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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 1.1% |
$1.93M - $2.15M
|
1.83M
$220M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-21.1K- 74.1% |
$1.99M - $2.22M
|
7.37K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.5K- 3.47% |
$2.03M - $2.27M
|
598K
$71.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-21.7K- 1.71% |
$2.05M - $2.29M
|
1.25M
$150M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 8.43% |
$2.06M - $2.3M
|
237K
$28.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-22K- 5.36% |
$2.08M - $2.32M
|
388K
$46.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-22K- 52.37% |
$2.08M - $2.32M
|
20K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-22.9K- 13.29% |
$2.17M - $2.42M
|
150K
$17.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-23.2K- 1.97% |
$2.19M - $2.45M
|
1.16M
$139M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-23.6K- 48.4% |
$2.23M - $2.49M
|
25.2K
$3.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-23.6K- 23.17% |
$2.23M - $2.49M
|
78.3K
$9.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.2K- 30.13% |
$2.29M - $2.56M
|
56.2K
$6.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.7K- 3.36% |
$2.33M - $2.6M
|
710K
$85M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24.7K- 3.44% |
$2.34M - $2.61M
|
695K
$83.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-25.1K- 11.01% |
$2.37M - $2.65M
|
203K
$24.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25.6K- 5.34% |
$2.41M - $2.7M
|
453K
$54.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25.8K- 7.81% |
$2.43M - $2.72M
|
304K
$36.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-26.3K- 3.25% |
$2.49M - $2.78M
|
784K
$93.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-26.4K- 8.05% |
$2.49M - $2.78M
|
301K
$36.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-28K- 11.6% |
$2.64M - $2.95M
|
213K
$25.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-28.2K- 87.12% |
$2.66M - $2.97M
|
4.16K
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-28.6K- 6.62% |
$2.7M - $3.02M
|
404K
$48.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-29.4K- 10.52% |
$2.77M - $3.1M
|
250K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 13.8% |
$2.91M - $3.25M
|
192K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.7K- 0.9% |
$2.99M - $3.34M
|
3.48M
$417M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-33.6K- 3.29% |
$3.17M - $3.55M
|
989K
$118M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-34.2K- 1.36% |
$3.23M - $3.6M
|
2.48M
$297M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-34.4K- 27.62% |
$3.25M - $3.63M
|
90.1K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-35K- 75.04% |
$3.31M - $3.7M
|
11.7K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-35.2K- 2.89% |
$3.32M - $3.71M
|
1.18M
$142M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36.2K- 18.82% |
$3.41M - $3.81M
|
156K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.3K- 7.16% |
$3.42M - $3.82M
|
470K
$56.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.6K- 7.6% |
$3.45M - $3.86M
|
445K
$53.3M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-36.7K- 0.79% |
$3.46M - $3.87M
|
4.63M
$555M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37.8K- 13.62% |
$3.57M - $3.98M
|
240K
$28.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-40K- 5.02% |
$3.78M - $4.22M
|
758K
$90.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-43K- 23.97% |
$4.06M - $4.54M
|
137K
$16.4M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-43.9K- 98.29% |
$4.14M - $4.63M
|
763
$91.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-45.4K- 99.58% |
$4.28M - $4.78M
|
190
$22.8K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-46.6K- 93.61% |
$4.4M - $4.92M
|
3.18K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-46.7K- 5.71% |
$4.41M - $4.92M
|
771K
$92.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-51.1K- 4.49% |
$4.82M - $5.39M
|
1.09M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-51.3K- 1.79% |
$4.85M - $5.41M
|
2.82M
$338M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-52.3K- 16.68% |
$4.94M - $5.52M
|
261K
$31.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53.7K- 7.05% |
$5.07M - $5.66M
|
708K
$84.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.8K- 10.06% |
$5.27M - $5.89M
|
499K
$59.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57.8K- 2.45% |
$5.46M - $6.1M
|
2.31M
$276M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-57.8K- 5.95% |
$5.46M - $6.1M
|
915K
$110M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-59.7K- 0.32% |
$5.64M - $6.3M
|
18.6M
$2.22B
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61.8K- 82.38% |
$5.84M - $6.52M
|
13.2K
$1.58M
|