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 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.53K- 3.03% |
$201K - $236K
|
80.8K
$8.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.53K- 0.96% |
$201K - $236K
|
262K
$27.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.55K- 4.87% |
$202K - $238K
|
49.8K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.55K- 44.29% |
$203K - $238K
|
3.21K
$335K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.59K- 9.39% |
$205K - $242K
|
25K
$2.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-2.65K- 7.01% |
$210K - $247K
|
35.1K
$3.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.71K- 21.64% |
$215K - $253K
|
9.81K
$1.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.76K- 5.32% |
$219K - $257K
|
49.1K
$5.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-2.81K- 5.8% |
$223K - $262K
|
45.7K
$4.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-2.84K- 3.65% |
$225K - $265K
|
75K
$7.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.92K- 2.48% |
$232K - $272K
|
115K
$11.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.92K- 1.8% |
$232K - $272K
|
159K
$16.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.11K- 1.35% |
$247K - $290K
|
227K
$23.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.19K- 5.16% |
$253K - $298K
|
58.7K
$6.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3.22K- 4.16% |
$256K - $301K
|
74.3K
$7.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.26K- 1.54% |
$258K - $304K
|
208K
$21.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.29K- 4.34% |
$261K - $307K
|
72.5K
$7.56M
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
SELL
|
- |
-3.3K- 4.05% |
$262K - $308K
|
78.2K
$8.15M
|
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.31K- 5.34% |
$263K - $309K
|
58.7K
$6.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.31K- 2.1% |
$263K - $309K
|
155K
$16.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.36K- 0.96% |
$266K - $313K
|
345K
$35.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.62K- 9.05% |
$287K - $338K
|
36.4K
$3.79M
|
|
|
Jul 09, 2024
Q2 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-3.62K- 0.48% |
$287K - $338K
|
746K
$77.7M
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-3.63KClosed |
$288K - $339K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.7K- 16.09% |
$293K - $345K
|
19.3K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-3.71K- 20.85% |
$294K - $346K
|
14.1K
$1.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-3.76K- 58.05% |
$298K - $351K
|
2.72K
$283K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-3.78K- 60.15% |
$300K - $353K
|
2.5K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.84K- 6.56% |
$305K - $358K
|
54.7K
$5.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.98K- 4.36% |
$315K - $371K
|
87.3K
$9.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.01K- 6.59% |
$318K - $374K
|
56.8K
$5.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.02K- 7.08% |
$319K - $375K
|
52.8K
$5.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.12K- 8.39% |
$327K - $384K
|
45K
$4.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-4.17K- 4.79% |
$330K - $389K
|
82.8K
$8.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.18K- 90.37% |
$331K - $390K
|
445
$46.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.24K- 2.7% |
$336K - $396K
|
153K
$15.9M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.38K- 4.85% |
$347K - $408K
|
85.9K
$8.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4.38K- 1.22% |
$347K - $409K
|
355K
$37M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4.38K- 18.02% |
$348K - $409K
|
19.9K
$2.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.39K- 8.2% |
$348K - $409K
|
49.2K
$5.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.41K- 3.14% |
$349K - $411K
|
136K
$14.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-4.42K- 3.18% |
$351K - $413K
|
135K
$14M
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-4.48K- 42.63% |
$355K - $418K
|
6.02K
$628K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.6K- 16.42% |
$365K - $429K
|
23.4K
$2.44M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-4.62K- 1.57% |
$366K - $431K
|
289K
$30.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.7K- 1.29% |
$373K - $439K
|
360K
$37.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-4.76K- 6.71% |
$378K - $445K
|
66.3K
$6.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-4.78K- 46.51% |
$379K - $446K
|
5.5K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.84K- 6.59% |
$384K - $451K
|
68.5K
$7.14M
|
|
|
Jan 29, 2025
Q2 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-4.88K- 69.08% |
$387K - $456K
|
2.19K
$228K
|