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 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-882- 7.59% |
$70K - $82.3K
|
10.7K
$1.05M
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-902- 11.26% |
$71.5K - $84.2K
|
7.11K
$693K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-910- 10.35% |
$72.2K - $84.9K
|
7.88K
$769K
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-926- 5.84% |
$73.4K - $86.4K
|
14.9K
$1.46M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-930- 3.88% |
$73.8K - $86.8K
|
23.1K
$2.25M
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-934- 8.1% |
$74.1K - $87.2K
|
10.6K
$1.03M
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-935- 2.28% |
$74.2K - $87.2K
|
40K
$3.91M
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-948- 4.53% |
$75.2K - $88.5K
|
20K
$1.95M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-952- 16.82% |
$75.5K - $88.8K
|
4.71K
$459K
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-957- 0.61% |
$75.9K - $89.3K
|
155K
$15.1M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-959- 9.64% |
$76.1K - $89.5K
|
8.99K
$877K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-968- 0.99% |
$76.8K - $90.3K
|
96.8K
$9.44M
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-993- 29.39% |
$78.8K - $92.7K
|
2.39K
$233K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1K- 18.23% |
$79.3K - $93.3K
|
4.49K
$437K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.01K- 4.74% |
$80.1K - $94.2K
|
20.3K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.02K- 1.65% |
$81K - $95.3K
|
60.9K
$5.94M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-1.04K- 25.76% |
$82.3K - $96.9K
|
2.99K
$292K
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 11.07% |
$83.8K - $98.5K
|
8.49K
$827K
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.06K- 15.79% |
$84.1K - $98.9K
|
5.65K
$551K
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.08K- 2.38% |
$85.3K - $100K
|
44.1K
$4.3M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 6.92% |
$85.9K - $101K
|
14.6K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.08K- 88.78% |
$86K - $101K
|
137
$13.4K
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.13K- 25.95% |
$89.5K - $105K
|
3.22K
$314K
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.14K- 14.61% |
$90.3K - $106K
|
6.65K
$649K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.16K- 2.19% |
$91.8K - $108K
|
51.6K
$5.03M
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.17K- 1.76% |
$92.5K - $109K
|
64.9K
$6.33M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 20.3% |
$92.6K - $109K
|
4.59K
$447K
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.22K- 9.27% |
$96.5K - $114K
|
11.9K
$1.16M
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-1.22K- 7.88% |
$96.6K - $114K
|
14.2K
$1.39M
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.25K- 11.53% |
$98.7K - $116K
|
9.55K
$932K
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.25K- 12.85% |
$99.1K - $117K
|
8.48K
$827K
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.25K- 2.78% |
$99.4K - $117K
|
43.8K
$4.28M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.27K- 1.46% |
$101K - $119K
|
85.8K
$8.36M
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.28K- 2.09% |
$102K - $119K
|
60K
$5.85M
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.29K- 10.79% |
$102K - $120K
|
10.7K
$1.04M
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.31K- 3.82% |
$104K - $122K
|
32.9K
$3.21M
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.32K- 2.76% |
$105K - $123K
|
46.6K
$4.55M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.35K- 19.59% |
$107K - $126K
|
5.54K
$540K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.37K- 14.8% |
$109K - $128K
|
7.91K
$771K
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.38K- 32.9% |
$109K - $128K
|
2.8K
$273K
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.41K- 14.59% |
$112K - $132K
|
8.27K
$806K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.42K- 13.09% |
$113K - $133K
|
9.44K
$921K
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 14.05% |
$114K - $134K
|
8.81K
$859K
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.45K- 30.93% |
$115K - $135K
|
3.23K
$315K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.45K- 0.8% |
$115K - $135K
|
179K
$17.4M
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.47K- 4.66% |
$117K - $137K
|
30.1K
$2.94M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.51K- 3.76% |
$119K - $141K
|
38.5K
$3.76M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.55K- 1.54% |
$123K - $145K
|
99.3K
$9.68M
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.57K- 32.67% |
$124K - $146K
|
3.23K
$315K
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.57K- 17.59% |
$125K - $147K
|
7.37K
$719K
|