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 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-793- 0.83% |
$74.9K - $83.6K
|
95.2K
$9.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-793- 3.73% |
$74.9K - $83.6K
|
20.5K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-847- 1.1% |
$80K - $89.3K
|
76.4K
$7.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-861- 26.44% |
$81.3K - $90.8K
|
2.4K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-876- 0.63% |
$82.7K - $92.4K
|
139K
$14.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-877- 2.45% |
$82.8K - $92.5K
|
34.9K
$3.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-890- 10.91% |
$84K - $93.9K
|
7.27K
$757K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-892- 8.1% |
$84.2K - $94.1K
|
10.1K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-904- 7.48% |
$85.4K - $95.3K
|
11.2K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-915- 2.62% |
$86.4K - $96.5K
|
34K
$3.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-957- 4.4% |
$90.4K - $101K
|
20.8K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-976- 3.59% |
$92.2K - $103K
|
26.2K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-981- 17.91% |
$92.6K - $103K
|
4.5K
$469K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1K- 17.52% |
$94.4K - $105K
|
4.71K
$491K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1K- 2.85% |
$94.4K - $105K
|
34K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.04K- 7.79% |
$98.2K - $110K
|
12.3K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.05K- 2.75% |
$99.2K - $111K
|
37.1K
$3.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.05K- 2.0% |
$99.3K - $111K
|
51.5K
$5.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.05K- 2.54% |
$99.4K - $111K
|
40.5K
$4.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.12K- 17.54% |
$106K - $118K
|
5.27K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-1.13K- 4.37% |
$107K - $119K
|
24.8K
$2.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.14K- 8.23% |
$108K - $121K
|
12.7K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.15K- 15.05% |
$109K - $122K
|
6.51K
$678K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 3.01% |
$109K - $122K
|
37.4K
$3.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.16K- 1.52% |
$110K - $122K
|
75.4K
$7.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 0.82% |
$111K - $124K
|
141K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.18K- 3.28% |
$111K - $124K
|
34.7K
$3.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.18K- 5.9% |
$112K - $125K
|
18.9K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.18K- 2.56% |
$112K - $125K
|
45K
$4.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.2K- 11.55% |
$114K - $127K
|
9.21K
$959K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.21K- 5.93% |
$114K - $128K
|
19.2K
$2M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.24K- 0.51% |
$117K - $131K
|
244K
$25.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.24K- 2.59% |
$117K - $131K
|
46.8K
$4.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.25K- 26.75% |
$118K - $132K
|
3.43K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-1.31K- 2.91% |
$124K - $139K
|
43.9K
$4.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.32K- 2.33% |
$124K - $139K
|
55.2K
$5.76M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.34K- 2.37% |
$126K - $141K
|
55.2K
$5.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-1.35K- 10.4% |
$128K - $142K
|
11.6K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-1.38K- 21.18% |
$130K - $146K
|
5.14K
$535K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.41K- 0.91% |
$133K - $149K
|
154K
$16.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.41K- 4.81% |
$133K - $149K
|
27.9K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.42K- 1.39% |
$134K - $150K
|
101K
$10.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.45K- 4.31% |
$137K - $153K
|
32.2K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.46K- 15.96% |
$138K - $154K
|
7.68K
$800K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.47K- 2.72% |
$139K - $155K
|
52.4K
$5.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.52K- 2.07% |
$144K - $161K
|
71.9K
$7.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.55K- 6.24% |
$147K - $164K
|
23.3K
$2.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.55K- 0.44% |
$147K - $164K
|
351K
$36.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.57K- 99.87% |
$148K - $166K
|
2
$208
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.59K- 4.07% |
$150K - $168K
|
37.6K
$3.91M
|