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
|
Stephens Inc
|
SELL
|
- |
-5K- 10.38% |
$396K - $466K
|
43.1K
$4.52M
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-5.05K- 9.49% |
$401K - $472K
|
48.2K
$5.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-5.07K- 8.39% |
$402K - $473K
|
55.3K
$5.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.2K- 36.81% |
$412K - $485K
|
8.92K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.41K- 1.12% |
$429K - $504K
|
477K
$50.1M
|
|
|
Jan 10, 2025
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-5.42K- 69.62% |
$430K - $505K
|
2.36K
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.43K- 42.13% |
$431K - $507K
|
7.46K
$782K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-5.45K- 2.7% |
$432K - $509K
|
196K
$20.6M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-5.45K- 14.48% |
$432K - $509K
|
32.2K
$3.38M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-5.45K- 9.28% |
$432K - $509K
|
53.3K
$5.59M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.5K- 75.05% |
$436K - $513K
|
1.83K
$192K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.54K- 23.09% |
$439K - $517K
|
18.4K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-5.83K- 2.13% |
$462K - $544K
|
268K
$28.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-5.89K- 5.2% |
$467K - $550K
|
108K
$11.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-5.96K- 21.61% |
$473K - $556K
|
21.6K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.21K- 12.33% |
$492K - $579K
|
44.1K
$4.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.22K- 0.87% |
$493K - $580K
|
708K
$74.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.31K- 5.7% |
$500K - $589K
|
104K
$10.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-6.61K- 3.12% |
$524K - $617K
|
206K
$21.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-6.63K- 61.1% |
$526K - $618K
|
4.22K
$442K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-6.7K- 4.08% |
$532K - $625K
|
158K
$16.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.95K- 11.24% |
$551K - $648K
|
54.9K
$5.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.98K- 56.32% |
$554K - $651K
|
5.41K
$568K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.17K- 1.12% |
$568K - $669K
|
630K
$66M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.54K- 7.2% |
$598K - $704K
|
97.2K
$10.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-7.54K- 5.76% |
$598K - $704K
|
123K
$12.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-7.55K- 26.24% |
$598K - $704K
|
21.2K
$2.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.74K- 6.7% |
$614K - $722K
|
108K
$11.3M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-7.87K- 37.49% |
$624K - $735K
|
13.1K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.93K- 9.08% |
$629K - $740K
|
79.5K
$8.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.09K- 2.65% |
$641K - $754K
|
298K
$31.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-8.21K- 12.15% |
$651K - $766K
|
59.3K
$6.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
SELL
|
- |
-8.52K- 1.79% |
$676K - $795K
|
467K
$49M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-8.53K- 19.68% |
$676K - $796K
|
34.8K
$3.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-8.74K- 5.58% |
$693K - $815K
|
148K
$15.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.79K- 4.03% |
$697K - $820K
|
209K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-8.83K- 34.08% |
$700K - $824K
|
17.1K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-8.87K- 5.17% |
$704K - $828K
|
163K
$17.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-8.96K- 14.18% |
$710K - $836K
|
54.2K
$5.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-9.12K- 3.32% |
$723K - $851K
|
266K
$27.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-9.37K- 3.4% |
$743K - $875K
|
266K
$27.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.61K- 7.36% |
$762K - $897K
|
121K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.74K- 2.57% |
$773K - $909K
|
370K
$38.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.78K- 20.02% |
$775K - $912K
|
39.1K
$4.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-10K- 0.95% |
$795K - $935K
|
1.05M
$110M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-10.4K- 25.09% |
$823K - $968K
|
31K
$3.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-10.8K- 6.04% |
$859K - $1.01M
|
169K
$17.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.1K- 2.17% |
$877K - $1.03M
|
500K
$52.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.5K- 5.39% |
$910K - $1.07M
|
202K
$21.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-11.6K- 2.96% |
$921K - $1.08M
|
380K
$39.9M
|