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 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.68K- 20.54% |
$143K - $163K
|
6.51K
$635K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.75K- 23.62% |
$149K - $170K
|
5.67K
$553K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.76K- 2.77% |
$149K - $171K
|
61.5K
$6M
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 1.86% |
$150K - $172K
|
93.3K
$9.1M
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.77K- 45.12% |
$150K - $172K
|
2.16K
$210K
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.78K- 11.34% |
$151K - $173K
|
13.9K
$1.35M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.78K- 33.38% |
$151K - $173K
|
3.56K
$347K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.88K- 1.09% |
$160K - $183K
|
171K
$16.7M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.93K- 14.21% |
$164K - $188K
|
11.7K
$1.14M
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.12K- 4.11% |
$180K - $206K
|
49.5K
$4.83M
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2.15K- 93.28% |
$182K - $209K
|
155
$15.1K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.17K- 3.96% |
$184K - $210K
|
52.5K
$5.12M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 4.97% |
$185K - $212K
|
41.7K
$4.06M
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 5.64% |
$195K - $224K
|
38.5K
$3.76M
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.36K- 11.09% |
$200K - $229K
|
18.9K
$1.85M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.47K- 4.11% |
$209K - $240K
|
57.6K
$5.61M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.48K- 21.32% |
$210K - $240K
|
9.13K
$891K
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.61K- 2.52% |
$221K - $254K
|
101K
$9.84M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.62K- 4.92% |
$222K - $254K
|
50.6K
$4.93M
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.63K- 47.05% |
$223K - $255K
|
2.96K
$289K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2.76K- 26.04% |
$234K - $268K
|
7.84K
$764K
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-2.77K- 12.2% |
$235K - $269K
|
19.9K
$1.94M
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.02K- 21.68% |
$256K - $293K
|
10.9K
$1.06M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.06K- 1.52% |
$260K - $298K
|
198K
$19.4M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-3.27K- 70.39% |
$278K - $318K
|
1.38K
$134K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.3K- 40.97% |
$280K - $321K
|
4.76K
$464K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.59K- 8.15% |
$304K - $348K
|
40.4K
$3.94M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.68K- 3.18% |
$312K - $358K
|
112K
$10.9M
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.69K- 9.3% |
$313K - $359K
|
36K
$3.51M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.89K- 27.41% |
$330K - $378K
|
10.3K
$1M
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-3.96K- 20.37% |
$336K - $385K
|
15.5K
$1.51M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.67K- 2.38% |
$396K - $454K
|
192K
$18.7M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.21K- 7.53% |
$442K - $506K
|
64K
$6.24M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.57K- 6.91% |
$472K - $541K
|
75.1K
$7.32M
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.66K- 2.51% |
$479K - $549K
|
220K
$21.4M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.17K- 5.02% |
$523K - $599K
|
117K
$11.4M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
SELL
|
- |
-6.24K- 2.35% |
$529K - $606K
|
259K
$25.3M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-6.66K- 19.13% |
$564K - $647K
|
28.1K
$2.74M
|
|
Oct 07, 2024
Q3 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-7.91K- 6.54% |
$670K - $768K
|
113K
$11M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-9.23K- 28.2% |
$783K - $897K
|
23.5K
$2.29M
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10.7K- 4.32% |
$911K - $1.04M
|
238K
$23.2M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.2K- 1.35% |
$947K - $1.08M
|
818K
$79.7M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13.3K- 53.33% |
$1.13M - $1.3M
|
11.7K
$1.14M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-14K- 0.55% |
$1.19M - $1.36M
|
2.52M
$245M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-14.4K- 5.64% |
$1.22M - $1.4M
|
240K
$23.4M
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-15.5K- 48.07% |
$1.31M - $1.5M
|
16.7K
$1.63M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15.5K- 66.67% |
$1.32M - $1.51M
|
7.77K
$757K
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 1.09% |
$1.37M - $1.57M
|
1.46M
$142M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.7K- 7.38% |
$1.41M - $1.62M
|
209K
$20.4M
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-16.8K- 8.7% |
$1.43M - $1.64M
|
177K
$17.2M
|