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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.61K- 1.5% |
$152K - $170K
|
106K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.63K- 12.12% |
$154K - $172K
|
11.8K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.64K- 2.22% |
$155K - $173K
|
72.2K
$7.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.64K- 4.72% |
$155K - $173K
|
33.2K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.7K- 0.48% |
$161K - $179K
|
353K
$36.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.72K- 0.71% |
$162K - $181K
|
241K
$25.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-1.77K- 8.84% |
$167K - $187K
|
18.3K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.8K- 13.2% |
$170K - $190K
|
11.9K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.81K- 3.76% |
$171K - $191K
|
46.4K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.87K- 18.59% |
$176K - $197K
|
8.17K
$851K
|
|
|
Feb 03, 2025
Q4 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.89K- 0.96% |
$178K - $199K
|
194K
$20.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.92K- 48.96% |
$181K - $203K
|
2K
$209K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.01K- 43.64% |
$189K - $211K
|
2.59K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.01K- 1.94% |
$190K - $212K
|
102K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.06K- 35.48% |
$195K - $218K
|
3.75K
$391K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.08K- 1.21% |
$197K - $219K
|
170K
$17.8M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.15K- 4.11% |
$203K - $226K
|
50.1K
$5.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.17K- 4.6% |
$205K - $229K
|
45K
$4.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.19KClosed |
$206K - $231K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.28K- 14.9% |
$215K - $240K
|
13K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.29K- 39.06% |
$217K - $242K
|
3.58K
$373K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.3K- 17.68% |
$217K - $242K
|
10.7K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.31K- 1.48% |
$218K - $243K
|
153K
$16M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.35K- 4.47% |
$222K - $248K
|
50.1K
$5.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.5K- 8.17% |
$236K - $263K
|
28K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.55K- 18.37% |
$240K - $269K
|
11.3K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-2.72K- 2.41% |
$257K - $287K
|
110K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.73K- 49.46% |
$257K - $287K
|
2.78K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.82K- 55.52% |
$266K - $297K
|
2.26K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2.87K- 63.12% |
$271K - $303K
|
1.68K
$175K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.95K- 4.79% |
$278K - $311K
|
58.6K
$6.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-2.95K- 2.31% |
$279K - $311K
|
125K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-3.02K- 1.07% |
$285K - $318K
|
278K
$29M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-3.21K- 2.17% |
$303K - $339K
|
145K
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.47K- 3.9% |
$327K - $366K
|
85.5K
$8.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.49K- 7.05% |
$329K - $368K
|
46K
$4.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-3.54K- 5.9% |
$335K - $374K
|
56.5K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3.62K- 7.34% |
$341K - $381K
|
45.6K
$4.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.7K- 1.54% |
$349K - $390K
|
236K
$24.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.8KClosed |
$359K - $401K
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.84K- 2.92% |
$362K - $405K
|
128K
$13.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.03K- 18.66% |
$381K - $425K
|
17.6K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-4.06K- 11.6% |
$383K - $428K
|
30.9K
$3.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.07K- 2.18% |
$384K - $429K
|
183K
$19M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-4.34K- 43.51% |
$410K - $458K
|
5.64K
$587K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.34K- 1.51% |
$410K - $458K
|
283K
$29.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4.36K- 54.72% |
$411K - $459K
|
3.6K
$376K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.37K- 0.87% |
$412K - $461K
|
497K
$51.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.68K- 1.86% |
$442K - $493K
|
247K
$25.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.74K- 2.0% |
$448K - $500K
|
232K
$24.2M
|