Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-99- 1.95% |
$7.85K - $9.24K
|
4.98K
$486K
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-100- 0.3% |
$7.93K - $9.33K
|
33.2K
$3.24M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-102- 1.38% |
$8.09K - $9.52K
|
7.3K
$712K
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-102- 0.72% |
$8.09K - $9.52K
|
14.1K
$1.37M
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-102- 10.44% |
$8.09K - $9.52K
|
875
$85.3K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 99.05% |
$8.25K - $9.7K
|
1
$97.5
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-104- 0.02% |
$8.25K - $9.7K
|
580K
$56.6M
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-105- 27.27% |
$8.33K - $9.8K
|
280
$27.3K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-106- 0.64% |
$8.41K - $9.89K
|
16.5K
$1.61M
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-107- 35.67% |
$8.49K - $9.98K
|
193
$18.8K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-111- 10.31% |
$8.8K - $10.4K
|
966
$94.2K
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-115- 1.52% |
$9.12K - $10.7K
|
7.43K
$725K
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-115- 2.44% |
$9.12K - $10.7K
|
4.59K
$448K
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-116- 0.21% |
$9.2K - $10.8K
|
56.1K
$5.47M
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-117- 2.89% |
$9.28K - $10.9K
|
3.93K
$384K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-120- 0.37% |
$9.52K - $11.2K
|
31.9K
$3.11M
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-120- 1.22% |
$9.52K - $11.2K
|
9.7K
$946K
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-122- 0.42% |
$9.68K - $11.4K
|
29.1K
$2.84M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-125- 17.83% |
$9.91K - $11.7K
|
576
$56.2K
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-125- 2.36% |
$9.91K - $11.7K
|
5.16K
$503K
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-126- 3.28% |
$9.99K - $11.8K
|
3.71K
$362K
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-128- 0.21% |
$10.2K - $11.9K
|
61.9K
$6.04M
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-128- 1.62% |
$10.2K - $11.9K
|
7.79K
$760K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-128- 2.6% |
$10.2K - $11.9K
|
4.8K
$468K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-132- 0.75% |
$10.5K - $12.3K
|
17.5K
$1.7M
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-133- 0.84% |
$10.5K - $12.4K
|
15.6K
$1.52M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-136- 0.79% |
$10.8K - $12.7K
|
17.1K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-137- 0.53% |
$10.9K - $12.8K
|
25.9K
$2.52M
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-138- 4.41% |
$10.9K - $12.9K
|
2.99K
$292K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-139- 0.38% |
$11K - $13K
|
36K
$3.51M
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-143- 0.71% |
$11.3K - $13.3K
|
20K
$1.95M
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-145- 0.11% |
$11.5K - $13.5K
|
129K
$12.6M
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-149- 1.91% |
$11.8K - $13.9K
|
7.67K
$748K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-149- 4.06% |
$11.8K - $13.9K
|
3.52K
$344K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-149- 0.62% |
$11.8K - $13.9K
|
24K
$2.34M
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-150- 1.58% |
$11.9K - $14K
|
9.36K
$913K
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-150- 2.91% |
$11.9K - $14K
|
5.01K
$489K
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-150- 4.75% |
$11.9K - $14K
|
3.01K
$293K
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-151- 0.18% |
$12K - $14.1K
|
83.5K
$8.14M
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-158- 4.1% |
$12.5K - $14.7K
|
3.7K
$360K
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-158- 0.6% |
$12.5K - $14.7K
|
26.1K
$2.54M
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-160- 6.25% |
$12.7K - $14.9K
|
2.4K
$234K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-161- 5.72% |
$12.8K - $15K
|
2.65K
$259K
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-162- 0.23% |
$12.8K - $15.1K
|
71.1K
$6.93M
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-164- 2.62% |
$13K - $15.3K
|
6.1K
$595K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-165- 16.03% |
$13.1K - $15.4K
|
864
$84.3K
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-170- 0.45% |
$13.5K - $15.9K
|
37.5K
$3.66M
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-171- 0.51% |
$13.6K - $16K
|
33.4K
$3.25M
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-175- 0.48% |
$13.9K - $16.3K
|
35.9K
$3.5M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-175- 0.48% |
$13.9K - $16.3K
|
36.1K
$3.52M
|