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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-45- 0.9% |
$3.28K - $3.83K
|
4.94K
$507K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-47- 1.67% |
$3.42K - $4K
|
2.77K
$284K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-47- 0.77% |
$3.42K - $4K
|
6.02K
$617K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-49- 0.51% |
$3.57K - $4.17K
|
9.63K
$987K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-51- 0.08% |
$3.72K - $4.34K
|
61.3K
$6.29M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-53- 0.58% |
$3.86K - $4.51K
|
9.01K
$924K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-54- 0.87% |
$3.93K - $4.6K
|
6.16K
$632K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-55- 1.17% |
$4.01K - $4.68K
|
4.66K
$478K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-56- 1.74% |
$4.08K - $4.77K
|
3.17K
$325K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-58- 0.43% |
$4.23K - $4.94K
|
13.4K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-59- 0.57% |
$4.3K - $5.02K
|
10.3K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-60- 0.57% |
$4.37K - $5.11K
|
10.5K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-60- 1.65% |
$4.37K - $5.11K
|
3.59K
$368K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-62- 1.92% |
$4.52K - $5.28K
|
3.16K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-62- 4.8% |
$4.52K - $5.28K
|
1.23K
$126K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-63- 0.47% |
$4.59K - $5.36K
|
13.3K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-65- 0.17% |
$4.74K - $5.53K
|
37.7K
$3.87M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-65- 2.37% |
$4.74K - $5.53K
|
2.67K
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-69- 2.06% |
$5.03K - $5.87K
|
3.28K
$336K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-75- 9.26% |
$5.47K - $6.39K
|
735
$75.4K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-75- 0.53% |
$5.47K - $6.39K
|
14.2K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-77- 0.3% |
$5.61K - $6.56K
|
25.9K
$2.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-84- 30.77% |
$6.12K - $7.15K
|
189
$19.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.25% |
$6.19K - $7.24K
|
6.73K
$690K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-85- 0.08% |
$6.19K - $7.24K
|
107K
$11M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-86- 2.3% |
$6.27K - $7.32K
|
3.65K
$374K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-86- 0.21% |
$6.27K - $7.32K
|
39.9K
$4.09M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-87- 2.49% |
$6.34K - $7.41K
|
3.4K
$349K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-89- 1.69% |
$6.49K - $7.58K
|
5.17K
$530K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-90- 2.82% |
$6.56K - $7.66K
|
3.1K
$318K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-90- 0.14% |
$6.56K - $7.66K
|
66.1K
$6.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-91- 0.29% |
$6.63K - $7.75K
|
31.6K
$3.24M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-91- 0.11% |
$6.63K - $7.75K
|
82.7K
$8.48M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-91- 0.37% |
$6.63K - $7.75K
|
24.2K
$2.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-92- 1.23% |
$6.7K - $7.83K
|
7.4K
$758K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-96- 0.37% |
$7K - $8.17K
|
26.2K
$2.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-97- 7.48% |
$7.07K - $8.26K
|
1.2K
$123K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-98- 3.53% |
$7.14K - $8.34K
|
2.68K
$275K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-99- 2.2% |
$7.21K - $8.43K
|
4.39K
$450K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-100- 0.98% |
$7.29K - $8.51K
|
10.1K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-105- 1.38% |
$7.65K - $8.94K
|
7.49K
$768K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-105- 0.17% |
$7.65K - $8.94K
|
60.1K
$6.17M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-105- 0.17% |
$7.65K - $8.94K
|
60.1K
$6.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-109- 0.84% |
$7.94K - $9.28K
|
12.9K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-110- 3.97% |
$8.02K - $9.37K
|
2.66K
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-111- 3.02% |
$8.09K - $9.45K
|
3.57K
$366K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-112- 1.12% |
$8.16K - $9.54K
|
9.86K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.46% |
$8.23K - $9.62K
|
7.61K
$780K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-116- 3.81% |
$8.45K - $9.88K
|
2.93K
$300K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-119- 3.66% |
$8.67K - $10.1K
|
3.13K
$321K
|