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 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-544- 19.1% |
$51.4K - $57.4K
|
2.3K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-545- 9.44% |
$51.5K - $57.5K
|
5.23K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-550- 2.86% |
$51.9K - $58K
|
18.7K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-557- 5.07% |
$52.6K - $58.7K
|
10.4K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-561- 0.23% |
$53K - $59.2K
|
248K
$27.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-568- 1.97% |
$53.6K - $59.9K
|
28.2K
$3.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-570- 10.82% |
$53.8K - $60.1K
|
4.7K
$512K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-574- 2.15% |
$54.2K - $60.5K
|
26.1K
$2.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-584- 2.16% |
$55.1K - $61.6K
|
26.5K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-586- 15.94% |
$55.3K - $61.8K
|
3.09K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-591- 4.63% |
$55.8K - $62.3K
|
12.2K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-591- 2.01% |
$55.8K - $62.3K
|
28.9K
$3.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-595- 3.65% |
$56.2K - $62.8K
|
15.7K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-595- 1.02% |
$56.2K - $62.8K
|
57.8K
$6.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-598- 10.67% |
$56.5K - $63.1K
|
5.01K
$545K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-610- 10.75% |
$57.6K - $64.3K
|
5.06K
$552K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-624- 3.85% |
$58.9K - $65.8K
|
15.6K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-648- 20.23% |
$61.2K - $68.3K
|
2.56K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-660- 4.06% |
$62.3K - $69.6K
|
15.6K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-664- 48.22% |
$62.7K - $70K
|
713
$77.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-669- 3.19% |
$63.2K - $70.6K
|
20.3K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
SELL
|
- |
-670- 1.68% |
$63.3K - $70.7K
|
39.1K
$4.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-672- 5.79% |
$63.5K - $70.9K
|
10.9K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-673- 6.92% |
$63.6K - $71K
|
9.05K
$986K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-686- 2.97% |
$64.8K - $72.4K
|
22.4K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-688- 1.34% |
$65K - $72.6K
|
50.8K
$5.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-705- 3.4% |
$66.6K - $74.4K
|
20K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-706- 0.66% |
$66.7K - $74.5K
|
106K
$11.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-720- 1.08% |
$68K - $75.9K
|
66.1K
$7.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-724- 8.84% |
$68.4K - $76.4K
|
7.47K
$814K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-727- 0.74% |
$68.7K - $76.7K
|
97.6K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-729- 20.18% |
$68.8K - $76.9K
|
2.88K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-730- 8.67% |
$68.9K - $77K
|
7.69K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-745- 7.23% |
$70.4K - $78.6K
|
9.56K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-750- 1.29% |
$70.8K - $79.1K
|
57.5K
$6.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-750- 1.45% |
$70.8K - $79.1K
|
50.9K
$5.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-756- 9.38% |
$71.4K - $79.7K
|
7.3K
$795K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-759- 9.24% |
$71.7K - $80.1K
|
7.46K
$812K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-764- 12.81% |
$72.1K - $80.6K
|
5.2K
$567K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-766- 13.69% |
$72.3K - $80.8K
|
4.83K
$526K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-766- 7.61% |
$72.3K - $80.8K
|
9.3K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-793- 0.83% |
$74.9K - $83.6K
|
95.2K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-793- 3.73% |
$74.9K - $83.6K
|
20.5K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-805- 4.81% |
$76K - $84.9K
|
15.9K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-806- 31.74% |
$76.1K - $85K
|
1.73K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-828- 9.1% |
$78.2K - $87.3K
|
8.27K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-846- 10.36% |
$79.9K - $89.2K
|
7.32K
$797K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-847- 1.1% |
$80K - $89.3K
|
76.4K
$8.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-861- 26.44% |
$81.3K - $90.8K
|
2.4K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-876- 0.63% |
$82.7K - $92.4K
|
139K
$15.2M
|