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 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18K- 7.1% |
$1.53M - $1.75M
|
236K
$23M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18.3K- 6.07% |
$1.55M - $1.78M
|
284K
$27.7M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19K- 27.54% |
$1.61M - $1.84M
|
49.9K
$4.87M
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-24.6K- 17.19% |
$2.08M - $2.39M
|
118K
$11.6M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-24.6K- 25.67% |
$2.09M - $2.39M
|
71.3K
$6.96M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-25.3K- 17.62% |
$2.14M - $2.45M
|
118K
$11.5M
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-31.4K- 13.8% |
$2.66M - $3.05M
|
196K
$19.1M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-36.4K- 4.17% |
$3.09M - $3.54M
|
838K
$81.7M
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-37.2K- 67.95% |
$3.15M - $3.61M
|
17.6K
$1.71M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37.6K- 41.85% |
$3.19M - $3.65M
|
52.2K
$5.09M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-38.1K- 72.27% |
$3.23M - $3.7M
|
14.6K
$1.42M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41.9K- 18.33% |
$3.55M - $4.07M
|
187K
$18.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-73.7K- 2.21% |
$6.25M - $7.16M
|
3.27M
$319M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-76.6K- 18.95% |
$6.49M - $7.44M
|
328K
$31.9M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-82.6K- 54.95% |
$7M - $8.02M
|
67.7K
$6.6M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-155K- 51.38% |
$13.1M - $15.1M
|
147K
$14.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-248K- 10.07% |
$21M - $24.1M
|
2.21M
$216M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-298K- 4.95% |
$25.2M - $28.9M
|
5.71M
$557M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-442K- 10.41% |
$37.5M - $42.9M
|
3.8M
$371M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.3M- 84.18% |
$110M - $127M
|
245K
$23.9M
|