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 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-6.16K- 10.64% |
$582K - $650K
|
51.8K
$5.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-6.17K- 1.63% |
$582K - $650K
|
372K
$37.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.2K- 17.66% |
$585K - $654K
|
28.9K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.21K- 11.31% |
$586K - $655K
|
48.7K
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.24K- 9.75% |
$589K - $658K
|
57.8K
$5.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.26K- 6.78% |
$591K - $661K
|
86.1K
$8.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.44K- 2.71% |
$608K - $680K
|
231K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.48K- 3.87% |
$612K - $684K
|
161K
$16.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.74K- 14.68% |
$637K - $711K
|
39.2K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-6.95K- 0.73% |
$656K - $733K
|
946K
$95.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.06K- 12.14% |
$667K - $745K
|
51.1K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.18K- 10.04% |
$678K - $757K
|
64.3K
$6.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-7.23K- 1.95% |
$683K - $762K
|
364K
$36.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-7.33K- 11.37% |
$692K - $773K
|
57.1K
$5.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.42K- 6.0% |
$700K - $782K
|
116K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-7.47K- 5.7% |
$706K - $788K
|
124K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-7.49K- 3.7% |
$707K - $790K
|
195K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-7.7K- 48.87% |
$727K - $812K
|
8.06K
$810K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.81K- 1.03% |
$738K - $824K
|
754K
$75.8M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-7.86K- 1.48% |
$742K - $829K
|
522K
$52.5M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-7.96K- 4.5% |
$752K - $840K
|
169K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.03K- 11.78% |
$758K - $847K
|
60.1K
$6.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-8.09K- 4.87% |
$764K - $853K
|
158K
$15.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-8.2K- 46.01% |
$774K - $865K
|
9.62K
$967K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-8.22K- 5.42% |
$776K - $867K
|
143K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-8.43K- 19.93% |
$796K - $889K
|
33.9K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-8.78K- 6.41% |
$829K - $926K
|
128K
$12.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-8.93K- 5.0% |
$843K - $942K
|
170K
$17M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9K- 18.91% |
$850K - $950K
|
38.6K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.42K- 1.62% |
$890K - $994K
|
572K
$57.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-9.53K- 1.49% |
$900K - $1.01M
|
631K
$63.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.58K- 8.89% |
$905K - $1.01M
|
98.1K
$9.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-9.79K- 18.06% |
$924K - $1.03M
|
44.4K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9.79K- 14.31% |
$925K - $1.03M
|
58.6K
$5.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.85K- 2.76% |
$930K - $1.04M
|
347K
$34.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.86K- 6.68% |
$931K - $1.04M
|
138K
$13.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-9.96K- 8.22% |
$940K - $1.05M
|
111K
$11.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-10.1K- 31.0% |
$956K - $1.07M
|
22.5K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 3.05% |
$967K - $1.08M
|
326K
$32.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-10.3K- 27.98% |
$975K - $1.09M
|
26.6K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
SELL
|
- |
-10.7K- 4.13% |
$1.01M - $1.13M
|
249K
$25M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.8K- 5.6% |
$1.02M - $1.14M
|
183K
$18.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-10.9K- 1.3% |
$1.03M - $1.15M
|
827K
$83.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-10.9K- 20.87% |
$1.03M - $1.15M
|
41.4K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-11K- 2.75% |
$1.04M - $1.16M
|
388K
$39M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11K- 3.7% |
$1.04M - $1.16M
|
288K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11.1K- 18.27% |
$1.05M - $1.17M
|
49.6K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.3K- 1.94% |
$1.07M - $1.2M
|
574K
$57.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-11.5K- 53.95% |
$1.08M - $1.21M
|
9.79K
$984K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-11.5K- 5.26% |
$1.09M - $1.22M
|
208K
$20.9M
|