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 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-941- 2.25% |
$88.9K - $99.2K
|
40.9K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-957- 4.4% |
$90.4K - $101K
|
20.8K
$2.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-968- 8.22% |
$91.4K - $102K
|
10.8K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-976- 3.59% |
$92.2K - $103K
|
26.2K
$2.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-981- 17.91% |
$92.6K - $103K
|
4.5K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1K- 2.85% |
$94.4K - $105K
|
34K
$3.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1K- 17.52% |
$94.4K - $105K
|
4.71K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
SELL
|
- |
-1.01K- 2.13% |
$95K - $106K
|
46.1K
$4.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.03K- 39.11% |
$97K - $108K
|
1.6K
$171K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.04K- 7.79% |
$98.2K - $110K
|
12.3K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.05K- 2.75% |
$99.2K - $111K
|
37.1K
$3.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.05K- 2.0% |
$99.3K - $111K
|
51.5K
$5.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.05K- 2.54% |
$99.4K - $111K
|
40.5K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.06K- 0.64% |
$100K - $112K
|
165K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 1.16% |
$105K - $117K
|
94.8K
$10.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.11K- 3.51% |
$105K - $117K
|
30.6K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.12K- 17.54% |
$106K - $118K
|
5.27K
$562K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-1.13K- 4.37% |
$107K - $119K
|
24.8K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.14K- 8.23% |
$108K - $121K
|
12.7K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.15K- 15.05% |
$109K - $122K
|
6.51K
$695K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 3.01% |
$109K - $122K
|
37.4K
$3.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.16K- 1.52% |
$110K - $122K
|
75.4K
$8.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.16K- 8.72% |
$110K - $122K
|
12.1K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 0.82% |
$111K - $124K
|
141K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.18K- 3.28% |
$111K - $124K
|
34.7K
$3.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.18K- 5.9% |
$112K - $125K
|
18.9K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.18K- 2.56% |
$112K - $125K
|
45K
$4.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.19K- 18.88% |
$113K - $126K
|
5.12K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.2K- 11.55% |
$114K - $127K
|
9.21K
$983K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.21K- 5.93% |
$114K - $128K
|
19.2K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 38.11% |
$115K - $128K
|
1.98K
$211K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.24K- 0.51% |
$117K - $131K
|
244K
$26M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.24K- 2.59% |
$117K - $131K
|
46.8K
$5M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.25K- 4.75% |
$118K - $131K
|
25K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.25K- 26.75% |
$118K - $132K
|
3.43K
$366K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.26K- 1.67% |
$119K - $133K
|
74.2K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.26K- 0.74% |
$119K - $133K
|
169K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.3K- 28.54% |
$123K - $137K
|
3.25K
$347K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.31K- 2.91% |
$124K - $139K
|
43.9K
$4.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.32K- 2.33% |
$124K - $139K
|
55.2K
$5.89M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.34K- 2.37% |
$126K - $141K
|
55.2K
$5.89M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-1.35K- 10.4% |
$128K - $142K
|
11.6K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.37K- 3.44% |
$129K - $144K
|
38.4K
$4.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-1.38K- 21.18% |
$130K - $146K
|
5.14K
$548K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.41K- 0.91% |
$133K - $149K
|
154K
$16.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.41K- 4.81% |
$133K - $149K
|
27.9K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.41K- 0.58% |
$133K - $149K
|
240K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.42K- 10.94% |
$134K - $149K
|
11.5K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.42K- 2.23% |
$134K - $150K
|
62.2K
$6.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.42K- 1.39% |
$134K - $150K
|
101K
$10.8M
|