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
|
Private Capital Management LLC
|
SELL
|
- |
-262- 6.93% |
$20.8K - $24.4K
|
3.52K
$360K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-268- 0.36% |
$21.3K - $25K
|
73.3K
$7.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-268- 0.25% |
$21.3K - $25K
|
107K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-275- 3.05% |
$21.8K - $25.7K
|
8.74K
$895K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-280- 0.16% |
$22.2K - $26.1K
|
171K
$17.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-285- 3.41% |
$22.6K - $26.6K
|
8.08K
$827K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-288- 5.04% |
$22.8K - $26.9K
|
5.43K
$556K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-292- 2.24% |
$23.2K - $27.2K
|
12.8K
$1.31M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-295- 0.28% |
$23.4K - $27.5K
|
104K
$10.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-300- 2.21% |
$23.8K - $28K
|
13.3K
$1.36M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300- 2.85% |
$23.8K - $28K
|
10.2K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-300- 1.15% |
$23.8K - $28K
|
25.9K
$2.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-302- 1.87% |
$24K - $28.2K
|
15.9K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-304- 0.24% |
$24.1K - $28.4K
|
128K
$13.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-304- 0.87% |
$24.1K - $28.4K
|
34.7K
$3.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-308- 36.62% |
$24.4K - $28.7K
|
533
$54.6K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-318- 1.95% |
$25.2K - $29.7K
|
16K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-319- 12.84% |
$25.3K - $29.8K
|
2.17K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-324- 9.18% |
$25.7K - $30.2K
|
3.21K
$328K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-328- 59.53% |
$26K - $30.6K
|
223
$22.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-336- 33.1% |
$26.6K - $31.4K
|
679
$69.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-340- 2.59% |
$27K - $31.7K
|
12.8K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-350- 2.17% |
$27.8K - $32.7K
|
15.8K
$1.61M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-351- 11.93% |
$27.8K - $32.8K
|
2.59K
$265K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-352- 1.29% |
$27.9K - $32.8K
|
27K
$2.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-353- 8.15% |
$28K - $32.9K
|
3.98K
$407K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-353- 5.8% |
$28K - $32.9K
|
5.73K
$587K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-357- 4.42% |
$28.3K - $33.3K
|
7.72K
$791K
|
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-358- 7.3% |
$28.4K - $33.4K
|
4.55K
$465K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-358- 2.0% |
$28.4K - $33.4K
|
17.5K
$1.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-367- 1.37% |
$29.1K - $34.2K
|
26.4K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-367- 6.44% |
$29.1K - $34.2K
|
5.33K
$546K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-371- 0.58% |
$29.4K - $34.6K
|
63.2K
$6.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-373- 1.57% |
$29.6K - $34.8K
|
23.3K
$2.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-379- 0.63% |
$30.1K - $35.4K
|
59.8K
$6.12M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-379- 0.63% |
$30.1K - $35.4K
|
59.8K
$6.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-391- 2.66% |
$31K - $36.5K
|
14.3K
$1.46M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-392- 5.82% |
$31.1K - $36.6K
|
6.34K
$649K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-393- 13.94% |
$31.2K - $36.7K
|
2.43K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-395- 9.34% |
$31.3K - $36.9K
|
3.84K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-397- 5.63% |
$31.5K - $37K
|
6.66K
$682K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-397- 5.63% |
$31.5K - $37K
|
6.66K
$682K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-398- 3.38% |
$31.6K - $37.1K
|
11.4K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-399- 5.08% |
$31.6K - $37.2K
|
7.46K
$764K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-400- 2.49% |
$31.7K - $37.3K
|
15.7K
$1.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-400- 5.68% |
$31.7K - $37.3K
|
6.64K
$680K
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-402- 11.43% |
$31.9K - $37.5K
|
3.11K
$319K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-407- 0.11% |
$32.3K - $38K
|
361K
$37M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-411- 0.69% |
$32.6K - $38.4K
|
59K
$6.04M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-418- 0.29% |
$33.2K - $39K
|
143K
$14.6M
|