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 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
2.47KNew |
$180K - $210K
|
2.47K
$252K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.46KNew |
$179K - $209K
|
2.46K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
2.46KNew |
$179K - $209K
|
2.46K
$251K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2.45KNew |
$179K - $209K
|
2.45K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.45KNew |
$178K - $208K
|
2.45K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.44K+ 1.07% |
$178K - $208K
|
230K
$23.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.43KNew |
$177K - $207K
|
2.43K
$248K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.42KNew |
$177K - $206K
|
2.42K
$247K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$176K - $206K
|
2.41K
$246K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.41KNew |
$176K - $205K
|
2.41K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.41KNew |
$176K - $205K
|
2.41K
$246K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.41K+ 2.08% |
$175K - $205K
|
118K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.39KNew |
$174K - $203K
|
2.39K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.38KNew |
$173K - $202K
|
2.38K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.38KNew |
$173K - $202K
|
2.38K
$242K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.38K+ 2.32% |
$173K - $202K
|
105K
$10.7M
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$173K - $202K
|
2.37K
$242K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.36K+ 20.78% |
$172K - $201K
|
13.7K
$1.4M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
2.36KNew |
$172K - $201K
|
2.36K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
2.31KNew |
$168K - $196K
|
2.31K
$235K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.28K+ 74.4% |
$166K - $194K
|
5.34K
$545K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
2.23K+ 59.61% |
$163K - $190K
|
5.98K
$610K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.22K+ 43.95% |
$162K - $189K
|
7.27K
$741K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.19K+ 37.62% |
$160K - $186K
|
8.01K
$817K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.17K+ 79.16% |
$158K - $185K
|
4.91K
$501K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.16KNew |
$157K - $184K
|
2.16K
$220K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.16KNew |
$157K - $183K
|
2.16K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.12K+ 0.85% |
$154K - $180K
|
251K
$25.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.1K+ 9.8% |
$153K - $179K
|
23.5K
$2.4M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.09K+ 2.46% |
$152K - $178K
|
87K
$8.88M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2.08K+ 1.09% |
$152K - $177K
|
193K
$19.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.99K+ 1.54% |
$145K - $170K
|
131K
$13.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.97K+ 11.7% |
$144K - $168K
|
18.8K
$1.92M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.96K+ 55.92% |
$143K - $167K
|
5.47K
$558K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.88K+ 1.4% |
$137K - $160K
|
136K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1.81KNew |
$132K - $154K
|
1.81K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.81K+ 12.91% |
$132K - $154K
|
15.8K
$1.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.81K+ 3.14% |
$132K - $154K
|
59.3K
$6.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.8K+ 19.82% |
$131K - $153K
|
10.9K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.74K+ 14.13% |
$127K - $148K
|
14K
$1.43M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.73K+ 3.17% |
$126K - $147K
|
56.2K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.71K+ 61.21% |
$125K - $146K
|
4.51K
$460K
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
1.68K+ 0.94% |
$122K - $143K
|
181K
$18.5M
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.67K+ 0.61% |
$122K - $143K
|
276K
$28.1M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.65K+ 39.29% |
$120K - $140K
|
5.85K
$597K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.63K+ 320.04% |
$119K - $139K
|
2.14K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.61K+ 8.21% |
$117K - $137K
|
21.2K
$2.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.61K+ 34.38% |
$117K - $137K
|
6.27K
$640K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.6K+ 6.24% |
$116K - $136K
|
27.2K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.56K+ 0.97% |
$114K - $133K
|
162K
$16.6M
|