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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.06K- 1.52% |
$260K - $298K
|
198K
$20.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-3.12K- 29.26% |
$265K - $303K
|
7.55K
$774K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-3.17K- 40.08% |
$268K - $308K
|
4.73K
$485K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.17K- 17.17% |
$269K - $308K
|
15.3K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.19K- 0.59% |
$270K - $310K
|
538K
$55.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-3.27K- 70.39% |
$278K - $318K
|
1.38K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.27K- 3.15% |
$278K - $318K
|
101K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.3K- 40.97% |
$280K - $321K
|
4.76K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.35K- 1.35% |
$284K - $325K
|
244K
$25M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.45K- 7.66% |
$292K - $335K
|
41.5K
$4.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.48K- 0.36% |
$295K - $338K
|
961K
$98.4M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-3.54K- 3.38% |
$300K - $344K
|
101K
$10.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.59K- 8.15% |
$304K - $348K
|
40.4K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-3.59K- 87.55% |
$305K - $349K
|
511
$52.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.6K- 1.76% |
$305K - $349K
|
201K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.62K- 93.37% |
$307K - $352K
|
257
$26.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.68K- 3.18% |
$312K - $358K
|
112K
$11.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.69K- 9.3% |
$313K - $359K
|
36K
$3.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.89K- 27.41% |
$330K - $378K
|
10.3K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.96K- 20.37% |
$336K - $385K
|
15.5K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.99K- 44.43% |
$338K - $388K
|
4.99K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.03K- 3.16% |
$342K - $392K
|
124K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-4.08K- 7.8% |
$346K - $396K
|
48.2K
$4.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.1K- 5.07% |
$348K - $398K
|
76.7K
$7.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.12K- 6.08% |
$349K - $400K
|
63.6K
$6.51M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.21K- 5.21% |
$356K - $408K
|
76.5K
$7.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.35K- 1.43% |
$368K - $422K
|
299K
$30.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.45K- 3.64% |
$377K - $432K
|
118K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.5K- 2.87% |
$381K - $437K
|
152K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.58K- 2.05% |
$388K - $445K
|
219K
$22.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.66K- 3.29% |
$395K - $453K
|
137K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.67K- 2.38% |
$396K - $454K
|
192K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.73K- 14.4% |
$401K - $460K
|
28.1K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.8K- 1.51% |
$407K - $466K
|
314K
$32.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.84K- 15.51% |
$410K - $470K
|
26.4K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.86K- 5.57% |
$412K - $472K
|
82.4K
$8.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.86K- 9.52% |
$412K - $472K
|
46.2K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.87K- 11.87% |
$413K - $473K
|
36.1K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.89K- 49.09% |
$415K - $475K
|
5.07K
$519K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.97K- 7.83% |
$421K - $483K
|
58.5K
$6M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.97K- 3.65% |
$422K - $483K
|
131K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.14K- 3.68% |
$436K - $499K
|
134K
$13.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.21K- 7.53% |
$442K - $506K
|
64K
$6.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.57K- 6.91% |
$472K - $541K
|
75.1K
$7.69M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-5.63K- 5.96% |
$477K - $547K
|
88.9K
$9.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-5.65K- 1.47% |
$479K - $549K
|
378K
$38.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.66K- 2.51% |
$479K - $549K
|
220K
$22.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.67K- 4.66% |
$481K - $551K
|
116K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.68K- 1.08% |
$481K - $551K
|
522K
$53.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.69K- 24.14% |
$482K - $552K
|
17.9K
$1.83M
|