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 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-4.73K- 3.5% |
$345K - $403K
|
130K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.73K- 4.05% |
$345K - $403K
|
112K
$13.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-4.79K- 3.54% |
$349K - $407K
|
131K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-4.88K- 53.01% |
$355K - $415K
|
4.32K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.96K- 25.99% |
$361K - $422K
|
14.1K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-5K- 33.58% |
$364K - $426K
|
9.89K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.04K- 1.38% |
$367K - $429K
|
360K
$43.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.1K- 2.46% |
$371K - $434K
|
202K
$24.2M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-5.11K- 54.23% |
$373K - $435K
|
4.32K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.24K- 4.94% |
$382K - $446K
|
101K
$12.1M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-5.27K- 20.98% |
$384K - $449K
|
19.8K
$2.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.3K- 2.06% |
$386K - $451K
|
252K
$30.2M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.31K- 12.82% |
$387K - $452K
|
36.1K
$4.33M
|
|
|
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
$735K
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-5.38K- 13.31% |
$392K - $458K
|
35K
$4.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-5.39K- 35.75% |
$393K - $459K
|
9.68K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-5.39K- 43.39% |
$393K - $459K
|
7.04K
$843K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.4K- 2.29% |
$393K - $459K
|
230K
$27.5M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-5.45K- 9.32% |
$397K - $464K
|
53K
$6.34M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.53K- 0.41% |
$403K - $471K
|
1.33M
$159M
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.56K- 12.86% |
$405K - $473K
|
37.7K
$4.51M
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-5.59K- 2.18% |
$407K - $476K
|
250K
$30M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.65K- 14.41% |
$412K - $481K
|
33.5K
$4.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-5.67K- 59.07% |
$413K - $483K
|
3.93K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.8K- 18.69% |
$423K - $494K
|
25.2K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.94K- 5.85% |
$433K - $505K
|
95.5K
$11.4M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.08K- 15.58% |
$443K - $518K
|
32.9K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-6.19K- 17.74% |
$451K - $527K
|
28.7K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-6.23K- 6.15% |
$454K - $531K
|
95.1K
$11.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-6.29K- 5.53% |
$458K - $535K
|
107K
$12.9M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-6.31K- 10.7% |
$459K - $537K
|
52.6K
$6.3M
|
|
|
Aug 13, 2025
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-6.31K- 10.7% |
$459K - $537K
|
52.6K
$6.3M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6.78K- 77.31% |
$494K - $577K
|
1.99K
$238K
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-6.83K- 4.71% |
$498K - $581K
|
138K
$16.5M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-7.04K- 14.39% |
$513K - $599K
|
41.9K
$5.01M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.19K- 43.97% |
$524K - $612K
|
9.16K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-7.2K- 0.65% |
$525K - $613K
|
1.1M
$132M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.33K- 11.13% |
$534K - $624K
|
58.5K
$7.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.4K- 12.39% |
$539K - $630K
|
52.3K
$6.27M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-7.41K- 47.61% |
$540K - $631K
|
8.16K
$977K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-7.49K- 44.59% |
$546K - $637K
|
9.3K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-7.57K- 11.08% |
$552K - $645K
|
60.8K
$7.28M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.64K- 21.61% |
$557K - $651K
|
27.7K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.79K- 8.55% |
$568K - $663K
|
83.4K
$9.98M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-8.26K- 2.56% |
$602K - $703K
|
315K
$37.7M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-8.45K- 4.89% |
$615K - $719K
|
164K
$19.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-8.63K- 2.85% |
$629K - $735K
|
294K
$35.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-8.87K- 6.0% |
$647K - $755K
|
139K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.16K- 77.82% |
$667K - $779K
|
2.61K
$313K
|