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 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.24K- 2.7% |
$336K - $396K
|
153K
$13.5M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.38K- 4.85% |
$347K - $408K
|
85.9K
$7.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.38K- 1.22% |
$347K - $409K
|
355K
$31.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.38K- 18.02% |
$348K - $409K
|
19.9K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.39K- 8.2% |
$348K - $409K
|
49.2K
$4.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.41K- 3.14% |
$349K - $411K
|
136K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.42K- 3.18% |
$351K - $413K
|
135K
$11.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-4.48K- 42.63% |
$355K - $418K
|
6.02K
$533K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.6K- 16.42% |
$365K - $429K
|
23.4K
$2.07M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.62K- 1.57% |
$366K - $431K
|
289K
$25.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.7K- 1.29% |
$373K - $439K
|
360K
$31.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-4.76K- 6.71% |
$378K - $445K
|
66.3K
$5.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.78K- 46.51% |
$379K - $446K
|
5.5K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.84K- 6.59% |
$384K - $451K
|
68.5K
$6.06M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-4.88K- 69.08% |
$387K - $456K
|
2.19K
$193K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.93K- 72.15% |
$391K - $460K
|
1.91K
$169K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.96K- 1.97% |
$394K - $463K
|
247K
$21.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-5K- 10.38% |
$396K - $466K
|
43.1K
$3.82M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5.05K- 9.49% |
$401K - $472K
|
48.2K
$4.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.07K- 8.39% |
$402K - $473K
|
55.3K
$4.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.2K- 36.81% |
$412K - $485K
|
8.92K
$789K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.41K- 1.12% |
$429K - $504K
|
477K
$42.2M
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-5.42K- 69.62% |
$430K - $505K
|
2.36K
$209K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.43K- 42.13% |
$431K - $507K
|
7.46K
$660K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.45K- 2.7% |
$432K - $509K
|
196K
$17.4M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.45K- 14.48% |
$432K - $509K
|
32.2K
$2.85M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.45K- 9.28% |
$432K - $509K
|
53.3K
$4.72M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.5K- 75.05% |
$436K - $513K
|
1.83K
$162K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.54K- 23.09% |
$439K - $517K
|
18.4K
$1.63M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.83K- 2.13% |
$462K - $544K
|
268K
$23.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.89K- 5.2% |
$467K - $550K
|
108K
$9.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.96K- 21.61% |
$473K - $556K
|
21.6K
$1.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.21K- 12.33% |
$492K - $579K
|
44.1K
$3.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.22K- 0.87% |
$493K - $580K
|
708K
$62.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.31K- 5.7% |
$500K - $589K
|
104K
$9.24M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-6.61K- 3.12% |
$524K - $617K
|
206K
$18.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.63K- 61.1% |
$526K - $618K
|
4.22K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6.7K- 4.08% |
$532K - $625K
|
158K
$13.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.95K- 11.24% |
$551K - $648K
|
54.9K
$4.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.98K- 56.32% |
$554K - $651K
|
5.41K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.17K- 1.12% |
$568K - $669K
|
630K
$55.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.54K- 7.2% |
$598K - $704K
|
97.2K
$8.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-7.54K- 5.76% |
$598K - $704K
|
123K
$10.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-7.55K- 26.24% |
$598K - $704K
|
21.2K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.74K- 6.7% |
$614K - $722K
|
108K
$9.53M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-7.87K- 37.49% |
$624K - $735K
|
13.1K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.93K- 9.08% |
$629K - $740K
|
79.5K
$7.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.09K- 2.65% |
$641K - $754K
|
298K
$26.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-8.21K- 12.15% |
$651K - $766K
|
59.3K
$5.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-8.52K- 1.79% |
$676K - $795K
|
467K
$41.3M
|