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 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-390- 5.4% |
$36.8K - $41.1K
|
6.83K
$729K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-398- 6.04% |
$37.6K - $42K
|
6.19K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-406- 2.85% |
$38.3K - $42.8K
|
13.8K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-407- 0.13% |
$38.4K - $42.9K
|
325K
$34.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-411- 4.75% |
$38.8K - $43.3K
|
8.25K
$880K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-412- 7.36% |
$38.9K - $43.5K
|
5.18K
$553K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-414- 4.39% |
$39.1K - $43.7K
|
9.01K
$961K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-414- 1.24% |
$39.1K - $43.7K
|
33K
$3.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-417- 0.22% |
$39.4K - $44K
|
193K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-422- 1.67% |
$39.8K - $44.5K
|
24.9K
$2.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-426- 2.83% |
$40.2K - $44.9K
|
14.6K
$1.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-435- 0.88% |
$41.1K - $45.9K
|
49.2K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-435- 13.67% |
$41.1K - $45.9K
|
2.75K
$293K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-435- 4.04% |
$41.1K - $45.9K
|
10.3K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-441- 1.8% |
$41.6K - $46.5K
|
24.1K
$2.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-443- 2.03% |
$41.8K - $46.7K
|
21.4K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-450- 4.52% |
$42.5K - $47.5K
|
9.51K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-457- 4.06% |
$43.2K - $48.2K
|
10.8K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-464- 8.1% |
$43.8K - $48.9K
|
5.27K
$562K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-465- 4.75% |
$43.9K - $49K
|
9.32K
$994K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-467- 1.83% |
$44.1K - $49.3K
|
25.1K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-467- 1.82% |
$44.1K - $49.3K
|
25.2K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-467- 0.63% |
$44.1K - $49.3K
|
73.7K
$7.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-468- 2.17% |
$44.2K - $49.4K
|
21.1K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-469- 15.88% |
$44.3K - $49.5K
|
2.48K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-472- 1.27% |
$44.6K - $49.8K
|
36.8K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-475- 2.64% |
$44.9K - $50.1K
|
17.5K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-480- 1.38% |
$45.3K - $50.6K
|
34.2K
$3.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-490- 14.54% |
$46.3K - $51.7K
|
2.88K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-492- 1.35% |
$46.5K - $51.9K
|
35.9K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-496- 2.62% |
$46.8K - $52.3K
|
18.4K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-500- 12.42% |
$47.2K - $52.7K
|
3.53K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-500- 15.54% |
$47.2K - $52.7K
|
2.72K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-501- 0.3% |
$47.3K - $52.8K
|
169K
$18M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-507- 4.55% |
$47.9K - $53.5K
|
10.6K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-510- 6.4% |
$48.2K - $53.8K
|
7.46K
$795K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-517- 2.59% |
$48.8K - $54.5K
|
19.4K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-522- 1.6% |
$49.3K - $55.1K
|
32.1K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-532- 1.45% |
$50.2K - $56.1K
|
36.2K
$3.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-533- 10.22% |
$50.3K - $56.2K
|
4.68K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-533- 82.64% |
$50.3K - $56.2K
|
112
$11.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-537- 3.8% |
$50.7K - $56.6K
|
13.6K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-538- 1.2% |
$50.8K - $56.7K
|
44.2K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-544- 19.1% |
$51.4K - $57.4K
|
2.3K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-545- 9.44% |
$51.5K - $57.5K
|
5.23K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-550- 2.86% |
$51.9K - $58K
|
18.7K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-557- 5.07% |
$52.6K - $58.7K
|
10.4K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-561- 0.23% |
$53K - $59.2K
|
248K
$26.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-568- 1.97% |
$53.6K - $59.9K
|
28.2K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-570- 10.82% |
$53.8K - $60.1K
|
4.7K
$501K
|