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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.25K- 18.12% |
$237K - $277K
|
14.7K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.29K- 31.73% |
$239K - $280K
|
7.07K
$724K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.41K- 2.56% |
$248K - $290K
|
129K
$13.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-3.41K- 14.58% |
$248K - $290K
|
20K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.44K- 3.67% |
$250K - $293K
|
90.3K
$9.25M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3.47K- 4.5% |
$253K - $295K
|
73.6K
$7.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.5K- 6.66% |
$255K - $298K
|
49.1K
$5.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3.56K- 7.27% |
$259K - $303K
|
45.4K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.57K- 1.81% |
$260K - $304K
|
194K
$19.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.57K- 11.33% |
$260K - $304K
|
28K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.58K- 9.36% |
$261K - $305K
|
34.7K
$3.55M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.58K- 36.31% |
$261K - $305K
|
6.28K
$644K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-3.71K- 30.99% |
$270K - $316K
|
8.26K
$846K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.98K- 37.22% |
$290K - $339K
|
6.71K
$687K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.02K- 32.84% |
$293K - $343K
|
8.23K
$843K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.04K- 4.18% |
$294K - $344K
|
92.7K
$9.49M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-4.13K- 18.55% |
$301K - $352K
|
18.1K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.21K- 2.13% |
$306K - $358K
|
193K
$19.8M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.25K- 2.85% |
$310K - $362K
|
145K
$14.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.34K- 5.3% |
$316K - $369K
|
77.5K
$7.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-4.38K- 48.58% |
$319K - $373K
|
4.64K
$475K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.51K- 33.65% |
$328K - $384K
|
8.88K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.55K- 3.97% |
$332K - $388K
|
110K
$11.3M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4.73K- 3.5% |
$345K - $403K
|
130K
$13.3M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.73K- 4.05% |
$345K - $403K
|
112K
$11.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 3.54% |
$349K - $407K
|
131K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.88K- 53.01% |
$355K - $415K
|
4.32K
$443K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.96K- 25.99% |
$361K - $422K
|
14.1K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-5K- 33.58% |
$364K - $426K
|
9.89K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.04K- 1.38% |
$367K - $429K
|
360K
$36.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.1K- 2.46% |
$371K - $434K
|
202K
$20.7M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.11K- 54.23% |
$373K - $435K
|
4.32K
$442K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.24K- 4.94% |
$382K - $446K
|
101K
$10.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.3K- 2.06% |
$386K - $451K
|
252K
$25.8M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.31K- 12.82% |
$387K - $452K
|
36.1K
$3.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.37KClosed |
$391K - $457K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.38K- 46.73% |
$392K - $458K
|
6.13K
$628K
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-5.38K- 13.31% |
$392K - $458K
|
35K
$3.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-5.39K- 35.75% |
$393K - $459K
|
9.68K
$992K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-5.39K- 43.39% |
$393K - $459K
|
7.04K
$721K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.4K- 2.29% |
$393K - $459K
|
230K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.45K- 9.32% |
$397K - $464K
|
53K
$5.42M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.53K- 0.41% |
$403K - $471K
|
1.33M
$136M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.56K- 12.86% |
$405K - $473K
|
37.7K
$3.86M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-5.59K- 2.18% |
$407K - $476K
|
250K
$25.6M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.65K- 14.41% |
$412K - $481K
|
33.5K
$3.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.67K- 59.07% |
$413K - $483K
|
3.93K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.8K- 18.69% |
$423K - $494K
|
25.2K
$2.59M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.94K- 5.85% |
$433K - $505K
|
95.5K
$9.78M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.08K- 15.58% |
$443K - $518K
|
32.9K
$3.37M
|