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 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.58KNew |
$236K - $270K
|
3.58K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.58KNew |
$235K - $270K
|
3.58K
$370K
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.54K+ 2.69% |
$233K - $267K
|
135K
$13.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3.52K+ 144.9% |
$232K - $265K
|
5.95K
$615K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.51K+ 4.02% |
$231K - $265K
|
90.8K
$9.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.51KNew |
$231K - $264K
|
3.51K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$230K - $264K
|
3.5K
$361K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
3.48KNew |
$229K - $262K
|
3.48K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.48K+ 37.46% |
$229K - $262K
|
12.8K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.48KNew |
$229K - $262K
|
3.48K
$359K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.47KNew |
$229K - $262K
|
3.47K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
3.46K+ 1.37% |
$227K - $261K
|
256K
$26.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
3.45KNew |
$227K - $260K
|
3.45K
$356K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
3.45K+ 12.05% |
$227K - $260K
|
32K
$3.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.36K+ 19.89% |
$221K - $253K
|
20.3K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.36KNew |
$221K - $253K
|
3.36K
$347K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
3.35K+ 8.39% |
$220K - $253K
|
43.3K
$4.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.34K+ 13.36% |
$220K - $252K
|
28.4K
$2.93M
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.33KNew |
$219K - $251K
|
3.33K
$344K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.29KNew |
$216K - $248K
|
3.29K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.28K+ 1.73% |
$216K - $247K
|
193K
$20M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.26K+ 32.28% |
$214K - $246K
|
13.4K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.22K+ 5.5% |
$212K - $243K
|
61.9K
$6.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.22KNew |
$212K - $243K
|
3.22K
$333K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.22K+ 13.47% |
$212K - $243K
|
27.1K
$2.8M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3.21KNew |
$211K - $242K
|
3.21K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.2K+ 3.8% |
$211K - $242K
|
87.4K
$9.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.2K+ 53.24% |
$210K - $241K
|
9.2K
$950K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.19K+ 100.0% |
$210K - $241K
|
6.38K
$659K
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
3.19KNew |
$210K - $241K
|
3.19K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.13K+ 97.75% |
$206K - $236K
|
6.33K
$654K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.11K+ 28.1% |
$205K - $235K
|
14.2K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
3.1KNew |
$204K - $234K
|
3.1K
$320K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.1KNew |
$204K - $233K
|
3.1K
$320K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
3.08K+ 4.4% |
$202K - $232K
|
73K
$7.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
3.08KNew |
$202K - $232K
|
3.08K
$318K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.05KNew |
$200K - $230K
|
3.05K
$315K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
3.03KNew |
$199K - $228K
|
3.03K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.01K+ 126.1% |
$198K - $227K
|
5.39K
$556K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3KNew |
$197K - $226K
|
3K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.97K+ 6.44% |
$195K - $224K
|
49K
$5.06M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.97K+ 11.15% |
$195K - $224K
|
29.6K
$3.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.91K+ 5.37% |
$192K - $220K
|
57.1K
$5.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
2.89KNew |
$190K - $218K
|
2.89K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
2.89KNew |
$190K - $218K
|
2.89K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
2.82KNew |
$185K - $213K
|
2.82K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.82K+ 21.58% |
$185K - $213K
|
15.9K
$1.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
BUY
|
- |
2.81KNew |
$185K - $212K
|
2.81K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.8KNew |
$184K - $211K
|
2.8K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.8KNew |
$184K - $211K
|
2.8K
$289K
|