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 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-6.19K- 17.74% |
$451K - $527K
|
28.7K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-6.23K- 6.15% |
$454K - $531K
|
95.1K
$9.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.29K- 5.53% |
$458K - $535K
|
107K
$11M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-6.31K- 10.7% |
$459K - $537K
|
52.6K
$5.39M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.78K- 77.31% |
$494K - $577K
|
1.99K
$204K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-6.83K- 4.71% |
$498K - $581K
|
138K
$14.1M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.04K- 14.39% |
$513K - $599K
|
41.9K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.19K- 43.97% |
$524K - $612K
|
9.16K
$938K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-7.2K- 0.65% |
$525K - $613K
|
1.1M
$113M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.33K- 11.13% |
$534K - $624K
|
58.5K
$5.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.4K- 12.39% |
$539K - $630K
|
52.3K
$5.36M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-7.41K- 47.61% |
$540K - $631K
|
8.16K
$835K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-7.49K- 44.59% |
$546K - $637K
|
9.3K
$953K
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.57K- 11.08% |
$552K - $645K
|
60.8K
$6.22M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.64K- 21.61% |
$557K - $651K
|
27.7K
$2.84M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.79K- 8.55% |
$568K - $663K
|
83.4K
$8.54M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-8.26K- 2.56% |
$602K - $703K
|
315K
$32.2M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8.45K- 4.89% |
$615K - $719K
|
164K
$16.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-8.63K- 2.85% |
$629K - $735K
|
294K
$30.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-8.87K- 6.0% |
$647K - $755K
|
139K
$14.2M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.16K- 77.82% |
$667K - $779K
|
2.61K
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.22K- 4.86% |
$672K - $785K
|
181K
$18.5M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-9.27K- 23.22% |
$676K - $789K
|
30.7K
$3.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.31K- 4.19% |
$678K - $793K
|
213K
$21.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.61K- 1.21% |
$700K - $818K
|
787K
$80.6M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-9.77K- 8.55% |
$712K - $832K
|
104K
$10.7M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-9.84K- 13.0% |
$717K - $837K
|
65.8K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-10.1K- 12.4% |
$735K - $859K
|
71.3K
$7.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10.3K- 0.96% |
$748K - $874K
|
1.06M
$109M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-10.5K- 14.51% |
$764K - $893K
|
61.8K
$6.33M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.6K- 51.98% |
$773K - $903K
|
9.8K
$1M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-10.7K- 1.81% |
$777K - $908K
|
580K
$59.4M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11.1K- 5.82% |
$809K - $945K
|
179K
$18.4M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.2K- 16.42% |
$813K - $950K
|
56.8K
$5.81M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-11.2K- 6.66% |
$813K - $950K
|
156K
$16M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.3K- 4.25% |
$820K - $958K
|
254K
$26M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.1K- 3.89% |
$885K - $1.03M
|
300K
$30.8M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-12.3K- 40.8% |
$893K - $1.04M
|
17.8K
$1.82M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-12.7K- 5.98% |
$924K - $1.08M
|
199K
$20.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-12.8K- 28.79% |
$931K - $1.09M
|
31.6K
$3.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 4.05% |
$939K - $1.1M
|
306K
$31.3M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13K- 64.78% |
$945K - $1.1M
|
7.05K
$722K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13K- 32.01% |
$947K - $1.11M
|
27.6K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.1K- 1.57% |
$952K - $1.11M
|
817K
$83.6M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-13.1K- 6.77% |
$954K - $1.11M
|
180K
$18.5M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-13.1K- 13.04% |
$955K - $1.12M
|
87.4K
$8.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-13.4K- 3.28% |
$980K - $1.14M
|
396K
$40.6M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-14.2K- 2.82% |
$1.03M - $1.21M
|
489K
$50.1M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.3K- 5.69% |
$1.04M - $1.22M
|
237K
$24.3M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-14.4K- 12.49% |
$1.05M - $1.23M
|
101K
$10.4M
|