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 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-24K- 12.08% |
$1.58M - $1.81M
|
175K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-24.6K- 63.12% |
$1.62M - $1.86M
|
14.4K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-25.9K- 17.99% |
$1.7M - $1.95M
|
118K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-26.2K- 6.6% |
$1.72M - $1.97M
|
370K
$38.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-27K- 2.44% |
$1.78M - $2.04M
|
1.08M
$111M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-28.5K- 48.68% |
$1.87M - $2.15M
|
30K
$3.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-28.8K- 8.66% |
$1.89M - $2.17M
|
304K
$31.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-30.6K- 6.53% |
$2.02M - $2.31M
|
439K
$45.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-30.9K- 2.06% |
$2.03M - $2.33M
|
1.47M
$152M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-31.4K- 5.87% |
$2.07M - $2.37M
|
503K
$52M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-31.5K- 91.19% |
$2.07M - $2.37M
|
3.04K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-32.4K- 14.98% |
$2.13M - $2.44M
|
184K
$19M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33K- 8.7% |
$2.17M - $2.49M
|
346K
$35.7M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-33.7K- 7.61% |
$2.22M - $2.54M
|
409K
$42.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-34.4K- 5.76% |
$2.26M - $2.59M
|
562K
$58M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-34.4K- 7.58% |
$2.26M - $2.59M
|
419K
$43.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34.5K- 34.88% |
$2.27M - $2.6M
|
64.4K
$6.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-34.8K- 5.88% |
$2.29M - $2.63M
|
557K
$57.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-35.2K- 90.29% |
$2.32M - $2.65M
|
3.78K
$391K
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
SELL
|
- |
-36.5K- 6.54% |
$2.4M - $2.75M
|
521K
$53.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37.9K- 4.37% |
$2.49M - $2.86M
|
830K
$85.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-38.4K- 7.05% |
$2.52M - $2.89M
|
506K
$52.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-40.9K- 7.34% |
$2.69M - $3.09M
|
517K
$53.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43K- 0.27% |
$2.83M - $3.24M
|
15.6M
$1.61B
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-44.1K- 25.47% |
$2.9M - $3.32M
|
129K
$13.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-48.8K- 3.87% |
$3.21M - $3.68M
|
1.21M
$125M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-49.5K- 96.88% |
$3.25M - $3.73M
|
1.59K
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-50.9K- 7.85% |
$3.35M - $3.84M
|
597K
$61.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-57.3K- 90.7% |
$3.77M - $4.32M
|
5.87K
$607K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-60.1K- 8.15% |
$3.96M - $4.53M
|
677K
$70M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-60.2K- 92.36% |
$3.96M - $4.54M
|
4.98K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-64K- 14.24% |
$4.21M - $4.83M
|
386K
$39.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.8K- 2.91% |
$5.58M - $6.39M
|
2.83M
$292M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-90.7K- 2.36% |
$5.97M - $6.84M
|
3.76M
$388M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-105K- 42.25% |
$6.88M - $7.89M
|
143K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-106K- 30.39% |
$7M - $8.02M
|
244K
$25.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-112K- 98.41% |
$7.36M - $8.44M
|
1.81K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-116K- 2.2% |
$7.64M - $8.76M
|
5.16M
$533M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-123K- 64.5% |
$8.12M - $9.31M
|
67.9K
$7.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-142K- 0.66% |
$9.37M - $10.7M
|
21.5M
$2.23B
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-153K- 13.97% |
$10.1M - $11.6M
|
944K
$97.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-167K- 31.21% |
$11M - $12.6M
|
367K
$37.9M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-167K- 58.44% |
$11M - $12.6M
|
119K
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-228K- 50.86% |
$15M - $17.2M
|
221K
$22.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-248K- 6.41% |
$16.3M - $18.7M
|
3.62M
$374M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-267K- 78.74% |
$17.5M - $20.1M
|
72K
$7.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-274K- 49.7% |
$18M - $20.7M
|
277K
$28.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-316K- 58.28% |
$20.8M - $23.8M
|
226K
$23.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-321K- 55.76% |
$21.1M - $24.2M
|
254K
$26.3M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-994K- 98.67% |
$65.4M - $75M
|
13.4K
$1.39M
|