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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-64K- 14.24% |
$4.21M - $4.83M
|
386K
$40.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.8K- 2.91% |
$5.58M - $6.39M
|
2.83M
$298M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-90.7K- 2.36% |
$5.97M - $6.84M
|
3.76M
$395M
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-103KClosed |
$6.79M - $7.78M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-105K- 42.25% |
$6.88M - $7.89M
|
143K
$15M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-106K- 30.39% |
$7M - $8.02M
|
244K
$25.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-112K- 98.41% |
$7.36M - $8.44M
|
1.81K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-116K- 2.2% |
$7.64M - $8.76M
|
5.16M
$542M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-123K- 64.5% |
$8.12M - $9.31M
|
67.9K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-142K- 0.66% |
$9.37M - $10.7M
|
21.5M
$2.26B
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-153K- 13.97% |
$10.1M - $11.6M
|
944K
$99.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-167K- 31.21% |
$11M - $12.6M
|
367K
$38.6M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-167K- 58.44% |
$11M - $12.6M
|
119K
$12.5M
|
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-206K- 18.66% |
$13.6M - $15.5M
|
898K
$94.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-228K- 50.86% |
$15M - $17.2M
|
221K
$23.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-248K- 6.41% |
$16.3M - $18.7M
|
3.62M
$381M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-267K- 78.74% |
$17.5M - $20.1M
|
72K
$7.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-274K- 49.7% |
$18M - $20.7M
|
277K
$29.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-316K- 58.28% |
$20.8M - $23.8M
|
226K
$23.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-321K- 55.76% |
$21.1M - $24.2M
|
254K
$26.7M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-994K- 98.67% |
$65.4M - $75M
|
13.4K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.1M- 22.08% |
$72.1M - $82.7M
|
3.87M
$407M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.93M- 21.3% |
$127M - $145M
|
7.12M
$749M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.64M- 10.91% |
$239M - $274M
|
29.7M
$3.12B
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.11M- 28.43% |
$336M - $385M
|
12.9M
$1.35B
|