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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-151- 0.18% |
$12K - $14.1K
|
83.5K
$8.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-158- 4.1% |
$12.5K - $14.7K
|
3.7K
$378K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-158- 0.6% |
$12.5K - $14.7K
|
26.1K
$2.67M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-160- 6.25% |
$12.7K - $14.9K
|
2.4K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-161- 5.72% |
$12.8K - $15K
|
2.65K
$272K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-162- 0.23% |
$12.8K - $15.1K
|
71.1K
$7.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-164- 2.62% |
$13K - $15.3K
|
6.1K
$625K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-165- 16.03% |
$13.1K - $15.4K
|
864
$88.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-170- 0.45% |
$13.5K - $15.9K
|
37.5K
$3.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-171- 0.51% |
$13.6K - $16K
|
33.4K
$3.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-175- 0.48% |
$13.9K - $16.3K
|
35.9K
$3.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-175- 0.48% |
$13.9K - $16.3K
|
36.1K
$3.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-176- 0.33% |
$14K - $16.4K
|
53.3K
$5.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-177- 3.93% |
$14K - $16.5K
|
4.32K
$443K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-180- 0.11% |
$14.3K - $16.8K
|
162K
$16.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-181- 0.64% |
$14.4K - $16.9K
|
27.9K
$2.86M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-184- 3.57% |
$14.6K - $17.2K
|
4.98K
$510K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-186- 7.52% |
$14.8K - $17.4K
|
2.29K
$234K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-188- 2.5% |
$14.9K - $17.5K
|
7.32K
$750K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-188- 2.89% |
$14.9K - $17.5K
|
6.31K
$646K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-188- 1.67% |
$14.9K - $17.5K
|
11.1K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 1.81% |
$15.1K - $17.7K
|
10.3K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-193- 0.61% |
$15.3K - $18K
|
31.4K
$3.22M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-196- 2.97% |
$15.5K - $18.3K
|
6.41K
$657K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-197- 2.39% |
$15.6K - $18.4K
|
8.03K
$823K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-199- 4.53% |
$15.8K - $18.6K
|
4.19K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-199- 3.24% |
$15.8K - $18.6K
|
5.94K
$608K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-200- 0.37% |
$15.9K - $18.7K
|
54.4K
$5.57M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-201- 2.82% |
$15.9K - $18.8K
|
6.92K
$708K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-211- 1.52% |
$16.7K - $19.7K
|
13.7K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-211- 3.19% |
$16.7K - $19.7K
|
6.41K
$656K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-213- 1.76% |
$16.9K - $19.9K
|
11.9K
$1.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-215- 6.0% |
$17.1K - $20.1K
|
3.37K
$345K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-216- 2.04% |
$17.1K - $20.2K
|
10.4K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-216- 1.96% |
$17.1K - $20.2K
|
10.8K
$1.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-221- 4.59% |
$17.5K - $20.6K
|
4.59K
$470K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-224- 1.15% |
$17.8K - $20.9K
|
19.3K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-224- 1.06% |
$17.8K - $20.9K
|
20.9K
$2.15M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-225- 8.23% |
$17.8K - $21K
|
2.51K
$257K
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-226- 3.51% |
$17.9K - $21.1K
|
6.22K
$637K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-230- 0.21% |
$18.2K - $21.5K
|
110K
$11.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-233- 3.25% |
$18.5K - $21.7K
|
6.94K
$711K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-234- 50.87% |
$18.6K - $21.8K
|
226
$23.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-239- 0.76% |
$19K - $22.3K
|
31.1K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-240- 6.33% |
$19K - $22.4K
|
3.55K
$364K
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-245- 1.85% |
$19.4K - $22.9K
|
13K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-246- 1.28% |
$19.5K - $23K
|
18.9K
$1.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-247- 0.86% |
$19.6K - $23K
|
28.3K
$2.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-248- 0.36% |
$19.7K - $23.1K
|
69.2K
$7.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-250- 1.98% |
$19.8K - $23.3K
|
12.4K
$1.27M
|