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 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.74K- 8.18% |
$487K - $558K
|
64.4K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.76K- 28.81% |
$488K - $559K
|
14.2K
$1.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5.78K- 3.58% |
$490K - $561K
|
156K
$15.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.79K- 1.14% |
$490K - $562K
|
501K
$51.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5.9K- 12.24% |
$500K - $573K
|
42.3K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.91K- 21.68% |
$501K - $574K
|
21.3K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.93K- 2.4% |
$502K - $575K
|
241K
$24.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-6.13K- 4.34% |
$520K - $596K
|
135K
$13.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.17K- 5.02% |
$523K - $599K
|
117K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-6.24K- 2.35% |
$529K - $606K
|
259K
$26.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.24K- 39.66% |
$529K - $606K
|
9.5K
$973K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-6.26K- 8.2% |
$531K - $608K
|
70.1K
$7.18M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.32K- 5.28% |
$536K - $614K
|
113K
$11.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-6.34K- 3.04% |
$538K - $616K
|
202K
$20.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.55K- 6.22% |
$555K - $636K
|
98.8K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-6.66K- 19.13% |
$564K - $647K
|
28.1K
$2.88M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.67K- 6.59% |
$565K - $648K
|
94.5K
$9.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.7K- 2.25% |
$568K - $651K
|
291K
$29.8M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.74K- 7.84% |
$571K - $654K
|
79.2K
$8.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.79K- 91.36% |
$576K - $660K
|
642
$65.7K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.02K- 4.54% |
$595K - $682K
|
148K
$15.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-7.28K- 2.02% |
$617K - $707K
|
353K
$36.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-7.3K- 6.91% |
$619K - $709K
|
98.4K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-7.38K- 9.01% |
$626K - $717K
|
74.6K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-7.45K- 3.97% |
$631K - $723K
|
180K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7.54K- 93.07% |
$639K - $732K
|
561
$57.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-7.64K- 8.68% |
$647K - $742K
|
80.3K
$8.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-7.85K- 2.72% |
$666K - $763K
|
281K
$28.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-7.88K- 8.32% |
$668K - $765K
|
86.8K
$8.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-7.91K- 6.54% |
$670K - $768K
|
113K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.94K- 9.99% |
$673K - $771K
|
71.5K
$7.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8K- 2.25% |
$678K - $777K
|
347K
$35.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8.14K- 6.5% |
$690K - $791K
|
117K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.14K- 12.29% |
$690K - $791K
|
58.1K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.92K- 0.73% |
$756K - $867K
|
1.22M
$125M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-9.02K- 2.37% |
$764K - $876K
|
371K
$38M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.04K- 6.16% |
$767K - $878K
|
138K
$14.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.09K- 1.61% |
$771K - $883K
|
556K
$57M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-9.23K- 8.58% |
$782K - $897K
|
98.3K
$10.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-9.23K- 28.2% |
$783K - $897K
|
23.5K
$2.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-9.63K- 2.75% |
$817K - $936K
|
341K
$34.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.66K- 2.02% |
$819K - $939K
|
468K
$47.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-9.81K- 0.93% |
$831K - $952K
|
1.04M
$107M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-9.97KClosed |
$845K - $968K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-10K- 3.49% |
$851K - $975K
|
278K
$28.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-10.1K- 1.23% |
$856K - $981K
|
811K
$83M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10.1K- 8.26% |
$859K - $984K
|
113K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10.2K- 7.58% |
$866K - $992K
|
124K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.6K- 1.68% |
$900K - $1.03M
|
619K
$63.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.7K- 1.33% |
$910K - $1.04M
|
796K
$81.5M
|