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 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
2.8KNew |
$184K - $211K
|
2.8K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.8KNew |
$184K - $211K
|
2.8K
$289K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 8.9% |
$184K - $211K
|
34.2K
$3.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 5.3% |
$183K - $210K
|
55.3K
$5.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
2.78KNew |
$183K - $210K
|
2.78K
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.77K+ 44.01% |
$182K - $209K
|
9.08K
$937K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.77KNew |
$182K - $209K
|
2.77K
$286K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
2.74K+ 27.79% |
$180K - $207K
|
12.6K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.74KNew |
$180K - $207K
|
2.74K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
2.74KNew |
$180K - $206K
|
2.74K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$180K - $206K
|
2.74K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.73KNew |
$180K - $206K
|
2.73K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.73KNew |
$180K - $206K
|
2.73K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.71K+ 5.01% |
$178K - $204K
|
56.7K
$5.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
2.7KNew |
$177K - $203K
|
2.7K
$278K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.69KNew |
$177K - $203K
|
2.69K
$278K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.68KNew |
$176K - $202K
|
2.68K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.67KNew |
$176K - $201K
|
2.67K
$276K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.67KNew |
$176K - $201K
|
2.67K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.66K+ 23.84% |
$175K - $201K
|
13.8K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.64K+ 0.3% |
$174K - $199K
|
882K
$91.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.63K+ 18.95% |
$173K - $198K
|
16.5K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.59KNew |
$171K - $195K
|
2.59K
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.44K+ 21.56% |
$160K - $184K
|
13.7K
$1.42M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.38KNew |
$157K - $179K
|
2.38K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.38K+ 74.34% |
$156K - $179K
|
5.57K
$575K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.34K+ 15.92% |
$154K - $177K
|
17.1K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.34K+ 3.18% |
$154K - $176K
|
76K
$7.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.33K+ 3112.0% |
$154K - $176K
|
2.41K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.32K+ 45.2% |
$152K - $175K
|
7.45K
$769K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.31K+ 2.03% |
$152K - $174K
|
116K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 1.25% |
$151K - $173K
|
186K
$19.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.29K+ 14.32% |
$151K - $173K
|
18.3K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
2.29K+ 4.31% |
$150K - $172K
|
55.3K
$5.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.28K+ 14.98% |
$150K - $172K
|
17.5K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.26K+ 12.47% |
$149K - $171K
|
20.4K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.21K+ 3.82% |
$146K - $167K
|
60.1K
$6.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.21K+ 2.49% |
$145K - $167K
|
90.9K
$9.39M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.18K+ 2.51% |
$144K - $165K
|
89.1K
$9.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.16K+ 15.51% |
$142K - $163K
|
16.1K
$1.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.15K+ 10.78% |
$141K - $162K
|
22K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.12K+ 20.49% |
$139K - $159K
|
12.4K
$1.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.11K+ 797.74% |
$139K - $159K
|
2.38K
$246K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.08K+ 3.11% |
$137K - $157K
|
69K
$7.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
2.06KNew |
$135K - $155K
|
2.06K
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.04K+ 10.31% |
$134K - $154K
|
21.8K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.93K+ 16.85% |
$127K - $146K
|
13.4K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.88K+ 4.74% |
$123K - $141K
|
41.5K
$4.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.87K+ 29.49% |
$123K - $141K
|
8.21K
$848K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.87K+ 9.44% |
$123K - $141K
|
21.6K
$2.23M
|