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 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-14.2K- 2.12% |
$936K - $1.07M
|
658K
$58.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 4.54% |
$997K - $1.14M
|
318K
$28.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15.7K- 91.54% |
$1.03M - $1.18M
|
1.45K
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.9K- 1.84% |
$1.04M - $1.2M
|
847K
$74.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-15.9K- 18.87% |
$1.05M - $1.2M
|
68.4K
$6.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16K- 2.95% |
$1.05M - $1.21M
|
528K
$46.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19.3K- 13.9% |
$1.27M - $1.46M
|
120K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.4K- 0.38% |
$1.27M - $1.46M
|
5.02M
$444M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19.8K- 38.95% |
$1.3M - $1.49M
|
31K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-20.6K- 6.11% |
$1.35M - $1.55M
|
317K
$28M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-21.5K- 0.81% |
$1.41M - $1.62M
|
2.64M
$234M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-21.8K- 18.3% |
$1.43M - $1.64M
|
97.2K
$8.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-21.9K- 68.13% |
$1.44M - $1.65M
|
10.3K
$908K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-22.1K- 70.98% |
$1.45M - $1.66M
|
9.02K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-22.3K- 1.31% |
$1.47M - $1.68M
|
1.69M
$149M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.2K- 30.18% |
$1.53M - $1.75M
|
53.7K
$4.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-23.3K- 11.79% |
$1.54M - $1.76M
|
175K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-23.8K- 1.32% |
$1.56M - $1.79M
|
1.78M
$157M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-24K- 12.08% |
$1.58M - $1.81M
|
175K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-24.6K- 63.12% |
$1.62M - $1.86M
|
14.4K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-25.9K- 17.99% |
$1.7M - $1.95M
|
118K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26.2K- 6.6% |
$1.72M - $1.97M
|
370K
$32.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-27K- 2.44% |
$1.78M - $2.04M
|
1.08M
$95.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-28.5K- 48.68% |
$1.87M - $2.15M
|
30K
$2.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28.8K- 8.66% |
$1.89M - $2.17M
|
304K
$26.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-30.6K- 6.53% |
$2.02M - $2.31M
|
439K
$38.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30.9K- 2.06% |
$2.03M - $2.33M
|
1.47M
$130M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-31.4K- 5.87% |
$2.07M - $2.37M
|
503K
$44.5M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-31.5K- 91.19% |
$2.07M - $2.37M
|
3.04K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-32.4K- 14.98% |
$2.13M - $2.44M
|
184K
$16.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33K- 8.7% |
$2.17M - $2.49M
|
346K
$30.6M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-33.7K- 7.61% |
$2.22M - $2.54M
|
409K
$36.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-34.4K- 5.76% |
$2.26M - $2.59M
|
562K
$49.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-34.4K- 7.58% |
$2.26M - $2.59M
|
419K
$37.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34.5K- 34.88% |
$2.27M - $2.6M
|
64.4K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.8K- 5.88% |
$2.29M - $2.63M
|
557K
$49.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-35.2K- 90.29% |
$2.32M - $2.65M
|
3.78K
$335K
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-36.5K- 6.54% |
$2.4M - $2.75M
|
521K
$46.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.9K- 4.37% |
$2.49M - $2.86M
|
830K
$73.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-38.4K- 7.05% |
$2.52M - $2.89M
|
506K
$44.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-40.9K- 7.34% |
$2.69M - $3.09M
|
517K
$45.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43K- 0.27% |
$2.83M - $3.24M
|
15.6M
$1.38B
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-44.1K- 25.47% |
$2.9M - $3.32M
|
129K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.8K- 3.87% |
$3.21M - $3.68M
|
1.21M
$107M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49.5K- 96.88% |
$3.25M - $3.73M
|
1.59K
$141K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-50.9K- 7.85% |
$3.35M - $3.84M
|
597K
$52.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-57.3K- 90.7% |
$3.77M - $4.32M
|
5.87K
$520K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-60.1K- 8.15% |
$3.96M - $4.53M
|
677K
$59.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-60.2K- 92.36% |
$3.96M - $4.54M
|
4.98K
$441K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-64K- 14.24% |
$4.21M - $4.83M
|
386K
$34.1M
|