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
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.14K- 8.02% |
$82.9K - $96.8K
|
13K
$1.38M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.16K- 0.38% |
$84.2K - $98.3K
|
302K
$32.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 2.72% |
$84.6K - $98.8K
|
41.6K
$4.41M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.18K- 19.24% |
$85.6K - $100K
|
4.93K
$523K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.18K- 23.46% |
$86K - $100K
|
3.85K
$409K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.19K- 12.74% |
$86.9K - $102K
|
8.17K
$867K
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-1.2K- 5.38% |
$87.7K - $102K
|
21.2K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 0.34% |
$89.4K - $104K
|
362K
$38.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1.26K- 21.38% |
$91.6K - $107K
|
4.62K
$490K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.26K- 24.92% |
$92.1K - $108K
|
3.81K
$404K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.27K- 17.44% |
$92.2K - $108K
|
5.99K
$635K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.27K- 1.07% |
$92.3K - $108K
|
118K
$12.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.27K- 4.3% |
$92.5K - $108K
|
28.3K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.27K- 0.89% |
$92.6K - $108K
|
141K
$15M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.27K- 1.96% |
$92.8K - $108K
|
63.5K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.27K- 1.84% |
$92.8K - $108K
|
67.8K
$7.19M
|
|
|
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
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.28K- 0.8% |
$93K - $109K
|
158K
$16.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.28K- 18.71% |
$93.1K - $109K
|
5.55K
$589K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.29K- 5.15% |
$93.7K - $109K
|
23.7K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.34K- 2.51% |
$97.5K - $114K
|
52K
$5.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.34K- 3.65% |
$97.8K - $114K
|
35.5K
$3.76M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.35K- 28.49% |
$98.1K - $115K
|
3.38K
$359K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.35K- 3.44% |
$98.4K - $115K
|
37.9K
$4.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-1.37K- 34.3% |
$99.5K - $116K
|
2.62K
$278K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 8.07% |
$100K - $117K
|
15.6K
$1.66M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.38K- 1.31% |
$100K - $117K
|
104K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.4K- 14.89% |
$102K - $119K
|
8K
$849K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 28.96% |
$105K - $123K
|
3.53K
$375K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.45K- 7.45% |
$106K - $123K
|
18K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 2.94% |
$106K - $124K
|
48.1K
$5.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.46K- 13.06% |
$106K - $124K
|
9.71K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.46K- 6.18% |
$106K - $124K
|
22.2K
$2.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.47K- 13.34% |
$107K - $125K
|
9.55K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 0.55% |
$108K - $126K
|
268K
$28.4M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 1.24% |
$109K - $127K
|
119K
$12.6M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 4.05% |
$109K - $128K
|
35.5K
$3.77M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 2.8% |
$109K - $128K
|
52.1K
$5.53M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.51K- 3.69% |
$110K - $128K
|
39.3K
$4.18M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.54K- 1.34% |
$112K - $131K
|
113K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.54K- 29.41% |
$112K - $131K
|
3.69K
$392K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 2.38% |
$112K - $131K
|
63.2K
$6.7M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.54K- 3.94% |
$112K - $131K
|
37.6K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.56K- 8.78% |
$113K - $132K
|
16.2K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.56K- 11.38% |
$114K - $133K
|
12.2K
$1.29M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.58K- 12.02% |
$115K - $134K
|
11.5K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.58K- 9.94% |
$115K - $135K
|
14.3K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.59K- 26.34% |
$116K - $136K
|
4.45K
$473K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.62K- 5.71% |
$118K - $138K
|
26.7K
$2.84M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.64K- 0.77% |
$120K - $140K
|
212K
$22.5M
|