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 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-35.5K- 82.03% |
$2.59M - $3.02M
|
7.78K
$817K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36.6K- 52.14% |
$2.67M - $3.12M
|
33.6K
$3.53M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-36.6K- 26.12% |
$2.67M - $3.12M
|
104K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-37.2K- 29.66% |
$2.71M - $3.17M
|
88.2K
$9.27M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-37.8K- 24.8% |
$2.75M - $3.22M
|
115K
$12M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-39.4K- 43.88% |
$2.87M - $3.36M
|
50.4K
$5.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-39.5K- 9.43% |
$2.88M - $3.36M
|
380K
$39.9M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40.3K- 5.95% |
$2.94M - $3.43M
|
637K
$67M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-40.7K- 77.09% |
$2.96M - $3.46M
|
12.1K
$1.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-42.5K- 1.39% |
$3.1M - $3.62M
|
3.02M
$318M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42.6K- 18.83% |
$3.1M - $3.63M
|
184K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-43.7K- 1.71% |
$3.19M - $3.72M
|
2.51M
$263M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-44.9K- 12.12% |
$3.27M - $3.82M
|
325K
$34.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-45.8K- 4.86% |
$3.34M - $3.9M
|
898K
$94.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46.1K- 2.73% |
$3.36M - $3.92M
|
1.64M
$172M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-48.5K- 54.8% |
$3.53M - $4.13M
|
40K
$4.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-48.6K- 25.71% |
$3.54M - $4.14M
|
140K
$14.8M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-49.2K- 25.98% |
$3.59M - $4.19M
|
140K
$14.7M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-49.8K- 4.11% |
$3.63M - $4.24M
|
1.16M
$122M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-51.1K- 4.3% |
$3.73M - $4.35M
|
1.14M
$120M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-51.2K- 1.94% |
$3.73M - $4.36M
|
2.59M
$272M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-55.1K- 68.0% |
$4.01M - $4.69M
|
25.9K
$2.72M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-55.4K- 94.89% |
$4.04M - $4.72M
|
2.99K
$314K
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-58.2K- 13.67% |
$4.24M - $4.96M
|
368K
$38.7M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-59.8K- 38.01% |
$4.36M - $5.1M
|
97.6K
$10.3M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.1K- 3.61% |
$4.67M - $5.46M
|
1.71M
$180M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-66.7K- 9.47% |
$4.86M - $5.68M
|
637K
$67M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-67.4K- 92.98% |
$4.91M - $5.74M
|
5.09K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-77.3K- 13.86% |
$5.63M - $6.58M
|
480K
$50.5M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-79K- 14.06% |
$5.76M - $6.73M
|
483K
$50.7M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-82.8K- 16.2% |
$6.04M - $7.05M
|
429K
$45M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-85.4K- 50.97% |
$6.23M - $7.27M
|
82.2K
$8.64M
|
|
|
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
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-100K- 9.31% |
$7.32M - $8.55M
|
978K
$103M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-102K- 16.13% |
$7.42M - $8.67M
|
529K
$55.7M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-105K- 2.03% |
$7.64M - $8.93M
|
5.05M
$531M
|
|
|
May 13, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-115K- 34.02% |
$8.35M - $9.76M
|
222K
$23.4M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-115K- 34.02% |
$8.35M - $9.76M
|
222K
$23.4M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-115K- 99.98% |
$8.41M - $9.83M
|
21
$2.21K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-137K- 17.22% |
$9.99M - $11.7M
|
659K
$69.2M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-148K- 33.96% |
$10.7M - $12.6M
|
287K
$30.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-159K- 70.29% |
$11.6M - $13.6M
|
67.3K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-162K- 1.26% |
$11.8M - $13.8M
|
12.7M
$1.33B
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-214K- 69.7% |
$15.6M - $18.2M
|
93K
$9.77M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-226K- 3.18% |
$16.5M - $19.3M
|
6.9M
$725M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-237K- 30.02% |
$17.2M - $20.1M
|
552K
$58M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-237K- 30.02% |
$17.2M - $20.1M
|
552K
$58M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-263K- 23.81% |
$19.2M - $22.4M
|
841K
$88.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-310K- 11.42% |
$22.6M - $26.4M
|
2.41M
$253M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-347K- 32.68% |
$25.3M - $29.5M
|
714K
$75M
|