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 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.4K- 14.89% |
$102K - $119K
|
8K
$958K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 28.96% |
$105K - $123K
|
3.53K
$423K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.45K- 7.45% |
$106K - $123K
|
18K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 2.94% |
$106K - $124K
|
48.1K
$5.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.46K- 13.06% |
$106K - $124K
|
9.71K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.46K- 6.18% |
$106K - $124K
|
22.2K
$2.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.47K- 13.34% |
$107K - $125K
|
9.55K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 0.55% |
$108K - $126K
|
268K
$32.1M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.49K- 1.24% |
$109K - $127K
|
119K
$14.2M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-1.5K- 4.05% |
$109K - $128K
|
35.5K
$4.25M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 2.8% |
$109K - $128K
|
52.1K
$6.24M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.51K- 3.69% |
$110K - $128K
|
39.3K
$4.71M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.54K- 1.34% |
$112K - $131K
|
113K
$13.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.54K- 29.41% |
$112K - $131K
|
3.69K
$442K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 2.38% |
$112K - $131K
|
63.2K
$7.56M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.54K- 3.94% |
$112K - $131K
|
37.6K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.56K- 8.78% |
$113K - $132K
|
16.2K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.56K- 11.38% |
$114K - $133K
|
12.2K
$1.46M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.58K- 12.02% |
$115K - $134K
|
11.5K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-1.58K- 9.94% |
$115K - $135K
|
14.3K
$1.71M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.59K- 26.34% |
$116K - $136K
|
4.45K
$533K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.62K- 5.71% |
$118K - $138K
|
26.7K
$3.2M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.64K- 0.77% |
$120K - $140K
|
212K
$25.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.67K- 1.06% |
$122K - $142K
|
156K
$18.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.69K- 2.0% |
$123K - $144K
|
82.6K
$9.89M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.69K- 3.75% |
$123K - $144K
|
43.3K
$5.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.72K- 31.93% |
$125K - $146K
|
3.66K
$438K
|
|
|
May 03, 2024
Q1 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.72K- 2.7% |
$126K - $147K
|
62K
$7.43M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.73K- 19.1% |
$126K - $148K
|
7.35K
$880K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.73K- 3.65% |
$126K - $148K
|
45.7K
$5.48M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-1.74K- 14.09% |
$127K - $148K
|
10.6K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 8.18% |
$129K - $150K
|
19.8K
$2.37M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.78K- 3.33% |
$130K - $152K
|
51.8K
$6.21M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-1.85K- 35.31% |
$135K - $158K
|
3.4K
$407K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.86K- 2.4% |
$136K - $159K
|
75.8K
$9.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-1.89K- 5.67% |
$138K - $161K
|
31.4K
$3.76M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.94K- 31.43% |
$141K - $165K
|
4.23K
$507K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.94K- 16.31% |
$141K - $165K
|
9.95K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.95K- 2.26% |
$142K - $166K
|
84.3K
$10.1M
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-2.02K- 6.45% |
$147K - $172K
|
29.3K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.03K- 0.42% |
$148K - $173K
|
488K
$58.4M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.1K- 5.45% |
$153K - $179K
|
36.5K
$4.37M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.11K- 2.62% |
$154K - $180K
|
78.4K
$9.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-2.13K- 26.51% |
$155K - $181K
|
5.89K
$706K
|
|
|
Oct 06, 2025
Q1 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-2.13K- 43.96% |
$155K - $182K
|
2.72K
$326K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.19K- 19.0% |
$159K - $186K
|
9.32K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.2K- 1.32% |
$160K - $187K
|
164K
$19.7M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.23K- 14.78% |
$162K - $190K
|
12.8K
$1.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.33K- 4.75% |
$170K - $198K
|
46.7K
$5.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.47K- 28.99% |
$180K - $210K
|
6.04K
$724K
|