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 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.73K- 16.04% |
$114K - $131K
|
9.06K
$911K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.73K- 3.9% |
$114K - $131K
|
42.7K
$4.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.74K- 15.83% |
$114K - $131K
|
9.25K
$930K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.75K- 31.61% |
$115K - $132K
|
3.78K
$380K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.77K- 0.78% |
$116K - $133K
|
225K
$22.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.78K- 4.21% |
$117K - $134K
|
40.4K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.79K- 1.73% |
$118K - $135K
|
101K
$10.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.84K- 5.35% |
$121K - $139K
|
32.7K
$3.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1.86K- 7.14% |
$122K - $140K
|
24.2K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.96K- 8.37% |
$129K - $148K
|
21.4K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.99K- 7.39% |
$131K - $150K
|
25K
$2.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.06K- 5.17% |
$136K - $155K
|
37.8K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.07K- 7.37% |
$136K - $156K
|
26K
$2.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.08K- 4.85% |
$137K - $157K
|
40.8K
$4.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.1K- 2.73% |
$138K - $159K
|
75K
$7.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-2.18K- 2.46% |
$144K - $165K
|
86.5K
$8.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.26K- 2.73% |
$149K - $170K
|
80.5K
$8.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.27K- 9.19% |
$149K - $171K
|
22.4K
$2.25M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.3K- 12.88% |
$151K - $173K
|
15.6K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.33K- 96.88% |
$153K - $176K
|
75
$7.54K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-2.35K- 3.17% |
$155K - $177K
|
71.9K
$7.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.35K- 5.68% |
$155K - $177K
|
39.1K
$3.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.36K- 3.58% |
$155K - $178K
|
63.5K
$6.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.37K- 30.73% |
$156K - $178K
|
5.33K
$536K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.39K- 3.01% |
$157K - $180K
|
77.1K
$7.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.41K- 11.64% |
$159K - $182K
|
18.3K
$1.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.42K- 1.83% |
$159K - $183K
|
130K
$13M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-2.44K- 20.81% |
$161K - $184K
|
9.3K
$935K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2.44K- 1.27% |
$161K - $184K
|
191K
$19.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.45K- 1.16% |
$161K - $185K
|
208K
$20.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-2.45K- 1.25% |
$161K - $185K
|
193K
$19.4M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.46K- 32.76% |
$162K - $185K
|
5.05K
$508K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.47K- 2.42% |
$163K - $186K
|
99.6K
$10M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.51K- 23.2% |
$165K - $189K
|
8.3K
$834K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.51K- 1.44% |
$165K - $189K
|
172K
$17.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-2.53K- 4.96% |
$166K - $190K
|
48.4K
$4.86M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.54K- 2.17% |
$167K - $191K
|
115K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.56K- 39.57% |
$168K - $193K
|
3.91K
$393K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-2.6K- 4.75% |
$171K - $196K
|
52.1K
$5.24M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-2.6K- 1.21% |
$171K - $196K
|
212K
$21.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.67K- 3.0% |
$176K - $201K
|
86.3K
$8.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-2.75K- 15.59% |
$181K - $207K
|
14.9K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.75K- 4.25% |
$181K - $207K
|
61.9K
$6.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.76K- 5.86% |
$182K - $208K
|
44.4K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.77K- 1.73% |
$182K - $209K
|
157K
$15.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.81K- 3.2% |
$185K - $212K
|
84.9K
$8.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.88K- 1.26% |
$190K - $217K
|
226K
$22.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.89K- 10.16% |
$190K - $218K
|
25.6K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.93K- 6.2% |
$193K - $221K
|
44.3K
$4.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-2.94K- 29.89% |
$193K - $221K
|
6.89K
$693K
|