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
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-8.2K- 46.01% |
$774K - $865K
|
9.62K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-8.22K- 5.42% |
$776K - $867K
|
143K
$12.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-8.43K- 19.93% |
$796K - $889K
|
33.9K
$2.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.78K- 6.41% |
$829K - $926K
|
128K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-8.93K- 5.0% |
$843K - $942K
|
170K
$15M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9K- 18.91% |
$850K - $950K
|
38.6K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.42K- 1.62% |
$890K - $994K
|
572K
$50.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-9.53K- 1.49% |
$900K - $1.01M
|
631K
$55.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.58K- 8.89% |
$905K - $1.01M
|
98.1K
$8.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-9.79K- 18.06% |
$924K - $1.03M
|
44.4K
$3.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9.79K- 14.31% |
$925K - $1.03M
|
58.6K
$5.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.85K- 2.76% |
$930K - $1.04M
|
347K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.86K- 6.68% |
$931K - $1.04M
|
138K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.96K- 8.22% |
$940K - $1.05M
|
111K
$9.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10.1K- 31.0% |
$956K - $1.07M
|
22.5K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 3.05% |
$967K - $1.08M
|
326K
$28.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 27.98% |
$975K - $1.09M
|
26.6K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-10.7K- 4.13% |
$1.01M - $1.13M
|
249K
$22M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.8K- 5.6% |
$1.02M - $1.14M
|
183K
$16.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10.9K- 1.3% |
$1.03M - $1.15M
|
827K
$73.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.9K- 20.87% |
$1.03M - $1.15M
|
41.4K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-11K- 2.75% |
$1.04M - $1.16M
|
388K
$34.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11K- 3.7% |
$1.04M - $1.16M
|
288K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11.1K- 18.27% |
$1.05M - $1.17M
|
49.6K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.3K- 1.94% |
$1.07M - $1.2M
|
574K
$50.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-11.5K- 53.95% |
$1.08M - $1.21M
|
9.79K
$866K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.5K- 5.26% |
$1.09M - $1.22M
|
208K
$18.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-11.7K- 1.12% |
$1.1M - $1.23M
|
1.03M
$91M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.8K- 3.54% |
$1.12M - $1.25M
|
322K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-11.8K- 9.95% |
$1.12M - $1.25M
|
107K
$9.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11.8K- 10.44% |
$1.12M - $1.25M
|
102K
$8.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-12K- 13.85% |
$1.14M - $1.27M
|
74.8K
$6.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.1K- 58.65% |
$1.14M - $1.27M
|
8.52K
$754K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-12.1K- 65.33% |
$1.14M - $1.28M
|
6.43K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3K- 6.12% |
$1.16M - $1.3M
|
188K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.4K- 3.97% |
$1.17M - $1.31M
|
300K
$26.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-12.6K- 2.11% |
$1.19M - $1.33M
|
582K
$51.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13K- 4.59% |
$1.23M - $1.37M
|
270K
$23.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-13.3K- 22.74% |
$1.26M - $1.4M
|
45.2K
$4M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-13.5K- 4.96% |
$1.27M - $1.42M
|
258K
$22.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-13.6K- 33.9% |
$1.29M - $1.44M
|
26.5K
$2.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.5K- 76.57% |
$1.37M - $1.53M
|
4.43K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.8K- 3.15% |
$1.39M - $1.56M
|
453K
$40.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 22.53% |
$1.42M - $1.58M
|
51.6K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15K- 8.54% |
$1.42M - $1.59M
|
161K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.4K- 5.4% |
$1.45M - $1.62M
|
269K
$23.8M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-15.4K- 12.28% |
$1.45M - $1.62M
|
110K
$9.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.7K- 22.38% |
$1.48M - $1.65M
|
54.4K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15.9K- 5.6% |
$1.5M - $1.67M
|
268K
$23.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-16K- 44.33% |
$1.51M - $1.68M
|
20K
$1.77M
|