Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8M+ 54.76% |
$860M - $1B
|
33.3M
$3.44B
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.5M+ 44.31% |
$255M - $298M
|
11.4M
$1.18B
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.56MNew |
$186M - $218M
|
2.56M
$264M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.55M+ 5.77% |
$186M - $217M
|
46.7M
$4.82B
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.95M+ 96.53% |
$142M - $166M
|
3.97M
$410M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.81M+ 50.02% |
$132M - $154M
|
5.44M
$561M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.72M+ 206.81% |
$125M - $146M
|
2.55M
$263M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.68M+ 5.64% |
$122M - $143M
|
31.4M
$3.24B
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.68M+ 5.64% |
$122M - $143M
|
31.4M
$3.24B
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.6M+ 57.01% |
$117M - $137M
|
4.42M
$456M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.57M+ 144.96% |
$114M - $134M
|
2.65M
$274M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.04M+ 95.83% |
$75.5M - $88.2M
|
2.12M
$219M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
803K+ 92.55% |
$58.5M - $68.4M
|
1.67M
$173M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
709K+ 1.54% |
$51.7M - $60.4M
|
46.7M
$4.82B
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
506K+ 168.41% |
$36.9M - $43.1M
|
807K
$83.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
466K+ 90.16% |
$34M - $39.7M
|
983K
$102M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
458K+ 78.3% |
$33.4M - $39M
|
1.04M
$108M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
404K+ 38.11% |
$29.4M - $34.4M
|
1.46M
$151M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
398K+ 46.92% |
$29M - $33.9M
|
1.25M
$129M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
395KNew |
$28.8M - $33.7M
|
395K
$40.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
395K+ 99.57% |
$28.8M - $33.6M
|
792K
$81.8M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
368K+ 2.11% |
$26.8M - $31.3M
|
17.8M
$1.84B
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
356K+ 488.09% |
$26M - $30.3M
|
429K
$44.3M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
348KNew |
$25.3M - $29.6M
|
348K
$35.9M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
344K+ 50.93% |
$25.1M - $29.3M
|
1.02M
$105M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
334K+ 151.4% |
$24.3M - $28.4M
|
555K
$57.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
328K+ 270.78% |
$23.9M - $27.9M
|
449K
$46.4M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
318K+ 4.57% |
$23.2M - $27.1M
|
7.29M
$752M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
263K+ 141.46% |
$19.1M - $22.4M
|
448K
$46.3M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
235K+ 218.67% |
$17.1M - $20M
|
342K
$35.3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
224K+ 6.62% |
$16.3M - $19M
|
3.6M
$372M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
219KNew |
$15.9M - $18.6M
|
219K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
213K+ 21.82% |
$15.6M - $18.2M
|
1.19M
$123M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
209K+ 1570.49% |
$15.2M - $17.8M
|
222K
$23M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
207K+ 179.63% |
$15.1M - $17.6M
|
322K
$33.2M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
206K+ 59.45% |
$15M - $17.5M
|
552K
$57M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
201K+ 4039.06% |
$14.7M - $17.1M
|
206K
$21.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
176K+ 6.21% |
$12.8M - $15M
|
3.01M
$311M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
175K+ 7.32% |
$12.8M - $14.9M
|
2.57M
$266M
|
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
173KNew |
$12.6M - $14.7M
|
173K
$17.9M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
172KNew |
$12.5M - $14.6M
|
172K
$17.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
167KNew |
$12.1M - $14.2M
|
167K
$17.2M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
163KNew |
$11.9M - $13.9M
|
163K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
149K+ 128.03% |
$10.9M - $12.7M
|
266K
$27.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
146K+ 189.04% |
$10.6M - $12.4M
|
223K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
146K+ 24.83% |
$10.6M - $12.4M
|
733K
$75.7M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
143K+ 19.26% |
$10.5M - $12.2M
|
888K
$91.7M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
138K+ 30.45% |
$10.1M - $11.8M
|
591K
$61.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
136KNew |
$9.93M - $11.6M
|
136K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
132K+ 230.33% |
$9.59M - $11.2M
|
189K
$19.5M
|