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
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-606- 3.28% |
$44.2K - $51.6K
|
17.9K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-612- 0.55% |
$44.6K - $52.1K
|
111K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-615- 20.56% |
$44.8K - $52.4K
|
2.38K
$243K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-615- 4.16% |
$44.8K - $52.4K
|
14.2K
$1.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-622- 9.58% |
$45.3K - $53K
|
5.87K
$601K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-623- 1.91% |
$45.4K - $53K
|
32K
$3.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-623- 7.76% |
$45.4K - $53K
|
7.4K
$758K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-640- 0.53% |
$46.6K - $54.5K
|
121K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-656- 10.32% |
$47.8K - $55.9K
|
5.7K
$584K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-688- 1.14% |
$50.1K - $58.6K
|
59.4K
$6.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-699- 5.05% |
$50.9K - $59.5K
|
13.1K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-704- 34.75% |
$51.3K - $59.9K
|
1.32K
$135K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-717- 8.15% |
$52.2K - $61K
|
8.08K
$828K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-718- 2.28% |
$52.3K - $61.1K
|
30.8K
$3.15M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-730- 3.55% |
$53.2K - $62.2K
|
19.9K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-730- 8.31% |
$53.2K - $62.2K
|
8.06K
$825K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-748- 8.61% |
$54.5K - $63.7K
|
7.94K
$813K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-751- 15.24% |
$54.7K - $63.9K
|
4.18K
$428K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-771- 6.4% |
$56.2K - $65.6K
|
11.3K
$1.15M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-785- 6.33% |
$57.2K - $66.8K
|
11.6K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-790- 7.93% |
$57.6K - $67.3K
|
9.17K
$939K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-790- 12.59% |
$57.6K - $67.3K
|
5.49K
$562K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-820- 1.14% |
$59.8K - $69.8K
|
71K
$7.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-865- 7.28% |
$63K - $73.6K
|
11K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-874- 2.32% |
$63.7K - $74.4K
|
36.7K
$3.76M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-877- 1.33% |
$63.9K - $74.7K
|
65.3K
$6.69M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-881- 1.16% |
$64.2K - $75K
|
75.1K
$7.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-887- 6.54% |
$64.6K - $75.5K
|
12.7K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-894- 4.88% |
$65.1K - $76.1K
|
17.4K
$1.78M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-913- 26.58% |
$66.5K - $77.7K
|
2.52K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-971- 3.63% |
$70.8K - $82.7K
|
25.8K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1K- 3.91% |
$72.9K - $85.1K
|
24.6K
$2.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.01K- 1.05% |
$73.6K - $86K
|
95.4K
$9.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.03K- 1.45% |
$74.7K - $87.3K
|
69.5K
$7.12M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.03K- 17.17% |
$75K - $87.6K
|
4.96K
$508K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.03K- 12.43% |
$75.1K - $87.7K
|
7.25K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.04K- 17.04% |
$76K - $88.8K
|
5.08K
$520K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.05K- 11.61% |
$76.7K - $89.6K
|
8.01K
$820K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.05K- 15.4% |
$76.7K - $89.6K
|
5.78K
$592K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.07K- 7.68% |
$77.8K - $90.8K
|
12.8K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.09K- 0.69% |
$79.2K - $92.5K
|
157K
$16M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.09K- 1.6% |
$79.3K - $92.6K
|
67.1K
$6.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.1K- 0.3% |
$80.2K - $93.7K
|
365K
$37.4M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.11K- 24.4% |
$80.6K - $94.2K
|
3.43K
$351K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.11K- 9.28% |
$80.8K - $94.4K
|
10.8K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.12K- 6.13% |
$81.7K - $95.4K
|
17.2K
$1.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.13K- 8.27% |
$82.3K - $96.1K
|
12.5K
$1.28M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.13K- 0.24% |
$82.3K - $96.2K
|
469K
$48.1M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.13K- 24.16% |
$82.6K - $96.5K
|
3.56K
$364K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.14K- 8.02% |
$82.9K - $96.8K
|
13K
$1.34M
|