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 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-182- 3.89% |
$13.3K - $15.5K
|
4.5K
$539K
|
|
|
Apr 22, 2024
Q1 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-185- 2.12% |
$13.5K - $15.8K
|
8.54K
$1.02M
|
|
|
Sep 24, 2025
Q1 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-185- 5.42% |
$13.5K - $15.8K
|
3.23K
$387K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-194- 29.66% |
$14.1K - $16.5K
|
460
$55.1K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-194- 5.21% |
$14.1K - $16.5K
|
3.53K
$423K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-197- 1.99% |
$14.4K - $16.8K
|
9.71K
$1.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-200- 3.57% |
$14.6K - $17K
|
5.4K
$647K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-200- 1.59% |
$14.6K - $17K
|
12.4K
$1.48M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-200- 0.57% |
$14.6K - $17K
|
35K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-200- 7.09% |
$14.6K - $17K
|
2.62K
$314K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-207- 1.23% |
$15.1K - $17.6K
|
16.6K
$1.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-207- 2.32% |
$15.1K - $17.6K
|
8.7K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-212- 27.08% |
$15.4K - $18K
|
571
$68.4K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-225- 0.47% |
$16.4K - $19.2K
|
48.1K
$5.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-226- 71.97% |
$16.5K - $19.2K
|
88
$10.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-227- 4.4% |
$16.5K - $19.3K
|
4.93K
$591K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-228- 0.37% |
$16.6K - $19.4K
|
61.6K
$7.38M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-230- 2.45% |
$16.8K - $19.6K
|
9.15K
$1.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-233- 3.75% |
$17K - $19.8K
|
5.98K
$717K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-233- 1.1% |
$17K - $19.8K
|
21K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-239- 4.35% |
$17.4K - $20.3K
|
5.26K
$629K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-241- 1.71% |
$17.6K - $20.5K
|
13.8K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-243- 2.98% |
$17.7K - $20.7K
|
7.92K
$949K
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-245- 1.85% |
$17.9K - $20.9K
|
13K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-246- 1.54% |
$17.9K - $20.9K
|
15.8K
$1.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-250- 5.88% |
$18.2K - $21.3K
|
4K
$479K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-250- 2.43% |
$18.2K - $21.3K
|
10K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-254- 2.28% |
$18.5K - $21.6K
|
10.9K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-255- 0.37% |
$18.6K - $21.7K
|
69K
$8.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-255- 5.98% |
$18.6K - $21.7K
|
4.01K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-261- 0.91% |
$19K - $22.2K
|
28.5K
$3.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-264- 1.66% |
$19.2K - $22.5K
|
15.6K
$1.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-264- 2.63% |
$19.2K - $22.5K
|
9.76K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-270- 2.68% |
$19.7K - $23K
|
9.82K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-272- 2.03% |
$19.8K - $23.2K
|
13.1K
$1.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-275- 4.22% |
$20K - $23.4K
|
6.25K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-275- 5.2% |
$20K - $23.4K
|
5.01K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-276- 0.51% |
$20.1K - $23.5K
|
53.5K
$6.4M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-277- 1.73% |
$20.2K - $23.6K
|
15.7K
$1.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-280- 4.16% |
$20.4K - $23.8K
|
6.45K
$772K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-281- 5.53% |
$20.5K - $23.9K
|
4.8K
$574K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-285- 3.62% |
$20.8K - $24.3K
|
7.59K
$909K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-293- 3.34% |
$21.4K - $24.9K
|
8.48K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-296- 2.75% |
$21.6K - $25.2K
|
10.5K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-298- 4.38% |
$21.7K - $25.4K
|
6.5K
$778K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-300- 1.98% |
$21.9K - $25.5K
|
14.9K
$1.78M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-302- 6.38% |
$22K - $25.7K
|
4.43K
$531K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-312- 8.0% |
$22.7K - $26.6K
|
3.59K
$430K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-317- 2.84% |
$23.1K - $27K
|
10.9K
$1.3M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-319- 1.46% |
$23.2K - $27.2K
|
21.5K
$2.58M
|