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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-148K- 33.96% |
$10.7M - $12.6M
|
287K
$34.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-159K- 70.29% |
$11.6M - $13.6M
|
67.3K
$8.06M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-162K- 1.26% |
$11.8M - $13.8M
|
12.7M
$1.52B
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-214K- 69.7% |
$15.6M - $18.2M
|
93K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-226K- 3.18% |
$16.5M - $19.3M
|
6.9M
$826M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-237K- 30.02% |
$17.2M - $20.1M
|
552K
$66M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-237K- 30.02% |
$17.2M - $20.1M
|
552K
$66M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-263K- 23.81% |
$19.2M - $22.4M
|
841K
$101M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-310K- 11.42% |
$22.6M - $26.4M
|
2.41M
$288M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-347K- 32.68% |
$25.3M - $29.5M
|
714K
$85.5M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-422K- 61.89% |
$30.8M - $35.9M
|
260K
$31.1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-453K- 13.32% |
$33M - $38.6M
|
2.95M
$353M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-463K- 4.57% |
$33.7M - $39.4M
|
9.65M
$1.16B
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-471K- 3.02% |
$34.3M - $40.1M
|
15.1M
$1.81B
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-510K- 97.99% |
$37.2M - $43.4M
|
10.5K
$1.26M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.96M- 5.88% |
$143M - $167M
|
31.4M
$3.76B
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.11M- 54.47% |
$154M - $179M
|
1.76M
$211M
|