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 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-198- 8.08% |
$16.8K - $19.2K
|
2.25K
$231K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-199- 53.93% |
$16.9K - $19.3K
|
170
$17.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-199- 1.8% |
$16.9K - $19.3K
|
10.9K
$1.11M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 12.14% |
$17K - $19.4K
|
1.45K
$148K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 2.48% |
$17K - $19.4K
|
7.87K
$807K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-200- 19.44% |
$17K - $19.4K
|
829
$85K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-200- 0.58% |
$17K - $19.4K
|
34.1K
$3.49M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-203- 0.41% |
$17.2K - $19.7K
|
49.8K
$5.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-208- 5.29% |
$17.6K - $20.2K
|
3.73K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-209- 3.6% |
$17.7K - $20.3K
|
5.6K
$575K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-209- 6.62% |
$17.7K - $20.3K
|
2.95K
$302K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-210- 1.09% |
$17.8K - $20.4K
|
19K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-212- 1.51% |
$18K - $20.6K
|
13.9K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-215- 2.9% |
$18.2K - $20.9K
|
7.21K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-218- 1.05% |
$18.5K - $21.2K
|
20.6K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-219- 0.57% |
$18.6K - $21.3K
|
38K
$3.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-223- 0.84% |
$18.9K - $21.7K
|
26.2K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-225- 0.37% |
$19.1K - $21.9K
|
60.7K
$6.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-231- 0.38% |
$19.6K - $22.4K
|
59.8K
$6.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-231- 4.29% |
$19.6K - $22.4K
|
5.15K
$528K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-232- 0.56% |
$19.7K - $22.5K
|
41K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-234- 0.38% |
$19.8K - $22.7K
|
60.7K
$6.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-236- 9.68% |
$20K - $22.9K
|
2.2K
$226K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-237- 2.68% |
$20.1K - $23K
|
8.62K
$884K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-241- 0.17% |
$20.4K - $23.4K
|
142K
$14.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-242- 0.83% |
$20.5K - $23.5K
|
28.9K
$2.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-247- 0.69% |
$20.9K - $24K
|
35.7K
$3.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-249- 3.69% |
$21.1K - $24.2K
|
6.51K
$667K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-255- 2.5% |
$21.6K - $24.8K
|
9.94K
$1.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-259- 7.5% |
$22K - $25.2K
|
3.2K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-264- 9.87% |
$22.4K - $25.6K
|
2.41K
$247K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-264- 6.44% |
$22.4K - $25.6K
|
3.84K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-265- 2.6% |
$22.5K - $25.7K
|
9.94K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-266- 18.75% |
$22.5K - $25.8K
|
1.15K
$118K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-267- 0.5% |
$22.6K - $25.9K
|
53K
$5.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-280- 38.1% |
$23.7K - $27.2K
|
455
$46.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-282- 2.07% |
$23.9K - $27.4K
|
13.3K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-286- 0.62% |
$24.2K - $27.8K
|
45.5K
$4.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-291- 8.33% |
$24.7K - $28.3K
|
3.2K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-292- 4.56% |
$24.8K - $28.4K
|
6.12K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-297- 7.25% |
$25.2K - $28.8K
|
3.8K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-300- 2.19% |
$25.4K - $29.1K
|
13.4K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-300- 5.08% |
$25.4K - $29.1K
|
5.61K
$575K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-302- 2.09% |
$25.6K - $29.3K
|
14.1K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-304- 7.76% |
$25.8K - $29.5K
|
3.61K
$370K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-305- 3.23% |
$25.9K - $29.6K
|
9.14K
$937K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-305- 0.1% |
$25.9K - $29.6K
|
299K
$30.6M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-311- 1.15% |
$26.4K - $30.2K
|
26.7K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-312- 2.89% |
$26.4K - $30.3K
|
10.5K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-314- 1.27% |
$26.6K - $30.5K
|
24.5K
$2.51M
|