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 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-41.2K- 10.07% |
$3.27M - $3.85M
|
368K
$32.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-44.1K- 74.68% |
$3.5M - $4.12M
|
15K
$1.32M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-45.2K- 10.72% |
$3.58M - $4.21M
|
376K
$33.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-46.4K- 14.27% |
$3.68M - $4.33M
|
279K
$24.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-48K- 0.52% |
$3.81M - $4.48M
|
9.26M
$819M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-54.3K- 1.8% |
$4.31M - $5.07M
|
2.97M
$262M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-57.6K- 2.22% |
$4.57M - $5.37M
|
2.53M
$224M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-69.2K- 7.71% |
$5.49M - $6.46M
|
829K
$73.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-69.6K- 14.49% |
$5.52M - $6.49M
|
411K
$36.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-80.2K- 9.83% |
$6.36M - $7.49M
|
736K
$65.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-99.2K- 91.7% |
$7.87M - $9.26M
|
8.98K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-119KClosed |
$9.43M - $11.1M
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-125K- 23.68% |
$9.94M - $11.7M
|
404K
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-130K- 78.98% |
$10.3M - $12.1M
|
34.6K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-134K- 20.41% |
$10.7M - $12.5M
|
524K
$46.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-170K- 50.0% |
$13.5M - $15.9M
|
170K
$15.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-209K- 94.01% |
$16.6M - $19.5M
|
13.3K
$1.18M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-209K- 94.01% |
$16.6M - $19.5M
|
13.3K
$1.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-214K- 97.87% |
$17M - $20M
|
4.66K
$412K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-235K- 4.64% |
$18.6M - $21.9M
|
4.82M
$426M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-268K- 2.77% |
$21.2M - $25M
|
9.38M
$830M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300K- 26.38% |
$23.8M - $28M
|
838K
$74.1M
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-324K- 96.05% |
$25.7M - $30.2M
|
13.3K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.74M- 37.29% |
$376M - $442M
|
7.96M
$705M
|