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 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.2K+ 30.81% |
$1.79M - $2.05M
|
115K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.7K+ 5.69% |
$1.76M - $2.01M
|
496K
$50.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
25.4KNew |
$1.67M - $1.91M
|
25.4K
$2.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
25KNew |
$1.64M - $1.88M
|
25K
$2.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
24.8K+ 27.28% |
$1.63M - $1.87M
|
116K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
24K+ 44.69% |
$1.58M - $1.81M
|
77.7K
$7.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
23.8K+ 18.94% |
$1.56M - $1.79M
|
149K
$15.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
22.6K+ 0.74% |
$1.49M - $1.7M
|
3.06M
$314M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.4K+ 3.97% |
$1.47M - $1.69M
|
587K
$60.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
22.3KNew |
$1.46M - $1.68M
|
22.3K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22K+ 2.08% |
$1.45M - $1.66M
|
1.08M
$111M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
21.7KNew |
$1.42M - $1.63M
|
21.7K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.6K+ 5.3% |
$1.42M - $1.63M
|
430K
$44M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
21.1KNew |
$1.39M - $1.59M
|
21.1K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
20.5K+ 46.34% |
$1.35M - $1.54M
|
64.6K
$6.62M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
20.3KNew |
$1.34M - $1.53M
|
20.3K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
19.7K+ 13.95% |
$1.29M - $1.48M
|
161K
$16.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
19.2K+ 12.94% |
$1.26M - $1.45M
|
168K
$17.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
19.1KNew |
$1.25M - $1.44M
|
19.1K
$1.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
18.9K+ 5.24% |
$1.24M - $1.43M
|
380K
$38.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
18.6KNew |
$1.22M - $1.4M
|
18.6K
$1.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
18.5KNew |
$1.22M - $1.4M
|
18.5K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
18.5KNew |
$1.21M - $1.39M
|
18.5K
$1.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
17.7K+ 6.11% |
$1.16M - $1.33M
|
307K
$31.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.5K+ 4.64% |
$1.15M - $1.32M
|
394K
$40.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
17.1KNew |
$1.12M - $1.29M
|
17.1K
$1.75M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
16.9K+ 340.63% |
$1.11M - $1.27M
|
21.8K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 51.9% |
$1.11M - $1.27M
|
49.2K
$5.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.7K+ 10.53% |
$1.1M - $1.26M
|
175K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 36.83% |
$1.06M - $1.22M
|
59.9K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16KNew |
$1.05M - $1.21M
|
16K
$1.64M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
16KNew |
$1.05M - $1.21M
|
16K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.5K+ 25.8% |
$1.02M - $1.17M
|
75.7K
$7.75M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
15.5KNew |
$1.02M - $1.17M
|
15.5K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
15.3KNew |
$1.01M - $1.15M
|
15.3K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
15.3K+ 8.21% |
$1M - $1.15M
|
201K
$20.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.3K+ 15.3% |
$1M - $1.15M
|
115K
$11.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
15.1KNew |
$991K - $1.14M
|
15.1K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
14.6KNew |
$961K - $1.1M
|
14.6K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.4K+ 137.28% |
$947K - $1.09M
|
24.9K
$2.55M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
14.4KNew |
$945K - $1.08M
|
14.4K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
14.1K+ 67.03% |
$927K - $1.06M
|
35.1K
$3.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
14.1K+ 4.9% |
$925K - $1.06M
|
301K
$30.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.9K+ 2.37% |
$914K - $1.05M
|
601K
$61.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.7K+ 148.45% |
$903K - $1.03M
|
23K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
13.7KNew |
$899K - $1.03M
|
13.7K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.6K+ 291.04% |
$898K - $1.03M
|
18.3K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
13.1KNew |
$862K - $988K
|
13.1K
$1.34M
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.9KNew |
$849K - $973K
|
12.9K
$1.32M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 23.77% |
$840K - $962K
|
66.5K
$6.81M
|