Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26- 0.27% |
$2.46K - $2.74K
|
9.59K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-26- 0.03% |
$2.46K - $2.74K
|
83.9K
$8.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-27- 0.02% |
$2.55K - $2.85K
|
112K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-27- 3.22% |
$2.55K - $2.85K
|
811
$85.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-28- 4.64% |
$2.64K - $2.95K
|
576
$60.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-30- 0.46% |
$2.83K - $3.16K
|
6.48K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-30- 1.05% |
$2.83K - $3.16K
|
2.84K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-31- 0.26% |
$2.93K - $3.27K
|
11.7K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-32- 0.71% |
$3.02K - $3.38K
|
4.49K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-34- 0.15% |
$3.21K - $3.59K
|
22.7K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-34- 0.27% |
$3.21K - $3.59K
|
12.5K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-35- 0.44% |
$3.31K - $3.69K
|
8.01K
$842K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-36- 1.14% |
$3.4K - $3.8K
|
3.13K
$329K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-38- 0.59% |
$3.59K - $4.01K
|
6.46K
$679K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-40- 0.11% |
$3.78K - $4.22K
|
34.9K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-40- 0.84% |
$3.78K - $4.22K
|
4.74K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-40- 1.6% |
$3.78K - $4.22K
|
2.46K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-40- 0.77% |
$3.78K - $4.22K
|
5.19K
$545K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-43- 0.45% |
$4.06K - $4.54K
|
9.62K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-44- 0.89% |
$4.15K - $4.64K
|
4.91K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-45- 0.16% |
$4.25K - $4.75K
|
28.6K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-46- 0.86% |
$4.34K - $4.85K
|
5.32K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-46- 10.41% |
$4.34K - $4.85K
|
396
$41.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-47- 3.78% |
$4.44K - $4.96K
|
1.2K
$126K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-47- 0.34% |
$4.44K - $4.96K
|
13.8K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-47- 0.14% |
$4.44K - $4.96K
|
34.3K
$3.6M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-47- 0.06% |
$4.44K - $4.96K
|
77.8K
$8.18M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-48- 0.9% |
$4.53K - $5.06K
|
5.27K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-48- 0.13% |
$4.53K - $5.06K
|
37.9K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-48- 1.01% |
$4.53K - $5.06K
|
4.69K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.79% |
$4.72K - $5.27K
|
6.29K
$661K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-50- 0.58% |
$4.72K - $5.27K
|
8.54K
$897K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-50- 2.23% |
$4.72K - $5.27K
|
2.2K
$231K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-51- 1.56% |
$4.82K - $5.38K
|
3.22K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-51- 2.08% |
$4.82K - $5.38K
|
2.4K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-52- 2.04% |
$4.91K - $5.48K
|
2.5K
$263K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-53- 0.67% |
$5K - $5.59K
|
7.81K
$821K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-53- 1.38% |
$5K - $5.59K
|
3.79K
$399K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-54- 1.26% |
$5.1K - $5.7K
|
4.22K
$444K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-55- 2.32% |
$5.19K - $5.8K
|
2.32K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-55- 0.11% |
$5.19K - $5.8K
|
48K
$5.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-55- 1.38% |
$5.19K - $5.8K
|
3.92K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-56- 0.15% |
$5.29K - $5.91K
|
36.3K
$3.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-57- 8.88% |
$5.38K - $6.01K
|
585
$61.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-58- 0.19% |
$5.48K - $6.12K
|
31.1K
$3.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-58- 0.33% |
$5.48K - $6.12K
|
17.3K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-58- 0.86% |
$5.48K - $6.12K
|
6.68K
$702K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-60- 0.92% |
$5.67K - $6.33K
|
6.45K
$678K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-61- 0.85% |
$5.76K - $6.43K
|
7.09K
$745K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-63- 3.69% |
$5.95K - $6.64K
|
1.64K
$173K
|