Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-55- 1.38% |
$5.19K - $5.8K
|
3.92K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-56- 0.15% |
$5.29K - $5.91K
|
36.3K
$3.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-58- 0.33% |
$5.48K - $6.12K
|
17.3K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-58- 0.19% |
$5.48K - $6.12K
|
31.1K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-58- 0.86% |
$5.48K - $6.12K
|
6.68K
$695K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-60- 0.92% |
$5.67K - $6.33K
|
6.45K
$672K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-61- 0.85% |
$5.76K - $6.43K
|
7.09K
$738K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-63- 3.69% |
$5.95K - $6.64K
|
1.64K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-64- 0.7% |
$6.04K - $6.75K
|
9.12K
$951K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-69- 1.45% |
$6.52K - $7.28K
|
4.69K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-69- 0.2% |
$6.52K - $7.28K
|
35.1K
$3.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.74% |
$6.8K - $7.59K
|
9.6K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-73- 0.11% |
$6.89K - $7.7K
|
66.2K
$6.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-73- 0.24% |
$6.89K - $7.7K
|
30.4K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-76- 3.62% |
$7.18K - $8.02K
|
2.02K
$211K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-77- 0.56% |
$7.27K - $8.12K
|
13.8K
$1.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-79- 4.83% |
$7.46K - $8.33K
|
1.56K
$162K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-80- 14.26% |
$7.55K - $8.44K
|
481
$50.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-80- 0.97% |
$7.55K - $8.44K
|
8.19K
$853K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-84- 3.47% |
$7.93K - $8.86K
|
2.34K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-90- 0.47% |
$8.5K - $9.49K
|
18.9K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-91- 1.44% |
$8.59K - $9.6K
|
6.24K
$650K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-91- 1.78% |
$8.59K - $9.6K
|
5.03K
$524K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.62% |
$8.69K - $9.7K
|
14.7K
$1.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-93- 4.08% |
$8.78K - $9.81K
|
2.19K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-93- 0.81% |
$8.78K - $9.81K
|
11.4K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-100- 0.82% |
$9.44K - $10.5K
|
12.1K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 0.56% |
$9.44K - $10.5K
|
17.9K
$1.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100- 29.76% |
$9.44K - $10.5K
|
236
$24.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-101- 3.15% |
$9.54K - $10.7K
|
3.11K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-102- 4.84% |
$9.63K - $10.8K
|
2.01K
$209K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-104- 0.07% |
$9.82K - $11K
|
155K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 2.8% |
$11.2K - $12.6K
|
4.13K
$431K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-131- 1.0% |
$12.4K - $13.8K
|
12.9K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-134- 2.44% |
$12.7K - $14.1K
|
5.35K
$558K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-139- 0.33% |
$13.1K - $14.7K
|
41.6K
$4.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-139- 1.84% |
$13.1K - $14.7K
|
7.42K
$773K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-141- 1.84% |
$13.3K - $14.9K
|
7.53K
$785K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-145- 0.9% |
$13.7K - $15.3K
|
16K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-145- 5.48% |
$13.7K - $15.3K
|
2.5K
$260K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-147- 2.5% |
$13.9K - $15.5K
|
5.72K
$596K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-149- 1.46% |
$14.1K - $15.7K
|
10.1K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-152- 2.3% |
$14.4K - $16K
|
6.44K
$671K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-158- 4.99% |
$14.9K - $16.7K
|
3.01K
$314K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-161- 0.98% |
$15.2K - $17K
|
16.2K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-162- 0.2% |
$15.3K - $17.1K
|
79K
$8.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-164- 4.52% |
$15.5K - $17.3K
|
3.47K
$361K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-165- 2.46% |
$15.6K - $17.4K
|
6.54K
$682K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 6.18% |
$15.6K - $17.4K
|
2.51K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-171- 4.51% |
$16.1K - $18K
|
3.62K
$377K
|