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
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 40.42% |
$137K - $162K
|
2.55K
$306K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 0.7% |
$138K - $162K
|
247K
$29.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.74K- 13.35% |
$138K - $162K
|
11.3K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.74K- 18.98% |
$138K - $163K
|
7.43K
$890K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.79K- 6.9% |
$142K - $167K
|
24.1K
$2.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.8K- 3.45% |
$142K - $168K
|
50.2K
$6.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.81K- 3.9% |
$143K - $169K
|
44.5K
$5.33M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.88K- 2.28% |
$149K - $176K
|
80.8K
$9.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.89K- 24.2% |
$150K - $177K
|
5.93K
$710K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.89K- 3.2% |
$150K - $177K
|
57.4K
$6.87M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.92K- 0.77% |
$152K - $179K
|
248K
$29.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 28.24% |
$155K - $182K
|
4.96K
$594K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.98K- 1.43% |
$157K - $184K
|
136K
$16.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.99K- 7.02% |
$158K - $185K
|
26.3K
$3.15M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-2.11K- 7.45% |
$167K - $197K
|
26.2K
$3.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.13K- 0.83% |
$169K - $199K
|
255K
$30.5M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-2.14K- 2.0% |
$169K - $199K
|
105K
$12.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.17K- 44.98% |
$172K - $202K
|
2.65K
$317K
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-2.22K- 38.52% |
$176K - $207K
|
3.54K
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.31K- 6.65% |
$183K - $215K
|
32.4K
$3.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.32K- 23.84% |
$184K - $217K
|
7.43K
$889K
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.37K- 15.72% |
$188K - $221K
|
12.7K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.45K- 9.48% |
$194K - $229K
|
23.4K
$2.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 3.03% |
$201K - $236K
|
80.8K
$9.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.53K- 0.96% |
$201K - $236K
|
262K
$31.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.55K- 4.87% |
$202K - $238K
|
49.8K
$5.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.55K- 44.29% |
$203K - $238K
|
3.21K
$385K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.59K- 9.39% |
$205K - $242K
|
25K
$2.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.65K- 7.01% |
$210K - $247K
|
35.1K
$4.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.71K- 21.64% |
$215K - $253K
|
9.81K
$1.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.76K- 5.32% |
$219K - $257K
|
49.1K
$5.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-2.81K- 5.8% |
$223K - $262K
|
45.7K
$5.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2.84K- 3.65% |
$225K - $265K
|
75K
$8.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.92K- 2.48% |
$232K - $272K
|
115K
$13.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.92K- 1.8% |
$232K - $272K
|
159K
$19.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.11K- 1.35% |
$247K - $290K
|
227K
$27.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.19K- 5.16% |
$253K - $298K
|
58.7K
$7.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.22K- 4.16% |
$256K - $301K
|
74.3K
$8.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.26K- 1.54% |
$258K - $304K
|
208K
$25M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.29K- 4.34% |
$261K - $307K
|
72.5K
$8.69M
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
SELL
|
- |
-3.3K- 4.05% |
$262K - $308K
|
78.2K
$9.37M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.31K- 5.34% |
$263K - $309K
|
58.7K
$7.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.31K- 2.1% |
$263K - $309K
|
155K
$18.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.36K- 0.96% |
$266K - $313K
|
345K
$41.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.62K- 9.05% |
$287K - $338K
|
36.4K
$4.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-3.62K- 0.48% |
$287K - $338K
|
746K
$89.3M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-3.63KClosed |
$288K - $339K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.7K- 16.09% |
$293K - $345K
|
19.3K
$2.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.71K- 20.85% |
$294K - $346K
|
14.1K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-3.76K- 58.05% |
$298K - $351K
|
2.72K
$325K
|