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 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-45.1K- 3.43% |
$3.82M - $4.38M
|
1.27M
$112M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-46.4K- 12.48% |
$3.93M - $4.51M
|
326K
$28.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-47K- 0.51% |
$3.98M - $4.56M
|
9.21M
$815M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-48K- 22.32% |
$4.07M - $4.66M
|
167K
$14.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50.2K- 20.94% |
$4.26M - $4.88M
|
190K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52.5K- 9.82% |
$4.45M - $5.1M
|
482K
$42.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-54.3K- 25.92% |
$4.6M - $5.27M
|
155K
$13.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-55.6K- 7.86% |
$4.72M - $5.4M
|
652K
$57.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.5K- 88.69% |
$4.79M - $5.49M
|
7.21K
$638K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-58.1K- 50.65% |
$4.92M - $5.64M
|
56.6K
$5M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-58.7K- 10.38% |
$4.98M - $5.7M
|
507K
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-62.4K- 5.75% |
$5.29M - $6.06M
|
1.02M
$90.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-69.8K- 5.78% |
$5.92M - $6.78M
|
1.14M
$101M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-73.7K- 2.21% |
$6.25M - $7.16M
|
3.27M
$289M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-76.6K- 18.95% |
$6.49M - $7.44M
|
328K
$29M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-76.8K- 9.16% |
$6.51M - $7.46M
|
761K
$67.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-79.5K- 14.14% |
$6.74M - $7.72M
|
483K
$42.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-82.6K- 54.95% |
$7M - $8.02M
|
67.7K
$5.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-83K- 7.86% |
$7.04M - $8.07M
|
973K
$86.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-86.2K- 61.05% |
$7.31M - $8.37M
|
55K
$4.87M
|
|
|
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
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-91.7K- 58.36% |
$7.77M - $8.91M
|
65.4K
$5.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.7K- 3.02% |
$7.86M - $9M
|
2.98M
$264M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-94.3K- 10.44% |
$8M - $9.16M
|
809K
$71.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-95.3K- 3.21% |
$8.08M - $9.26M
|
2.87M
$254M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-110K- 13.06% |
$9.35M - $10.7M
|
734K
$65M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-115K- 32.8% |
$9.71M - $11.1M
|
235K
$20.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-125K- 40.84% |
$10.6M - $12.1M
|
181K
$16M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-126K- 9.65% |
$10.7M - $12.2M
|
1.18M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-132K- 32.66% |
$11.2M - $12.8M
|
272K
$24.1M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-135K- 9.11% |
$11.4M - $13.1M
|
1.34M
$119M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-139K- 98.59% |
$11.8M - $13.5M
|
1.98K
$175K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-141K- 36.66% |
$12M - $13.7M
|
244K
$21.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-142K- 4.28% |
$12M - $13.8M
|
3.18M
$281M
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-142K- 99.43% |
$12.1M - $13.8M
|
814
$72K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-152K- 3.16% |
$12.9M - $14.8M
|
4.67M
$413M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-155K- 51.38% |
$13.1M - $15.1M
|
147K
$13M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-174K- 6.85% |
$14.7M - $16.9M
|
2.36M
$209M
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-176K- 95.95% |
$15M - $17.1M
|
7.45K
$659K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-248K- 10.07% |
$21M - $24.1M
|
2.21M
$196M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-248K- 47.3% |
$21M - $24.1M
|
276K
$24.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-298K- 4.95% |
$25.2M - $28.9M
|
5.71M
$505M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-338K- 36.22% |
$28.6M - $32.8M
|
595K
$52.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-347K- 98.81% |
$29.4M - $33.7M
|
4.19K
$371K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-375K- 9.77% |
$31.8M - $36.4M
|
3.46M
$306M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-379K- 5.95% |
$32.2M - $36.8M
|
5.99M
$530M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-406K- 44.82% |
$34.4M - $39.4M
|
500K
$44.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-430K- 99.27% |
$36.4M - $41.7M
|
3.17K
$280K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-442K- 10.41% |
$37.5M - $42.9M
|
3.8M
$336M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-489K- 18.95% |
$41.4M - $47.5M
|
2.09M
$185M
|