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 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-540- 1.39% |
$45.8K - $52.5K
|
38.2K
$3.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-543- 6.06% |
$46K - $52.7K
|
8.42K
$862K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-549- 42.99% |
$46.5K - $53.3K
|
728
$74.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-557- 7.93% |
$47.2K - $54.1K
|
6.46K
$662K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-558- 13.06% |
$47.3K - $54.2K
|
3.72K
$381K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-562- 14.09% |
$47.6K - $54.6K
|
3.43K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-564- 9.72% |
$47.8K - $54.8K
|
5.24K
$537K
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-575- 18.46% |
$48.7K - $55.8K
|
2.54K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-575- 8.29% |
$48.7K - $55.8K
|
6.36K
$652K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-576- 7.46% |
$48.8K - $55.9K
|
7.15K
$732K
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-587- 7.79% |
$49.8K - $57K
|
6.95K
$712K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-587- 3.81% |
$49.8K - $57K
|
14.8K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-594- 9.27% |
$50.4K - $57.7K
|
5.82K
$596K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-598- 0.49% |
$50.7K - $58.1K
|
120K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-600- 5.59% |
$50.9K - $58.3K
|
10.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-600- 14.19% |
$50.9K - $58.3K
|
3.63K
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-603- 1.82% |
$51.1K - $58.6K
|
32.5K
$3.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-621- 13.53% |
$52.6K - $60.3K
|
3.97K
$407K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-625- 2.01% |
$53K - $60.7K
|
30.5K
$3.12M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-637- 12.88% |
$54K - $61.9K
|
4.31K
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-645- 2.47% |
$54.7K - $62.6K
|
25.4K
$2.61M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-650- 6.07% |
$55.1K - $63.1K
|
10.1K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-664- 13.61% |
$56.3K - $64.5K
|
4.22K
$432K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-670- 1.47% |
$56.8K - $65.1K
|
45K
$4.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-671- 29.11% |
$56.9K - $65.2K
|
1.63K
$167K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-679- 9.13% |
$57.6K - $66K
|
6.76K
$692K
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-686- 10.85% |
$58.2K - $66.6K
|
5.63K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-688- 1.93% |
$58.3K - $66.8K
|
34.9K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-696- 0.72% |
$59K - $67.6K
|
95.9K
$9.82M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-709- 7.0% |
$60.1K - $68.9K
|
9.42K
$965K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-710- 1.2% |
$60.2K - $69K
|
58.3K
$5.97M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-715- 8.03% |
$60.6K - $69.4K
|
8.19K
$839K
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-717- 4.1% |
$60.8K - $69.6K
|
16.8K
$1.72M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-723- 4.61% |
$61.3K - $70.2K
|
15K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-724- 11.47% |
$61.4K - $70.3K
|
5.59K
$572K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-726- 4.12% |
$61.5K - $70.5K
|
16.9K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-734- 2.56% |
$62.2K - $71.3K
|
27.9K
$2.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-738- 2.64% |
$62.6K - $71.7K
|
27.3K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-741- 2.45% |
$62.8K - $72K
|
29.5K
$3.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-747- 0.39% |
$63.3K - $72.6K
|
192K
$19.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-747- 35.39% |
$63.3K - $72.6K
|
1.36K
$140K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-749- 2.35% |
$63.5K - $72.8K
|
31.2K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-754- 0.56% |
$63.9K - $73.2K
|
134K
$13.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-777- 2.18% |
$65.9K - $75.5K
|
34.8K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-778- 8.14% |
$66K - $75.6K
|
8.78K
$899K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-803- 1.08% |
$68.1K - $78K
|
73.4K
$7.52M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-815- 9.61% |
$69.1K - $79.2K
|
7.67K
$785K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-826- 10.19% |
$70K - $80.2K
|
7.28K
$745K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-845- 1.58% |
$71.6K - $82.1K
|
52.5K
$5.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-846- 2.67% |
$71.7K - $82.2K
|
30.8K
$3.16M
|