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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
445+ 2.86% |
$32.4K - $37.9K
|
16K
$1.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
428+ 1.98% |
$31.2K - $36.4K
|
22.1K
$2.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
423+ 14.64% |
$30.8K - $36K
|
3.31K
$333K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
423+ 4.62% |
$30.8K - $36K
|
9.58K
$963K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
420+ 12.09% |
$30.6K - $35.8K
|
3.89K
$391K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
415+ 3.2% |
$30.2K - $35.3K
|
13.4K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
410+ 4.39% |
$29.9K - $34.9K
|
9.75K
$980K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
405+ 14.47% |
$29.5K - $34.5K
|
3.2K
$322K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
403New |
$29.4K - $34.3K
|
403
$40.5K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
400+ 1.21% |
$29.1K - $34.1K
|
33.4K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
397+ 0.75% |
$28.9K - $33.8K
|
53.3K
$5.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
394+ 5.25% |
$28.7K - $33.5K
|
7.9K
$794K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
380+ 1.72% |
$27.7K - $32.4K
|
22.5K
$2.26M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
380+ 4.2% |
$27.7K - $32.4K
|
9.44K
$949K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
379+ 1.12% |
$27.6K - $32.3K
|
34.3K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
375+ 1.82% |
$27.3K - $31.9K
|
21K
$2.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
355+ 9.67% |
$25.9K - $30.2K
|
4.03K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
346+ 4.46% |
$25.2K - $29.5K
|
8.11K
$815K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
342+ 2.99% |
$24.9K - $29.1K
|
11.8K
$1.19M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
341+ 3.65% |
$24.8K - $29K
|
9.7K
$975K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
340+ 2.12% |
$24.8K - $28.9K
|
16.3K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
338+ 8.03% |
$24.6K - $28.8K
|
4.55K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
325+ 1.3% |
$23.7K - $27.7K
|
25.4K
$2.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
310+ 0.06% |
$22.6K - $26.4K
|
528K
$53.1M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
305+ 16.64% |
$22.2K - $26K
|
2.14K
$215K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
301+ 0.43% |
$21.9K - $25.6K
|
71.1K
$7.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
295+ 2.96% |
$21.5K - $25.1K
|
10.3K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
293+ 1.72% |
$21.4K - $24.9K
|
17.3K
$1.74M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
285+ 0.43% |
$20.8K - $24.3K
|
66.8K
$6.72M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
285+ 1.99% |
$20.8K - $24.3K
|
14.6K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
284+ 1.06% |
$20.7K - $24.2K
|
27.1K
$2.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
280+ 3.0% |
$20.4K - $23.8K
|
9.6K
$965K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
277+ 6.85% |
$20.2K - $23.6K
|
4.32K
$434K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
277+ 7.33% |
$20.2K - $23.6K
|
4.06K
$408K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
273+ 0.1% |
$19.9K - $23.2K
|
278K
$27.9M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
265+ 0.27% |
$19.3K - $22.6K
|
99.8K
$10M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
263New |
$19.2K - $22.4K
|
263
$26.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
252+ 4.32% |
$18.4K - $21.5K
|
6.08K
$612K
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
247+ 1.24% |
$18K - $21K
|
20.1K
$2.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
245+ 1.02% |
$17.9K - $20.9K
|
24.3K
$2.45M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
237+ 1.47% |
$17.3K - $20.2K
|
16.4K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
230+ 1.88% |
$16.8K - $19.6K
|
12.4K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
229+ 3.58% |
$16.7K - $19.5K
|
6.62K
$666K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
227+ 0.8% |
$16.5K - $19.3K
|
28.6K
$2.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
223+ 0.61% |
$16.3K - $19K
|
36.6K
$3.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
221+ 4.81% |
$16.1K - $18.8K
|
4.81K
$484K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
218+ 4.41% |
$15.9K - $18.6K
|
5.16K
$519K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
210+ 0.81% |
$15.3K - $17.9K
|
26.2K
$2.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
203+ 0.1% |
$14.8K - $17.3K
|
198K
$19.9M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
203+ 0.22% |
$14.8K - $17.3K
|
93.2K
$9.37M
|