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 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.6K- 1.64% |
$127K - $149K
|
96K
$9.36M
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-1.63K- 3.31% |
$129K - $152K
|
47.5K
$4.63M
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.63K- 2.54% |
$129K - $152K
|
62.5K
$6.09M
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.65K- 2.2% |
$131K - $154K
|
73.6K
$7.18M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.68K- 19.89% |
$133K - $157K
|
6.76K
$659K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.73K- 7.78% |
$137K - $161K
|
20.5K
$1.99M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 40.42% |
$137K - $162K
|
2.55K
$249K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 0.7% |
$138K - $162K
|
247K
$24.1M
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.74K- 13.35% |
$138K - $162K
|
11.3K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.74K- 18.98% |
$138K - $163K
|
7.43K
$725K
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.79K- 6.9% |
$142K - $167K
|
24.1K
$2.35M
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.8K- 3.45% |
$142K - $168K
|
50.2K
$4.9M
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.81K- 3.9% |
$143K - $169K
|
44.5K
$4.34M
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.88K- 2.28% |
$149K - $176K
|
80.8K
$7.87M
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.89K- 24.2% |
$150K - $177K
|
5.93K
$578K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.89K- 3.2% |
$150K - $177K
|
57.4K
$5.59M
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.92K- 0.77% |
$152K - $179K
|
248K
$24.2M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 28.24% |
$155K - $182K
|
4.96K
$483K
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.98K- 1.43% |
$157K - $184K
|
136K
$13.3M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.99K- 7.02% |
$158K - $185K
|
26.3K
$2.56M
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-2.11K- 7.45% |
$167K - $197K
|
26.2K
$2.55M
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.13K- 0.83% |
$169K - $199K
|
255K
$24.8M
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-2.14K- 2.0% |
$169K - $199K
|
105K
$10.2M
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2.17K- 44.98% |
$172K - $202K
|
2.65K
$258K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.31K- 6.65% |
$183K - $215K
|
32.4K
$3.16M
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-2.32K- 23.84% |
$184K - $217K
|
7.43K
$724K
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-2.37K- 15.72% |
$188K - $221K
|
12.7K
$1.24M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-2.45K- 9.48% |
$194K - $229K
|
23.4K
$2.28M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 3.03% |
$201K - $236K
|
80.8K
$7.88M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.53K- 0.96% |
$201K - $236K
|
262K
$25.5M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.55K- 4.87% |
$202K - $238K
|
49.8K
$4.85M
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.55K- 44.29% |
$203K - $238K
|
3.21K
$313K
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.59K- 9.39% |
$205K - $242K
|
25K
$2.44M
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.65K- 7.01% |
$210K - $247K
|
35.1K
$3.43M
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.71K- 21.64% |
$215K - $253K
|
9.81K
$956K
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.76K- 5.32% |
$219K - $257K
|
49.1K
$4.78M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-2.81K- 5.8% |
$223K - $262K
|
45.7K
$4.46M
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2.84K- 3.65% |
$225K - $265K
|
75K
$7.31M
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.92K- 2.48% |
$232K - $272K
|
115K
$11.2M
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.92K- 1.8% |
$232K - $272K
|
159K
$15.5M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.11K- 1.35% |
$247K - $290K
|
227K
$22.1M
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.19K- 5.16% |
$253K - $298K
|
58.7K
$5.73M
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.22K- 4.16% |
$256K - $301K
|
74.3K
$7.24M
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.26K- 1.54% |
$258K - $304K
|
208K
$20.3M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.29K- 4.34% |
$261K - $307K
|
72.5K
$7.07M
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
SELL
|
- |
-3.3K- 4.05% |
$262K - $308K
|
78.2K
$7.63M
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.31K- 5.34% |
$263K - $309K
|
58.7K
$5.73M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.31K- 2.1% |
$263K - $309K
|
155K
$15.1M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.36K- 0.96% |
$266K - $313K
|
345K
$33.6M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.62K- 9.05% |
$287K - $338K
|
36.4K
$3.55M
|