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 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-407- 1.03% |
$26.8K - $30.7K
|
39.2K
$3.94M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-413- 1.49% |
$27.2K - $31.1K
|
27.3K
$2.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-415- 4.42% |
$27.3K - $31.3K
|
8.98K
$903K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-418- 2.09% |
$27.5K - $31.5K
|
19.6K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-433- 1.01% |
$28.5K - $32.6K
|
42.6K
$4.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-436- 0.56% |
$28.7K - $32.9K
|
77.1K
$7.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-438- 4.92% |
$28.8K - $33K
|
8.47K
$852K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-441- 0.43% |
$29K - $33.3K
|
102K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-443- 0.77% |
$29.1K - $33.4K
|
56.8K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-450- 3.32% |
$29.6K - $33.9K
|
13.1K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-451- 1.94% |
$29.7K - $34K
|
22.7K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-457- 8.39% |
$30.1K - $34.5K
|
4.99K
$502K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-462- 2.82% |
$30.4K - $34.8K
|
15.9K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-465- 4.74% |
$30.6K - $35.1K
|
9.36K
$941K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-469- 14.62% |
$30.9K - $35.4K
|
2.74K
$275K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-474- 7.05% |
$31.2K - $35.7K
|
6.25K
$629K
|
|
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-478- 6.28% |
$31.4K - $36K
|
7.13K
$717K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-488- 91.73% |
$32.1K - $36.8K
|
44
$4.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-494- 21.23% |
$32.5K - $37.2K
|
1.83K
$184K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-496- 0.59% |
$32.6K - $37.4K
|
84.3K
$8.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-500- 15.61% |
$32.9K - $37.7K
|
2.7K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-508- 9.53% |
$33.4K - $38.3K
|
4.82K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-512- 12.81% |
$33.7K - $38.6K
|
3.49K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-536- 4.28% |
$35.3K - $40.4K
|
12K
$1.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-542- 16.46% |
$35.7K - $40.9K
|
2.75K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-542- 2.93% |
$35.7K - $40.9K
|
17.9K
$1.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-546- 6.18% |
$35.9K - $41.2K
|
8.28K
$833K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-553- 12.04% |
$36.4K - $41.7K
|
4.04K
$406K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-578- 15.76% |
$38K - $43.6K
|
3.09K
$311K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-595- 12.81% |
$39.1K - $44.9K
|
4.05K
$407K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-612- 1.13% |
$40.3K - $46.1K
|
53.3K
$5.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-613- 12.42% |
$40.3K - $46.2K
|
4.32K
$435K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-618- 1.27% |
$40.7K - $46.6K
|
48.1K
$4.84M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-618- 1.27% |
$40.7K - $46.6K
|
48.1K
$4.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-627- 1.16% |
$41.2K - $47.3K
|
53.6K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-629- 4.04% |
$41.4K - $47.4K
|
14.9K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-629- 0.77% |
$41.4K - $47.4K
|
81.4K
$8.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-632- 3.44% |
$41.6K - $47.7K
|
17.7K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-635- 1.18% |
$41.8K - $47.9K
|
53.3K
$5.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-663- 18.06% |
$43.6K - $50K
|
3.01K
$303K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-672- 4.28% |
$44.2K - $50.7K
|
15K
$1.51M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-682- 0.64% |
$44.9K - $51.4K
|
105K
$10.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-682- 6.22% |
$44.9K - $51.4K
|
10.3K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-700- 13.83% |
$46K - $52.8K
|
4.36K
$438K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-714- 46.73% |
$47K - $53.8K
|
814
$81.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-715- 16.65% |
$47K - $53.9K
|
3.58K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-721- 1.4% |
$47.4K - $54.4K
|
50.7K
$5.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-723- 18.31% |
$47.6K - $54.5K
|
3.23K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-729- 5.7% |
$48K - $55K
|
12.1K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-730- 10.42% |
$48K - $55K
|
6.28K
$631K
|