Purchases and Sales Made in Q4 2023 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 13, 2024 Q4 2023
Encompass Wealth Advisors, LLC

BUY
 -
265
+ 0.07%
$17.4K - $20K
363K $36.5M
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
263
+ 2.39%
$17.3K - $19.8K
11.3K $1.13M
Feb 14, 2024 Q4 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
263
+ 2.27%
$17.3K - $19.8K
11.8K $1.19M
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
255
+ 9.96%
$16.8K - $19.2K
2.82K $283K
Jan 11, 2024 Q4 2023
Cfm Wealth Partners LLC

BUY
 -
252
+ 2.39%
$16.6K - $19K
10.8K $1.08M
Feb 13, 2024 Q4 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
247
New
$16.2K - $18.6K
247 $24.8K
Mar 11, 2024 Q4 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
245
+ 2.03%
$16.1K - $18.5K
12.3K $1.24M
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
244
New
$16.1K - $18.4K
244 $24.5K
Jul 22, 2024 Q4 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
244
+ 3.33%
$16.1K - $18.4K
7.57K $761K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

BUY
 -
243
+ 8.3%
$16K - $18.3K
3.17K $319K
Jan 17, 2024 Q4 2023
Sage Financial Management Group, Inc.

BUY
 -
240
+ 2.54%
$15.8K - $18.1K
9.68K $973K
Feb 14, 2024 Q4 2023
First Foundation Advisors

Irvine, CA
BUY
 -
238
+ 2.16%
$15.7K - $17.9K
11.3K $1.13M
Feb 14, 2024 Q4 2023
Davis Capital Management

Jacksonville, FL
BUY
 -
231
New
$15.2K - $17.4K
231 $23.2K
Jan 29, 2024 Q4 2023
Round Rock Advisors, LLC

BUY
 -
228
+ 0.74%
$15K - $17.2K
30.9K $3.11M
Jan 23, 2024 Q4 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
225
+ 1.07%
$14.8K - $17K
21.2K $2.13M
Feb 12, 2024 Q4 2023
Boston Financial Mangement LLC

Boston, MA
BUY
 -
225
+ 1.62%
$14.8K - $17K
14.1K $1.42M
Jan 30, 2024 Q4 2023
Sfmg, LLC

BUY
 -
224
+ 4.99%
$14.7K - $16.9K
4.72K $474K
Feb 08, 2024 Q4 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
223
+ 3.56%
$14.7K - $16.8K
6.49K $653K
Feb 14, 2024 Q4 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
223
+ 2.12%
$14.7K - $16.8K
10.7K $1.08M
Jan 11, 2024 Q4 2023
Bouvel Investment Partners, LLC

BUY
 -
219
+ 0.57%
$14.4K - $16.5K
38.9K $3.91M
Feb 13, 2024 Q4 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
211
+ 4.95%
$13.9K - $15.9K
4.48K $450K
Feb 06, 2024 Q4 2023
First National Trust CO

BUY
 -
208
+ 1.76%
$13.7K - $15.7K
12K $1.21M
Feb 05, 2024 Q4 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
201
+ 1.21%
$13.2K - $15.2K
16.8K $1.69M
Feb 06, 2024 Q4 2023
9258 Wealth Management, LLC

BUY
 -
198
+ 1.31%
$13K - $14.9K
15.3K $1.54M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
197
New
$13K - $14.9K
197 $19.8K
Jan 26, 2024 Q4 2023
Stone Point Wealth LLC

BUY
 -
193
+ 4.14%
$12.7K - $14.6K
4.86K $488K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
BUY
 -
186
+ 0.14%
$12.2K - $14K
134K $13.5M
Feb 05, 2024 Q4 2023
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
182
+ 0.68%
$12K - $13.7K
27.1K $2.73M
Apr 03, 2024 Q4 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
180
+ 0.68%
$11.8K - $13.6K
26.8K $2.69M
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
178
New
$11.7K - $13.4K
178 $17.9K
Jan 18, 2024 Q4 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
177
+ 0.67%
$11.6K - $13.3K
26.6K $2.67M
Jan 04, 2024 Q4 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
173
+ 0.56%
$11.4K - $13K
31.3K $3.14M
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
164
+ 1.38%
$10.8K - $12.4K
12K $1.21M
Feb 13, 2024 Q4 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
159
+ 1.85%
$10.5K - $12K
8.78K $882K
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
156
+ 0.01%
$10.3K - $11.8K
2.72M $273M
Jan 30, 2024 Q4 2023
Allen Capital Group, LLC

BUY
 -
155
+ 4.75%
$10.2K - $11.7K
3.42K $344K
Feb 14, 2024 Q4 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
153
+ 0.88%
$10.1K - $11.5K
17.6K $1.77M
Feb 08, 2024 Q4 2023
Kiely Wealth Advisory Group, Inc.

Oak Ridge, NC
BUY
 -
149
New
$9.8K - $11.2K
149 $15K
Feb 06, 2024 Q4 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
147
+ 1.38%
$9.67K - $11.1K
10.8K $1.08M
Feb 06, 2024 Q4 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
142
+ 3.32%
$9.34K - $10.7K
4.43K $445K
Feb 07, 2024 Q4 2023
First United Bank & Trust

BUY
 -
140
New
$9.21K - $10.6K
140 $14.1K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
139
+ 2.58%
$9.14K - $10.5K
5.54K $557K
Feb 13, 2024 Q4 2023
Loomis Sayles & CO L P

BUY
 -
137
New
$9.01K - $10.3K
137 $13.8K
Feb 06, 2024 Q4 2023
Meridian Wealth Advisors, LLC

BUY
 -
136
+ 0.58%
$8.95K - $10.3K
23.7K $2.38M
Jan 16, 2024 Q4 2023
Acropolis Investment Management, LLC

BUY
 -
134
+ 0.09%
$8.81K - $10.1K
158K $15.9M
Feb 07, 2024 Q4 2023
Kessler Investment Group, LLC

BUY
 -
129
+ 0.82%
$8.49K - $9.73K
15.9K $1.6M
Jan 22, 2024 Q4 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
127
+ 3.95%
$8.35K - $9.58K
3.34K $336K
Jan 30, 2024 Q4 2023
Svb Wealth LLC

Boston, MA
BUY
 -
114
+ 1.14%
$7.5K - $8.6K
10.1K $1.01M
Feb 09, 2024 Q4 2023
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
112
+ 1.14%
$7.37K - $8.44K
9.97K $1M

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