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 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-51.2K- 1.94% |
$3.73M - $4.36M
|
2.59M
$267M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-55.1K- 68.0% |
$4.01M - $4.69M
|
25.9K
$2.68M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-55.4K- 94.89% |
$4.04M - $4.72M
|
2.99K
$308K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-58.2K- 13.67% |
$4.24M - $4.96M
|
368K
$38M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-59.8K- 38.01% |
$4.36M - $5.1M
|
97.6K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.1K- 3.61% |
$4.67M - $5.46M
|
1.71M
$177M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-66.7K- 9.47% |
$4.86M - $5.68M
|
637K
$65.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-67.4K- 92.98% |
$4.91M - $5.74M
|
5.09K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-77.3K- 13.86% |
$5.63M - $6.58M
|
480K
$49.6M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-79K- 14.06% |
$5.76M - $6.73M
|
483K
$49.9M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-82.8K- 16.2% |
$6.04M - $7.05M
|
429K
$44.3M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-85.4K- 50.97% |
$6.23M - $7.27M
|
82.2K
$8.49M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-87.3K- 90.03% |
$6.36M - $7.44M
|
9.67K
$998K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-100K- 9.31% |
$7.32M - $8.55M
|
978K
$101M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-102K- 16.13% |
$7.42M - $8.67M
|
529K
$54.7M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-105K- 2.03% |
$7.64M - $8.93M
|
5.05M
$522M
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-115K- 34.02% |
$8.35M - $9.76M
|
222K
$23M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-115K- 34.02% |
$8.35M - $9.76M
|
222K
$23M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-115K- 99.98% |
$8.41M - $9.83M
|
21
$2.17K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-137K- 17.22% |
$9.99M - $11.7M
|
659K
$68M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-148K- 33.96% |
$10.7M - $12.6M
|
287K
$29.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-159K- 70.29% |
$11.6M - $13.6M
|
67.3K
$6.95M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-162K- 1.26% |
$11.8M - $13.8M
|
12.7M
$1.31B
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-214K- 69.7% |
$15.6M - $18.2M
|
93K
$9.6M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-226K- 3.18% |
$16.5M - $19.3M
|
6.9M
$712M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-237K- 30.02% |
$17.2M - $20.1M
|
552K
$57M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-237K- 30.02% |
$17.2M - $20.1M
|
552K
$57M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-310K- 11.42% |
$22.6M - $26.4M
|
2.41M
$249M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-347K- 32.68% |
$25.3M - $29.5M
|
714K
$73.7M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-422K- 61.89% |
$30.8M - $35.9M
|
260K
$26.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-453K- 13.32% |
$33M - $38.6M
|
2.95M
$305M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-463K- 4.57% |
$33.7M - $39.4M
|
9.65M
$997M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-471K- 3.02% |
$34.3M - $40.1M
|
15.1M
$1.56B
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-510K- 97.99% |
$37.2M - $43.4M
|
10.5K
$1.08M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.96M- 5.88% |
$143M - $167M
|
31.4M
$3.24B
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.11M- 54.47% |
$154M - $179M
|
1.76M
$182M
|