Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-10- 0.29% |
$793 - $933
|
3.47K
$355K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10- 0.09% |
$793 - $933
|
10.7K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.11% |
$872 - $1.03K
|
9.66K
$991K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-11- 0.09% |
$872 - $1.03K
|
12.8K
$1.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-12- 0.28% |
$952 - $1.12K
|
4.27K
$438K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 0.34% |
$952 - $1.12K
|
3.55K
$364K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 0.15% |
$952 - $1.12K
|
8.1K
$830K
|
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-12- 0.36% |
$952 - $1.12K
|
3.34K
$342K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-15- 0.44% |
$1.19K - $1.4K
|
3.42K
$350K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-15- 3.96% |
$1.19K - $1.4K
|
364
$37.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-16- 0.05% |
$1.27K - $1.49K
|
29.9K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-18- 0.15% |
$1.43K - $1.68K
|
12.3K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-18- 0.38% |
$1.43K - $1.68K
|
4.72K
$484K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-19- 0.57% |
$1.51K - $1.77K
|
3.3K
$338K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-19- 0.03% |
$1.51K - $1.77K
|
54.7K
$5.61M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-19- 0.39% |
$1.51K - $1.77K
|
4.88K
$500K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-20- 0.15% |
$1.59K - $1.87K
|
13.4K
$1.38M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-21- 0.06% |
$1.67K - $1.96K
|
33.7K
$3.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-21- 1.37% |
$1.67K - $1.96K
|
1.51K
$155K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-24- 0.9% |
$1.9K - $2.24K
|
2.64K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-25- 13.97% |
$1.98K - $2.33K
|
154
$15.8K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25- 0.24% |
$1.98K - $2.33K
|
10.2K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-29- 0.67% |
$2.3K - $2.71K
|
4.27K
$438K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-29- 0.99% |
$2.3K - $2.71K
|
2.9K
$297K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-29- 0.7% |
$2.3K - $2.71K
|
4.11K
$421K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-30- 0.08% |
$2.38K - $2.8K
|
37.6K
$3.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-34- 1.65% |
$2.7K - $3.17K
|
2.02K
$207K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-38- 0.25% |
$3.01K - $3.55K
|
15.3K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-40- 1.83% |
$3.17K - $3.73K
|
2.14K
$220K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-45- 1.17% |
$3.57K - $4.2K
|
3.8K
$390K
|
|
|
Aug 14, 2024
Q2 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-46- 4.22% |
$3.65K - $4.29K
|
1.04K
$107K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-49- 2.27% |
$3.89K - $4.57K
|
2.11K
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 2.04% |
$3.97K - $4.67K
|
2.41K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 0.59% |
$3.97K - $4.67K
|
8.49K
$870K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-51- 0.67% |
$4.04K - $4.76K
|
7.54K
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-52- 1.2% |
$4.12K - $4.85K
|
4.29K
$440K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-55- 0.75% |
$4.36K - $5.13K
|
7.27K
$745K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-55- 0.32% |
$4.36K - $5.13K
|
17.1K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-57- 0.97% |
$4.52K - $5.32K
|
5.81K
$596K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-58- 0.5% |
$4.6K - $5.41K
|
11.6K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-59- 0.34% |
$4.68K - $5.51K
|
17.4K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-59- 1.18% |
$4.68K - $5.51K
|
4.96K
$508K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-60- 1.44% |
$4.76K - $5.6K
|
4.1K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-60- 0.55% |
$4.76K - $5.6K
|
10.8K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-63- 1.31% |
$5K - $5.88K
|
4.73K
$485K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-63- 2.04% |
$5K - $5.88K
|
3.03K
$310K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-64- 1.22% |
$5.08K - $5.97K
|
5.18K
$532K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-66- 1.7% |
$5.23K - $6.16K
|
3.81K
$391K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-68- 1.37% |
$5.39K - $6.35K
|
4.88K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-71- 2.99% |
$5.63K - $6.63K
|
2.31K
$237K
|