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
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-239- 4.35% |
$17.4K - $20.3K
|
5.26K
$538K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-241- 1.71% |
$17.6K - $20.5K
|
13.8K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-243- 2.98% |
$17.7K - $20.7K
|
7.92K
$811K
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-245- 1.85% |
$17.9K - $20.9K
|
13K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-246- 1.54% |
$17.9K - $20.9K
|
15.8K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-250- 5.88% |
$18.2K - $21.3K
|
4K
$410K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
SELL
|
- |
-250- 2.43% |
$18.2K - $21.3K
|
10K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-254- 2.28% |
$18.5K - $21.6K
|
10.9K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-255- 0.37% |
$18.6K - $21.7K
|
69K
$7.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-255- 5.98% |
$18.6K - $21.7K
|
4.01K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-261- 0.91% |
$19K - $22.2K
|
28.5K
$2.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-264- 1.66% |
$19.2K - $22.5K
|
15.6K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-264- 2.63% |
$19.2K - $22.5K
|
9.76K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-270- 2.68% |
$19.7K - $23K
|
9.82K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-272- 2.03% |
$19.8K - $23.2K
|
13.1K
$1.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-275- 4.22% |
$20K - $23.4K
|
6.25K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-275- 5.2% |
$20K - $23.4K
|
5.01K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-276- 0.51% |
$20.1K - $23.5K
|
53.5K
$5.48M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-277- 1.73% |
$20.2K - $23.6K
|
15.7K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-280- 4.16% |
$20.4K - $23.8K
|
6.45K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-281- 5.53% |
$20.5K - $23.9K
|
4.8K
$491K
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-285- 3.62% |
$20.8K - $24.3K
|
7.59K
$777K
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-293- 3.34% |
$21.4K - $24.9K
|
8.48K
$869K
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-296- 2.75% |
$21.6K - $25.2K
|
10.5K
$1.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-298- 4.38% |
$21.7K - $25.4K
|
6.5K
$665K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-300- 1.98% |
$21.9K - $25.5K
|
14.9K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-302- 6.38% |
$22K - $25.7K
|
4.43K
$454K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-312- 8.0% |
$22.7K - $26.6K
|
3.59K
$368K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-317- 2.84% |
$23.1K - $27K
|
10.9K
$1.11M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-319- 1.46% |
$23.2K - $27.2K
|
21.5K
$2.2M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-323- 0.89% |
$23.5K - $27.5K
|
36.1K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-325- 3.51% |
$23.7K - $27.7K
|
8.95K
$916K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-328- 0.17% |
$23.9K - $27.9K
|
190K
$19.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-332- 0.33% |
$24.2K - $28.3K
|
101K
$10.3M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-335- 32.34% |
$24.4K - $28.5K
|
701
$71.8K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-340- 0.8% |
$24.8K - $28.9K
|
42K
$4.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-342- 61.07% |
$24.9K - $29.1K
|
218
$22.3K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-344- 5.0% |
$25.1K - $29.3K
|
6.54K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-349- 7.78% |
$25.4K - $29.7K
|
4.13K
$423K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-352- 66.42% |
$25.7K - $30K
|
178
$18.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-354- 11.5% |
$25.8K - $30.1K
|
2.72K
$279K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-361- 18.0% |
$26.3K - $30.7K
|
1.65K
$168K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-363- 5.43% |
$26.5K - $30.9K
|
6.32K
$648K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-372- 4.57% |
$27.1K - $31.7K
|
7.76K
$795K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-373- 0.96% |
$27.2K - $31.8K
|
38.5K
$3.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-373- 7.18% |
$27.2K - $31.8K
|
4.82K
$494K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-373- 9.05% |
$27.2K - $31.8K
|
3.75K
$384K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-375- 4.58% |
$27.3K - $31.9K
|
7.82K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-378- 2.63% |
$27.5K - $32.2K
|
14K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-384- 3.19% |
$28K - $32.7K
|
11.7K
$1.19M
|