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 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.93K- 2.26% |
$164K - $188K
|
83.8K
$8.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.67% |
$164K - $188K
|
114K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.96K- 7.57% |
$166K - $190K
|
23.9K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.97K- 1.25% |
$167K - $191K
|
156K
$15.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.07K- 2.91% |
$176K - $201K
|
69K
$7.07M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.07K- 5.96% |
$176K - $201K
|
32.7K
$3.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.09K- 3.35% |
$178K - $203K
|
60.4K
$6.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.1K- 35.4% |
$178K - $204K
|
3.83K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.1K- 6.17% |
$178K - $204K
|
31.9K
$3.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.11K- 27.67% |
$179K - $205K
|
5.51K
$564K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.12K- 4.11% |
$180K - $206K
|
49.5K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.13K- 2.15% |
$181K - $207K
|
97.2K
$9.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.14K- 9.72% |
$181K - $208K
|
19.9K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2.15K- 93.28% |
$182K - $209K
|
155
$15.9K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.15K- 3.67% |
$183K - $209K
|
56.6K
$5.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.16K- 4.34% |
$183K - $210K
|
47.6K
$4.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.17K- 3.96% |
$184K - $210K
|
52.5K
$5.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.17K- 1.28% |
$184K - $210K
|
168K
$17.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 4.97% |
$185K - $212K
|
41.7K
$4.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.27K- 11.17% |
$192K - $220K
|
18K
$1.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 5.64% |
$195K - $224K
|
38.5K
$3.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.34K- 1.89% |
$198K - $227K
|
121K
$12.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.36K- 11.09% |
$200K - $229K
|
18.9K
$1.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.39K- 3.7% |
$202K - $232K
|
62.2K
$6.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.43K- 0.94% |
$206K - $236K
|
254K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.43K- 2.33% |
$206K - $236K
|
102K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.44K- 0.99% |
$206K - $237K
|
243K
$24.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.47K- 4.11% |
$209K - $240K
|
57.6K
$5.89M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.48K- 21.32% |
$210K - $240K
|
9.13K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.5K- 4.95% |
$212K - $243K
|
48.1K
$4.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.51K- 1.46% |
$212K - $243K
|
169K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.52K- 9.99% |
$214K - $245K
|
22.7K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.52K- 41.03% |
$214K - $245K
|
3.63K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.58K- 44.39% |
$219K - $251K
|
3.23K
$331K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.61K- 2.52% |
$221K - $254K
|
101K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.62K- 4.92% |
$222K - $254K
|
50.6K
$5.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.63K- 47.05% |
$223K - $255K
|
2.96K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.63K- 7.71% |
$223K - $256K
|
31.5K
$3.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.67K- 2.51% |
$227K - $260K
|
104K
$10.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-2.74K- 4.37% |
$232K - $266K
|
59.9K
$6.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2.76K- 26.04% |
$234K - $268K
|
7.84K
$803K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.77K- 37.08% |
$234K - $269K
|
4.69K
$481K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2.77K- 12.2% |
$235K - $269K
|
19.9K
$2.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.77K- 30.52% |
$235K - $269K
|
6.32K
$647K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.78K- 7.22% |
$236K - $270K
|
35.7K
$3.66M
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-2.81K- 0.48% |
$238K - $272K
|
577K
$59.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-2.82K- 7.51% |
$239K - $274K
|
34.7K
$3.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.02K- 21.68% |
$256K - $293K
|
10.9K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.04K- 12.35% |
$258K - $295K
|
21.6K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-3.06K- 24.59% |
$259K - $297K
|
9.38K
$961K
|