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 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$146 - $170
|
10K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$146 - $170
|
2.74K
$275K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$146 - $170
|
6.52K
$655K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.04% |
$146 - $170
|
4.59K
$461K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$72.9 - $85.1
|
815
$81.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$72.9 - $85.1
|
10.3K
$1.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$72.9 - $85.1
|
28K
$2.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$72.9 - $85.1
|
1
$101
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.03% |
$72.9 - $85.1
|
2.95K
$296K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.08% |
$72.9 - $85.1
|
1.24K
$125K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
1+ 0.03% |
$72.9 - $85.1
|
2.89K
$291K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$72.9 - $85.1
|
4.05K
$407K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.1% |
$72.9 - $85.1
|
1.02K
$102K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.17% |
$72.9 - $85.1
|
579
$58.2K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$72.9 - $85.1
|
753
$75.7K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$72.9 - $85.1
|
8.88K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$72.9 - $85.1
|
4.35K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.56% |
$72.9 - $85.1
|
179
$18K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$72.9 - $85.1
|
468
$47.1K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$72.9 - $85.1
|
15.3K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3- 0.09% |
$219 - $255
|
3.48K
$349K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 0.08% |
$291 - $341
|
4.8K
$482K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5- 0.15% |
$364 - $426
|
3.35K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5- 0.01% |
$364 - $426
|
54.1K
$5.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9- 0.09% |
$656 - $766
|
9.69K
$974K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-10- 0.1% |
$729 - $851
|
9.58K
$963K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-12- 0.43% |
$874 - $1.02K
|
2.75K
$276K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-12- 3.07% |
$874 - $1.02K
|
379
$38.1K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-13- 0.1% |
$947 - $1.11K
|
13.4K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-14- 0.13% |
$1.02K - $1.19K
|
10.9K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14- 0.18% |
$1.02K - $1.19K
|
7.95K
$799K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-15- 0.44% |
$1.09K - $1.28K
|
3.43K
$344K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-19- 0.1% |
$1.38K - $1.62K
|
18.9K
$1.9M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-19- 0.4% |
$1.38K - $1.62K
|
4.74K
$477K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-19- 0.42% |
$1.38K - $1.62K
|
4.53K
$456K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-20- 0.49% |
$1.46K - $1.7K
|
4.04K
$406K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-21- 0.13% |
$1.53K - $1.79K
|
15.7K
$1.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-22- 0.04% |
$1.6K - $1.87K
|
56K
$5.63M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-22- 0.01% |
$1.6K - $1.87K
|
175K
$17.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23- 0.43% |
$1.68K - $1.96K
|
5.35K
$538K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-23- 0.04% |
$1.68K - $1.96K
|
54.7K
$5.51M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23- 0.22% |
$1.68K - $1.96K
|
10.2K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-24- 0.49% |
$1.75K - $2.04K
|
4.9K
$492K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-24- 0.34% |
$1.75K - $2.04K
|
7.02K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-24- 13.71% |
$1.75K - $2.04K
|
151
$15.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25- 0.59% |
$1.82K - $2.13K
|
4.18K
$420K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-25- 0.1% |
$1.82K - $2.13K
|
24.9K
$2.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-28- 0.61% |
$2.04K - $2.38K
|
4.58K
$460K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-29- 0.13% |
$2.11K - $2.47K
|
22.7K
$2.28M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-29- 0.41% |
$2.11K - $2.47K
|
7.12K
$716K
|