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
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
29
+ 0.61%
$1.91K - $2.19K
4.76K $479K
Feb 02, 2024 Q4 2023
Kfa Private Wealth Group, LLC

BUY
 -
28
+ 0.31%
$1.84K - $2.11K
9.06K $911K
Feb 02, 2024 Q4 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
26
+ 0.18%
$1.71K - $1.96K
14.4K $1.45M
Feb 05, 2024 Q4 2023
Blue Chip Partners, Inc.

BUY
 -
26
+ 0.61%
$1.71K - $1.96K
4.28K $431K
Feb 14, 2024 Q4 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
26
+ 0.45%
$1.71K - $1.96K
5.77K $580K
Feb 13, 2024 Q4 2023
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
25
+ 0.48%
$1.64K - $1.89K
5.21K $524K
Jan 22, 2024 Q4 2023
Holland Advisory Services, Inc.

BUY
 -
24
+ 0.6%
$1.58K - $1.81K
4.05K $407K
Jan 31, 2024 Q4 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
24
+ 0.46%
$1.58K - $1.81K
5.2K $522K
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
23
New
$1.51K - $1.73K
23 $2.31K
Jan 24, 2024 Q4 2023
Narwhal Capital Management

BUY
 -
22
+ 0.04%
$1.45K - $1.66K
56K $5.63M
Jan 25, 2024 Q4 2023
Hanson & Doremus Investment Management

BUY
 -
21
New
$1.38K - $1.58K
21 $2.11K
Jan 30, 2024 Q4 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
21
+ 0.62%
$1.38K - $1.58K
3.4K $342K
Feb 06, 2024 Q4 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
21
+ 0.13%
$1.38K - $1.58K
16.4K $1.64M
Feb 08, 2024 Q4 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
21
+ 0.68%
$1.38K - $1.58K
3.13K $314K
Feb 12, 2024 Q4 2023
Clear Investment Research, LLC

BUY
 -
21
+ 0.15%
$1.38K - $1.58K
14.2K $1.43M
Jan 16, 2024 Q4 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
20
New
$1.32K - $1.51K
20 $2.01K
Jan 31, 2024 Q4 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
20
+ 0.47%
$1.32K - $1.51K
4.28K $430K
Feb 01, 2024 Q4 2023
Jackson, Grant Investment Advisers, Inc.

BUY
 -
20
+ 0.28%
$1.32K - $1.51K
7.11K $715K
Jan 30, 2024 Q4 2023
Duncker Streett & CO Inc

BUY
 -
19
+ 0.33%
$1.25K - $1.43K
5.7K $573K
Feb 13, 2024 Q4 2023
Annex Advisory Services, LLC

BUY
 -
19
+ 0.51%
$1.25K - $1.43K
3.78K $380K
Jan 22, 2024 Q4 2023
Claro Advisors LLC

Boston, MA
BUY
 -
18
+ 0.18%
$1.18K - $1.36K
10.1K $1.02M
Jan 22, 2024 Q4 2023
Bensler, LLC

Bellevue, WA
BUY
 -
16
+ 0.07%
$1.05K - $1.21K
21.6K $2.17M
Jan 29, 2024 Q4 2023
Ifg Advisors, LLC

BUY
 -
15
+ 0.15%
$987 - $1.13K
10K $1.01M
Feb 05, 2024 Q4 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
15
+ 0.39%
$987 - $1.13K
3.83K $385K
Feb 12, 2024 Q4 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
15
+ 0.36%
$987 - $1.13K
4.21K $423K
Feb 08, 2024 Q4 2023
Trinity Point Wealth, LLC

BUY
 -
14
+ 0.22%
$921 - $1.06K
6.52K $655K
Feb 14, 2024 Q4 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
13
+ 0.44%
$855 - $980
3K $302K
Feb 13, 2024 Q4 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
12
+ 0.26%
$789 - $905
4.59K $461K
Feb 01, 2024 Q4 2023
Sage Mountain Advisors LLC

BUY
 -
11
+ 0.21%
$724 - $829
5.28K $531K
Feb 07, 2024 Q4 2023
Arcadia Investment Management Corp

BUY
 -
10
New
$658 - $754
10 $1.01K
Jan 31, 2024 Q4 2023
American Financial Advisors, LLC

BUY
 -
9
+ 0.1%
$592 - $679
9.44K $949K
Feb 08, 2024 Q4 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
9
+ 3.38%
$592 - $679
275 $27.7K
Jan 11, 2024 Q4 2023
Consilio Wealth Advisors, LLC

BUY
 -
8
+ 0.08%
$526 - $603
9.67K $972K
Jan 31, 2024 Q4 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
8
+ 0.62%
$526 - $603
1.3K $131K
Feb 13, 2024 Q4 2023
Belvedere Trading LLC

BUY
 -
8
New
$526 - $603
8 $804
Jan 22, 2024 Q4 2023
Weaver Consulting Group

BUY
 -
7
+ 0.12%
$460 - $528
5.82K $585K
Feb 01, 2024 Q4 2023
Marks Group Wealth Management, Inc

Minnetonka, MN
BUY
 -
7
+ 0.03%
$460 - $528
20.4K $2.06M
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
6
+ 0.02%
$395 - $452
28K $2.82M
Feb 05, 2024 Q4 2023
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
6
+ 0.2%
$395 - $452
2.95K $296K
Feb 13, 2024 Q4 2023
Fin Trust Capital Advisors, LLC

BUY
 -
6
+ 0.05%
$395 - $452
11.4K $1.14M
Feb 14, 2024 Q4 2023
Shelton Wealth Management, LLC

BUY
 -
6
+ 0.16%
$395 - $452
3.67K $369K
Feb 14, 2024 Q4 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
6
+ 0.25%
$395 - $452
2.36K $237K
Jan 09, 2024 Q4 2023
Seneca House Advisors

BUY
 -
5
+ 0.05%
$329 - $377
11K $1.11M
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
5
+ 0.62%
$329 - $377
814 $81.8K
Jan 25, 2024 Q4 2023
Allspring Global Investments Holdings, LLC

BUY
 -
5
New
$329 - $377
5 $503
Feb 09, 2024 Q4 2023
Financial Partners Group, Inc

Overland Park, KS
BUY
 -
5
+ 0.06%
$329 - $377
8.3K $835K
Feb 09, 2024 Q4 2023
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
5
+ 0.66%
$329 - $377
759 $76.3K
Feb 14, 2024 Q4 2023
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
4
+ 0.11%
$263 - $302
3.73K $375K
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
4
+ 0.46%
$263 - $302
880 $88.5K

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