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 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
855+ 2.18% |
$62.3K - $72.8K
|
40.1K
$4.03M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
832+ 7.12% |
$60.6K - $70.8K
|
12.5K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
808+ 10.14% |
$58.9K - $68.8K
|
8.78K
$883K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
800New |
$58.3K - $68.1K
|
800
$80.4K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
798+ 10.72% |
$58.2K - $67.9K
|
8.24K
$829K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
792+ 3.16% |
$57.7K - $67.4K
|
25.9K
$2.6M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
792+ 3.75% |
$57.7K - $67.4K
|
21.9K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
751+ 304.05% |
$54.7K - $63.9K
|
998
$100K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
747+ 17.81% |
$54.4K - $63.6K
|
4.94K
$497K
|
|
|
Feb 26, 2025
Q1 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
730+ 16.23% |
$53.2K - $62.2K
|
5.23K
$526K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
726+ 2.53% |
$52.9K - $61.8K
|
29.4K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
719+ 11.35% |
$52.4K - $61.2K
|
7.05K
$709K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
705+ 18.86% |
$51.4K - $60K
|
4.44K
$447K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
686+ 2.48% |
$50K - $58.4K
|
28.3K
$2.85M
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
678+ 0.35% |
$49.4K - $57.7K
|
193K
$19.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
660+ 15.6% |
$48.1K - $56.2K
|
4.89K
$492K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
659+ 1.48% |
$48K - $56.1K
|
45.1K
$4.53M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
658+ 1.88% |
$47.9K - $56K
|
35.7K
$3.59M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
658+ 4.0% |
$47.9K - $56K
|
17.1K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
645+ 1.41% |
$47K - $54.9K
|
46.3K
$4.65M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
632+ 10.41% |
$46.1K - $53.8K
|
6.71K
$674K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
609+ 19.99% |
$44.4K - $51.9K
|
3.66K
$368K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
598+ 2.35% |
$43.6K - $50.9K
|
26K
$2.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
579+ 15.13% |
$42.2K - $49.3K
|
4.41K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
556+ 8.65% |
$40.5K - $47.3K
|
6.98K
$702K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
555+ 5.54% |
$40.4K - $47.3K
|
10.6K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
538+ 1.74% |
$39.2K - $45.8K
|
31.5K
$3.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
531+ 3.78% |
$38.7K - $45.2K
|
14.6K
$1.47M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
530+ 1.06% |
$38.6K - $45.1K
|
50.7K
$5.09M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
526+ 4.22% |
$38.3K - $44.8K
|
13K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
520+ 1.45% |
$37.9K - $44.3K
|
36.3K
$3.65M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
515+ 9.83% |
$37.5K - $43.8K
|
5.76K
$579K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
513+ 58.76% |
$37.4K - $43.7K
|
1.39K
$139K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
506+ 0.87% |
$36.9K - $43.1K
|
58.8K
$5.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
500+ 1.86% |
$36.4K - $42.6K
|
27.4K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
500+ 344.83% |
$36.4K - $42.6K
|
645
$64.9K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
497+ 5.5% |
$36.2K - $42.3K
|
9.54K
$959K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
495+ 5.5% |
$36.1K - $42.1K
|
9.49K
$954K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
493+ 15.33% |
$35.9K - $42K
|
3.71K
$373K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
479+ 11.03% |
$34.9K - $40.8K
|
4.82K
$485K
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
475+ 1.8% |
$34.6K - $40.4K
|
26.9K
$2.7M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
471+ 5.84% |
$34.3K - $40.1K
|
8.54K
$858K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
470+ 107.31% |
$34.2K - $40K
|
908
$91.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
464+ 10.73% |
$33.8K - $39.5K
|
4.79K
$481K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
463+ 4.48% |
$33.7K - $39.4K
|
10.8K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
462+ 154.0% |
$33.7K - $39.3K
|
762
$76.6K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
461+ 4.54% |
$33.6K - $39.2K
|
10.6K
$1.07M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
460New |
$33.5K - $39.2K
|
460
$46.3K
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
447+ 0.85% |
$32.6K - $38.1K
|
53.3K
$5.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
445+ 2.72% |
$32.4K - $37.9K
|
16.8K
$1.69M
|