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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.36K- 1.97% |
$484K - $555K
|
366K
$37.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-7.57K- 2.69% |
$498K - $571K
|
274K
$28.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-7.6K- 7.03% |
$500K - $573K
|
100K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-7.67K- 4.64% |
$504K - $578K
|
158K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.83K- 9.06% |
$581K - $666K
|
88.6K
$9.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-8.87K- 5.4% |
$583K - $669K
|
155K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.96K- 4.5% |
$589K - $675K
|
190K
$19.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8.98K- 11.3% |
$591K - $677K
|
70.5K
$7.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.21K- 20.73% |
$606K - $694K
|
35.2K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.52K- 3.65% |
$626K - $718K
|
251K
$25.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.57K- 9.18% |
$630K - $722K
|
94.8K
$9.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9.87K- 28.2% |
$649K - $744K
|
25.1K
$2.57M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-10.3K- 34.22% |
$677K - $776K
|
19.8K
$2.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.4K- 7.66% |
$681K - $781K
|
125K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.5K- 1.32% |
$693K - $794K
|
789K
$80.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.7K- 9.99% |
$706K - $809K
|
96.7K
$9.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-10.9K- 8.36% |
$717K - $822K
|
119K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.4K- 4.11% |
$747K - $857K
|
265K
$27.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.6K- 14.73% |
$760K - $872K
|
66.9K
$6.85M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.6K- 31.29% |
$761K - $872K
|
25.4K
$2.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 9.37% |
$761K - $872K
|
112K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-11.6K- 5.55% |
$762K - $874K
|
197K
$20.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-12K- 7.67% |
$791K - $907K
|
145K
$14.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.1K- 5.75% |
$793K - $909K
|
198K
$20.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12.2K- 4.55% |
$803K - $920K
|
256K
$26.2M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-12.2K- 1.9% |
$805K - $923K
|
631K
$64.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-12.9K- 10.41% |
$851K - $976K
|
111K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.4K- 1.65% |
$879K - $1.01M
|
796K
$81.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-13.4K- 10.53% |
$880K - $1.01M
|
114K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-13.8K- 1.97% |
$905K - $1.04M
|
683K
$70M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-13.8K- 3.68% |
$905K - $1.04M
|
360K
$36.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14K- 8.42% |
$923K - $1.06M
|
153K
$15.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-14.2K- 2.12% |
$936K - $1.07M
|
658K
$67.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 4.54% |
$997K - $1.14M
|
318K
$32.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 91.54% |
$1.03M - $1.18M
|
1.45K
$149K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.9K- 1.84% |
$1.04M - $1.2M
|
847K
$86.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-15.9K- 18.87% |
$1.05M - $1.2M
|
68.4K
$7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16K- 2.95% |
$1.05M - $1.21M
|
528K
$54.1M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 13.9% |
$1.27M - $1.46M
|
120K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.4K- 0.38% |
$1.27M - $1.46M
|
5.02M
$514M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19.8K- 38.95% |
$1.3M - $1.49M
|
31K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-20.6K- 6.11% |
$1.35M - $1.55M
|
317K
$32.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21.5K- 0.81% |
$1.41M - $1.62M
|
2.64M
$270M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-21.8K- 18.3% |
$1.43M - $1.64M
|
97.2K
$9.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-21.9K- 68.13% |
$1.44M - $1.65M
|
10.3K
$1.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-22.1K- 70.98% |
$1.45M - $1.66M
|
9.02K
$924K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.3K- 1.31% |
$1.47M - $1.68M
|
1.69M
$173M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.2K- 30.18% |
$1.53M - $1.75M
|
53.7K
$5.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-23.3K- 11.79% |
$1.54M - $1.76M
|
175K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.8K- 1.32% |
$1.56M - $1.79M
|
1.78M
$182M
|