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
|
Fusion Capital, LLC
|
SELL
|
- |
-1.04K- 17.04% |
$76K - $88.8K
|
5.08K
$534K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.05K- 11.61% |
$76.7K - $89.6K
|
8.01K
$842K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.05K- 15.4% |
$76.7K - $89.6K
|
5.78K
$608K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.07K- 7.68% |
$77.8K - $90.8K
|
12.8K
$1.35M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.09K- 0.69% |
$79.2K - $92.5K
|
157K
$16.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.09K- 1.6% |
$79.3K - $92.6K
|
67.1K
$7.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.1K- 0.3% |
$80.2K - $93.7K
|
365K
$38.3M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-1.11K- 24.4% |
$80.6K - $94.2K
|
3.43K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.11K- 9.28% |
$80.8K - $94.4K
|
10.8K
$1.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.12K- 6.13% |
$81.7K - $95.4K
|
17.2K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.13K- 8.27% |
$82.3K - $96.1K
|
12.5K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.13K- 0.24% |
$82.3K - $96.2K
|
469K
$49.3M
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.13K- 24.16% |
$82.6K - $96.5K
|
3.56K
$374K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.14K- 8.02% |
$82.9K - $96.8K
|
13K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.16K- 0.38% |
$84.2K - $98.3K
|
302K
$31.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 2.72% |
$84.6K - $98.8K
|
41.6K
$4.37M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.18K- 19.24% |
$85.6K - $100K
|
4.93K
$518K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 23.46% |
$86K - $100K
|
3.85K
$405K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.19K- 12.74% |
$86.9K - $102K
|
8.17K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.2K- 5.38% |
$87.7K - $102K
|
21.2K
$2.23M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1.22K- 9.21% |
$88.9K - $104K
|
12K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 0.34% |
$89.4K - $104K
|
362K
$38M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 21.38% |
$91.6K - $107K
|
4.62K
$486K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.26K- 24.92% |
$92.1K - $108K
|
3.81K
$400K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.27K- 17.44% |
$92.2K - $108K
|
5.99K
$629K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.07% |
$92.3K - $108K
|
118K
$12.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.27K- 4.3% |
$92.5K - $108K
|
28.3K
$2.97M
|
|
|
Mar 25, 2025
Q1 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.27K- 1.44% |
$92.5K - $108K
|
87.1K
$9.16M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.27K- 0.89% |
$92.6K - $108K
|
141K
$14.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.96% |
$92.8K - $108K
|
63.5K
$6.68M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.27K- 1.84% |
$92.8K - $108K
|
67.8K
$7.12M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.28K- 11.84% |
$92.9K - $109K
|
9.5K
$998K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.28K- 0.8% |
$93K - $109K
|
158K
$16.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.28K- 18.71% |
$93.1K - $109K
|
5.55K
$583K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.29K- 5.15% |
$93.7K - $109K
|
23.7K
$2.49M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.34K- 2.51% |
$97.5K - $114K
|
52K
$5.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.34K- 3.65% |
$97.8K - $114K
|
35.5K
$3.73M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.35K- 28.49% |
$98.1K - $115K
|
3.38K
$355K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.35K- 3.44% |
$98.4K - $115K
|
37.9K
$3.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.37K- 34.3% |
$99.5K - $116K
|
2.62K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 8.07% |
$100K - $117K
|
15.6K
$1.64M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.38K- 1.31% |
$100K - $117K
|
104K
$10.9M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.4K- 14.89% |
$102K - $119K
|
8K
$841K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 28.96% |
$105K - $123K
|
3.53K
$371K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.45K- 7.45% |
$106K - $123K
|
18K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 2.94% |
$106K - $124K
|
48.1K
$5.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.46K- 13.06% |
$106K - $124K
|
9.71K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.46K- 6.18% |
$106K - $124K
|
22.2K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.47K- 13.34% |
$107K - $125K
|
9.55K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 0.55% |
$108K - $126K
|
268K
$28.2M
|