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 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.6K- 3.77% |
$1.57M - $1.75M
|
424K
$45.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-17K- 36.11% |
$1.61M - $1.8M
|
30.1K
$3.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.8K- 5.49% |
$1.68M - $1.88M
|
307K
$32.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-18.2K- 6.02% |
$1.72M - $1.92M
|
284K
$30.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-18.2K- 48.51% |
$1.72M - $1.92M
|
19.3K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18.2K- 5.97% |
$1.72M - $1.92M
|
287K
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.3K- 4.84% |
$1.72M - $1.93M
|
359K
$38.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19.3K- 6.84% |
$1.82M - $2.04M
|
263K
$28M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-19.5K- 7.03% |
$1.84M - $2.06M
|
258K
$27.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.7K- 8.23% |
$1.86M - $2.08M
|
220K
$23.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.9K- 93.73% |
$1.88M - $2.09M
|
1.33K
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-19.9K- 6.08% |
$1.88M - $2.1M
|
308K
$32.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.3K- 10.71% |
$1.92M - $2.14M
|
169K
$18.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 1.1% |
$1.93M - $2.15M
|
1.83M
$196M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-21.1K- 74.1% |
$1.99M - $2.22M
|
7.37K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.5K- 3.47% |
$2.03M - $2.27M
|
598K
$63.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-21.7K- 1.71% |
$2.05M - $2.29M
|
1.25M
$133M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 8.43% |
$2.06M - $2.3M
|
237K
$25.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-22K- 5.36% |
$2.08M - $2.32M
|
388K
$41.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-22K- 52.37% |
$2.08M - $2.32M
|
20K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-22.9K- 13.29% |
$2.17M - $2.42M
|
150K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-23.2K- 1.97% |
$2.19M - $2.45M
|
1.16M
$123M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-23.6K- 48.4% |
$2.23M - $2.49M
|
25.2K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-23.6K- 23.17% |
$2.23M - $2.49M
|
78.3K
$8.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.2K- 30.13% |
$2.29M - $2.56M
|
56.2K
$5.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.7K- 3.36% |
$2.33M - $2.6M
|
710K
$75.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24.7K- 3.44% |
$2.34M - $2.61M
|
695K
$74.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-25.1K- 11.01% |
$2.37M - $2.65M
|
203K
$21.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25.6K- 5.34% |
$2.41M - $2.7M
|
453K
$48.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25.8K- 7.81% |
$2.43M - $2.72M
|
304K
$32.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-26.3K- 3.25% |
$2.49M - $2.78M
|
784K
$83.7M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-26.4K- 8.05% |
$2.49M - $2.78M
|
301K
$32.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-28K- 11.6% |
$2.64M - $2.95M
|
213K
$22.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-28.2K- 87.12% |
$2.66M - $2.97M
|
4.16K
$444K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-28.6K- 6.62% |
$2.7M - $3.02M
|
404K
$43.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-29.4K- 10.52% |
$2.77M - $3.1M
|
250K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 13.8% |
$2.91M - $3.25M
|
192K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.7K- 0.9% |
$2.99M - $3.34M
|
3.48M
$371M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-33.6K- 3.29% |
$3.17M - $3.55M
|
989K
$106M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-34.2K- 1.36% |
$3.23M - $3.6M
|
2.48M
$265M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-34.4K- 27.62% |
$3.25M - $3.63M
|
90.1K
$9.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-35K- 75.04% |
$3.31M - $3.7M
|
11.7K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-35.2K- 2.89% |
$3.32M - $3.71M
|
1.18M
$126M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36.2K- 18.82% |
$3.41M - $3.81M
|
156K
$16.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.3K- 7.16% |
$3.42M - $3.82M
|
470K
$50.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.6K- 7.6% |
$3.45M - $3.86M
|
445K
$47.5M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-36.7K- 0.79% |
$3.46M - $3.87M
|
4.63M
$494M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37.8K- 13.62% |
$3.57M - $3.98M
|
240K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-40K- 5.02% |
$3.78M - $4.22M
|
758K
$80.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-43K- 23.97% |
$4.06M - $4.54M
|
137K
$14.6M
|