Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4- 0.02% |
$339 - $389
|
19.9K
$2.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-5- 0.19% |
$424 - $486
|
2.64K
$271K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-6- 0.23% |
$509 - $583
|
2.65K
$271K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7- 0.02% |
$593 - $680
|
33.7K
$3.45M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-7- 0.22% |
$593 - $680
|
3.16K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9- 0.19% |
$763 - $874
|
4.8K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-10- 3.57% |
$848 - $971
|
270
$27.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10- 0.19% |
$848 - $971
|
5.3K
$544K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10- 0.04% |
$848 - $971
|
24.9K
$2.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-11- 0.04% |
$932 - $1.07K
|
29.4K
$3.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-11- 0.03% |
$932 - $1.07K
|
35.1K
$3.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-13- 0.2% |
$1.1K - $1.26K
|
6.58K
$675K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-13- 0.51% |
$1.1K - $1.26K
|
2.53K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.58% |
$1.19K - $1.36K
|
2.41K
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-14- 1.64% |
$1.19K - $1.36K
|
838
$85.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-16- 0.63% |
$1.36K - $1.55K
|
2.52K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16- 0.32% |
$1.36K - $1.55K
|
4.94K
$506K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.06% |
$1.7K - $1.94K
|
35.9K
$3.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-22- 0.52% |
$1.86K - $2.14K
|
4.23K
$434K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-22- 0.18% |
$1.86K - $2.14K
|
12.5K
$1.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-22- 0.86% |
$1.86K - $2.14K
|
2.55K
$262K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-25- 0.19% |
$2.12K - $2.43K
|
13.4K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-26- 1.0% |
$2.2K - $2.53K
|
2.57K
$264K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-26- 0.29% |
$2.2K - $2.53K
|
9.08K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-26- 1.13% |
$2.2K - $2.53K
|
2.28K
$234K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-27- 0.7% |
$2.29K - $2.62K
|
3.81K
$391K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-27- 5.41% |
$2.29K - $2.62K
|
472
$48.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-27- 1.07% |
$2.29K - $2.62K
|
2.5K
$256K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-28- 0.04% |
$2.37K - $2.72K
|
66.3K
$6.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-28- 0.61% |
$2.37K - $2.72K
|
4.55K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-29- 0.99% |
$2.46K - $2.82K
|
2.9K
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-30- 0.05% |
$2.54K - $2.91K
|
59.7K
$6.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-30- 0.68% |
$2.54K - $2.91K
|
4.37K
$448K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-31- 3.15% |
$2.63K - $3.01K
|
952
$97.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32- 0.16% |
$2.71K - $3.11K
|
20.4K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-33- 0.35% |
$2.8K - $3.21K
|
9.36K
$959K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-35- 0.25% |
$2.97K - $3.4K
|
13.9K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-36- 1.12% |
$3.05K - $3.5K
|
3.17K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-37- 0.57% |
$3.14K - $3.59K
|
6.5K
$666K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-37- 0.36% |
$3.14K - $3.59K
|
10.1K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-39- 0.39% |
$3.31K - $3.79K
|
9.84K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 1.1% |
$3.31K - $3.79K
|
3.51K
$360K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-40- 1.21% |
$3.39K - $3.89K
|
3.26K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 28.57% |
$3.39K - $3.89K
|
100
$10.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-40- 0.3% |
$3.39K - $3.89K
|
13.3K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-41- 0.96% |
$3.48K - $3.98K
|
4.25K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.54% |
$3.48K - $3.98K
|
7.56K
$776K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-42- 25.0% |
$3.56K - $4.08K
|
126
$12.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-43- 0.12% |
$3.65K - $4.18K
|
34.9K
$3.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-44- 0.37% |
$3.73K - $4.27K
|
11.9K
$1.22M
|