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 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-5.04K- 13.52% |
$476K - $531K
|
32.2K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-5.09K- 3.94% |
$481K - $537K
|
124K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-5.13K- 35.09% |
$484K - $541K
|
9.48K
$993K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.21K- 6.52% |
$492K - $550K
|
74.8K
$7.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.23K- 57.19% |
$494K - $551K
|
3.91K
$410K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-5.3K- 0.95% |
$500K - $559K
|
551K
$57.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-5.37K- 7.52% |
$507K - $566K
|
66K
$6.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.4K- 15.62% |
$510K - $570K
|
29.2K
$3.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-5.41K- 4.58% |
$510K - $570K
|
113K
$11.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.44K- 0.72% |
$513K - $573K
|
745K
$78M
|
|
|
Feb 07, 2025
Q4 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-5.56K- 13.51% |
$525K - $587K
|
35.6K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.64K- 33.89% |
$532K - $594K
|
11K
$1.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.16K- 10.64% |
$582K - $650K
|
51.8K
$5.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-6.17K- 1.63% |
$582K - $650K
|
372K
$38.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.2K- 17.66% |
$585K - $654K
|
28.9K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.26K- 6.78% |
$591K - $661K
|
86.1K
$9.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.44K- 2.71% |
$608K - $680K
|
231K
$24.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.74K- 14.68% |
$637K - $711K
|
39.2K
$4.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.95K- 0.73% |
$656K - $733K
|
946K
$99.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.06K- 12.14% |
$667K - $745K
|
51.1K
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-7.23K- 1.95% |
$683K - $762K
|
364K
$38.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.33K- 11.37% |
$692K - $773K
|
57.1K
$5.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7.49K- 3.7% |
$707K - $790K
|
195K
$20.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 48.87% |
$727K - $812K
|
8.06K
$844K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.81K- 1.03% |
$738K - $824K
|
754K
$79M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-7.96K- 4.5% |
$752K - $840K
|
169K
$17.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.03K- 11.78% |
$758K - $847K
|
60.1K
$6.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-8.09K- 4.87% |
$764K - $853K
|
158K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-8.2K- 46.01% |
$774K - $865K
|
9.62K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-8.22K- 5.42% |
$776K - $867K
|
143K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-8.43K- 19.93% |
$796K - $889K
|
33.9K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.78K- 6.41% |
$829K - $926K
|
128K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-8.93K- 5.0% |
$843K - $942K
|
170K
$17.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9K- 18.91% |
$850K - $950K
|
38.6K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-9.53K- 1.49% |
$900K - $1.01M
|
631K
$66.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-9.79K- 18.06% |
$924K - $1.03M
|
44.4K
$4.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9.79K- 14.31% |
$925K - $1.03M
|
58.6K
$6.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.85K- 2.76% |
$930K - $1.04M
|
347K
$36.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.96K- 8.22% |
$940K - $1.05M
|
111K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10.1K- 31.0% |
$956K - $1.07M
|
22.5K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 27.98% |
$975K - $1.09M
|
26.6K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-10.7K- 4.13% |
$1.01M - $1.13M
|
249K
$26.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10.9K- 1.3% |
$1.03M - $1.15M
|
827K
$86.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.9K- 20.87% |
$1.03M - $1.15M
|
41.4K
$4.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-11.7K- 1.12% |
$1.1M - $1.23M
|
1.03M
$108M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11.8K- 10.44% |
$1.12M - $1.25M
|
102K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.1K- 58.65% |
$1.14M - $1.27M
|
8.52K
$893K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3K- 6.12% |
$1.16M - $1.3M
|
188K
$19.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.4K- 3.97% |
$1.17M - $1.31M
|
300K
$31.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-13.3K- 22.74% |
$1.26M - $1.4M
|
45.2K
$4.74M
|