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
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.12K- 6.08% |
$349K - $400K
|
63.6K
$6.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.21K- 5.21% |
$356K - $408K
|
76.5K
$8.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.35K- 1.43% |
$368K - $422K
|
299K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.45K- 3.64% |
$377K - $432K
|
118K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.5K- 2.87% |
$381K - $437K
|
152K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.58K- 2.05% |
$388K - $445K
|
219K
$23M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.66K- 3.29% |
$395K - $453K
|
137K
$14.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.67K- 2.38% |
$396K - $454K
|
192K
$20.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.73K- 14.4% |
$401K - $460K
|
28.1K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-4.8K- 1.51% |
$407K - $466K
|
314K
$33M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.84K- 15.51% |
$410K - $470K
|
26.4K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.86K- 5.57% |
$412K - $472K
|
82.4K
$8.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.86K- 9.52% |
$412K - $472K
|
46.2K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.87K- 11.87% |
$413K - $473K
|
36.1K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.89K- 49.09% |
$415K - $475K
|
5.07K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-4.97K- 7.83% |
$421K - $483K
|
58.5K
$6.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.97K- 3.65% |
$422K - $483K
|
131K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.14K- 3.68% |
$436K - $499K
|
134K
$14.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.21K- 7.53% |
$442K - $506K
|
64K
$6.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.57K- 6.91% |
$472K - $541K
|
75.1K
$7.89M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-5.63K- 5.96% |
$477K - $547K
|
88.9K
$9.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-5.65K- 1.47% |
$479K - $549K
|
378K
$39.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.66K- 2.51% |
$479K - $549K
|
220K
$23.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.67K- 4.66% |
$481K - $551K
|
116K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.68K- 1.08% |
$481K - $551K
|
522K
$54.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.69K- 24.14% |
$482K - $552K
|
17.9K
$1.88M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.74K- 8.18% |
$487K - $558K
|
64.4K
$6.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.76K- 28.81% |
$488K - $559K
|
14.2K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.78K- 3.58% |
$490K - $561K
|
156K
$16.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.79K- 1.14% |
$490K - $562K
|
501K
$52.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5.9K- 12.24% |
$500K - $573K
|
42.3K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.91K- 21.68% |
$501K - $574K
|
21.3K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.93K- 2.4% |
$502K - $575K
|
241K
$25.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.13K- 4.34% |
$520K - $596K
|
135K
$14.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.17K- 5.02% |
$523K - $599K
|
117K
$12.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-6.24K- 2.35% |
$529K - $606K
|
259K
$27.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.24K- 39.66% |
$529K - $606K
|
9.5K
$998K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-6.26K- 8.2% |
$531K - $608K
|
70.1K
$7.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.32K- 5.28% |
$536K - $614K
|
113K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.34K- 3.04% |
$538K - $616K
|
202K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.55K- 6.22% |
$555K - $636K
|
98.8K
$10.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-6.66K- 19.13% |
$564K - $647K
|
28.1K
$2.96M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.67K- 6.59% |
$565K - $648K
|
94.5K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.7K- 2.25% |
$568K - $651K
|
291K
$30.6M
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-6.71K- 24.0% |
$568K - $651K
|
21.2K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.74K- 7.84% |
$571K - $654K
|
79.2K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.79K- 91.36% |
$576K - $660K
|
642
$67.5K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.02K- 4.54% |
$595K - $682K
|
148K
$15.5M
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-7.21K- 9.53% |
$611K - $700K
|
68.4K
$7.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-7.28K- 2.02% |
$617K - $707K
|
353K
$37.1M
|