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 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-388- 5.12% |
$28.3K - $33K
|
7.19K
$736K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-388- 12.09% |
$28.3K - $33K
|
2.82K
$289K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-400- 6.67% |
$29.1K - $34.1K
|
5.6K
$573K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-410- 2.86% |
$29.9K - $34.9K
|
13.9K
$1.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-427- 1.13% |
$31.1K - $36.4K
|
37.4K
$3.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-427- 10.05% |
$31.1K - $36.4K
|
3.82K
$391K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-433- 44.0% |
$31.6K - $36.9K
|
551
$56.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-434- 0.25% |
$31.6K - $37K
|
172K
$17.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-444- 42.33% |
$32.4K - $37.8K
|
605
$62K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-445- 5.82% |
$32.4K - $37.9K
|
7.2K
$737K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-447- 8.03% |
$32.6K - $38.1K
|
5.12K
$524K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-448- 11.09% |
$32.6K - $38.1K
|
3.59K
$368K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-448- 4.85% |
$32.6K - $38.1K
|
8.79K
$901K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-451- 1.77% |
$32.9K - $38.4K
|
25K
$2.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-454- 11.1% |
$33.1K - $38.7K
|
3.64K
$372K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-459- 8.7% |
$33.4K - $39.1K
|
4.82K
$493K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-466- 4.9% |
$34K - $39.7K
|
9.04K
$926K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-475- 2.57% |
$34.6K - $40.4K
|
18K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-476- 0.89% |
$34.7K - $40.5K
|
52.8K
$5.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-478- 1.67% |
$34.8K - $40.7K
|
28.1K
$2.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-480- 11.01% |
$35K - $40.9K
|
3.88K
$397K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-480- 14.67% |
$35K - $40.9K
|
2.79K
$286K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-485- 7.55% |
$35.3K - $41.3K
|
5.94K
$609K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-497- 37.14% |
$36.2K - $42.3K
|
841
$86.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-500- 4.45% |
$36.4K - $42.6K
|
10.7K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-502- 9.75% |
$36.6K - $42.7K
|
4.65K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-510- 8.81% |
$37.2K - $43.4K
|
5.28K
$541K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-520- 1.36% |
$37.9K - $44.3K
|
37.8K
$3.87M
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-523- 0.49% |
$38.1K - $44.5K
|
107K
$11M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-525- 3.73% |
$38.3K - $44.7K
|
13.6K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-526- 15.38% |
$38.3K - $44.8K
|
2.9K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-526- 17.53% |
$38.3K - $44.8K
|
2.47K
$253K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-535- 8.0% |
$39K - $45.5K
|
6.15K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-537- 14.65% |
$39.1K - $45.7K
|
3.13K
$320K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-545- 4.36% |
$39.7K - $46.4K
|
12K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-546- 3.28% |
$39.8K - $46.5K
|
16.1K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-549- 2.27% |
$40K - $46.7K
|
23.7K
$2.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-551- 2.72% |
$40.2K - $46.9K
|
19.7K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-552- 33.64% |
$40.2K - $47K
|
1.09K
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-565- 7.17% |
$41.2K - $48.1K
|
7.32K
$749K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-569- 7.35% |
$41.5K - $48.4K
|
7.17K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-580- 0.77% |
$42.3K - $49.4K
|
75.2K
$7.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-582- 1.72% |
$42.4K - $49.6K
|
33.3K
$3.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-585- 9.22% |
$42.6K - $49.8K
|
5.76K
$590K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-588- 0.91% |
$42.8K - $50.1K
|
64.1K
$6.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-590- 3.77% |
$43K - $50.2K
|
15.1K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-594- 1.95% |
$43.3K - $50.6K
|
29.9K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-596- 3.56% |
$43.4K - $50.7K
|
16.1K
$1.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-600- 4.65% |
$43.7K - $51.1K
|
12.3K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-600- 9.41% |
$43.7K - $51.1K
|
5.77K
$591K
|