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
|
Hudson Capital Management LLC
|
SELL
|
- |
-13.6K- 33.9% |
$1.29M - $1.44M
|
26.5K
$2.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.5K- 76.57% |
$1.37M - $1.53M
|
4.43K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 22.53% |
$1.42M - $1.58M
|
51.6K
$5.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15K- 8.54% |
$1.42M - $1.59M
|
161K
$16.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.7K- 22.38% |
$1.48M - $1.65M
|
54.4K
$5.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15.9K- 5.6% |
$1.5M - $1.67M
|
268K
$28M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-16K- 44.33% |
$1.51M - $1.68M
|
20K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-17K- 36.11% |
$1.61M - $1.8M
|
30.1K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.8K- 5.49% |
$1.68M - $1.88M
|
307K
$32.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-18.2K- 6.02% |
$1.72M - $1.92M
|
284K
$29.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-18.2K- 48.51% |
$1.72M - $1.92M
|
19.3K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-19.5K- 7.03% |
$1.84M - $2.06M
|
258K
$27M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-19.7K- 8.23% |
$1.86M - $2.08M
|
220K
$23M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20.3K- 10.71% |
$1.92M - $2.14M
|
169K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.4K- 1.1% |
$1.93M - $2.15M
|
1.83M
$192M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-21.7K- 1.71% |
$2.05M - $2.29M
|
1.25M
$131M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-23.2K- 1.97% |
$2.19M - $2.45M
|
1.16M
$121M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-23.6K- 23.17% |
$2.23M - $2.49M
|
78.3K
$8.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-24.2K- 30.13% |
$2.29M - $2.56M
|
56.2K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.7K- 3.36% |
$2.33M - $2.6M
|
710K
$74.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24.7K- 3.44% |
$2.34M - $2.61M
|
695K
$72.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-25.1K- 11.01% |
$2.37M - $2.65M
|
203K
$21.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25.6K- 5.34% |
$2.41M - $2.7M
|
453K
$47.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-26.3K- 3.25% |
$2.49M - $2.78M
|
784K
$82.2M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-26.4K- 8.05% |
$2.49M - $2.78M
|
301K
$31.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-28K- 11.6% |
$2.64M - $2.95M
|
213K
$22.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-28.2K- 87.12% |
$2.66M - $2.97M
|
4.16K
$436K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-28.6K- 6.62% |
$2.7M - $3.02M
|
404K
$42.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-34.2K- 1.36% |
$3.23M - $3.6M
|
2.48M
$260M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-34.4K- 27.62% |
$3.25M - $3.63M
|
90.1K
$9.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-35K- 75.04% |
$3.31M - $3.7M
|
11.7K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36.2K- 18.82% |
$3.41M - $3.81M
|
156K
$16.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.3K- 7.16% |
$3.42M - $3.82M
|
470K
$49.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.6K- 7.6% |
$3.45M - $3.86M
|
445K
$46.6M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-36.7K- 0.79% |
$3.46M - $3.87M
|
4.63M
$485M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37.8K- 13.62% |
$3.57M - $3.98M
|
240K
$25.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-45.4K- 99.58% |
$4.28M - $4.78M
|
190
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-46.6K- 93.61% |
$4.4M - $4.92M
|
3.18K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-46.7K- 5.71% |
$4.41M - $4.92M
|
771K
$80.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53.7K- 7.05% |
$5.07M - $5.66M
|
708K
$74.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.8K- 10.06% |
$5.27M - $5.89M
|
499K
$52.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57.8K- 2.45% |
$5.46M - $6.1M
|
2.31M
$242M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61.8K- 82.38% |
$5.84M - $6.52M
|
13.2K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-78.3K- 93.44% |
$7.4M - $8.26M
|
5.5K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-102K- 6.98% |
$9.62M - $10.7M
|
1.36M
$142M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-117K- 20.9% |
$11M - $12.3M
|
443K
$46.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-119K- 41.27% |
$11.3M - $12.6M
|
170K
$17.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-129K- 68.29% |
$12.2M - $13.6M
|
60K
$6.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-336K- 5.88% |
$31.7M - $35.5M
|
5.38M
$563M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-421K- 98.89% |
$39.8M - $44.4M
|
4.71K
$494K
|