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 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-74- 0.56% |
$5.87K - $6.9K
|
13.2K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-75- 1.4% |
$5.95K - $7K
|
5.27K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-75- 2.89% |
$5.95K - $7K
|
2.52K
$259K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-78- 2.19% |
$6.19K - $7.28K
|
3.48K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-79- 1.35% |
$6.27K - $7.37K
|
5.77K
$592K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-85- 0.98% |
$6.74K - $7.93K
|
8.58K
$880K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-92- 0.06% |
$7.3K - $8.58K
|
156K
$16M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-92- 0.53% |
$7.3K - $8.58K
|
17.1K
$1.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-93- 0.25% |
$7.38K - $8.68K
|
36.6K
$3.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-94- 0.38% |
$7.46K - $8.77K
|
24.9K
$2.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-96- 2.67% |
$7.61K - $8.96K
|
3.49K
$358K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-98- 0.97% |
$7.77K - $9.14K
|
9.96K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-99- 1.95% |
$7.85K - $9.24K
|
4.98K
$511K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-100- 0.3% |
$7.93K - $9.33K
|
33.2K
$3.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-102- 1.38% |
$8.09K - $9.52K
|
7.3K
$749K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-102- 0.72% |
$8.09K - $9.52K
|
14.1K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-102- 10.44% |
$8.09K - $9.52K
|
875
$89.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 99.05% |
$8.25K - $9.7K
|
1
$103
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-104- 0.02% |
$8.25K - $9.7K
|
580K
$59.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-105- 27.27% |
$8.33K - $9.8K
|
280
$28.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-106- 0.64% |
$8.41K - $9.89K
|
16.5K
$1.69M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-107- 35.67% |
$8.49K - $9.98K
|
193
$19.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-111- 10.31% |
$8.8K - $10.4K
|
966
$99.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-115- 1.52% |
$9.12K - $10.7K
|
7.43K
$762K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-115- 2.44% |
$9.12K - $10.7K
|
4.59K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-116- 0.21% |
$9.2K - $10.8K
|
56.1K
$5.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-117- 2.89% |
$9.28K - $10.9K
|
3.93K
$403K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-120- 0.37% |
$9.52K - $11.2K
|
31.9K
$3.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-120- 1.22% |
$9.52K - $11.2K
|
9.7K
$994K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-122- 0.42% |
$9.68K - $11.4K
|
29.1K
$2.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-125- 17.83% |
$9.91K - $11.7K
|
576
$59.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-125- 2.36% |
$9.91K - $11.7K
|
5.16K
$529K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-126- 3.28% |
$9.99K - $11.8K
|
3.71K
$380K
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-128- 0.21% |
$10.2K - $11.9K
|
61.9K
$6.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-128- 1.62% |
$10.2K - $11.9K
|
7.79K
$799K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-128- 2.6% |
$10.2K - $11.9K
|
4.8K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-132- 0.75% |
$10.5K - $12.3K
|
17.5K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-133- 0.84% |
$10.5K - $12.4K
|
15.6K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-136- 0.79% |
$10.8K - $12.7K
|
17.1K
$1.75M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-137- 0.53% |
$10.9K - $12.8K
|
25.9K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-138- 4.41% |
$10.9K - $12.9K
|
2.99K
$307K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-139- 0.38% |
$11K - $13K
|
36K
$3.69M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-143- 0.71% |
$11.3K - $13.3K
|
20K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-145- 0.11% |
$11.5K - $13.5K
|
129K
$13.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-149- 1.91% |
$11.8K - $13.9K
|
7.67K
$787K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-149- 4.06% |
$11.8K - $13.9K
|
3.52K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-149- 0.62% |
$11.8K - $13.9K
|
24K
$2.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-150- 1.58% |
$11.9K - $14K
|
9.36K
$960K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-150- 2.91% |
$11.9K - $14K
|
5.01K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-150- 4.75% |
$11.9K - $14K
|
3.01K
$308K
|