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 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-3.21K- 2.17% |
$303K - $339K
|
145K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.34K- 1.74% |
$316K - $352K
|
188K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.37K- 5.76% |
$318K - $355K
|
55K
$6.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.41K- 12.11% |
$322K - $359K
|
24.7K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.45K- 34.71% |
$326K - $364K
|
6.49K
$777K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.47K- 3.9% |
$327K - $366K
|
85.5K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.49K- 7.05% |
$329K - $368K
|
46K
$5.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-3.49K- 1.45% |
$330K - $368K
|
237K
$28.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 5.9% |
$335K - $374K
|
56.5K
$6.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.62K- 7.34% |
$341K - $381K
|
45.6K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.62K- 33.31% |
$342K - $382K
|
7.26K
$869K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.64K- 1.0% |
$343K - $383K
|
361K
$43.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.7K- 1.54% |
$349K - $390K
|
236K
$28.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.77K- 13.83% |
$356K - $398K
|
23.5K
$2.82M
|
|
|
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
$6.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.84K- 2.92% |
$362K - $405K
|
128K
$15.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3.85K- 43.13% |
$364K - $406K
|
5.08K
$608K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.03K- 18.66% |
$381K - $425K
|
17.6K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4.06K- 11.6% |
$383K - $428K
|
30.9K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.07K- 2.18% |
$384K - $429K
|
183K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-4.08K- 2.73% |
$385K - $430K
|
145K
$17.4M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.15K- 12.96% |
$392K - $437K
|
27.8K
$3.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.3K- 19.15% |
$406K - $454K
|
18.2K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-4.34K- 43.51% |
$410K - $458K
|
5.64K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.34K- 1.51% |
$410K - $458K
|
283K
$33.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4.36K- 54.72% |
$411K - $459K
|
3.6K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.36K- 52.92% |
$412K - $460K
|
3.88K
$465K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.37K- 0.87% |
$412K - $461K
|
497K
$59.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.53K- 3.99% |
$428K - $478K
|
109K
$13M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.53K- 4.59% |
$428K - $478K
|
94.2K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.59K- 6.82% |
$433K - $484K
|
62.7K
$7.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-4.61K- 4.58% |
$436K - $487K
|
96.1K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.68K- 1.86% |
$442K - $493K
|
247K
$29.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.73K- 35.61% |
$446K - $499K
|
8.55K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.74K- 2.0% |
$448K - $500K
|
232K
$27.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4.77K- 8.99% |
$450K - $503K
|
48.3K
$5.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4.79K- 8.18% |
$452K - $505K
|
53.7K
$6.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.88K- 19.32% |
$460K - $514K
|
20.4K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5K- 3.72% |
$472K - $527K
|
129K
$15.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5.01K- 4.1% |
$473K - $529K
|
117K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5.02K- 1.44% |
$474K - $529K
|
342K
$41M
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-5.02K- 1.9% |
$474K - $530K
|
259K
$31M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.04K- 13.52% |
$476K - $531K
|
32.2K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.09K- 3.94% |
$481K - $537K
|
124K
$14.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.13K- 35.09% |
$484K - $541K
|
9.48K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.21K- 6.52% |
$492K - $550K
|
74.8K
$8.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.23K- 57.19% |
$494K - $551K
|
3.91K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.3K- 0.95% |
$500K - $559K
|
551K
$66M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.37K- 7.52% |
$507K - $566K
|
66K
$7.9M
|