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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-50- 0.59% |
$3.97K - $4.67K
|
8.49K
$950K
|
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-51- 0.67% |
$4.04K - $4.76K
|
7.54K
$844K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-52- 1.2% |
$4.12K - $4.85K
|
4.29K
$481K
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-55- 0.75% |
$4.36K - $5.13K
|
7.27K
$814K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-55- 0.32% |
$4.36K - $5.13K
|
17.1K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-57- 0.97% |
$4.52K - $5.32K
|
5.81K
$651K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-58- 0.5% |
$4.6K - $5.41K
|
11.6K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-59- 0.34% |
$4.68K - $5.51K
|
17.4K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-59- 1.18% |
$4.68K - $5.51K
|
4.96K
$555K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-60- 1.44% |
$4.76K - $5.6K
|
4.1K
$459K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-60- 0.55% |
$4.76K - $5.6K
|
10.8K
$1.21M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-63- 1.31% |
$5K - $5.88K
|
4.73K
$530K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-63- 2.04% |
$5K - $5.88K
|
3.03K
$339K
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-64- 1.22% |
$5.08K - $5.97K
|
5.18K
$581K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-66- 1.7% |
$5.23K - $6.16K
|
3.81K
$427K
|
|
|
Jul 22, 2024
Q2 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-68- 1.37% |
$5.39K - $6.35K
|
4.88K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-71- 2.99% |
$5.63K - $6.63K
|
2.31K
$258K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-74- 0.56% |
$5.87K - $6.9K
|
13.2K
$1.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-75- 1.4% |
$5.95K - $7K
|
5.27K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-75- 2.89% |
$5.95K - $7K
|
2.52K
$283K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-78- 2.19% |
$6.19K - $7.28K
|
3.48K
$390K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-79- 1.35% |
$6.27K - $7.37K
|
5.77K
$646K
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-85- 0.98% |
$6.74K - $7.93K
|
8.58K
$961K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-92- 0.06% |
$7.3K - $8.58K
|
156K
$17.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-92- 0.53% |
$7.3K - $8.58K
|
17.1K
$1.92M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-93- 0.25% |
$7.38K - $8.68K
|
36.6K
$4.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-94- 0.38% |
$7.46K - $8.77K
|
24.9K
$2.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-96- 2.67% |
$7.61K - $8.96K
|
3.49K
$391K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-98- 0.97% |
$7.77K - $9.14K
|
9.96K
$1.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-99- 1.95% |
$7.85K - $9.24K
|
4.98K
$558K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-100- 0.3% |
$7.93K - $9.33K
|
33.2K
$3.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-102- 1.38% |
$8.09K - $9.52K
|
7.3K
$817K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-102- 0.72% |
$8.09K - $9.52K
|
14.1K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-102- 10.44% |
$8.09K - $9.52K
|
875
$98K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 99.05% |
$8.25K - $9.7K
|
1
$112
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-104- 0.02% |
$8.25K - $9.7K
|
580K
$65M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-105- 27.27% |
$8.33K - $9.8K
|
280
$31.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-106- 0.64% |
$8.41K - $9.89K
|
16.5K
$1.85M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-107- 35.67% |
$8.49K - $9.98K
|
193
$21.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-111- 10.31% |
$8.8K - $10.4K
|
966
$108K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-115- 1.52% |
$9.12K - $10.7K
|
7.43K
$832K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-115- 2.44% |
$9.12K - $10.7K
|
4.59K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-116- 0.21% |
$9.2K - $10.8K
|
56.1K
$6.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-117- 2.89% |
$9.28K - $10.9K
|
3.93K
$440K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-120- 0.37% |
$9.52K - $11.2K
|
31.9K
$3.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-120- 1.22% |
$9.52K - $11.2K
|
9.7K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-122- 0.42% |
$9.68K - $11.4K
|
29.1K
$3.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-125- 17.83% |
$9.91K - $11.7K
|
576
$64.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-125- 2.36% |
$9.91K - $11.7K
|
5.16K
$578K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-126- 3.28% |
$9.99K - $11.8K
|
3.71K
$415K
|