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 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.54K- 1.16% |
$364K - $418K
|
471K
$41.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.54K- 38.36% |
$365K - $418K
|
8.91K
$788K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.75K- 2.19% |
$378K - $433K
|
257K
$22.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-5.82K- 1.35% |
$383K - $439K
|
426K
$37.7M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-6.01K- 11.59% |
$395K - $453K
|
45.8K
$4.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.23K- 2.73% |
$410K - $470K
|
222K
$19.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-6.4K- 1.18% |
$421K - $482K
|
534K
$47.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-6.41K- 4.82% |
$422K - $483K
|
127K
$11.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-6.64K- 9.73% |
$437K - $501K
|
61.7K
$5.45M
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-6.91K- 10.04% |
$454K - $521K
|
61.9K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.92K- 9.53% |
$455K - $522K
|
65.7K
$5.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-6.97K- 11.99% |
$458K - $525K
|
51.1K
$4.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-7.01K- 0.65% |
$461K - $528K
|
1.07M
$94.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.08K- 51.37% |
$466K - $534K
|
6.7K
$593K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-7.12K- 1.91% |
$468K - $537K
|
366K
$32.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-7.23K- 12.86% |
$475K - $545K
|
49K
$4.33M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-7.32K- 47.58% |
$482K - $552K
|
8.07K
$714K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.36K- 1.97% |
$484K - $555K
|
366K
$32.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-7.57K- 2.69% |
$498K - $571K
|
274K
$24.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-7.6K- 7.03% |
$500K - $573K
|
100K
$8.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-7.67K- 4.64% |
$504K - $578K
|
158K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.83K- 9.06% |
$581K - $666K
|
88.6K
$7.83M
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-8.87K- 5.4% |
$583K - $669K
|
155K
$13.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-8.96K- 4.5% |
$589K - $675K
|
190K
$16.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-8.98K- 11.3% |
$591K - $677K
|
70.5K
$6.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-9.21K- 20.73% |
$606K - $694K
|
35.2K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-9.52K- 3.65% |
$626K - $718K
|
251K
$22.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9.57K- 9.18% |
$630K - $722K
|
94.8K
$8.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9.87K- 28.2% |
$649K - $744K
|
25.1K
$2.22M
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-9.87K- 28.2% |
$649K - $744K
|
25.1K
$2.22M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-10.3K- 34.22% |
$677K - $776K
|
19.8K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.4K- 7.66% |
$681K - $781K
|
125K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-10.5K- 1.32% |
$693K - $794K
|
789K
$69.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.7K- 9.99% |
$706K - $809K
|
96.7K
$8.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-10.9K- 8.36% |
$717K - $822K
|
119K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.4K- 4.11% |
$747K - $857K
|
265K
$23.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.6K- 14.73% |
$760K - $872K
|
66.9K
$5.92M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.6K- 31.29% |
$761K - $872K
|
25.4K
$2.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-11.6K- 9.37% |
$761K - $872K
|
112K
$9.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-11.6K- 5.55% |
$762K - $874K
|
197K
$17.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-12K- 7.67% |
$791K - $907K
|
145K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12.1K- 5.75% |
$793K - $909K
|
198K
$17.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-12.2K- 4.55% |
$803K - $920K
|
256K
$22.6M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-12.2K- 1.9% |
$805K - $923K
|
631K
$55.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-12.9K- 10.41% |
$851K - $976K
|
111K
$9.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.4K- 1.65% |
$879K - $1.01M
|
796K
$70.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-13.4K- 10.53% |
$880K - $1.01M
|
114K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-13.8K- 1.97% |
$905K - $1.04M
|
683K
$60.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-13.8K- 3.68% |
$905K - $1.04M
|
360K
$31.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14K- 8.42% |
$923K - $1.06M
|
153K
$13.5M
|