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 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-109- 0.84% |
$7.94K - $9.28K
|
12.9K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-110- 3.97% |
$8.02K - $9.37K
|
2.66K
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-111- 3.02% |
$8.09K - $9.45K
|
3.57K
$358K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-112- 1.12% |
$8.16K - $9.54K
|
9.86K
$991K
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.46% |
$8.23K - $9.62K
|
7.61K
$765K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-116- 3.81% |
$8.45K - $9.88K
|
2.93K
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-119- 3.66% |
$8.67K - $10.1K
|
3.13K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-121- 4.31% |
$8.82K - $10.3K
|
2.69K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-123- 0.44% |
$8.96K - $10.5K
|
28K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-123- 0.88% |
$8.96K - $10.5K
|
13.9K
$1.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-127- 25.87% |
$9.25K - $10.8K
|
364
$36.6K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-128- 2.38% |
$9.33K - $10.9K
|
5.26K
$529K
|
|
|
Apr 22, 2024
Q1 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-130- 3.95% |
$9.47K - $11.1K
|
3.16K
$318K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-130- 3.02% |
$9.47K - $11.1K
|
4.18K
$420K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-130- 0.61% |
$9.47K - $11.1K
|
21.3K
$2.14M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-132- 0.27% |
$9.62K - $11.2K
|
48.5K
$4.88M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-133- 0.07% |
$9.69K - $11.3K
|
184K
$18.5M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-135- 1.27% |
$9.84K - $11.5K
|
10.5K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-138- 1.46% |
$10.1K - $11.7K
|
9.3K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-139- 5.08% |
$10.1K - $11.8K
|
2.6K
$261K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-142- 3.21% |
$10.3K - $12.1K
|
4.28K
$431K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-143- 0.89% |
$10.4K - $12.2K
|
15.8K
$1.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-146- 5.11% |
$10.6K - $12.4K
|
2.71K
$273K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-146- 13.32% |
$10.6K - $12.4K
|
950
$95.5K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-147- 0.53% |
$10.7K - $12.5K
|
27.6K
$2.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-150- 3.17% |
$10.9K - $12.8K
|
4.59K
$461K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-150- 3.09% |
$10.9K - $12.8K
|
4.71K
$473K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-150- 4.54% |
$10.9K - $12.8K
|
3.16K
$317K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-150- 2.76% |
$10.9K - $12.8K
|
5.29K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-157- 1.8% |
$11.4K - $13.4K
|
8.56K
$860K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-162- 1.04% |
$11.8K - $13.8K
|
15.5K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-167- 0.96% |
$12.2K - $14.2K
|
17.2K
$1.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-170- 1.08% |
$12.4K - $14.5K
|
15.6K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-170- 1.59% |
$12.4K - $14.5K
|
10.5K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-177- 0.93% |
$12.9K - $15.1K
|
18.8K
$1.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-180- 0.68% |
$13.1K - $15.3K
|
26.1K
$2.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-180- 0.55% |
$13.1K - $15.3K
|
32.3K
$3.25M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-181- 5.27% |
$13.2K - $15.4K
|
3.26K
$327K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-182- 3.89% |
$13.3K - $15.5K
|
4.5K
$453K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-185- 2.12% |
$13.5K - $15.8K
|
8.54K
$858K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-194- 29.66% |
$14.1K - $16.5K
|
460
$46.3K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-194- 5.21% |
$14.1K - $16.5K
|
3.53K
$355K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-197- 1.99% |
$14.4K - $16.8K
|
9.71K
$976K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-200- 3.57% |
$14.6K - $17K
|
5.4K
$543K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-200- 1.59% |
$14.6K - $17K
|
12.4K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-200- 0.57% |
$14.6K - $17K
|
35K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-200- 7.09% |
$14.6K - $17K
|
2.62K
$263K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-207- 1.23% |
$15.1K - $17.6K
|
16.6K
$1.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-207- 2.32% |
$15.1K - $17.6K
|
8.7K
$875K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-212- 27.08% |
$15.4K - $18K
|
571
$57.4K
|