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 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-45- 1.42% |
$3.81K - $4.37K
|
3.12K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-45- 0.62% |
$3.81K - $4.37K
|
7.22K
$740K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-46- 1.29% |
$3.9K - $4.47K
|
3.51K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-47- 0.32% |
$3.98K - $4.57K
|
14.5K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-47- 1.0% |
$3.98K - $4.57K
|
4.68K
$479K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-49- 1.68% |
$4.15K - $4.76K
|
2.86K
$293K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 1.66% |
$4.24K - $4.86K
|
2.96K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-50- 1.0% |
$4.24K - $4.86K
|
4.93K
$506K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-51- 0.8% |
$4.32K - $4.95K
|
6.32K
$648K
|
|
|
Oct 08, 2024
Q3 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-51- 1.9% |
$4.32K - $4.95K
|
2.64K
$270K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-52- 0.14% |
$4.41K - $5.05K
|
36.3K
$3.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-52- 1.24% |
$4.41K - $5.05K
|
4.15K
$426K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 1.53% |
$4.49K - $5.15K
|
3.41K
$350K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-53- 0.32% |
$4.49K - $5.15K
|
16.3K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-54- 0.29% |
$4.58K - $5.25K
|
18.3K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-54- 2.09% |
$4.58K - $5.25K
|
2.54K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-59- 0.41% |
$5K - $5.73K
|
14.5K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-60- 1.75% |
$5.09K - $5.83K
|
3.36K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.27% |
$5.09K - $5.83K
|
4.65K
$477K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-63- 2.57% |
$5.34K - $6.12K
|
2.39K
$245K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-63- 0.29% |
$5.34K - $6.12K
|
22K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-64- 0.5% |
$5.43K - $6.22K
|
12.8K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-66- 1.79% |
$5.59K - $6.41K
|
3.63K
$372K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-68- 0.4% |
$5.76K - $6.6K
|
17.1K
$1.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-68- 1.48% |
$5.76K - $6.6K
|
4.52K
$464K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-69- 0.87% |
$5.85K - $6.7K
|
7.84K
$804K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-70- 0.27% |
$5.93K - $6.8K
|
26K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-74- 0.39% |
$6.27K - $7.19K
|
18.7K
$1.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-75- 2.68% |
$6.36K - $7.28K
|
2.72K
$279K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-77- 3.31% |
$6.53K - $7.48K
|
2.25K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-80- 1.25% |
$6.78K - $7.77K
|
6.34K
$650K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-81- 1.49% |
$6.87K - $7.87K
|
5.37K
$550K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-81- 0.85% |
$6.87K - $7.87K
|
9.47K
$971K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-82- 12.97% |
$6.95K - $7.96K
|
550
$56.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-85- 0.39% |
$7.21K - $8.26K
|
21.5K
$2.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-85- 0.52% |
$7.21K - $8.26K
|
16.3K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-86- 0.36% |
$7.29K - $8.35K
|
23.8K
$2.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-87- 1.19% |
$7.37K - $8.45K
|
7.23K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-87- 0.32% |
$7.37K - $8.45K
|
27.2K
$2.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-88- 3.7% |
$7.46K - $8.55K
|
2.29K
$235K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-89- 16.76% |
$7.54K - $8.64K
|
442
$45.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-89- 3.61% |
$7.54K - $8.64K
|
2.38K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-91- 2.73% |
$7.71K - $8.84K
|
3.25K
$333K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-92- 1.99% |
$7.8K - $8.94K
|
4.52K
$464K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-94- 0.15% |
$7.97K - $9.13K
|
64.7K
$6.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-94- 0.06% |
$7.97K - $9.13K
|
148K
$15.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-95- 1.65% |
$8.05K - $9.23K
|
5.66K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-99- 2.82% |
$8.39K - $9.62K
|
3.42K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.19% |
$8.48K - $9.71K
|
51.5K
$5.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-100- 1.45% |
$8.48K - $9.71K
|
6.79K
$697K
|