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 11, 2025
Q4 2024
|
Washington Trust Bank
|
SELL
|
- |
-1.57K- 11.87% |
$148K - $165K
|
11.6K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.57K- 99.87% |
$148K - $166K
|
2
$177
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.58K- 6.96% |
$149K - $167K
|
21.1K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.59K- 4.07% |
$150K - $168K
|
37.6K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.61K- 1.5% |
$152K - $170K
|
106K
$9.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.63K- 12.12% |
$154K - $172K
|
11.8K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.64K- 2.22% |
$155K - $173K
|
72.2K
$6.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.64K- 4.72% |
$155K - $173K
|
33.2K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.69K- 39.92% |
$160K - $178K
|
2.55K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.7K- 0.48% |
$161K - $179K
|
353K
$31.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 0.71% |
$162K - $181K
|
241K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.72K- 1.39% |
$163K - $182K
|
122K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.76K- 4.93% |
$166K - $186K
|
34K
$3M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.77K- 5.53% |
$167K - $186K
|
30.2K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-1.77K- 8.84% |
$167K - $187K
|
18.3K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.79K- 3.66% |
$169K - $189K
|
47.2K
$4.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.8K- 13.2% |
$170K - $190K
|
11.9K
$1.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.81K- 1.5% |
$171K - $191K
|
119K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.81K- 3.76% |
$171K - $191K
|
46.4K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.83K- 1.32% |
$173K - $193K
|
136K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.84K- 1.95% |
$174K - $194K
|
92.7K
$8.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.84K- 2.88% |
$174K - $194K
|
62.2K
$5.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.86K- 1.37% |
$175K - $196K
|
134K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.87K- 18.59% |
$176K - $197K
|
8.17K
$723K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 0.96% |
$178K - $199K
|
194K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.9K- 4.5% |
$179K - $200K
|
40.2K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.92K- 48.96% |
$181K - $203K
|
2K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.94K- 9.74% |
$183K - $204K
|
17.9K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.98K- 13.71% |
$186K - $208K
|
12.4K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.99K- 11.9% |
$187K - $209K
|
14.7K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.01K- 43.64% |
$189K - $211K
|
2.59K
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.01K- 1.94% |
$190K - $212K
|
102K
$8.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.01K- 2.08% |
$190K - $212K
|
94.8K
$8.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.06K- 35.48% |
$195K - $218K
|
3.75K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.08K- 1.21% |
$197K - $219K
|
170K
$15.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.09K- 61.11% |
$197K - $220K
|
1.33K
$118K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.1K- 1.19% |
$198K - $221K
|
174K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.15K- 4.11% |
$203K - $226K
|
50.1K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.17K- 4.6% |
$205K - $229K
|
45K
$3.98M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.17K- 4.6% |
$205K - $229K
|
45K
$3.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.19KClosed |
$206K - $231K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.27K- 2.74% |
$214K - $239K
|
80.3K
$7.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.28K- 14.9% |
$215K - $240K
|
13K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.29K- 2.15% |
$216K - $242K
|
104K
$9.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.29K- 39.06% |
$217K - $242K
|
3.58K
$316K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.3K- 17.68% |
$217K - $242K
|
10.7K
$947K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.31K- 1.48% |
$218K - $243K
|
153K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-2.34K- 32.32% |
$221K - $246K
|
4.89K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.35K- 4.47% |
$222K - $248K
|
50.1K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.4K- 6.09% |
$226K - $253K
|
37K
$3.27M
|