Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-36- 1.12% |
$3.05K - $3.5K
|
3.17K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-37- 0.57% |
$3.14K - $3.59K
|
6.5K
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-37- 0.36% |
$3.14K - $3.59K
|
10.1K
$897K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-39- 0.39% |
$3.31K - $3.79K
|
9.84K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 1.1% |
$3.31K - $3.79K
|
3.51K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-40- 1.21% |
$3.39K - $3.89K
|
3.26K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 28.57% |
$3.39K - $3.89K
|
100
$8.85K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-40- 0.3% |
$3.39K - $3.89K
|
13.3K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-41- 0.96% |
$3.48K - $3.98K
|
4.25K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.54% |
$3.48K - $3.98K
|
7.56K
$669K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-42- 25.0% |
$3.56K - $4.08K
|
126
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-43- 0.12% |
$3.65K - $4.18K
|
34.9K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-44- 0.37% |
$3.73K - $4.27K
|
11.9K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-45- 1.42% |
$3.81K - $4.37K
|
3.12K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-45- 0.62% |
$3.81K - $4.37K
|
7.22K
$639K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-46- 1.29% |
$3.9K - $4.47K
|
3.51K
$310K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-47- 0.32% |
$3.98K - $4.57K
|
14.5K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-47- 1.0% |
$3.98K - $4.57K
|
4.68K
$414K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-49- 1.68% |
$4.15K - $4.76K
|
2.86K
$253K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 1.66% |
$4.24K - $4.86K
|
2.96K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-50- 1.0% |
$4.24K - $4.86K
|
4.93K
$436K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-51- 0.8% |
$4.32K - $4.95K
|
6.32K
$559K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-51- 1.9% |
$4.32K - $4.95K
|
2.64K
$233K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-52- 0.14% |
$4.41K - $5.05K
|
36.3K
$3.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-52- 1.24% |
$4.41K - $5.05K
|
4.15K
$367K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 1.53% |
$4.49K - $5.15K
|
3.41K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-53- 0.32% |
$4.49K - $5.15K
|
16.3K
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-54- 0.29% |
$4.58K - $5.25K
|
18.3K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-54- 2.09% |
$4.58K - $5.25K
|
2.54K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-59- 0.41% |
$5K - $5.73K
|
14.5K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-60- 1.75% |
$5.09K - $5.83K
|
3.36K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.27% |
$5.09K - $5.83K
|
4.65K
$411K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-63- 2.57% |
$5.34K - $6.12K
|
2.39K
$211K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-63- 0.29% |
$5.34K - $6.12K
|
22K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-64- 0.5% |
$5.43K - $6.22K
|
12.8K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-66- 1.79% |
$5.59K - $6.41K
|
3.63K
$321K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-68- 0.4% |
$5.76K - $6.6K
|
17.1K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-68- 1.48% |
$5.76K - $6.6K
|
4.52K
$400K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-69- 0.87% |
$5.85K - $6.7K
|
7.84K
$693K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-70- 0.27% |
$5.93K - $6.8K
|
26K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-74- 0.39% |
$6.27K - $7.19K
|
18.7K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-75- 2.68% |
$6.36K - $7.28K
|
2.72K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-77- 3.31% |
$6.53K - $7.48K
|
2.25K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-80- 1.25% |
$6.78K - $7.77K
|
6.34K
$561K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-81- 1.49% |
$6.87K - $7.87K
|
5.37K
$475K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-81- 0.85% |
$6.87K - $7.87K
|
9.47K
$838K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-82- 12.97% |
$6.95K - $7.96K
|
550
$48.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-85- 0.39% |
$7.21K - $8.26K
|
21.5K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-85- 0.52% |
$7.21K - $8.26K
|
16.3K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-86- 0.36% |
$7.29K - $8.35K
|
23.8K
$2.1M
|