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 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23- 0.43% |
$1.68K - $1.96K
|
5.35K
$641K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-23- 0.04% |
$1.68K - $1.96K
|
54.7K
$6.56M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23- 0.22% |
$1.68K - $1.96K
|
10.2K
$1.22M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-24- 0.49% |
$1.75K - $2.04K
|
4.9K
$587K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-24- 0.34% |
$1.75K - $2.04K
|
7.02K
$841K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-24- 13.71% |
$1.75K - $2.04K
|
151
$18.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25- 0.59% |
$1.82K - $2.13K
|
4.18K
$500K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-25- 0.1% |
$1.82K - $2.13K
|
24.9K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-28- 0.61% |
$2.04K - $2.38K
|
4.58K
$548K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-29- 0.13% |
$2.11K - $2.47K
|
22.7K
$2.72M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-29- 0.41% |
$2.11K - $2.47K
|
7.12K
$852K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-33- 0.76% |
$2.4K - $2.81K
|
4.33K
$519K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-34- 0.29% |
$2.48K - $2.89K
|
11.6K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-37- 0.07% |
$2.7K - $3.15K
|
56.8K
$6.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-39- 0.61% |
$2.84K - $3.32K
|
6.37K
$763K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-39- 0.14% |
$2.84K - $3.32K
|
27.9K
$3.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-40- 2.55% |
$2.91K - $3.41K
|
1.53K
$183K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-44- 0.12% |
$3.21K - $3.75K
|
35.3K
$4.23M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-45- 0.9% |
$3.28K - $3.83K
|
4.94K
$592K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-47- 1.67% |
$3.42K - $4K
|
2.77K
$331K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-47- 0.77% |
$3.42K - $4K
|
6.02K
$721K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-49- 0.51% |
$3.57K - $4.17K
|
9.63K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-51- 0.08% |
$3.72K - $4.34K
|
61.3K
$7.34M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-53- 0.58% |
$3.86K - $4.51K
|
9.01K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-54- 0.87% |
$3.93K - $4.6K
|
6.16K
$738K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-55- 1.17% |
$4.01K - $4.68K
|
4.66K
$558K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-56- 1.74% |
$4.08K - $4.77K
|
3.17K
$380K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-58- 0.43% |
$4.23K - $4.94K
|
13.4K
$1.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-59- 0.57% |
$4.3K - $5.02K
|
10.3K
$1.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-60- 0.57% |
$4.37K - $5.11K
|
10.5K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-60- 1.65% |
$4.37K - $5.11K
|
3.59K
$429K
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-62- 1.92% |
$4.52K - $5.28K
|
3.16K
$379K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-62- 4.8% |
$4.52K - $5.28K
|
1.23K
$147K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-63- 0.47% |
$4.59K - $5.36K
|
13.3K
$1.59M
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-65- 0.17% |
$4.74K - $5.53K
|
37.7K
$4.52M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-65- 2.37% |
$4.74K - $5.53K
|
2.67K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-69- 2.06% |
$5.03K - $5.87K
|
3.28K
$392K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-72Closed |
$5.25K - $6.13K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-75- 9.26% |
$5.47K - $6.39K
|
735
$88K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-75- 0.53% |
$5.47K - $6.39K
|
14.2K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-77- 0.3% |
$5.61K - $6.56K
|
25.9K
$3.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-84- 30.77% |
$6.12K - $7.15K
|
189
$22.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.25% |
$6.19K - $7.24K
|
6.73K
$806K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-85- 0.08% |
$6.19K - $7.24K
|
107K
$12.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-86- 2.3% |
$6.27K - $7.32K
|
3.65K
$437K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-86- 0.21% |
$6.27K - $7.32K
|
39.9K
$4.78M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-87- 2.49% |
$6.34K - $7.41K
|
3.4K
$408K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-89- 1.69% |
$6.49K - $7.58K
|
5.17K
$619K
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-90- 2.82% |
$6.56K - $7.66K
|
3.1K
$371K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-90- 0.14% |
$6.56K - $7.66K
|
66.1K
$7.91M
|