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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-10.4K- 13.38% |
$980K - $1.09M
|
67.2K
$8.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-10.7K- 4.13% |
$1.01M - $1.13M
|
249K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.8K- 5.6% |
$1.02M - $1.14M
|
183K
$21.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10.9K- 1.3% |
$1.03M - $1.15M
|
827K
$99.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.9K- 20.87% |
$1.03M - $1.15M
|
41.4K
$4.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-11K- 2.75% |
$1.04M - $1.16M
|
388K
$46.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11K- 3.7% |
$1.04M - $1.16M
|
288K
$34.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11.1K- 18.27% |
$1.05M - $1.17M
|
49.6K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.3K- 1.94% |
$1.07M - $1.2M
|
574K
$68.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-11.5K- 53.95% |
$1.08M - $1.21M
|
9.79K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.5K- 5.26% |
$1.09M - $1.22M
|
208K
$24.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-11.7K- 1.12% |
$1.1M - $1.23M
|
1.03M
$123M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.8K- 3.54% |
$1.12M - $1.25M
|
322K
$38.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-11.8K- 9.95% |
$1.12M - $1.25M
|
107K
$12.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11.8K- 10.44% |
$1.12M - $1.25M
|
102K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-12K- 13.85% |
$1.14M - $1.27M
|
74.8K
$8.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.1K- 58.65% |
$1.14M - $1.27M
|
8.52K
$1.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-12.1K- 65.33% |
$1.14M - $1.28M
|
6.43K
$770K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3K- 6.12% |
$1.16M - $1.3M
|
188K
$22.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.4K- 3.97% |
$1.17M - $1.31M
|
300K
$35.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-12.6K- 2.11% |
$1.19M - $1.33M
|
582K
$69.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13K- 4.59% |
$1.23M - $1.37M
|
270K
$32.3M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13K- 4.59% |
$1.23M - $1.37M
|
270K
$32.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-13.3K- 22.74% |
$1.26M - $1.4M
|
45.2K
$5.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-13.5K- 4.96% |
$1.27M - $1.42M
|
258K
$30.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-13.6K- 33.9% |
$1.29M - $1.44M
|
26.5K
$3.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.5K- 76.57% |
$1.37M - $1.53M
|
4.43K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.8K- 3.15% |
$1.39M - $1.56M
|
453K
$54.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 22.53% |
$1.42M - $1.58M
|
51.6K
$6.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15K- 8.54% |
$1.42M - $1.59M
|
161K
$19.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.4K- 5.4% |
$1.45M - $1.62M
|
269K
$32.2M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-15.4K- 12.28% |
$1.45M - $1.62M
|
110K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.7K- 22.38% |
$1.48M - $1.65M
|
54.4K
$6.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15.9K- 5.6% |
$1.5M - $1.67M
|
268K
$32.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-16K- 44.33% |
$1.51M - $1.68M
|
20K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-16.4K- 9.02% |
$1.55M - $1.73M
|
166K
$19.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.6K- 3.77% |
$1.57M - $1.75M
|
424K
$50.8M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-16.6K- 41.92% |
$1.57M - $1.76M
|
23.1K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-17K- 36.11% |
$1.61M - $1.8M
|
30.1K
$3.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.8K- 5.49% |
$1.68M - $1.88M
|
307K
$36.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-18.2K- 6.02% |
$1.72M - $1.92M
|
284K
$34M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-18.2K- 48.51% |
$1.72M - $1.92M
|
19.3K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18.2K- 5.97% |
$1.72M - $1.92M
|
287K
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.3K- 4.84% |
$1.72M - $1.93M
|
359K
$43M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19.3K- 6.84% |
$1.82M - $2.04M
|
263K
$31.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-19.5K- 7.03% |
$1.84M - $2.06M
|
258K
$30.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.7K- 8.23% |
$1.86M - $2.08M
|
220K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.9K- 93.73% |
$1.88M - $2.09M
|
1.33K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-19.9K- 6.08% |
$1.88M - $2.1M
|
308K
$36.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.3K- 10.71% |
$1.92M - $2.14M
|
169K
$20.3M
|