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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79- 25.82% |
$7.46K - $8.33K
|
227
$20.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-80- 0.97% |
$7.55K - $8.44K
|
8.19K
$724K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-80- 14.26% |
$7.55K - $8.44K
|
481
$42.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 2.0% |
$7.55K - $8.44K
|
3.92K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-80- 0.12% |
$7.55K - $8.44K
|
67.5K
$5.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-82- 0.45% |
$7.74K - $8.65K
|
18.2K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-84- 3.47% |
$7.93K - $8.86K
|
2.34K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-85- 3.97% |
$8.03K - $8.96K
|
2.06K
$182K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-85- 3.94% |
$8.03K - $8.96K
|
2.07K
$183K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-90- 0.47% |
$8.5K - $9.49K
|
18.9K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-91- 1.78% |
$8.59K - $9.6K
|
5.03K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-91- 1.44% |
$8.59K - $9.6K
|
6.24K
$552K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.62% |
$8.69K - $9.7K
|
14.7K
$1.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-92- 0.83% |
$8.69K - $9.7K
|
11K
$974K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-93- 0.81% |
$8.78K - $9.81K
|
11.4K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-93- 4.08% |
$8.78K - $9.81K
|
2.19K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-97- 2.32% |
$9.16K - $10.2K
|
4.09K
$362K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100- 29.76% |
$9.44K - $10.5K
|
236
$20.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 0.56% |
$9.44K - $10.5K
|
17.9K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-100- 0.82% |
$9.44K - $10.5K
|
12.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 0.73% |
$9.44K - $10.5K
|
13.6K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-101- 3.15% |
$9.54K - $10.7K
|
3.11K
$275K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-102- 4.84% |
$9.63K - $10.8K
|
2.01K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-103- 1.58% |
$9.73K - $10.9K
|
6.41K
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-104- 0.07% |
$9.82K - $11K
|
155K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-106- 1.64% |
$10K - $11.2K
|
6.34K
$561K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-106- 0.41% |
$10K - $11.2K
|
25.9K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-108- 3.28% |
$10.2K - $11.4K
|
3.19K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-108- 1.91% |
$10.2K - $11.4K
|
5.56K
$491K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-113- 1.41% |
$10.7K - $11.9K
|
7.9K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-117- 0.15% |
$11K - $12.3K
|
79.2K
$7.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 2.8% |
$11.2K - $12.6K
|
4.13K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-124- 5.29% |
$11.7K - $13.1K
|
2.22K
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-125- 3.38% |
$11.8K - $13.2K
|
3.58K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-126- 20.1% |
$11.9K - $13.3K
|
501
$44.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-128- 5.81% |
$12.1K - $13.5K
|
2.08K
$184K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-131- 1.0% |
$12.4K - $13.8K
|
12.9K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-134- 2.44% |
$12.7K - $14.1K
|
5.35K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-139- 0.33% |
$13.1K - $14.7K
|
41.6K
$3.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-139- 1.84% |
$13.1K - $14.7K
|
7.42K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-141- 1.84% |
$13.3K - $14.9K
|
7.53K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-142- 2.42% |
$13.4K - $15K
|
5.73K
$507K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-145- 5.48% |
$13.7K - $15.3K
|
2.5K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-145- 0.9% |
$13.7K - $15.3K
|
16K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-147- 2.5% |
$13.9K - $15.5K
|
5.72K
$506K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-147- 5.69% |
$13.9K - $15.5K
|
2.44K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-149- 1.46% |
$14.1K - $15.7K
|
10.1K
$891K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-151- 1.89% |
$14.3K - $15.9K
|
7.82K
$692K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-152- 2.3% |
$14.4K - $16K
|
6.44K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-152- 1.88% |
$14.4K - $16K
|
7.95K
$703K
|