Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$72.9 - $85.1
|
10.3K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$72.9 - $85.1
|
28K
$2.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$72.9 - $85.1
|
1
$104
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.03% |
$72.9 - $85.1
|
2.95K
$307K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.08% |
$72.9 - $85.1
|
1.24K
$129K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
1+ 0.03% |
$72.9 - $85.1
|
2.89K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$72.9 - $85.1
|
4.05K
$422K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.1% |
$72.9 - $85.1
|
1.02K
$106K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.17% |
$72.9 - $85.1
|
579
$60.3K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$72.9 - $85.1
|
753
$78.5K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$72.9 - $85.1
|
8.88K
$925K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$72.9 - $85.1
|
4.35K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.56% |
$72.9 - $85.1
|
179
$18.7K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$72.9 - $85.1
|
468
$48.8K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$72.9 - $85.1
|
15.3K
$1.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3- 0.09% |
$219 - $255
|
3.48K
$362K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 0.08% |
$291 - $341
|
4.8K
$500K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5- 0.15% |
$364 - $426
|
3.35K
$349K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5- 0.01% |
$364 - $426
|
54.1K
$5.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9- 0.09% |
$656 - $766
|
9.69K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-10- 0.1% |
$729 - $851
|
9.58K
$998K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-12- 0.43% |
$874 - $1.02K
|
2.75K
$286K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-12- 3.07% |
$874 - $1.02K
|
379
$39.5K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-13- 0.1% |
$947 - $1.11K
|
13.4K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-14- 0.13% |
$1.02K - $1.19K
|
10.9K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14- 0.18% |
$1.02K - $1.19K
|
7.95K
$828K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-15- 0.44% |
$1.09K - $1.28K
|
3.43K
$357K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-19- 0.1% |
$1.38K - $1.62K
|
18.9K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-19- 0.4% |
$1.38K - $1.62K
|
4.74K
$494K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-19- 0.42% |
$1.38K - $1.62K
|
4.53K
$472K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-20- 0.49% |
$1.46K - $1.7K
|
4.04K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-21- 0.13% |
$1.53K - $1.79K
|
15.7K
$1.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-22- 0.04% |
$1.6K - $1.87K
|
56K
$5.83M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-22- 0.01% |
$1.6K - $1.87K
|
175K
$18.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23- 0.43% |
$1.68K - $1.96K
|
5.35K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-23- 0.04% |
$1.68K - $1.96K
|
54.7K
$5.7M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23- 0.22% |
$1.68K - $1.96K
|
10.2K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-24- 0.49% |
$1.75K - $2.04K
|
4.9K
$510K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-24- 0.34% |
$1.75K - $2.04K
|
7.02K
$732K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-24- 13.71% |
$1.75K - $2.04K
|
151
$15.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25- 0.59% |
$1.82K - $2.13K
|
4.18K
$435K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-25- 0.1% |
$1.82K - $2.13K
|
24.9K
$2.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-28- 0.61% |
$2.04K - $2.38K
|
4.58K
$477K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-29- 0.13% |
$2.11K - $2.47K
|
22.7K
$2.37M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-29- 0.41% |
$2.11K - $2.47K
|
7.12K
$741K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-33- 0.76% |
$2.4K - $2.81K
|
4.33K
$451K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-34- 0.29% |
$2.48K - $2.89K
|
11.6K
$1.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-37- 0.07% |
$2.7K - $3.15K
|
56.8K
$5.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-39- 0.61% |
$2.84K - $3.32K
|
6.37K
$664K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-39- 0.14% |
$2.84K - $3.32K
|
27.9K
$2.9M
|