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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
4+ 0.09% |
$291 - $341
|
4.3K
$515K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.03% |
$219 - $255
|
8.99K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3+ 0.09% |
$219 - $255
|
3.25K
$389K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$219 - $255
|
4.28K
$512K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 0.05% |
$219 - $255
|
5.7K
$683K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.11% |
$219 - $255
|
2.73K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$219 - $255
|
2.62K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.02% |
$219 - $255
|
17.6K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3+ 0.13% |
$219 - $255
|
2.36K
$283K
|
|
|
Apr 10, 2025
Q1 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
3+ 0.01% |
$219 - $255
|
54.7K
$6.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$146 - $170
|
10K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$146 - $170
|
2.74K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$146 - $170
|
6.52K
$781K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.04% |
$146 - $170
|
4.59K
$550K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$72.9 - $85.1
|
815
$97.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1+ 0.01% |
$72.9 - $85.1
|
10.3K
$1.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$72.9 - $85.1
|
28K
$3.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$72.9 - $85.1
|
1
$120
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.03% |
$72.9 - $85.1
|
2.95K
$353K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.08% |
$72.9 - $85.1
|
1.24K
$149K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
1+ 0.03% |
$72.9 - $85.1
|
2.89K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$72.9 - $85.1
|
4.05K
$485K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.1% |
$72.9 - $85.1
|
1.02K
$122K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.17% |
$72.9 - $85.1
|
579
$69.3K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$72.9 - $85.1
|
753
$90.2K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$72.9 - $85.1
|
8.88K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$72.9 - $85.1
|
4.35K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.56% |
$72.9 - $85.1
|
179
$21.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$72.9 - $85.1
|
468
$56K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$72.9 - $85.1
|
15.3K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-3- 0.09% |
$219 - $255
|
3.48K
$416K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 0.08% |
$291 - $341
|
4.8K
$574K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-5- 0.15% |
$364 - $426
|
3.35K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-5- 0.01% |
$364 - $426
|
54.1K
$6.48M
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-8- 0.08% |
$583 - $681
|
10.6K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9- 0.09% |
$656 - $766
|
9.69K
$1.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-10- 0.1% |
$729 - $851
|
9.58K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-12- 0.43% |
$874 - $1.02K
|
2.75K
$329K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-12- 3.07% |
$874 - $1.02K
|
379
$45.4K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-13- 0.1% |
$947 - $1.11K
|
13.4K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-14- 0.13% |
$1.02K - $1.19K
|
10.9K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-14- 0.18% |
$1.02K - $1.19K
|
7.95K
$951K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-15- 0.44% |
$1.09K - $1.28K
|
3.43K
$410K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-19- 0.1% |
$1.38K - $1.62K
|
18.9K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-19- 0.4% |
$1.38K - $1.62K
|
4.74K
$568K
|
|
|
May 15, 2024
Q1 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-19- 0.42% |
$1.38K - $1.62K
|
4.53K
$543K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-20- 0.49% |
$1.46K - $1.7K
|
4.04K
$484K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-21- 0.13% |
$1.53K - $1.79K
|
15.7K
$1.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-22- 0.04% |
$1.6K - $1.87K
|
56K
$6.71M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-22- 0.01% |
$1.6K - $1.87K
|
175K
$20.9M
|