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 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.4K+ 1.26% |
$814K - $933K
|
996K
$103M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.4K+ 1.58% |
$812K - $931K
|
796K
$82.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12KNew |
$792K - $908K
|
12K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
12KNew |
$788K - $904K
|
12K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
12KNew |
$787K - $902K
|
12K
$1.24M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
11.9KNew |
$783K - $898K
|
11.9K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
11.9KNew |
$781K - $896K
|
11.9K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.9K+ 26.99% |
$779K - $893K
|
55.8K
$5.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
11.7KNew |
$769K - $881K
|
11.7K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.5K+ 9.57% |
$759K - $871K
|
132K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
11.3KNew |
$746K - $855K
|
11.3K
$1.17M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
11K+ 10.77% |
$725K - $831K
|
113K
$11.7M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
10.9KNew |
$714K - $819K
|
10.9K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.8K+ 10.74% |
$712K - $816K
|
112K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10.8K+ 176.14% |
$708K - $811K
|
16.9K
$1.74M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$697K - $799K
|
10.6K
$1.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
10.6KNew |
$695K - $796K
|
10.6K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.4K+ 2.51% |
$684K - $784K
|
424K
$43.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
10.2KNew |
$673K - $771K
|
10.2K
$1.06M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.2K+ 4.45% |
$672K - $771K
|
240K
$24.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
10.2KNew |
$669K - $767K
|
10.2K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10K+ 155.31% |
$660K - $757K
|
16.5K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
9.93K+ 0.93% |
$653K - $749K
|
1.08M
$112M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.93K+ 11.4% |
$653K - $749K
|
97K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
9.92K+ 27.58% |
$653K - $748K
|
45.9K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.9K+ 4.5% |
$651K - $746K
|
230K
$23.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.79K+ 1.14% |
$644K - $738K
|
868K
$89.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
9.74KNew |
$640K - $734K
|
9.74K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.5K+ 14.88% |
$625K - $716K
|
73.3K
$7.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
9.47KNew |
$623K - $714K
|
9.47K
$978K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.43KNew |
$620K - $711K
|
9.43K
$974K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
9.06KNew |
$596K - $683K
|
9.06K
$936K
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9.04KNew |
$595K - $682K
|
9.04K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
9KNew |
$592K - $679K
|
9K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
8.99KNew |
$592K - $678K
|
8.99K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
8.77K+ 18.5% |
$577K - $661K
|
56.2K
$5.8M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8.76KNew |
$576K - $661K
|
8.76K
$905K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.71KNew |
$573K - $657K
|
8.71K
$900K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8.47K+ 207.32% |
$557K - $638K
|
12.6K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
8.45K+ 35.2% |
$556K - $637K
|
32.5K
$3.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.44KNew |
$555K - $637K
|
8.44K
$872K
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
8.41KNew |
$553K - $634K
|
8.41K
$869K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.4K+ 8.83% |
$553K - $633K
|
104K
$10.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.19K+ 9.84% |
$538K - $617K
|
91.4K
$9.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.19K+ 9.84% |
$538K - $617K
|
91.4K
$9.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
8.11K+ 15.79% |
$534K - $612K
|
59.5K
$6.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
8.02KNew |
$527K - $604K
|
8.02K
$828K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.92KNew |
$521K - $597K
|
7.92K
$818K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
7.88KNew |
$518K - $594K
|
7.88K
$813K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.75K+ 43.86% |
$510K - $584K
|
25.4K
$2.62M
|