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 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-142K- 99.43% |
$12.1M - $13.8M
|
814
$97.5K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-152K- 3.16% |
$12.9M - $14.8M
|
4.67M
$559M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-155K- 51.38% |
$13.1M - $15.1M
|
147K
$17.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-174K- 6.85% |
$14.7M - $16.9M
|
2.36M
$283M
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-176K- 95.95% |
$15M - $17.1M
|
7.45K
$892K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-248K- 10.07% |
$21M - $24.1M
|
2.21M
$265M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-248K- 47.3% |
$21M - $24.1M
|
276K
$33.1M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-296K- 26.79% |
$25.1M - $28.7M
|
808K
$96.8M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-296K- 26.79% |
$25.1M - $28.7M
|
808K
$96.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-298K- 4.95% |
$25.2M - $28.9M
|
5.71M
$684M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-338K- 36.22% |
$28.6M - $32.8M
|
595K
$71.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-347K- 98.81% |
$29.4M - $33.7M
|
4.19K
$502K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-375K- 9.77% |
$31.8M - $36.4M
|
3.46M
$415M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-379K- 5.95% |
$32.2M - $36.8M
|
5.99M
$718M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-406K- 44.82% |
$34.4M - $39.4M
|
500K
$59.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-430K- 99.27% |
$36.4M - $41.7M
|
3.17K
$379K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-442K- 10.41% |
$37.5M - $42.9M
|
3.8M
$455M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-489K- 18.95% |
$41.4M - $47.5M
|
2.09M
$250M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-514K- 2.69% |
$43.6M - $49.9M
|
18.6M
$2.23B
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-685K- 74.23% |
$58.1M - $66.5M
|
238K
$28.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.3M- 84.18% |
$110M - $127M
|
245K
$29.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.53M- 5.16% |
$215M - $246M
|
46.5M
$5.57B
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.94M- 31.34% |
$249M - $286M
|
6.44M
$772M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.55M- 7.44% |
$301M - $345M
|
44.1M
$5.28B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.55M- 7.44% |
$301M - $345M
|
44.1M
$5.28B
|