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 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-660- 4.06% |
$62.3K - $69.6K
|
15.6K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-664- 48.22% |
$62.7K - $70K
|
713
$63.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-669- 3.19% |
$63.2K - $70.6K
|
20.3K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-670- 1.68% |
$63.3K - $70.7K
|
39.1K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-672- 5.79% |
$63.5K - $70.9K
|
10.9K
$967K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-673- 6.92% |
$63.6K - $71K
|
9.05K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-686- 2.97% |
$64.8K - $72.4K
|
22.4K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-688- 1.34% |
$65K - $72.6K
|
50.8K
$4.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-705- 3.4% |
$66.6K - $74.4K
|
20K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-706- 0.66% |
$66.7K - $74.5K
|
106K
$9.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-720- 1.08% |
$68K - $75.9K
|
66.1K
$5.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-724- 8.84% |
$68.4K - $76.4K
|
7.47K
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-727- 0.74% |
$68.7K - $76.7K
|
97.6K
$8.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-729- 20.18% |
$68.8K - $76.9K
|
2.88K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-730- 8.67% |
$68.9K - $77K
|
7.69K
$680K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-745- 7.23% |
$70.4K - $78.6K
|
9.56K
$845K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-750- 1.29% |
$70.8K - $79.1K
|
57.5K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-750- 1.45% |
$70.8K - $79.1K
|
50.9K
$4.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-756- 9.38% |
$71.4K - $79.7K
|
7.3K
$646K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-759- 9.24% |
$71.7K - $80.1K
|
7.46K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-764- 12.81% |
$72.1K - $80.6K
|
5.2K
$460K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-766- 13.69% |
$72.3K - $80.8K
|
4.83K
$427K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-766- 7.61% |
$72.3K - $80.8K
|
9.3K
$823K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-793- 0.83% |
$74.9K - $83.6K
|
95.2K
$8.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-793- 3.73% |
$74.9K - $83.6K
|
20.5K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-805- 4.81% |
$76K - $84.9K
|
15.9K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-806- 31.74% |
$76.1K - $85K
|
1.73K
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-828- 9.1% |
$78.2K - $87.3K
|
8.27K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-846- 10.36% |
$79.9K - $89.2K
|
7.32K
$647K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-847- 1.1% |
$80K - $89.3K
|
76.4K
$6.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-861- 26.44% |
$81.3K - $90.8K
|
2.4K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-876- 0.63% |
$82.7K - $92.4K
|
139K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-877- 2.45% |
$82.8K - $92.5K
|
34.9K
$3.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-890- 10.91% |
$84K - $93.9K
|
7.27K
$643K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-892- 8.1% |
$84.2K - $94.1K
|
10.1K
$895K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-904- 7.48% |
$85.4K - $95.3K
|
11.2K
$989K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-915- 2.62% |
$86.4K - $96.5K
|
34K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-933- 1.95% |
$88.1K - $98.4K
|
46.8K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-936- 3.64% |
$88.4K - $98.7K
|
24.8K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-941- 2.25% |
$88.9K - $99.2K
|
40.9K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-957- 4.4% |
$90.4K - $101K
|
20.8K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-968- 8.22% |
$91.4K - $102K
|
10.8K
$957K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-976- 3.59% |
$92.2K - $103K
|
26.2K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-981- 17.91% |
$92.6K - $103K
|
4.5K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1K- 2.85% |
$94.4K - $105K
|
34K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1K- 17.52% |
$94.4K - $105K
|
4.71K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
SELL
|
- |
-1.01K- 2.13% |
$95K - $106K
|
46.1K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.03K- 39.11% |
$97K - $108K
|
1.6K
$141K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.04K- 7.79% |
$98.2K - $110K
|
12.3K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.05K- 2.75% |
$99.2K - $111K
|
37.1K
$3.28M
|