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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3K- 6.12% |
$1.16M - $1.3M
|
188K
$19.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.4K- 3.97% |
$1.17M - $1.31M
|
300K
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-12.6K- 2.11% |
$1.19M - $1.33M
|
582K
$61.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13K- 4.59% |
$1.23M - $1.37M
|
270K
$28.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-13.3K- 22.74% |
$1.26M - $1.4M
|
45.2K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-13.5K- 4.96% |
$1.27M - $1.42M
|
258K
$27.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-13.6K- 33.9% |
$1.29M - $1.44M
|
26.5K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.5K- 76.57% |
$1.37M - $1.53M
|
4.43K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.8K- 3.15% |
$1.39M - $1.56M
|
453K
$47.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 22.53% |
$1.42M - $1.58M
|
51.6K
$5.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15K- 8.54% |
$1.42M - $1.59M
|
161K
$16.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.4K- 5.4% |
$1.45M - $1.62M
|
269K
$28.3M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-15.4K- 12.28% |
$1.45M - $1.62M
|
110K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.7K- 22.38% |
$1.48M - $1.65M
|
54.4K
$5.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15.9K- 5.6% |
$1.5M - $1.67M
|
268K
$28.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-16K- 44.33% |
$1.51M - $1.68M
|
20K
$2.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-16.4K- 9.02% |
$1.55M - $1.73M
|
166K
$17.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.6K- 3.77% |
$1.57M - $1.75M
|
424K
$44.5M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-16.6K- 41.92% |
$1.57M - $1.76M
|
23.1K
$2.42M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-17K- 36.11% |
$1.61M - $1.8M
|
30.1K
$3.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.8K- 5.49% |
$1.68M - $1.88M
|
307K
$32.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-18.2K- 6.02% |
$1.72M - $1.92M
|
284K
$29.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-18.2K- 48.51% |
$1.72M - $1.92M
|
19.3K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18.2K- 5.97% |
$1.72M - $1.92M
|
287K
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.3K- 4.84% |
$1.72M - $1.93M
|
359K
$37.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19.3K- 6.84% |
$1.82M - $2.04M
|
263K
$27.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-19.5K- 7.03% |
$1.84M - $2.06M
|
258K
$27.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.7K- 8.23% |
$1.86M - $2.08M
|
220K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.9K- 93.73% |
$1.88M - $2.09M
|
1.33K
$140K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-19.9K- 6.08% |
$1.88M - $2.1M
|
308K
$32.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.3K- 10.71% |
$1.92M - $2.14M
|
169K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 1.1% |
$1.93M - $2.15M
|
1.83M
$193M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-21.1K- 74.1% |
$1.99M - $2.22M
|
7.37K
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.5K- 3.47% |
$2.03M - $2.27M
|
598K
$62.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-21.7K- 1.71% |
$2.05M - $2.29M
|
1.25M
$131M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 8.43% |
$2.06M - $2.3M
|
237K
$24.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-22K- 5.36% |
$2.08M - $2.32M
|
388K
$40.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-22K- 52.37% |
$2.08M - $2.32M
|
20K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-22.9K- 13.29% |
$2.17M - $2.42M
|
150K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-23.2K- 1.97% |
$2.19M - $2.45M
|
1.16M
$122M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-23.6K- 48.4% |
$2.23M - $2.49M
|
25.2K
$2.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-23.6K- 23.17% |
$2.23M - $2.49M
|
78.3K
$8.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.2K- 30.13% |
$2.29M - $2.56M
|
56.2K
$5.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.7K- 3.36% |
$2.33M - $2.6M
|
710K
$74.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24.7K- 3.44% |
$2.34M - $2.61M
|
695K
$73.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-25.1K- 11.01% |
$2.37M - $2.65M
|
203K
$21.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25.6K- 5.34% |
$2.41M - $2.7M
|
453K
$47.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25.8K- 7.81% |
$2.43M - $2.72M
|
304K
$32M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-26.3K- 3.25% |
$2.49M - $2.78M
|
784K
$82.4M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-26.4K- 8.05% |
$2.49M - $2.78M
|
301K
$31.7M
|