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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.5K- 8.17% |
$236K - $263K
|
28K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.55K- 18.37% |
$240K - $269K
|
11.3K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.55K- 4.5% |
$241K - $269K
|
54.1K
$4.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-2.61K- 5.8% |
$247K - $276K
|
42.4K
$3.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.69K- 1.46% |
$254K - $284K
|
181K
$16M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.72K- 48.93% |
$256K - $286K
|
2.83K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 2.41% |
$257K - $287K
|
110K
$9.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.73K- 49.46% |
$257K - $287K
|
2.78K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.81K- 47.94% |
$265K - $296K
|
3.05K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.82K- 55.52% |
$266K - $297K
|
2.26K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.84K- 26.17% |
$268K - $300K
|
8.02K
$709K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.87K- 63.12% |
$271K - $303K
|
1.68K
$148K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.95K- 4.79% |
$278K - $311K
|
58.6K
$5.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.95K- 2.31% |
$279K - $311K
|
125K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.02K- 1.07% |
$285K - $318K
|
278K
$24.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.12K- 18.09% |
$295K - $329K
|
14.1K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.19K- 3.89% |
$301K - $336K
|
78.8K
$6.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-3.21K- 2.17% |
$303K - $339K
|
145K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.34K- 1.74% |
$316K - $352K
|
188K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.37K- 5.76% |
$318K - $355K
|
55K
$4.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.41K- 12.11% |
$322K - $359K
|
24.7K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.45K- 34.71% |
$326K - $364K
|
6.49K
$574K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.47K- 3.9% |
$327K - $366K
|
85.5K
$7.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.49K- 7.05% |
$329K - $368K
|
46K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-3.49K- 1.45% |
$330K - $368K
|
237K
$21M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 5.9% |
$335K - $374K
|
56.5K
$5M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.62K- 7.34% |
$341K - $381K
|
45.6K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.62K- 33.31% |
$342K - $382K
|
7.26K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.64K- 1.0% |
$343K - $383K
|
361K
$31.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.7K- 1.54% |
$349K - $390K
|
236K
$20.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.77K- 13.83% |
$356K - $398K
|
23.5K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.8KClosed |
$359K - $401K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.83K- 7.01% |
$362K - $404K
|
50.8K
$4.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.84K- 2.92% |
$362K - $405K
|
128K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3.85K- 43.13% |
$364K - $406K
|
5.08K
$449K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.03K- 18.66% |
$381K - $425K
|
17.6K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4.06K- 11.6% |
$383K - $428K
|
30.9K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.07K- 2.18% |
$384K - $429K
|
183K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4.08K- 2.73% |
$385K - $430K
|
145K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.15K- 12.96% |
$392K - $437K
|
27.8K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.3K- 19.15% |
$406K - $454K
|
18.2K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-4.34K- 43.51% |
$410K - $458K
|
5.64K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.34K- 1.51% |
$410K - $458K
|
283K
$25.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4.36K- 54.72% |
$411K - $459K
|
3.6K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.36K- 52.92% |
$412K - $460K
|
3.88K
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.37K- 0.87% |
$412K - $461K
|
497K
$43.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.53K- 3.99% |
$428K - $478K
|
109K
$9.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.53K- 4.59% |
$428K - $478K
|
94.2K
$8.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.59K- 6.82% |
$433K - $484K
|
62.7K
$5.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.61K- 4.58% |
$436K - $487K
|
96.1K
$8.5M
|