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 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-484- 0.93% |
$38.4K - $45.2K
|
51.6K
$5.04M
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-485- 4.74% |
$38.5K - $45.3K
|
9.74K
$950K
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-486- 6.52% |
$38.5K - $45.3K
|
6.97K
$680K
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-498- 77.21% |
$39.5K - $46.5K
|
147
$14.3K
|
|
Aug 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-501- 3.36% |
$39.7K - $46.7K
|
14.4K
$1.4M
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-508- 3.52% |
$40.3K - $47.4K
|
13.9K
$1.36M
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-516- 11.95% |
$40.9K - $48.1K
|
3.8K
$371K
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-522- 11.74% |
$41.4K - $48.7K
|
3.93K
$383K
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-539- 1.29% |
$42.7K - $50.3K
|
41.2K
$4.02M
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-539- 0.8% |
$42.7K - $50.3K
|
66.6K
$6.49M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-540- 11.77% |
$42.8K - $50.4K
|
4.05K
$395K
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-541- 6.63% |
$42.9K - $50.5K
|
7.62K
$743K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-545- 5.95% |
$43.2K - $50.9K
|
8.62K
$840K
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-547- 43.38% |
$43.4K - $51K
|
714
$69.6K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-548- 18.56% |
$43.5K - $51.1K
|
2.4K
$234K
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-549- 9.24% |
$43.5K - $51.2K
|
5.39K
$526K
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-551- 15.49% |
$43.7K - $51.4K
|
3.01K
$293K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-555- 5.24% |
$44K - $51.8K
|
10K
$978K
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-558- 10.79% |
$44.3K - $52.1K
|
4.61K
$450K
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-564- 2.02% |
$44.7K - $52.6K
|
27.3K
$2.66M
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-565- 0.4% |
$44.8K - $52.7K
|
140K
$13.6M
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-573- 1.07% |
$45.4K - $53.5K
|
53.2K
$5.19M
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-574- 9.32% |
$45.5K - $53.6K
|
5.59K
$545K
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-576- 17.22% |
$45.7K - $53.7K
|
2.77K
$270K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-576- 15.37% |
$45.7K - $53.7K
|
3.17K
$309K
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-580- 5.55% |
$46K - $54.1K
|
9.86K
$962K
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-580- 2.25% |
$46K - $54.1K
|
25.2K
$2.46M
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-614- 1.04% |
$48.7K - $57.3K
|
58.5K
$5.7M
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-620- 6.38% |
$49.2K - $57.9K
|
9.1K
$887K
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-636- 5.43% |
$50.4K - $59.3K
|
11.1K
$1.08M
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-641- 0.78% |
$50.8K - $59.8K
|
82K
$7.99M
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-650- 20.97% |
$51.6K - $60.7K
|
2.45K
$239K
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-659- 2.4% |
$52.3K - $61.5K
|
26.8K
$2.61M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-673- 3.66% |
$53.4K - $62.8K
|
17.7K
$1.73M
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-677- 18.91% |
$53.7K - $63.2K
|
2.9K
$283K
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-702- 4.9% |
$55.7K - $65.5K
|
13.6K
$1.33M
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-704- 0.28% |
$55.8K - $65.7K
|
250K
$24.4M
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-708- 1.34% |
$56.2K - $66.1K
|
52.3K
$5.1M
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-716- 1.72% |
$56.8K - $66.8K
|
40.8K
$3.98M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-743- 0.8% |
$58.9K - $69.3K
|
92.4K
$9.02M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-745- 8.71% |
$59.1K - $69.5K
|
7.81K
$762K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-750- 6.81% |
$59.5K - $70K
|
10.3K
$1M
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-777- 21.85% |
$61.6K - $72.5K
|
2.78K
$271K
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-840- 8.57% |
$66.6K - $78.4K
|
8.96K
$874K
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-843- 24.49% |
$66.9K - $78.7K
|
2.6K
$253K
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-846- 16.02% |
$67.1K - $78.9K
|
4.43K
$432K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-848- 2.52% |
$67.3K - $79.1K
|
32.7K
$3.19M
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-850- 8.44% |
$67.4K - $79.3K
|
9.22K
$899K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-856- 11.05% |
$67.9K - $79.9K
|
6.89K
$672K
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-863- 0.98% |
$68.4K - $80.5K
|
87.4K
$8.52M
|