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 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.83K- 1.32% |
$173K - $193K
|
136K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.84K- 1.95% |
$174K - $194K
|
92.7K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.84K- 2.88% |
$174K - $194K
|
62.2K
$7.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.86K- 1.37% |
$175K - $196K
|
134K
$16M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.87K- 18.59% |
$176K - $197K
|
8.17K
$979K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 0.96% |
$178K - $199K
|
194K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.9K- 4.5% |
$179K - $200K
|
40.2K
$4.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.92K- 48.96% |
$181K - $203K
|
2K
$240K
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-1.94K- 9.74% |
$183K - $204K
|
17.9K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.98K- 13.71% |
$186K - $208K
|
12.4K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.99K- 11.9% |
$187K - $209K
|
14.7K
$1.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.01K- 43.64% |
$189K - $211K
|
2.59K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.01K- 1.94% |
$190K - $212K
|
102K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.01K- 2.08% |
$190K - $212K
|
94.8K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.06K- 35.48% |
$195K - $218K
|
3.75K
$449K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.08K- 1.21% |
$197K - $219K
|
170K
$20.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-2.09K- 61.11% |
$197K - $220K
|
1.33K
$159K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.1K- 1.19% |
$198K - $221K
|
174K
$20.9M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.15K- 4.11% |
$203K - $226K
|
50.1K
$6M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.17K- 4.6% |
$205K - $229K
|
45K
$5.39M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.17K- 4.6% |
$205K - $229K
|
45K
$5.39M
|
|
|
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
$9.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.28K- 14.9% |
$215K - $240K
|
13K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.29K- 2.15% |
$216K - $242K
|
104K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.29K- 39.06% |
$217K - $242K
|
3.58K
$428K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.3K- 17.68% |
$217K - $242K
|
10.7K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.31K- 1.48% |
$218K - $243K
|
153K
$18.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-2.34K- 32.32% |
$221K - $246K
|
4.89K
$586K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-2.34K- 3.43% |
$221K - $247K
|
66.1K
$7.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.35K- 4.47% |
$222K - $248K
|
50.1K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.4K- 6.09% |
$226K - $253K
|
37K
$4.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.5K- 8.17% |
$236K - $263K
|
28K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.55K- 18.37% |
$240K - $269K
|
11.3K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.55K- 4.5% |
$241K - $269K
|
54.1K
$6.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-2.61K- 5.8% |
$247K - $276K
|
42.4K
$5.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.69K- 1.46% |
$254K - $284K
|
181K
$21.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.72K- 48.93% |
$256K - $286K
|
2.83K
$339K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 2.41% |
$257K - $287K
|
110K
$13.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.73K- 49.46% |
$257K - $287K
|
2.78K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.81K- 47.94% |
$265K - $296K
|
3.05K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.82K- 55.52% |
$266K - $297K
|
2.26K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.84K- 26.17% |
$268K - $300K
|
8.02K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.87K- 63.12% |
$271K - $303K
|
1.68K
$201K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.95K- 4.79% |
$278K - $311K
|
58.6K
$7.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.95K- 2.31% |
$279K - $311K
|
125K
$15M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.02K- 1.07% |
$285K - $318K
|
278K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.12K- 18.09% |
$295K - $329K
|
14.1K
$1.69M
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
SELL
|
- |
-3.18K- 11.52% |
$301K - $336K
|
24.5K
$2.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.19K- 3.89% |
$301K - $336K
|
78.8K
$9.44M
|