Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
500+ 0.36% |
$32.9K - $37.7K
|
140K
$14.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
498+ 16.73% |
$32.8K - $37.5K
|
3.47K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
497+ 2.28% |
$32.7K - $37.5K
|
22.3K
$2.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
495+ 58.72% |
$32.6K - $37.3K
|
1.34K
$135K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
486+ 1.85% |
$32K - $36.6K
|
26.8K
$2.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
484+ 4.99% |
$31.8K - $36.5K
|
10.2K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
476+ 156.07% |
$31.3K - $35.9K
|
781
$78.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
467New |
$30.7K - $35.2K
|
467
$47K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
462+ 7.61% |
$30.4K - $34.8K
|
6.53K
$657K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
460+ 79.86% |
$30.3K - $34.7K
|
1.04K
$104K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
454+ 12.49% |
$29.9K - $34.2K
|
4.09K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
452New |
$29.7K - $34.1K
|
452
$45.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
448+ 28.39% |
$29.5K - $33.8K
|
2.03K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
442+ 0.85% |
$29.1K - $33.3K
|
52.5K
$5.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Tl Private Wealth
|
BUY
|
- |
438+ 4.93% |
$28.8K - $33K
|
9.32K
$937K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
435+ 1.14% |
$28.6K - $32.8K
|
38.6K
$3.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
435+ 1.14% |
$28.6K - $32.8K
|
38.6K
$3.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
420+ 32.28% |
$27.6K - $31.7K
|
1.72K
$173K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
407+ 13.36% |
$26.8K - $30.7K
|
3.45K
$347K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
406+ 7.82% |
$26.7K - $30.6K
|
5.6K
$563K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
405+ 2.54% |
$26.6K - $30.5K
|
16.3K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
402+ 1.04% |
$26.4K - $30.3K
|
39.2K
$3.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
401+ 8.58% |
$26.4K - $30.2K
|
5.07K
$510K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
400+ 1.13% |
$26.3K - $30.2K
|
35.7K
$3.59M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
399+ 327.05% |
$26.2K - $30.1K
|
521
$52.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
391New |
$25.7K - $29.5K
|
391
$39.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
386+ 1.94% |
$25.4K - $29.1K
|
20.3K
$2.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
380New |
$25K - $28.7K
|
380
$38.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
380+ 1.64% |
$25K - $28.7K
|
23.5K
$2.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
372+ 2.73% |
$24.5K - $28K
|
14K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
369+ 1.55% |
$24.3K - $27.8K
|
24.2K
$2.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
362+ 2.29% |
$23.8K - $27.3K
|
16.2K
$1.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
358+ 5.1% |
$23.5K - $27K
|
7.38K
$742K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
354+ 6.61% |
$23.3K - $26.7K
|
5.71K
$574K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
351+ 5.43% |
$23.1K - $26.5K
|
6.82K
$686K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
341+ 1.1% |
$22.4K - $25.7K
|
31.2K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
334New |
$22K - $25.2K
|
334
$33.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
332+ 8.42% |
$21.8K - $25K
|
4.28K
$430K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
BUY
|
- |
327+ 8.96% |
$21.5K - $24.7K
|
3.98K
$400K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
324+ 0.27% |
$21.3K - $24.4K
|
120K
$12.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
315+ 1.27% |
$20.7K - $23.8K
|
25.1K
$2.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
300+ 2.28% |
$19.7K - $22.6K
|
13.5K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
299+ 5.37% |
$19.7K - $22.5K
|
5.87K
$590K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
299+ 29900.0% |
$19.7K - $22.5K
|
300
$30.2K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
295+ 1.88% |
$19.4K - $22.2K
|
16K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
295+ 1.19% |
$19.4K - $22.2K
|
25.1K
$2.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
289+ 6.03% |
$19K - $21.8K
|
5.08K
$511K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
289+ 3.93% |
$19K - $21.8K
|
7.65K
$769K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
268+ 3.78% |
$17.6K - $20.2K
|
7.36K
$740K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
265New |
$17.4K - $20K
|
265
$26.6K
|