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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.22K- 4.86% |
$672K - $785K
|
181K
$21.6M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-9.27K- 23.22% |
$676K - $789K
|
30.7K
$3.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.31K- 4.19% |
$678K - $793K
|
213K
$25.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.61K- 1.21% |
$700K - $818K
|
787K
$94.2M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-9.77K- 8.55% |
$712K - $832K
|
104K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-9.84K- 13.0% |
$717K - $837K
|
65.8K
$7.88M
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-10.1K- 12.4% |
$735K - $859K
|
71.3K
$8.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10.3K- 0.96% |
$748K - $874K
|
1.06M
$127M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-10.5K- 14.51% |
$764K - $893K
|
61.8K
$7.4M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.6K- 51.98% |
$773K - $903K
|
9.8K
$1.17M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-10.7K- 1.81% |
$777K - $908K
|
580K
$69.5M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-11.1K- 5.82% |
$809K - $945K
|
179K
$21.5M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.2K- 16.42% |
$813K - $950K
|
56.8K
$6.8M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-11.2K- 6.66% |
$813K - $950K
|
156K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-11.3K- 4.25% |
$820K - $958K
|
254K
$30.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-12.1K- 3.89% |
$885K - $1.03M
|
300K
$36M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-12.3K- 40.8% |
$893K - $1.04M
|
17.8K
$2.13M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-12.7K- 5.98% |
$924K - $1.08M
|
199K
$23.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-12.8K- 28.79% |
$931K - $1.09M
|
31.6K
$3.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 4.05% |
$939K - $1.1M
|
306K
$36.6M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13K- 64.78% |
$945K - $1.1M
|
7.05K
$845K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13K- 32.01% |
$947K - $1.11M
|
27.6K
$3.3M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.1K- 1.57% |
$952K - $1.11M
|
817K
$97.8M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-13.1K- 6.77% |
$954K - $1.11M
|
180K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-13.1K- 13.04% |
$955K - $1.12M
|
87.4K
$10.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-13.4K- 3.28% |
$980K - $1.14M
|
396K
$47.4M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-14.2K- 2.82% |
$1.03M - $1.21M
|
489K
$58.6M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.3K- 5.69% |
$1.04M - $1.22M
|
237K
$28.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-14.4K- 12.49% |
$1.05M - $1.23M
|
101K
$12.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-14.9K- 9.61% |
$1.09M - $1.27M
|
140K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16.3K- 2.06% |
$1.19M - $1.39M
|
773K
$92.6M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.6K- 0.44% |
$1.21M - $1.41M
|
3.74M
$448M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16.7K- 25.81% |
$1.22M - $1.42M
|
48K
$5.74M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-16.9K- 4.63% |
$1.23M - $1.44M
|
348K
$41.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17.4K- 3.96% |
$1.27M - $1.48M
|
421K
$50.5M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 0.19% |
$1.28M - $1.5M
|
9.31M
$1.11B
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.6K- 2.08% |
$1.29M - $1.5M
|
830K
$99.4M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-17.8K- 50.8% |
$1.3M - $1.52M
|
17.3K
$2.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.1K- 46.79% |
$1.32M - $1.54M
|
20.6K
$2.46M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-18.3K- 11.94% |
$1.34M - $1.56M
|
135K
$16.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-20K- 3.36% |
$1.46M - $1.71M
|
577K
$69.1M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-20.6K- 31.29% |
$1.5M - $1.75M
|
45.1K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-20.9K- 3.17% |
$1.52M - $1.78M
|
637K
$76.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-22.4K- 16.96% |
$1.63M - $1.91M
|
110K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-22.5K- 8.79% |
$1.64M - $1.92M
|
233K
$27.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23.1K- 6.31% |
$1.68M - $1.97M
|
343K
$41.1M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-23.1K- 4.33% |
$1.69M - $1.97M
|
511K
$61.2M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-25K- 42.38% |
$1.82M - $2.13M
|
34K
$4.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-25.6K- 3.74% |
$1.86M - $2.18M
|
658K
$78.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26.4K- 41.03% |
$1.93M - $2.25M
|
38K
$4.55M
|