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 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-344- 5.0% |
$25.1K - $29.3K
|
6.54K
$687K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-349- 7.78% |
$25.4K - $29.7K
|
4.13K
$434K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-352- 66.42% |
$25.7K - $30K
|
178
$18.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-354- 11.5% |
$25.8K - $30.1K
|
2.72K
$286K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-361- 18.0% |
$26.3K - $30.7K
|
1.65K
$173K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-363- 5.43% |
$26.5K - $30.9K
|
6.32K
$665K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-372- 4.57% |
$27.1K - $31.7K
|
7.76K
$816K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-373- 0.96% |
$27.2K - $31.8K
|
38.5K
$4.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-373- 7.18% |
$27.2K - $31.8K
|
4.82K
$507K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-373- 9.05% |
$27.2K - $31.8K
|
3.75K
$394K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-375- 4.58% |
$27.3K - $31.9K
|
7.82K
$822K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-378- 2.63% |
$27.5K - $32.2K
|
14K
$1.47M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-384- 3.19% |
$28K - $32.7K
|
11.7K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-388- 5.12% |
$28.3K - $33K
|
7.19K
$755K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-388- 12.09% |
$28.3K - $33K
|
2.82K
$296K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-400- 6.67% |
$29.1K - $34.1K
|
5.6K
$589K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-410- 2.86% |
$29.9K - $34.9K
|
13.9K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-427- 1.13% |
$31.1K - $36.4K
|
37.4K
$3.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-427- 10.05% |
$31.1K - $36.4K
|
3.82K
$402K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-433- 44.0% |
$31.6K - $36.9K
|
551
$57.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-434- 0.25% |
$31.6K - $37K
|
172K
$18.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-444- 42.33% |
$32.4K - $37.8K
|
605
$63.6K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-445- 5.82% |
$32.4K - $37.9K
|
7.2K
$757K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-447- 8.03% |
$32.6K - $38.1K
|
5.12K
$538K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-448- 11.09% |
$32.6K - $38.1K
|
3.59K
$377K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-448- 4.85% |
$32.6K - $38.1K
|
8.79K
$924K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-451- 1.77% |
$32.9K - $38.4K
|
25K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-454- 11.1% |
$33.1K - $38.7K
|
3.64K
$382K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-459- 8.7% |
$33.4K - $39.1K
|
4.82K
$506K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-466- 4.9% |
$34K - $39.7K
|
9.04K
$950K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-475- 2.57% |
$34.6K - $40.4K
|
18K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-476- 0.89% |
$34.7K - $40.5K
|
52.8K
$5.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-478- 1.67% |
$34.8K - $40.7K
|
28.1K
$2.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-480- 11.01% |
$35K - $40.9K
|
3.88K
$408K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-480- 14.67% |
$35K - $40.9K
|
2.79K
$293K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-485- 7.55% |
$35.3K - $41.3K
|
5.94K
$625K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-497- 37.14% |
$36.2K - $42.3K
|
841
$88.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-500- 4.45% |
$36.4K - $42.6K
|
10.7K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-502- 9.75% |
$36.6K - $42.7K
|
4.65K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-510- 8.81% |
$37.2K - $43.4K
|
5.28K
$555K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-520- 1.36% |
$37.9K - $44.3K
|
37.8K
$3.97M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-523- 0.49% |
$38.1K - $44.5K
|
107K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-525- 3.73% |
$38.3K - $44.7K
|
13.6K
$1.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-526- 15.38% |
$38.3K - $44.8K
|
2.9K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-526- 17.53% |
$38.3K - $44.8K
|
2.47K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-535- 8.0% |
$39K - $45.5K
|
6.15K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-537- 14.65% |
$39.1K - $45.7K
|
3.13K
$329K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-545- 4.36% |
$39.7K - $46.4K
|
12K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-546- 3.28% |
$39.8K - $46.5K
|
16.1K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-549- 2.27% |
$40K - $46.7K
|
23.7K
$2.49M
|