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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-2.5K- 5.87% |
$182K - $212K
|
40K
$4.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2.5K- 3.11% |
$182K - $213K
|
77.8K
$9.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 1.9% |
$185K - $216K
|
131K
$15.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-2.55K- 0.62% |
$186K - $217K
|
410K
$49M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.56K- 5.77% |
$186K - $218K
|
41.8K
$5M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.56K- 24.57% |
$186K - $218K
|
7.86K
$941K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.57K- 8.2% |
$187K - $219K
|
28.8K
$3.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.58K- 11.06% |
$188K - $219K
|
20.7K
$2.48M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.58K- 13.7% |
$188K - $220K
|
16.3K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-2.59K- 2.84% |
$188K - $220K
|
88.6K
$10.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.66K- 15.58% |
$194K - $227K
|
14.4K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.67K- 1.03% |
$194K - $227K
|
257K
$30.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.68K- 12.07% |
$195K - $228K
|
19.5K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
SELL
|
- |
-2.7K- 29.38% |
$197K - $230K
|
6.5K
$778K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.81K- 23.43% |
$205K - $239K
|
9.18K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2.84K- 23.65% |
$207K - $241K
|
9.15K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.99K- 1.33% |
$218K - $255K
|
222K
$26.6M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3K- 6.24% |
$219K - $256K
|
45.1K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.15K- 4.96% |
$229K - $268K
|
60.4K
$7.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Kwmg, LLC
|
SELL
|
- |
-3.16K- 1.14% |
$230K - $269K
|
275K
$32.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.17K- 11.92% |
$231K - $269K
|
23.4K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.19K- 50.0% |
$233K - $272K
|
3.19K
$382K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.23K- 19.85% |
$235K - $275K
|
13K
$1.56M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-3.23K- 13.16% |
$235K - $275K
|
21.3K
$2.55M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.24K- 49.54% |
$236K - $276K
|
3.3K
$396K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.25K- 13.44% |
$237K - $277K
|
20.9K
$2.51M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.25K- 18.12% |
$237K - $277K
|
14.7K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.29K- 31.73% |
$239K - $280K
|
7.07K
$847K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3.41K- 2.56% |
$248K - $290K
|
129K
$15.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-3.41K- 14.58% |
$248K - $290K
|
20K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.44K- 3.67% |
$250K - $293K
|
90.3K
$10.8M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3.47K- 4.5% |
$253K - $295K
|
73.6K
$8.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.5K- 6.66% |
$255K - $298K
|
49.1K
$5.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3.56K- 7.27% |
$259K - $303K
|
45.4K
$5.44M
|
|
|
May 15, 2024
Q1 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-3.57K- 1.81% |
$260K - $304K
|
194K
$23.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.57K- 11.33% |
$260K - $304K
|
28K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-3.58K- 9.36% |
$261K - $305K
|
34.7K
$4.15M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.58K- 36.31% |
$261K - $305K
|
6.28K
$753K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-3.71K- 30.99% |
$270K - $316K
|
8.26K
$989K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-3.79K- 34.89% |
$276K - $323K
|
7.07K
$847K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.98K- 37.22% |
$290K - $339K
|
6.71K
$804K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.02K- 32.84% |
$293K - $343K
|
8.23K
$985K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.04K- 4.18% |
$294K - $344K
|
92.7K
$11.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-4.13K- 18.55% |
$301K - $352K
|
18.1K
$2.17M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.21K- 2.13% |
$306K - $358K
|
193K
$23.2M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.25K- 2.85% |
$310K - $362K
|
145K
$17.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-4.34K- 5.3% |
$316K - $369K
|
77.5K
$9.28M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-4.38K- 48.58% |
$319K - $373K
|
4.64K
$556K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.51K- 33.65% |
$328K - $384K
|
8.88K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.55K- 3.97% |
$332K - $388K
|
110K
$13.2M
|