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 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10.7K- 4.32% |
$911K - $1.04M
|
238K
$24.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-10.8K- 23.57% |
$912K - $1.05M
|
34.9K
$3.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-11K- 19.18% |
$936K - $1.07M
|
46.5K
$4.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.2K- 1.35% |
$947K - $1.08M
|
818K
$83.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 34.67% |
$953K - $1.09M
|
21.2K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.6K- 3.57% |
$981K - $1.12M
|
313K
$32.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 14.65% |
$992K - $1.14M
|
68.1K
$6.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-12.2K- 7.56% |
$1.04M - $1.19M
|
149K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12.6K- 45.82% |
$1.07M - $1.23M
|
14.9K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-12.7K- 11.06% |
$1.07M - $1.23M
|
102K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12.8K- 3.47% |
$1.09M - $1.25M
|
357K
$36.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13.3K- 53.33% |
$1.13M - $1.3M
|
11.7K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 4.56% |
$1.14M - $1.31M
|
283K
$29M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-14K- 0.55% |
$1.19M - $1.36M
|
2.52M
$258M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-14K- 5.15% |
$1.19M - $1.36M
|
259K
$26.5M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-14.1K- 63.8% |
$1.19M - $1.36M
|
7.97K
$818K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-14.4K- 5.64% |
$1.22M - $1.4M
|
240K
$24.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.8K- 2.6% |
$1.26M - $1.44M
|
555K
$56.9M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-15.5K- 48.07% |
$1.31M - $1.5M
|
16.7K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-15.5K- 4.52% |
$1.32M - $1.51M
|
328K
$33.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15.5K- 66.67% |
$1.32M - $1.51M
|
7.77K
$796K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.8K- 2.03% |
$1.34M - $1.54M
|
762K
$78.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 6.73% |
$1.36M - $1.56M
|
223K
$22.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 1.09% |
$1.37M - $1.57M
|
1.46M
$150M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16.2K- 2.21% |
$1.38M - $1.58M
|
720K
$73.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.7K- 7.38% |
$1.41M - $1.62M
|
209K
$21.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-16.8K- 6.51% |
$1.42M - $1.63M
|
241K
$24.7M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16.8K- 60.4% |
$1.42M - $1.63M
|
11K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-16.8K- 8.7% |
$1.43M - $1.64M
|
177K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.4K- 11.35% |
$1.47M - $1.69M
|
136K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-17.4K- 6.54% |
$1.48M - $1.69M
|
249K
$25.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.5K- 4.73% |
$1.49M - $1.7M
|
353K
$36.2M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-18K- 8.98% |
$1.52M - $1.75M
|
182K
$18.7M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18K- 7.1% |
$1.53M - $1.75M
|
236K
$24.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18.3K- 6.07% |
$1.55M - $1.78M
|
284K
$29.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-18.7K- 69.37% |
$1.58M - $1.81M
|
8.25K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19K- 27.54% |
$1.61M - $1.84M
|
49.9K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-19.3K- 33.75% |
$1.64M - $1.88M
|
37.9K
$3.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.4K- 1.16% |
$1.64M - $1.88M
|
1.65M
$169M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-19.4K- 80.99% |
$1.64M - $1.88M
|
4.56K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-19.4K- 8.69% |
$1.65M - $1.89M
|
204K
$20.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-19.6K- 30.01% |
$1.66M - $1.9M
|
45.6K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-20K- 17.53% |
$1.69M - $1.94M
|
93.9K
$9.62M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-20.7K- 6.36% |
$1.76M - $2.01M
|
305K
$31.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-21.1K- 5.6% |
$1.79M - $2.05M
|
355K
$36.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-21.5K- 4.29% |
$1.82M - $2.09M
|
478K
$49.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-22.8K- 27.52% |
$1.93M - $2.21M
|
60.1K
$6.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-23.2K- 8.92% |
$1.97M - $2.25M
|
237K
$24.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-24.5K- 31.13% |
$2.08M - $2.38M
|
54.2K
$5.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-24.6K- 17.19% |
$2.08M - $2.39M
|
118K
$12.1M
|