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 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-158- 4.99% |
$14.9K - $16.7K
|
3.01K
$266K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-160- 3.44% |
$15.1K - $16.9K
|
4.49K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-161- 0.98% |
$15.2K - $17K
|
16.2K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-162- 0.2% |
$15.3K - $17.1K
|
79K
$6.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-164- 4.52% |
$15.5K - $17.3K
|
3.47K
$307K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-165- 2.46% |
$15.6K - $17.4K
|
6.54K
$579K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 6.18% |
$15.6K - $17.4K
|
2.51K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-166- 4.33% |
$15.7K - $17.5K
|
3.67K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-171- 4.51% |
$16.1K - $18K
|
3.62K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-171- 0.31% |
$16.1K - $18K
|
54.7K
$4.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-174- 1.69% |
$16.4K - $18.4K
|
10.1K
$896K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-179- 7.42% |
$16.9K - $18.9K
|
2.23K
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-181- 43.93% |
$17.1K - $19.1K
|
231
$20.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-181- 2.54% |
$17.1K - $19.1K
|
6.95K
$615K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-181- 3.87% |
$17.1K - $19.1K
|
4.5K
$398K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-182- 8.22% |
$17.2K - $19.2K
|
2.03K
$180K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-183- 4.04% |
$17.3K - $19.3K
|
4.34K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-184- 2.65% |
$17.4K - $19.4K
|
6.77K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-192- 0.96% |
$18.1K - $20.3K
|
19.7K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-192- 1.0% |
$18.1K - $20.3K
|
19K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-196- 2.67% |
$18.5K - $20.7K
|
7.15K
$632K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-198- 0.99% |
$18.7K - $20.9K
|
19.7K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-198- 3.5% |
$18.7K - $20.9K
|
5.46K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-202- 9.4% |
$19.1K - $21.3K
|
1.95K
$172K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-205- 1.69% |
$19.4K - $21.6K
|
11.9K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-206- 0.33% |
$19.5K - $21.7K
|
61.7K
$5.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-208- 10.29% |
$19.6K - $21.9K
|
1.81K
$160K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-213- 0.81% |
$20.1K - $22.5K
|
26K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-215- 2.86% |
$20.3K - $22.7K
|
7.29K
$645K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-220- 1.02% |
$20.8K - $23.2K
|
21.4K
$1.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-221- 5.29% |
$20.9K - $23.3K
|
3.96K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-221- 1.27% |
$20.9K - $23.3K
|
17.2K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-221- 0.34% |
$20.9K - $23.3K
|
64K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-221- 1.0% |
$20.9K - $23.3K
|
21.8K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-229- 0.36% |
$21.6K - $24.2K
|
62.6K
$5.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-230- 2.65% |
$21.7K - $24.3K
|
8.44K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-231- 2.03% |
$21.8K - $24.4K
|
11.1K
$984K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-235- 1.97% |
$22.2K - $24.8K
|
11.7K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-237- 0.18% |
$22.4K - $25K
|
134K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-237- 3.36% |
$22.4K - $25K
|
6.82K
$603K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-240- 43.8% |
$22.7K - $25.3K
|
308
$27.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-240- 9.96% |
$22.7K - $25.3K
|
2.17K
$192K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-242- 3.09% |
$22.9K - $25.5K
|
7.6K
$672K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-249- 8.7% |
$23.5K - $26.3K
|
2.61K
$231K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-250- 51.65% |
$23.6K - $26.4K
|
234
$20.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-251- 2.15% |
$23.7K - $26.5K
|
11.4K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-253- 1.18% |
$23.9K - $26.7K
|
21.2K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-256- 0.46% |
$24.2K - $27K
|
54.8K
$4.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-257- 0.17% |
$24.3K - $27.1K
|
153K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-266- 3.11% |
$25.1K - $28.1K
|
8.28K
$732K
|