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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-272- 6.34% |
$25.7K - $28.7K
|
4.02K
$355K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-278- 3.17% |
$26.3K - $29.3K
|
8.48K
$750K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-279- 9.53% |
$26.3K - $29.4K
|
2.65K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-280- 1.05% |
$26.4K - $29.5K
|
26.5K
$2.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-280- 9.44% |
$26.4K - $29.5K
|
2.69K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-280- 2.11% |
$26.4K - $29.5K
|
13K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-290- 0.24% |
$27.4K - $30.6K
|
123K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-290- 0.68% |
$27.4K - $30.6K
|
42.5K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-300- 0.88% |
$28.3K - $31.6K
|
33.8K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-301- 63.77% |
$28.4K - $31.7K
|
171
$15.1K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-302- 1.4% |
$28.5K - $31.9K
|
21.3K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-304- 23.38% |
$28.7K - $32.1K
|
996
$88.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-305- 6.27% |
$28.8K - $32.2K
|
4.56K
$404K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-311- 13.54% |
$29.4K - $32.8K
|
1.99K
$176K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-311- 58.35% |
$29.4K - $32.8K
|
222
$19.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-314- 49.45% |
$29.7K - $33.1K
|
321
$28.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-322- 12.18% |
$30.4K - $34K
|
2.32K
$205K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-328- 4.59% |
$31K - $34.6K
|
6.82K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-330- 1.09% |
$31.2K - $34.8K
|
29.9K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-331- 7.72% |
$31.3K - $34.9K
|
3.96K
$350K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-332- 7.99% |
$31.4K - $35K
|
3.82K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-341- 4.17% |
$32.2K - $36K
|
7.84K
$693K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-343- 10.74% |
$32.4K - $36.2K
|
2.85K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-347- 2.22% |
$32.8K - $36.6K
|
15.3K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-349- 0.02% |
$33K - $36.8K
|
1.89M
$167M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-350- 13.09% |
$33.1K - $36.9K
|
2.32K
$206K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-354- 14.01% |
$33.4K - $37.3K
|
2.17K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-358- 3.23% |
$33.8K - $37.8K
|
10.7K
$949K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-361- 2.05% |
$34.1K - $38.1K
|
17.3K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-363- 3.31% |
$34.3K - $38.3K
|
10.6K
$938K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-365- 14.8% |
$34.5K - $38.5K
|
2.1K
$186K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-366- 6.58% |
$34.6K - $38.6K
|
5.2K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-366- 2.38% |
$34.6K - $38.6K
|
15K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-367- 12.29% |
$34.7K - $38.7K
|
2.62K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-379- 9.9% |
$35.8K - $40K
|
3.45K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-379- 4.17% |
$35.8K - $40K
|
8.7K
$770K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-383- 5.87% |
$36.2K - $40.4K
|
6.15K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-387- 8.56% |
$36.5K - $40.8K
|
4.14K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-390- 5.4% |
$36.8K - $41.1K
|
6.83K
$604K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-398- 6.04% |
$37.6K - $42K
|
6.19K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-406- 2.85% |
$38.3K - $42.8K
|
13.8K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-407- 0.13% |
$38.4K - $42.9K
|
325K
$28.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-411- 4.75% |
$38.8K - $43.3K
|
8.25K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-412- 7.36% |
$38.9K - $43.5K
|
5.18K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-414- 4.39% |
$39.1K - $43.7K
|
9.01K
$797K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-414- 1.24% |
$39.1K - $43.7K
|
33K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-417- 0.22% |
$39.4K - $44K
|
193K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-422- 1.67% |
$39.8K - $44.5K
|
24.9K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-426- 2.83% |
$40.2K - $44.9K
|
14.6K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-435- 0.88% |
$41.1K - $45.9K
|
49.2K
$4.35M
|