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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-99- 2.82% |
$8.39K - $9.62K
|
3.42K
$363K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.19% |
$8.48K - $9.71K
|
51.5K
$5.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-100- 1.45% |
$8.48K - $9.71K
|
6.79K
$721K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-100- 3.61% |
$8.48K - $9.71K
|
2.67K
$284K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-102- 1.64% |
$8.65K - $9.91K
|
6.13K
$651K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-103- 0.89% |
$8.73K - $10K
|
11.5K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-104- 1.58% |
$8.82K - $10.1K
|
6.48K
$688K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-105- 2.59% |
$8.9K - $10.2K
|
3.94K
$419K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-105- 0.52% |
$8.9K - $10.2K
|
20K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-105- 1.18% |
$8.9K - $10.2K
|
8.76K
$929K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-108- 0.52% |
$9.16K - $10.5K
|
20.7K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-110- 3.64% |
$9.32K - $10.7K
|
2.91K
$309K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-110- 1.77% |
$9.32K - $10.7K
|
6.11K
$648K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-111- 3.54% |
$9.41K - $10.8K
|
3.02K
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-119- 1.77% |
$10.1K - $11.6K
|
6.6K
$700K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-120- 6.92% |
$10.2K - $11.7K
|
1.62K
$171K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-124- 1.43% |
$10.5K - $12K
|
8.54K
$907K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-125- 0.95% |
$10.6K - $12.1K
|
13K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-128- 0.63% |
$10.9K - $12.4K
|
20K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-129- 94.16% |
$10.9K - $12.5K
|
8
$849
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-130- 5.57% |
$11K - $12.6K
|
2.2K
$234K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-137- 2.94% |
$11.6K - $13.3K
|
4.52K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-139- 0.04% |
$11.8K - $13.5K
|
330K
$35M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-140- 20.32% |
$11.9K - $13.6K
|
549
$58.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-140- 1.36% |
$11.9K - $13.6K
|
10.2K
$1.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-145- 0.91% |
$12.3K - $14.1K
|
15.7K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-146- 6.24% |
$12.4K - $14.2K
|
2.19K
$233K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-147- 3.32% |
$12.5K - $14.3K
|
4.29K
$455K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-148- 3.42% |
$12.5K - $14.4K
|
4.18K
$443K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-150- 1.13% |
$12.7K - $14.6K
|
13.1K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-150- 8.27% |
$12.7K - $14.6K
|
1.66K
$177K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-153- 0.58% |
$13K - $14.9K
|
26.2K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-156- 2.73% |
$13.2K - $15.2K
|
5.55K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-156- 0.09% |
$13.2K - $15.2K
|
178K
$18.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-157- 0.73% |
$13.3K - $15.2K
|
21.5K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-164- 0.72% |
$13.9K - $15.9K
|
22.8K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-167- 0.09% |
$14.2K - $16.2K
|
193K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-167- 5.17% |
$14.2K - $16.2K
|
3.06K
$325K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-168- 1.05% |
$14.2K - $16.3K
|
15.9K
$1.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-168- 1.02% |
$14.2K - $16.3K
|
16.2K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-170- 3.28% |
$14.4K - $16.5K
|
5.01K
$532K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-175- 7.45% |
$14.8K - $17K
|
2.18K
$231K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-176- 1.05% |
$14.9K - $17.1K
|
16.6K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-176- 2.65% |
$14.9K - $17.1K
|
6.48K
$687K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-176- 0.39% |
$14.9K - $17.1K
|
44.7K
$4.75M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-179- 2.79% |
$15.2K - $17.4K
|
6.23K
$662K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-181- 0.39% |
$15.3K - $17.6K
|
45.9K
$4.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-182- 0.35% |
$15.4K - $17.7K
|
52.4K
$5.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-186- 1.55% |
$15.8K - $18.1K
|
11.8K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-187- 3.07% |
$15.9K - $18.2K
|
5.9K
$626K
|