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 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.1K- 8.05% |
$2.8M - $3.21M
|
377K
$45.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.7K- 4.05% |
$2.85M - $3.27M
|
798K
$95.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-34.5K- 7.39% |
$2.93M - $3.35M
|
433K
$51.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-36.4K- 4.17% |
$3.09M - $3.54M
|
838K
$100M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.6K- 5.76% |
$3.1M - $3.55M
|
598K
$71.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.7K- 99.95% |
$3.11M - $3.56M
|
17
$2.04K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-37.2K- 67.95% |
$3.15M - $3.61M
|
17.6K
$2.1M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37.6K- 41.85% |
$3.19M - $3.65M
|
52.2K
$6.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-38.1K- 72.27% |
$3.23M - $3.7M
|
14.6K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-39.5K- 5.44% |
$3.34M - $3.83M
|
686K
$82.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41.9K- 18.33% |
$3.55M - $4.07M
|
187K
$22.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42.7K- 6.63% |
$3.62M - $4.15M
|
601K
$72M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-43.3K- 11.76% |
$3.67M - $4.21M
|
325K
$38.9M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-43.9K- 16.15% |
$3.72M - $4.27M
|
228K
$27.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-44.4K- 3.7% |
$3.76M - $4.31M
|
1.15M
$138M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-44.5K- 7.37% |
$3.77M - $4.32M
|
560K
$67M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-45.1K- 3.43% |
$3.82M - $4.38M
|
1.27M
$152M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-46.4K- 12.48% |
$3.93M - $4.51M
|
326K
$39M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-47K- 0.51% |
$3.98M - $4.56M
|
9.21M
$1.1B
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-48K- 22.32% |
$4.07M - $4.66M
|
167K
$20M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50.2K- 20.94% |
$4.26M - $4.88M
|
190K
$22.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52.5K- 9.82% |
$4.45M - $5.1M
|
482K
$57.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-54.3K- 25.92% |
$4.6M - $5.27M
|
155K
$18.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-55.6K- 7.86% |
$4.72M - $5.4M
|
652K
$78.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.5K- 88.69% |
$4.79M - $5.49M
|
7.21K
$864K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-58.1K- 50.65% |
$4.92M - $5.64M
|
56.6K
$6.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-58.7K- 10.38% |
$4.98M - $5.7M
|
507K
$60.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-62.4K- 5.75% |
$5.29M - $6.06M
|
1.02M
$122M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-69.8K- 5.78% |
$5.92M - $6.78M
|
1.14M
$136M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-73.7K- 2.21% |
$6.25M - $7.16M
|
3.27M
$391M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-76.6K- 18.95% |
$6.49M - $7.44M
|
328K
$39.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-76.8K- 9.16% |
$6.51M - $7.46M
|
761K
$91.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-79.5K- 14.14% |
$6.74M - $7.72M
|
483K
$57.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-82.6K- 54.95% |
$7M - $8.02M
|
67.7K
$8.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-83K- 7.86% |
$7.04M - $8.07M
|
973K
$117M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-86.2K- 61.05% |
$7.31M - $8.37M
|
55K
$6.59M
|
|
|
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
$806K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-91.7K- 58.36% |
$7.77M - $8.91M
|
65.4K
$7.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.7K- 3.02% |
$7.86M - $9M
|
2.98M
$357M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-94.3K- 10.44% |
$8M - $9.16M
|
809K
$96.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-95.3K- 3.21% |
$8.08M - $9.26M
|
2.87M
$344M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-110K- 13.06% |
$9.35M - $10.7M
|
734K
$87.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-115K- 32.8% |
$9.71M - $11.1M
|
235K
$28.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-125K- 40.84% |
$10.6M - $12.1M
|
181K
$21.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-126K- 9.65% |
$10.7M - $12.2M
|
1.18M
$141M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-132K- 32.66% |
$11.2M - $12.8M
|
272K
$32.6M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-135K- 9.11% |
$11.4M - $13.1M
|
1.34M
$161M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-139K- 98.59% |
$11.8M - $13.5M
|
1.98K
$237K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-141K- 36.66% |
$12M - $13.7M
|
244K
$29.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-142K- 4.28% |
$12M - $13.8M
|
3.18M
$381M
|