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 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.83K+ 2.83% |
$120K - $138K
|
66.5K
$6.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.82K+ 3.57% |
$120K - $137K
|
52.8K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.81K+ 15.59% |
$119K - $136K
|
13.4K
$1.39M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.81K+ 513.07% |
$119K - $136K
|
2.16K
$223K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.75K+ 14.27% |
$115K - $132K
|
14K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.74K+ 20.02% |
$114K - $131K
|
10.4K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.67K+ 15.49% |
$110K - $126K
|
12.4K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.64K+ 1.59% |
$108K - $123K
|
104K
$10.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.61K+ 1.7% |
$106K - $121K
|
96.4K
$9.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.6K+ 8.07% |
$105K - $121K
|
21.4K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.54K+ 1477.88% |
$101K - $116K
|
1.64K
$169K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.54K+ 6.02% |
$101K - $116K
|
27K
$2.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.52K+ 49.82% |
$100K - $115K
|
4.58K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.5K+ 9.8% |
$98.5K - $113K
|
16.8K
$1.73M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.49K+ 2.09% |
$97.7K - $112K
|
72.5K
$7.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.38K+ 3.68% |
$91K - $104K
|
39K
$4.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.32K+ 15.43% |
$87.1K - $99.8K
|
9.91K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.31K+ 0.27% |
$86K - $98.6K
|
490K
$50.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.3K+ 23.47% |
$85.3K - $97.8K
|
6.82K
$705K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.29K+ 33.49% |
$85.1K - $97.6K
|
5.16K
$533K
|
|
|
Jan 26, 2024
Q4 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.27K+ 2.03% |
$83.3K - $95.5K
|
63.7K
$6.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.24K+ 1.82% |
$81.5K - $93.4K
|
69.2K
$7.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.23K+ 61.07% |
$81.1K - $93K
|
3.25K
$336K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.22K+ 4.17% |
$80.3K - $92K
|
30.5K
$3.15M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.19K+ 36.91% |
$78.5K - $90K
|
4.43K
$457K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.19K+ 36.91% |
$78.5K - $90K
|
4.43K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
1.18K+ 0.56% |
$77.8K - $89.2K
|
213K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.18KNew |
$77.6K - $89K
|
1.18K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.16K+ 0.1% |
$76.3K - $87.5K
|
1.11M
$114M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.13K+ 4.9% |
$74.6K - $85.5K
|
24.3K
$2.51M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.13K+ 11.72% |
$74.1K - $85K
|
10.7K
$1.11M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.12KNew |
$73.4K - $84.1K
|
1.12K
$115K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
1.12K+ 35.54% |
$73.3K - $84.1K
|
4.25K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.11K+ 1.12% |
$73.2K - $83.9K
|
100K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.11K+ 31.57% |
$73.2K - $83.9K
|
4.64K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.09KNew |
$71.9K - $82.4K
|
1.09K
$113K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.09K+ 3.96% |
$71.4K - $81.9K
|
28.5K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.08K+ 54.57% |
$71.1K - $81.5K
|
3.06K
$316K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.08K+ 32.59% |
$71K - $81.4K
|
4.39K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.07K+ 20.94% |
$70.3K - $80.5K
|
6.17K
$637K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.02K+ 4.83% |
$67K - $76.8K
|
22.1K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.01K+ 20.02% |
$66.6K - $76.3K
|
6.07K
$627K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$65.8K - $75.4K
|
1K
$103K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
979+ 0.92% |
$64.4K - $73.8K
|
107K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
979+ 24.05% |
$64.4K - $73.8K
|
5.05K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
978+ 16.29% |
$64.3K - $73.7K
|
6.98K
$721K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
954+ 0.83% |
$62.8K - $71.9K
|
116K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
900+ 2.8% |
$59.2K - $67.9K
|
33K
$3.41M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
899+ 2.41% |
$59.1K - $67.8K
|
38.2K
$3.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
899+ 9.27% |
$59.1K - $67.8K
|
10.6K
$1.09M
|