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 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-51- 1.9% |
$4.32K - $4.95K
|
2.64K
$257K
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-51- 0.8% |
$4.32K - $4.95K
|
6.32K
$616K
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-52- 0.14% |
$4.41K - $5.05K
|
36.3K
$3.54M
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 1.53% |
$4.49K - $5.15K
|
3.41K
$333K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-64- 0.5% |
$5.43K - $6.22K
|
12.8K
$1.25M
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-66- 1.79% |
$5.59K - $6.41K
|
3.63K
$354K
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-81- 1.49% |
$6.87K - $7.87K
|
5.37K
$523K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-82- 12.97% |
$6.95K - $7.96K
|
550
$53.6K
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-85- 0.39% |
$7.21K - $8.26K
|
21.5K
$2.1M
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-86- 0.36% |
$7.29K - $8.35K
|
23.8K
$2.32M
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-89- 3.61% |
$7.54K - $8.64K
|
2.38K
$232K
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-89- 16.76% |
$7.54K - $8.64K
|
442
$43.1K
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-92- 1.99% |
$7.8K - $8.94K
|
4.52K
$441K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-94- 0.15% |
$7.97K - $9.13K
|
64.7K
$6.31M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-100- 1.45% |
$8.48K - $9.71K
|
6.79K
$662K
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-105- 2.59% |
$8.9K - $10.2K
|
3.94K
$385K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-108- 0.52% |
$9.16K - $10.5K
|
20.7K
$2.02M
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-110- 3.64% |
$9.32K - $10.7K
|
2.91K
$284K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-124- 1.43% |
$10.5K - $12K
|
8.54K
$833K
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-148- 3.42% |
$12.5K - $14.4K
|
4.18K
$407K
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-157- 0.73% |
$13.3K - $15.2K
|
21.5K
$2.09M
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-164- 0.72% |
$13.9K - $15.9K
|
22.8K
$2.22M
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-168- 1.05% |
$14.2K - $16.3K
|
15.9K
$1.55M
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-170- 3.28% |
$14.4K - $16.5K
|
5.01K
$489K
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-175- 7.45% |
$14.8K - $17K
|
2.18K
$212K
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-176- 1.05% |
$14.9K - $17.1K
|
16.6K
$1.62M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-179- 2.79% |
$15.2K - $17.4K
|
6.23K
$608K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-181- 0.39% |
$15.3K - $17.6K
|
45.9K
$4.48M
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-187- 3.07% |
$15.9K - $18.2K
|
5.9K
$575K
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-191- 1.95% |
$16.2K - $18.6K
|
9.62K
$938K
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 12.14% |
$17K - $19.4K
|
1.45K
$141K
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 2.48% |
$17K - $19.4K
|
7.87K
$767K
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-203- 0.41% |
$17.2K - $19.7K
|
49.8K
$4.86M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-223- 0.84% |
$18.9K - $21.7K
|
26.2K
$2.56M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-231- 4.29% |
$19.6K - $22.4K
|
5.15K
$502K
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-231- 0.38% |
$19.6K - $22.4K
|
59.8K
$5.83M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-232- 0.56% |
$19.7K - $22.5K
|
41K
$4M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-241- 0.17% |
$20.4K - $23.4K
|
142K
$13.9M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-259- 7.5% |
$22K - $25.2K
|
3.2K
$312K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-264- 9.87% |
$22.4K - $25.6K
|
2.41K
$235K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-266- 18.75% |
$22.5K - $25.8K
|
1.15K
$112K
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-282- 2.07% |
$23.9K - $27.4K
|
13.3K
$1.3M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-286- 0.62% |
$24.2K - $27.8K
|
45.5K
$4.44M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-297- 7.25% |
$25.2K - $28.8K
|
3.8K
$370K
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-312- 2.89% |
$26.4K - $30.3K
|
10.5K
$1.02M
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-322- 0.86% |
$27.3K - $31.3K
|
37.2K
$3.63M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-330- 1.71% |
$28K - $32.1K
|
19K
$1.85M
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-335- 1.23% |
$28.4K - $32.5K
|
26.8K
$2.62M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-341- 2.94% |
$28.9K - $33.1K
|
11.3K
$1.1M
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-360- 1.17% |
$30.5K - $35K
|
30.4K
$2.97M
|