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 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.28K+ 6.14% |
$347K - $398K
|
91.2K
$9.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.26K+ 59.43% |
$346K - $396K
|
14.1K
$1.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.23KNew |
$344K - $394K
|
5.23K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.22K+ 10.67% |
$343K - $394K
|
54.1K
$5.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
5.21K+ 15.99% |
$343K - $393K
|
37.8K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
5.16KNew |
$339K - $389K
|
5.16K
$526K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
5.09K+ 12.13% |
$335K - $384K
|
47.1K
$4.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.03KNew |
$331K - $379K
|
5.03K
$513K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5KNew |
$329K - $377K
|
5K
$510K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4.97KNew |
$327K - $375K
|
4.97K
$507K
|
|
|
Jan 26, 2024
Q4 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
4.88KNew |
$321K - $368K
|
4.88K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.87KNew |
$320K - $367K
|
4.87K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.86K+ 6.7% |
$320K - $367K
|
77.4K
$7.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.76K+ 17.8% |
$313K - $359K
|
31.5K
$3.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.73K+ 32.71% |
$311K - $356K
|
19.2K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
4.72K+ 65.29% |
$311K - $356K
|
12K
$1.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.72KNew |
$310K - $356K
|
4.72K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.69KNew |
$309K - $354K
|
4.69K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.6KNew |
$303K - $347K
|
4.6K
$470K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.56K+ 80.31% |
$300K - $344K
|
10.2K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
4.54K+ 70.98% |
$299K - $343K
|
10.9K
$1.12M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
4.49KNew |
$295K - $339K
|
4.49K
$458K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
4.45K+ 51.65% |
$293K - $336K
|
13.1K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
4.43K+ 35.84% |
$291K - $334K
|
16.8K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
4.41KNew |
$290K - $333K
|
4.41K
$450K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4.39K+ 42.26% |
$289K - $331K
|
14.8K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
4.28KNew |
$282K - $323K
|
4.28K
$437K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.26K+ 15.96% |
$280K - $321K
|
31K
$3.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.24K+ 10.83% |
$279K - $320K
|
43.4K
$4.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
4.21K+ 2.39% |
$277K - $318K
|
180K
$18.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
4.15KNew |
$273K - $313K
|
4.15K
$424K
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
4.13K+ 7.51% |
$271K - $311K
|
59.1K
$6.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.11K+ 24.16% |
$270K - $310K
|
21.1K
$2.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.05K+ 18.82% |
$266K - $305K
|
25.6K
$2.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.02KNew |
$264K - $303K
|
4.02K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4KNew |
$263K - $302K
|
4K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
3.98KNew |
$262K - $300K
|
3.98K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.98K+ 9.14% |
$262K - $300K
|
47.5K
$4.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.97KNew |
$261K - $299K
|
3.97K
$405K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.93K+ 1.61% |
$259K - $297K
|
249K
$25.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3.9KNew |
$257K - $294K
|
3.9K
$398K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
3.88K+ 21.02% |
$255K - $293K
|
22.3K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.88KNew |
$255K - $292K
|
3.88K
$395K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.85KNew |
$253K - $291K
|
3.85K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.84K+ 45.67% |
$253K - $290K
|
12.3K
$1.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.77K+ 7.71% |
$248K - $285K
|
52.7K
$5.38M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
3.75KNew |
$246K - $282K
|
3.75K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
3.74KNew |
$246K - $282K
|
3.74K
$381K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
3.72KNew |
$245K - $281K
|
3.72K
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.71KNew |
$244K - $280K
|
3.71K
$379K
|