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 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-319- 2.83% |
$27K - $31K
|
11K
$1.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-322- 0.86% |
$27.3K - $31.3K
|
37.2K
$3.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-330- 1.71% |
$28K - $32.1K
|
19K
$1.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-332- 7.83% |
$28.1K - $32.2K
|
3.91K
$401K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-335- 1.23% |
$28.4K - $32.5K
|
26.8K
$2.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-337- 0.84% |
$28.6K - $32.7K
|
39.7K
$4.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-339- 0.35% |
$28.7K - $32.9K
|
96.9K
$9.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-340- 1.94% |
$28.8K - $33K
|
17.2K
$1.76M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-341- 2.94% |
$28.9K - $33.1K
|
11.3K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-347- 0.59% |
$29.4K - $33.7K
|
58.4K
$5.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-350- 7.26% |
$29.7K - $34K
|
4.47K
$459K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-354- 1.24% |
$30K - $34.4K
|
28.1K
$2.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-360- 1.17% |
$30.5K - $35K
|
30.4K
$3.12M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-362- 0.76% |
$30.7K - $35.2K
|
47.1K
$4.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-362- 7.07% |
$30.7K - $35.2K
|
4.76K
$488K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-368- 1.14% |
$31.2K - $35.7K
|
32K
$3.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-373- 0.59% |
$31.6K - $36.2K
|
62.8K
$6.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-375- 1.04% |
$31.8K - $36.4K
|
35.6K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-375- 82.96% |
$31.8K - $36.4K
|
77
$7.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-386- 0.73% |
$32.7K - $37.5K
|
52.4K
$5.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-394- 2.02% |
$33.4K - $38.3K
|
19.1K
$1.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-403- 0.73% |
$34.2K - $39.1K
|
54.9K
$5.63M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-404- 5.84% |
$34.2K - $39.2K
|
6.51K
$668K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-406- 3.14% |
$34.4K - $39.4K
|
12.5K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-408- 11.36% |
$34.6K - $39.6K
|
3.18K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-417- 7.38% |
$35.3K - $40.5K
|
5.24K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-417- 10.74% |
$35.3K - $40.5K
|
3.47K
$355K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-421- 3.64% |
$35.7K - $40.9K
|
11.1K
$1.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-426- 55.91% |
$36.1K - $41.4K
|
336
$34.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-438- 3.88% |
$37.1K - $42.5K
|
10.9K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-444- 14.67% |
$37.6K - $43.1K
|
2.58K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-447- 1.12% |
$37.9K - $43.4K
|
39.5K
$4.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-448- 33.89% |
$38K - $43.5K
|
874
$89.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-450- 8.21% |
$38.1K - $43.7K
|
5.03K
$516K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-450- 13.24% |
$38.1K - $43.7K
|
2.95K
$302K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-452- 7.04% |
$38.3K - $43.9K
|
5.97K
$612K
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-458- 7.24% |
$38.8K - $44.5K
|
5.87K
$602K
|
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-459- 3.69% |
$38.9K - $44.6K
|
12K
$1.23M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-469- 1.79% |
$39.8K - $45.6K
|
25.7K
$2.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-470- 0.71% |
$39.8K - $45.7K
|
65.8K
$6.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-471- 2.75% |
$39.9K - $45.7K
|
16.6K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-497- 5.34% |
$42.1K - $48.3K
|
8.81K
$903K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-500- 6.76% |
$42.4K - $48.6K
|
6.9K
$707K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 1.41% |
$42.4K - $48.6K
|
35K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-501- 3.15% |
$42.5K - $48.7K
|
15.4K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-512- 6.06% |
$43.4K - $49.7K
|
7.93K
$814K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-519- 2.25% |
$44K - $50.4K
|
22.5K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-532- 6.11% |
$45.1K - $51.7K
|
8.18K
$839K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-533- 3.94% |
$45.2K - $51.8K
|
13K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-538- 1.62% |
$45.6K - $52.3K
|
32.7K
$3.35M
|