%
$383K - $439K
426K $43.6M
Aug 13, 2024 Q4 2023
Sharp Financial Services, LLC

Horsham, PA
SELL
 -
-6.01K
- 11.59%
$395K - $453K
45.8K $4.69M
Jan 23, 2024 Q4 2023
Umb Bank, N.A.

SELL
 -
-6.23K
- 2.73%
$410K - $470K
222K $22.8M
Jan 11, 2024 Q4 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-6.4K
- 1.18%
$421K - $482K
534K $54.7M
Feb 13, 2024 Q4 2023
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-6.41K
- 4.82%
$422K - $483K
127K $13M
Jan 12, 2024 Q4 2023
Retirement Planning Group

SELL
 -
-6.64K
- 9.73%
$437K - $501K
61.7K $6.31M
Feb 07, 2024 Q4 2023
United Bank

Vienna, VA
SELL
 -
-6.91K
- 10.04%
$454K - $521K
61.9K $6.34M
Feb 14, 2024 Q4 2023
Lowe Brockenbrough & CO Inc

SELL
 -
-6.92K
- 9.53%
$455K - $522K
65.7K $6.73M
Jan 11, 2024 Q4 2023
Thomasville National Bank

SELL
 -
-6.97K
- 11.99%
$458K - $525K
51.1K $5.24M
Jan 17, 2024 Q4 2023
Courier Capital LLC

SELL
 -
-7.01K
- 0.65%
$461K - $528K
1.07M $110M
Jan 29, 2024 Q4 2023
Koshinski Asset Management, Inc.

SELL
 -
-7.08K
- 51.37%
$466K - $534K
6.7K $686K
Jan 25, 2024 Q4 2023
Busey Wealth Management

SELL
 -
-7.12K
- 1.91%
$468K - $537K
366K $37.5M
Jan 29, 2024 Q4 2023
Wealthspan Partners, LLC

Davenport, IA
SELL
 -
-7.23K
- 12.86%
$475K - $545K
49K $5.01M
Jan 10, 2024 Q4 2023
City Holding CO

SELL
 -
-7.32K
- 47.58%
$482K - $552K
8.07K $826K

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