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 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-25.3K- 17.62% |
$2.14M - $2.45M
|
118K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-26.6K- 2.71% |
$2.25M - $2.58M
|
953K
$98.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-26.9K- 25.73% |
$2.28M - $2.61M
|
77.6K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.2K- 30.11% |
$2.31M - $2.64M
|
63.2K
$6.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-28.5K- 6.66% |
$2.41M - $2.77M
|
399K
$41.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-28.7K- 9.57% |
$2.44M - $2.79M
|
272K
$28M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.8K- 0.76% |
$2.44M - $2.8M
|
3.76M
$388M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-30K- 25.13% |
$2.55M - $2.92M
|
89.4K
$9.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-31.4K- 13.8% |
$2.66M - $3.05M
|
196K
$20.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-32K- 11.78% |
$2.71M - $3.11M
|
240K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.1K- 8.05% |
$2.8M - $3.21M
|
377K
$39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.7K- 4.05% |
$2.85M - $3.27M
|
798K
$82.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-34.5K- 7.39% |
$2.93M - $3.35M
|
433K
$44.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-36.4K- 4.17% |
$3.09M - $3.54M
|
838K
$86.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.6K- 5.76% |
$3.1M - $3.55M
|
598K
$61.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.7K- 99.95% |
$3.11M - $3.56M
|
17
$1.76K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-37.2K- 67.95% |
$3.15M - $3.61M
|
17.6K
$1.81M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37.6K- 41.85% |
$3.19M - $3.65M
|
52.2K
$5.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-38.1K- 72.27% |
$3.23M - $3.7M
|
14.6K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-39.5K- 5.44% |
$3.34M - $3.83M
|
686K
$70.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41.9K- 18.33% |
$3.55M - $4.07M
|
187K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42.7K- 6.63% |
$3.62M - $4.15M
|
601K
$62.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-43.3K- 11.76% |
$3.67M - $4.21M
|
325K
$33.6M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-43.9K- 16.15% |
$3.72M - $4.27M
|
228K
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-44.4K- 3.7% |
$3.76M - $4.31M
|
1.15M
$119M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-44.5K- 7.37% |
$3.77M - $4.32M
|
560K
$57.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-45.1K- 3.43% |
$3.82M - $4.38M
|
1.27M
$131M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-46.4K- 12.48% |
$3.93M - $4.51M
|
326K
$33.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-47K- 0.51% |
$3.98M - $4.56M
|
9.21M
$951M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-48K- 22.32% |
$4.07M - $4.66M
|
167K
$17.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50.2K- 20.94% |
$4.26M - $4.88M
|
190K
$19.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52.5K- 9.82% |
$4.45M - $5.1M
|
482K
$49.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-54.3K- 25.92% |
$4.6M - $5.27M
|
155K
$16M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-55.6K- 7.86% |
$4.72M - $5.4M
|
652K
$67.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.5K- 88.69% |
$4.79M - $5.49M
|
7.21K
$745K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-58.1K- 50.65% |
$4.92M - $5.64M
|
56.6K
$5.84M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-58.7K- 10.38% |
$4.98M - $5.7M
|
507K
$52.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-62.4K- 5.75% |
$5.29M - $6.06M
|
1.02M
$106M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-69.8K- 5.78% |
$5.92M - $6.78M
|
1.14M
$117M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-73.7K- 2.21% |
$6.25M - $7.16M
|
3.27M
$338M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-76.6K- 18.95% |
$6.49M - $7.44M
|
328K
$33.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-76.8K- 9.16% |
$6.51M - $7.46M
|
761K
$78.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-79.5K- 14.14% |
$6.74M - $7.72M
|
483K
$49.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-82.6K- 54.95% |
$7M - $8.02M
|
67.7K
$6.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-83K- 7.86% |
$7.04M - $8.07M
|
973K
$100M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-86.2K- 61.05% |
$7.31M - $8.37M
|
55K
$5.68M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-88K- 92.89% |
$7.46M - $8.54M
|
6.73K
$695K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-91.7K- 58.36% |
$7.77M - $8.91M
|
65.4K
$6.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.7K- 3.02% |
$7.86M - $9M
|
2.98M
$308M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-94.3K- 10.44% |
$8M - $9.16M
|
809K
$83.5M
|