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 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-179- 7.42% |
$16.9K - $18.9K
|
2.23K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-181- 2.54% |
$17.1K - $19.1K
|
6.95K
$724K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-181- 43.93% |
$17.1K - $19.1K
|
231
$24.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-182- 8.22% |
$17.2K - $19.2K
|
2.03K
$212K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-184- 2.65% |
$17.4K - $19.4K
|
6.77K
$705K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-192- 0.96% |
$18.1K - $20.3K
|
19.7K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-192- 1.0% |
$18.1K - $20.3K
|
19K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-196- 2.67% |
$18.5K - $20.7K
|
7.15K
$745K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-198- 3.5% |
$18.7K - $20.9K
|
5.46K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-198- 0.99% |
$18.7K - $20.9K
|
19.7K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-205- 1.69% |
$19.4K - $21.6K
|
11.9K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-208- 10.29% |
$19.6K - $21.9K
|
1.81K
$189K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-213- 0.81% |
$20.1K - $22.5K
|
26K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-220- 1.02% |
$20.8K - $23.2K
|
21.4K
$2.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-221- 5.29% |
$20.9K - $23.3K
|
3.96K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-221- 1.27% |
$20.9K - $23.3K
|
17.2K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-229- 0.36% |
$21.6K - $24.2K
|
62.6K
$6.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-230- 2.65% |
$21.7K - $24.3K
|
8.44K
$879K
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-237- 0.18% |
$22.4K - $25K
|
134K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-237- 3.36% |
$22.4K - $25K
|
6.82K
$710K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-240- 9.96% |
$22.7K - $25.3K
|
2.17K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-240- 43.8% |
$22.7K - $25.3K
|
308
$32.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-242- 3.09% |
$22.9K - $25.5K
|
7.6K
$792K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-249- 8.7% |
$23.5K - $26.3K
|
2.61K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-251- 2.15% |
$23.7K - $26.5K
|
11.4K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-256- 0.46% |
$24.2K - $27K
|
54.8K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-257- 0.17% |
$24.3K - $27.1K
|
153K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-280- 9.44% |
$26.4K - $29.5K
|
2.69K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-280- 1.05% |
$26.4K - $29.5K
|
26.5K
$2.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-290- 0.24% |
$27.4K - $30.6K
|
123K
$12.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-290- 0.68% |
$27.4K - $30.6K
|
42.5K
$4.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-301- 63.77% |
$28.4K - $31.7K
|
171
$17.8K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-302- 1.4% |
$28.5K - $31.9K
|
21.3K
$2.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-311- 13.54% |
$29.4K - $32.8K
|
1.99K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-311- 58.35% |
$29.4K - $32.8K
|
222
$23.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-322- 12.18% |
$30.4K - $34K
|
2.32K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-328- 4.59% |
$31K - $34.6K
|
6.82K
$711K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-331- 7.72% |
$31.3K - $34.9K
|
3.96K
$412K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-343- 10.74% |
$32.4K - $36.2K
|
2.85K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-354- 14.01% |
$33.4K - $37.3K
|
2.17K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-358- 3.23% |
$33.8K - $37.8K
|
10.7K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-361- 2.05% |
$34.1K - $38.1K
|
17.3K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-363- 3.31% |
$34.3K - $38.3K
|
10.6K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-365- 14.8% |
$34.5K - $38.5K
|
2.1K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-366- 6.58% |
$34.6K - $38.6K
|
5.2K
$542K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-387- 8.56% |
$36.5K - $40.8K
|
4.14K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-398- 6.04% |
$37.6K - $42K
|
6.19K
$645K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-407- 0.13% |
$38.4K - $42.9K
|
325K
$33.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-411- 4.75% |
$38.8K - $43.3K
|
8.25K
$859K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-412- 7.36% |
$38.9K - $43.5K
|
5.18K
$540K
|