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
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
7.57K+ 12.09% |
$498K - $571K
|
70.2K
$7.25M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
7.45KNew |
$490K - $562K
|
7.45K
$770K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
7.45K+ 22.48% |
$490K - $562K
|
40.6K
$4.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
7.4KNew |
$487K - $558K
|
7.4K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
7.39K+ 226.73% |
$486K - $557K
|
10.6K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.33KNew |
$482K - $553K
|
7.33K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
7.33KNew |
$482K - $552K
|
7.33K
$757K
|
|
|
Feb 15, 2024
Q4 2023
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
7.31K+ 2.94% |
$481K - $551K
|
256K
$26.4M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.3KNew |
$480K - $550K
|
7.3K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
7.25KNew |
$477K - $547K
|
7.25K
$749K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7.23KNew |
$475K - $545K
|
7.23K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.17K+ 34.91% |
$472K - $541K
|
27.7K
$2.86M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
7.15KNew |
$470K - $539K
|
7.15K
$738K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.1K+ 5.37% |
$467K - $535K
|
139K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.09K+ 193.56% |
$466K - $535K
|
10.8K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.07K+ 215.06% |
$465K - $533K
|
10.4K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
7.05K+ 72.96% |
$464K - $531K
|
16.7K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6.92K+ 56.51% |
$455K - $522K
|
19.2K
$1.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.91K+ 50.07% |
$454K - $521K
|
20.7K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.79K+ 10.9% |
$446K - $512K
|
69K
$7.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6.76K+ 9.09% |
$445K - $510K
|
81.2K
$8.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.71K+ 2.04% |
$442K - $506K
|
336K
$34.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.69K+ 64.93% |
$440K - $504K
|
17K
$1.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.69K+ 26.13% |
$440K - $504K
|
32.3K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
6.64K+ 14.36% |
$437K - $501K
|
52.9K
$5.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
6.62K+ 187.86% |
$436K - $499K
|
10.1K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
6.56K+ 11.28% |
$431K - $494K
|
64.7K
$6.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.49K+ 82.96% |
$427K - $489K
|
14.3K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.46K+ 6.11% |
$425K - $487K
|
112K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.21K+ 102.92% |
$409K - $468K
|
12.3K
$1.27M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.15KNew |
$404K - $463K
|
6.15K
$635K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
6.11KNew |
$402K - $461K
|
6.11K
$631K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
BUY
|
- |
6.08KNew |
$400K - $458K
|
6.08K
$628K
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
6KNew |
$395K - $452K
|
6K
$620K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
5.97K+ 9.2% |
$393K - $450K
|
70.8K
$7.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.87K+ 28.24% |
$386K - $443K
|
26.7K
$2.75M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.84KNew |
$384K - $440K
|
5.84K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.83KNew |
$384K - $440K
|
5.83K
$602K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.77K+ 5.25% |
$379K - $435K
|
116K
$11.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.68K+ 2.47% |
$373K - $428K
|
235K
$24.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.55K+ 111.75% |
$365K - $418K
|
10.5K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.52K+ 92.09% |
$363K - $416K
|
11.5K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
5.41K+ 141.95% |
$356K - $408K
|
9.22K
$952K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.4K+ 16.24% |
$355K - $407K
|
38.7K
$3.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5.38KNew |
$354K - $406K
|
5.38K
$556K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.37KNew |
$353K - $405K
|
5.37K
$555K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
5.31K+ 17.84% |
$349K - $401K
|
35.1K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.28K+ 6.14% |
$347K - $398K
|
91.2K
$9.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.26K+ 59.43% |
$346K - $396K
|
14.1K
$1.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.23KNew |
$344K - $394K
|
5.23K
$540K
|