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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-45.4K- 99.58% |
$4.28M - $4.78M
|
190
$20.3K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-46.6K- 93.61% |
$4.4M - $4.92M
|
3.18K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-46.7K- 5.71% |
$4.41M - $4.92M
|
771K
$82.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-51.1K- 4.49% |
$4.82M - $5.39M
|
1.09M
$116M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-51.3K- 1.79% |
$4.85M - $5.41M
|
2.82M
$301M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-52.3K- 16.68% |
$4.94M - $5.52M
|
261K
$27.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53.7K- 7.05% |
$5.07M - $5.66M
|
708K
$75.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.8K- 10.06% |
$5.27M - $5.89M
|
499K
$53.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57.8K- 2.45% |
$5.46M - $6.1M
|
2.31M
$246M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-57.8K- 5.95% |
$5.46M - $6.1M
|
915K
$97.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-59.7K- 0.32% |
$5.64M - $6.3M
|
18.6M
$1.98B
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61.8K- 82.38% |
$5.84M - $6.52M
|
13.2K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-75.2K- 5.59% |
$7.1M - $7.93M
|
1.27M
$135M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-78.3K- 93.44% |
$7.4M - $8.26M
|
5.5K
$586K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-82.7K- 1.28% |
$7.81M - $8.72M
|
6.36M
$678M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-89.8K- 2.39% |
$8.48M - $9.48M
|
3.67M
$391M
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-92.5K- 89.98% |
$8.74M - $9.76M
|
10.3K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-99.2K- 15.22% |
$9.37M - $10.5M
|
553K
$59M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-102K- 6.98% |
$9.62M - $10.7M
|
1.36M
$145M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-116K- 42.02% |
$11M - $12.2M
|
160K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-117K- 20.9% |
$11M - $12.3M
|
443K
$47.2M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-117K- 41.58% |
$11.1M - $12.3M
|
164K
$17.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-118K- 8.19% |
$11.1M - $12.4M
|
1.32M
$141M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-119K- 41.27% |
$11.3M - $12.6M
|
170K
$18.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-129K- 68.29% |
$12.2M - $13.6M
|
60K
$6.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-136K- 2.27% |
$12.9M - $14.4M
|
5.86M
$625M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-226K- 92.48% |
$21.4M - $23.9M
|
18.4K
$1.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-336K- 5.88% |
$31.7M - $35.5M
|
5.38M
$574M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-421K- 98.89% |
$39.8M - $44.4M
|
4.71K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-504K- 6.74% |
$47.6M - $53.2M
|
6.97M
$744M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-709K- 2.13% |
$67M - $74.8M
|
32.6M
$3.48B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-762K- 1.64% |
$72M - $80.4M
|
45.7M
$4.88B
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-828K- 96.1% |
$78.2M - $87.3M
|
33.6K
$3.59M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.57M- 98.82% |
$148M - $165M
|
18.8K
$2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.8M- 52.09% |
$170M - $190M
|
1.66M
$177M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.44M- 29.33% |
$231M - $258M
|
5.89M
$628M
|