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 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-445- 5.82% |
$32.4K - $37.9K
|
7.2K
$702K
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-447- 8.03% |
$32.6K - $38.1K
|
5.12K
$499K
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-448- 11.09% |
$32.6K - $38.1K
|
3.59K
$350K
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-448- 4.85% |
$32.6K - $38.1K
|
8.79K
$858K
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-451- 1.77% |
$32.9K - $38.4K
|
25K
$2.43M
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-454- 11.1% |
$33.1K - $38.7K
|
3.64K
$355K
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-459- 8.7% |
$33.4K - $39.1K
|
4.82K
$470K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-466- 4.9% |
$34K - $39.7K
|
9.04K
$882K
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-475- 2.57% |
$34.6K - $40.4K
|
18K
$1.76M
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-476- 0.89% |
$34.7K - $40.5K
|
52.8K
$5.15M
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-478- 1.67% |
$34.8K - $40.7K
|
28.1K
$2.74M
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-480- 11.01% |
$35K - $40.9K
|
3.88K
$378K
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-480- 14.67% |
$35K - $40.9K
|
2.79K
$272K
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-485- 7.55% |
$35.3K - $41.3K
|
5.94K
$579K
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-497- 37.14% |
$36.2K - $42.3K
|
841
$82K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-500- 4.45% |
$36.4K - $42.6K
|
10.7K
$1.05M
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-502- 9.75% |
$36.6K - $42.7K
|
4.65K
$453K
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-510- 8.81% |
$37.2K - $43.4K
|
5.28K
$515K
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-520- 1.36% |
$37.9K - $44.3K
|
37.8K
$3.68M
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-523- 0.49% |
$38.1K - $44.5K
|
107K
$10.4M
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-525- 3.73% |
$38.3K - $44.7K
|
13.6K
$1.32M
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-526- 15.38% |
$38.3K - $44.8K
|
2.9K
$282K
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-526- 17.53% |
$38.3K - $44.8K
|
2.47K
$241K
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-535- 8.0% |
$39K - $45.5K
|
6.15K
$600K
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-537- 14.65% |
$39.1K - $45.7K
|
3.13K
$305K
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-545- 4.36% |
$39.7K - $46.4K
|
12K
$1.17M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-546- 3.28% |
$39.8K - $46.5K
|
16.1K
$1.57M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-549- 2.27% |
$40K - $46.7K
|
23.7K
$2.31M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-551- 2.72% |
$40.2K - $46.9K
|
19.7K
$1.92M
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-552- 33.64% |
$40.2K - $47K
|
1.09K
$106K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-565- 7.17% |
$41.2K - $48.1K
|
7.32K
$714K
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-569- 7.35% |
$41.5K - $48.4K
|
7.17K
$699K
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-580- 0.77% |
$42.3K - $49.4K
|
75.2K
$7.34M
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-582- 1.72% |
$42.4K - $49.6K
|
33.3K
$3.25M
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-585- 9.22% |
$42.6K - $49.8K
|
5.76K
$562K
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-588- 0.91% |
$42.8K - $50.1K
|
64.1K
$6.25M
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-590- 3.77% |
$43K - $50.2K
|
15.1K
$1.47M
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-594- 1.95% |
$43.3K - $50.6K
|
29.9K
$2.91M
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-596- 3.56% |
$43.4K - $50.7K
|
16.1K
$1.57M
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-600- 4.65% |
$43.7K - $51.1K
|
12.3K
$1.2M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-600- 9.41% |
$43.7K - $51.1K
|
5.77K
$563K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-606- 3.28% |
$44.2K - $51.6K
|
17.9K
$1.74M
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-612- 0.55% |
$44.6K - $52.1K
|
111K
$10.8M
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-615- 20.56% |
$44.8K - $52.4K
|
2.38K
$232K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-615- 4.16% |
$44.8K - $52.4K
|
14.2K
$1.38M
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-622- 9.58% |
$45.3K - $53K
|
5.87K
$572K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-623- 1.91% |
$45.4K - $53K
|
32K
$3.12M
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-623- 7.76% |
$45.4K - $53K
|
7.4K
$722K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-640- 0.53% |
$46.6K - $54.5K
|
121K
$11.8M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-656- 10.32% |
$47.8K - $55.9K
|
5.7K
$556K
|