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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-37- 1.24% |
$2.43K - $2.79K
|
2.95K
$297K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-37- 1.24% |
$2.43K - $2.79K
|
2.95K
$297K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-39- 1.05% |
$2.57K - $2.94K
|
3.67K
$369K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-40- 0.25% |
$2.63K - $3.02K
|
15.7K
$1.58M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-40- 0.81% |
$2.63K - $3.02K
|
4.87K
$490K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-40- 1.38% |
$2.63K - $3.02K
|
2.86K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-40- 0.08% |
$2.63K - $3.02K
|
49.2K
$4.95M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-41- 0.83% |
$2.7K - $3.09K
|
4.92K
$495K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-45- 0.13% |
$2.96K - $3.39K
|
35.3K
$3.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-45- 0.18% |
$2.96K - $3.39K
|
24.9K
$2.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-46- 1.54% |
$3.03K - $3.47K
|
2.94K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-46- 1.38% |
$3.03K - $3.47K
|
3.29K
$331K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-47- 0.15% |
$3.09K - $3.54K
|
31.7K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-47- 0.79% |
$3.09K - $3.54K
|
5.88K
$591K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-49- 0.35% |
$3.22K - $3.69K
|
13.8K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-49- 0.98% |
$3.22K - $3.69K
|
4.93K
$495K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-50- 44.25% |
$3.29K - $3.77K
|
63
$6.33K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-50- 14.29% |
$3.29K - $3.77K
|
300
$30.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-50- 6.0% |
$3.29K - $3.77K
|
783
$78.7K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-50- 1.04% |
$3.29K - $3.77K
|
4.77K
$479K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-54- 0.71% |
$3.55K - $4.07K
|
7.51K
$755K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-56- 0.34% |
$3.68K - $4.22K
|
16.6K
$1.67M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-59- 1.36% |
$3.88K - $4.45K
|
4.3K
$432K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-60- 0.96% |
$3.95K - $4.52K
|
6.22K
$625K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-60- 0.13% |
$3.95K - $4.52K
|
45K
$4.53M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-60- 4.61% |
$3.95K - $4.52K
|
1.24K
$125K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-60- 0.96% |
$3.95K - $4.52K
|
6.22K
$625K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-63- 0.22% |
$4.14K - $4.75K
|
28.1K
$2.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-66- 0.39% |
$4.34K - $4.98K
|
17K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-67- 25.0% |
$4.41K - $5.05K
|
201
$20.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-71- 1.11% |
$4.67K - $5.35K
|
6.31K
$634K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-72- 1.33% |
$4.74K - $5.43K
|
5.34K
$537K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-75- 1.1% |
$4.93K - $5.66K
|
6.73K
$676K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-79- 0.82% |
$5.2K - $5.96K
|
9.59K
$964K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-86- 13.31% |
$5.66K - $6.48K
|
560
$56.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-89- 0.23% |
$5.85K - $6.71K
|
38.5K
$3.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-92- 0.83% |
$6.05K - $6.94K
|
11K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-92- 2.84% |
$6.05K - $6.94K
|
3.14K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-94- 0.64% |
$6.18K - $7.09K
|
14.5K
$1.46M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-96- 1.19% |
$6.31K - $7.24K
|
7.96K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-100- 6.55% |
$6.58K - $7.54K
|
1.43K
$143K
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-100- 8.86% |
$6.58K - $7.54K
|
1.03K
$103K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-100- 0.49% |
$6.58K - $7.54K
|
20.2K
$2.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-101- 1.31% |
$6.64K - $7.62K
|
7.59K
$763K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-103- 1.17% |
$6.78K - $7.77K
|
8.66K
$871K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-103- 3.33% |
$6.78K - $7.77K
|
2.99K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-105- 16.54% |
$6.91K - $7.92K
|
530
$53.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-106- 0.66% |
$6.97K - $7.99K
|
16K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-106- 0.03% |
$6.97K - $7.99K
|
323K
$32.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-107- 0.69% |
$7.04K - $8.07K
|
15.5K
$1.55M
|