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 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-235- 9.44% |
$15.5K - $17.7K
|
2.26K
$227K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-236- 1.69% |
$15.5K - $17.8K
|
13.7K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-239- 3.32% |
$15.7K - $18K
|
6.95K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-241- 1.15% |
$15.9K - $18.2K
|
20.6K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-243- 0.66% |
$16K - $18.3K
|
36.3K
$3.65M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-250- 14.04% |
$16.4K - $18.9K
|
1.53K
$154K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-254- 1.8% |
$16.7K - $19.2K
|
13.8K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-254- 2.05% |
$16.7K - $19.2K
|
12.1K
$1.22M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-254- 1.9% |
$16.7K - $19.2K
|
13.1K
$1.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-258- 1.57% |
$17K - $19.5K
|
16.1K
$1.62M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-270- 7.28% |
$17.8K - $20.4K
|
3.44K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-270- 8.8% |
$17.8K - $20.4K
|
2.8K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-270- 1.4% |
$17.8K - $20.4K
|
19K
$1.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-275- 0.2% |
$18.1K - $20.7K
|
136K
$13.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-277- 2.42% |
$18.2K - $20.9K
|
11.2K
$1.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-281- 0.18% |
$18.5K - $21.2K
|
154K
$15.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-293- 0.47% |
$19.3K - $22.1K
|
62.6K
$6.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-295- 1.23% |
$19.4K - $22.2K
|
23.7K
$2.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
SELL
|
- |
-295- 4.16% |
$19.4K - $22.2K
|
6.8K
$683K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-296- 1.82% |
$19.5K - $22.3K
|
16K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-299- 0.3% |
$19.7K - $22.5K
|
101K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-308- 0.23% |
$20.3K - $23.2K
|
133K
$13.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-310- 4.66% |
$20.4K - $23.4K
|
6.35K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-312- 0.27% |
$20.5K - $23.5K
|
115K
$11.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-313- 2.04% |
$20.6K - $23.6K
|
15K
$1.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-318- 0.93% |
$20.9K - $24K
|
33.9K
$3.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-321- 2.26% |
$21.1K - $24.2K
|
13.9K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-323- 4.26% |
$21.2K - $24.4K
|
7.25K
$729K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-332- 1.71% |
$21.8K - $25K
|
19.1K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-338- 0.62% |
$22.2K - $25.5K
|
53.8K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-339- 7.6% |
$22.3K - $25.6K
|
4.12K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-341- 2.18% |
$22.4K - $25.7K
|
15.3K
$1.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-343- 10.86% |
$22.6K - $25.9K
|
2.81K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-344- 2.34% |
$22.6K - $25.9K
|
14.3K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-349- 0.57% |
$23K - $26.3K
|
61.4K
$6.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-350- 11.19% |
$23K - $26.4K
|
2.78K
$279K
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
SELL
|
- |
-350- 9.05% |
$23K - $26.4K
|
3.52K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-354- 2.78% |
$23.3K - $26.7K
|
12.4K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-356- 9.77% |
$23.4K - $26.8K
|
3.29K
$331K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-360- 2.33% |
$23.7K - $27.1K
|
15.1K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-365- 1.84% |
$24K - $27.5K
|
19.4K
$1.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-385- 20.04% |
$25.3K - $29K
|
1.54K
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-387- 30.71% |
$25.5K - $29.2K
|
873
$87.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-390- 8.24% |
$25.7K - $29.4K
|
4.34K
$437K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-391- 0.31% |
$25.7K - $29.5K
|
125K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-392- 1.72% |
$25.8K - $29.6K
|
22.4K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-398- 0.81% |
$26.2K - $30K
|
48.9K
$4.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-399- 1.01% |
$26.2K - $30.1K
|
39.1K
$3.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-400- 24.51% |
$26.3K - $30.2K
|
1.23K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-405- 1.02% |
$26.6K - $30.5K
|
39.2K
$3.95M
|