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 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-133- 0.84% |
$10.5K - $12.4K
|
15.6K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-136- 0.79% |
$10.8K - $12.7K
|
17.1K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-137- 0.53% |
$10.9K - $12.8K
|
25.9K
$2.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-138- 4.41% |
$10.9K - $12.9K
|
2.99K
$265K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-139- 0.38% |
$11K - $13K
|
36K
$3.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-143- 0.71% |
$11.3K - $13.3K
|
20K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-145- 0.11% |
$11.5K - $13.5K
|
129K
$11.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-149- 1.91% |
$11.8K - $13.9K
|
7.67K
$679K
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-149- 4.06% |
$11.8K - $13.9K
|
3.52K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-149- 0.62% |
$11.8K - $13.9K
|
24K
$2.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-150- 1.58% |
$11.9K - $14K
|
9.36K
$828K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-150- 2.91% |
$11.9K - $14K
|
5.01K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-150- 4.75% |
$11.9K - $14K
|
3.01K
$266K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-151- 0.18% |
$12K - $14.1K
|
83.5K
$7.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-158- 4.1% |
$12.5K - $14.7K
|
3.7K
$327K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-158- 0.6% |
$12.5K - $14.7K
|
26.1K
$2.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-160- 6.25% |
$12.7K - $14.9K
|
2.4K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-161- 5.72% |
$12.8K - $15K
|
2.65K
$235K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-162- 0.23% |
$12.8K - $15.1K
|
71.1K
$6.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-164- 2.62% |
$13K - $15.3K
|
6.1K
$540K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-165- 16.03% |
$13.1K - $15.4K
|
864
$76.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-170- 0.45% |
$13.5K - $15.9K
|
37.5K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-171- 0.51% |
$13.6K - $16K
|
33.4K
$2.95M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-175- 0.48% |
$13.9K - $16.3K
|
35.9K
$3.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-175- 0.48% |
$13.9K - $16.3K
|
36.1K
$3.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-176- 0.33% |
$14K - $16.4K
|
53.3K
$4.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-177- 3.93% |
$14K - $16.5K
|
4.32K
$383K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-180- 0.11% |
$14.3K - $16.8K
|
162K
$14.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-181- 0.64% |
$14.4K - $16.9K
|
27.9K
$2.47M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-184- 3.57% |
$14.6K - $17.2K
|
4.98K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-186- 7.52% |
$14.8K - $17.4K
|
2.29K
$202K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-188- 2.5% |
$14.9K - $17.5K
|
7.32K
$647K
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-188- 2.89% |
$14.9K - $17.5K
|
6.31K
$558K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-188- 1.67% |
$14.9K - $17.5K
|
11.1K
$980K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 1.81% |
$15.1K - $17.7K
|
10.3K
$912K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-193- 0.61% |
$15.3K - $18K
|
31.4K
$2.78M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-196- 2.97% |
$15.5K - $18.3K
|
6.41K
$567K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-197- 2.39% |
$15.6K - $18.4K
|
8.03K
$711K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-199- 4.53% |
$15.8K - $18.6K
|
4.19K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-199- 3.24% |
$15.8K - $18.6K
|
5.94K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-200- 0.37% |
$15.9K - $18.7K
|
54.4K
$4.81M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-201- 2.82% |
$15.9K - $18.8K
|
6.92K
$612K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-211- 1.52% |
$16.7K - $19.7K
|
13.7K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-211- 3.19% |
$16.7K - $19.7K
|
6.41K
$567K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-213- 1.76% |
$16.9K - $19.9K
|
11.9K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-215- 6.0% |
$17.1K - $20.1K
|
3.37K
$298K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-216- 2.04% |
$17.1K - $20.2K
|
10.4K
$919K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-216- 1.96% |
$17.1K - $20.2K
|
10.8K
$956K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-221- 4.59% |
$17.5K - $20.6K
|
4.59K
$406K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-224- 1.15% |
$17.8K - $20.9K
|
19.3K
$1.71M
|