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 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.02K+ 4.83% |
$67K - $76.8K
|
22.1K
$2.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.01K+ 20.02% |
$66.6K - $76.3K
|
6.07K
$661K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
$65.8K - $75.4K
|
1K
$109K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
979+ 0.92% |
$64.4K - $73.8K
|
107K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
979+ 24.05% |
$64.4K - $73.8K
|
5.05K
$550K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
978+ 16.29% |
$64.3K - $73.7K
|
6.98K
$761K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
954+ 0.83% |
$62.8K - $71.9K
|
116K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
900+ 2.8% |
$59.2K - $67.9K
|
33K
$3.6M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
899+ 2.41% |
$59.1K - $67.8K
|
38.2K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
899+ 9.27% |
$59.1K - $67.8K
|
10.6K
$1.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
894+ 8.71% |
$58.8K - $67.4K
|
11.2K
$1.22M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
891New |
$58.6K - $67.2K
|
891
$97.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
877New |
$57.7K - $66.1K
|
877
$95.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
873+ 3.8% |
$57.4K - $65.8K
|
23.9K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
868+ 826.67% |
$57.1K - $65.4K
|
973
$106K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
856+ 14.22% |
$56.3K - $64.5K
|
6.88K
$749K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
835New |
$54.9K - $63K
|
835
$91K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
834+ 3.28% |
$54.9K - $62.9K
|
26.3K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
831+ 1.89% |
$54.7K - $62.7K
|
44.8K
$4.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
830+ 4.39% |
$54.6K - $62.6K
|
19.7K
$2.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
822+ 0.78% |
$54.1K - $62K
|
107K
$11.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
810New |
$53.3K - $61.1K
|
810
$88.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
779+ 13.38% |
$51.2K - $58.7K
|
6.6K
$719K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
752New |
$49.5K - $56.7K
|
752
$81.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
752+ 1.4% |
$49.5K - $56.7K
|
54.6K
$5.95M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
750+ 6.13% |
$49.3K - $56.6K
|
13K
$1.42M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
749+ 11.12% |
$49.3K - $56.5K
|
7.49K
$816K
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
732+ 11.35% |
$48.2K - $55.2K
|
7.18K
$783K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
728New |
$47.9K - $54.9K
|
728
$79.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
726+ 1.54% |
$47.8K - $54.7K
|
47.7K
$5.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
725+ 9.93% |
$47.7K - $54.7K
|
8.03K
$874K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
720New |
$47.4K - $54.3K
|
720
$78.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
718+ 11.74% |
$47.2K - $54.1K
|
6.83K
$745K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
711+ 24.01% |
$46.8K - $53.6K
|
3.67K
$400K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
686+ 4.29% |
$45.1K - $51.7K
|
16.7K
$1.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
673+ 0.36% |
$44.3K - $50.7K
|
189K
$20.6M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
661+ 9.39% |
$43.5K - $49.8K
|
7.7K
$839K
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
656+ 1.54% |
$43.2K - $49.5K
|
43.2K
$4.71M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
654New |
$43K - $49.3K
|
654
$71.3K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
652+ 0.95% |
$42.9K - $49.2K
|
69.5K
$7.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
636+ 5.08% |
$41.8K - $48K
|
13.2K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
629+ 1.17% |
$41.4K - $47.4K
|
54.5K
$5.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
628+ 2.33% |
$41.3K - $47.4K
|
27.6K
$3.01M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
607+ 4.28% |
$39.9K - $45.8K
|
14.8K
$1.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
600+ 4.31% |
$39.5K - $45.2K
|
14.5K
$1.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
599+ 1361.36% |
$39.4K - $45.2K
|
643
$70.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
BUY
|
- |
582+ 6.52% |
$38.3K - $43.9K
|
9.51K
$1.04M
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
581+ 2.56% |
$38.2K - $43.8K
|
23.3K
$2.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
562+ 12.83% |
$37K - $42.4K
|
4.94K
$539K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
545+ 4.16% |
$35.9K - $41.1K
|
13.6K
$1.49M
|