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 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-25.1K- 11.01% |
$2.37M - $2.65M
|
203K
$20.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-25.6K- 5.34% |
$2.41M - $2.7M
|
453K
$45.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-25.8K- 7.81% |
$2.43M - $2.72M
|
304K
$30.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-26.3K- 3.25% |
$2.49M - $2.78M
|
784K
$78.9M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-26.4K- 8.05% |
$2.49M - $2.78M
|
301K
$30.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-28K- 11.6% |
$2.64M - $2.95M
|
213K
$21.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-28.2K- 87.12% |
$2.66M - $2.97M
|
4.16K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-28.6K- 6.62% |
$2.7M - $3.02M
|
404K
$40.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-29.4K- 10.52% |
$2.77M - $3.1M
|
250K
$25.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 13.8% |
$2.91M - $3.25M
|
192K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.7K- 0.9% |
$2.99M - $3.34M
|
3.48M
$350M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-33.6K- 3.29% |
$3.17M - $3.55M
|
989K
$99.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-34.2K- 1.36% |
$3.23M - $3.6M
|
2.48M
$250M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-34.4K- 27.62% |
$3.25M - $3.63M
|
90.1K
$9.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-35K- 75.04% |
$3.31M - $3.7M
|
11.7K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-35.2K- 2.89% |
$3.32M - $3.71M
|
1.18M
$119M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36.2K- 18.82% |
$3.41M - $3.81M
|
156K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36.3K- 7.16% |
$3.42M - $3.82M
|
470K
$47.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-36.6K- 7.6% |
$3.45M - $3.86M
|
445K
$44.7M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-36.7K- 0.79% |
$3.46M - $3.87M
|
4.63M
$466M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37.8K- 13.62% |
$3.57M - $3.98M
|
240K
$24.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-40K- 5.02% |
$3.78M - $4.22M
|
758K
$76.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-43K- 23.97% |
$4.06M - $4.54M
|
137K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-45.4K- 99.58% |
$4.28M - $4.78M
|
190
$19.1K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-46.6K- 93.61% |
$4.4M - $4.92M
|
3.18K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-46.7K- 5.71% |
$4.41M - $4.92M
|
771K
$77.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-51.1K- 4.49% |
$4.82M - $5.39M
|
1.09M
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-51.3K- 1.79% |
$4.85M - $5.41M
|
2.82M
$284M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-52.3K- 16.68% |
$4.94M - $5.52M
|
261K
$26.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-53.7K- 7.05% |
$5.07M - $5.66M
|
708K
$71.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-55.8K- 10.06% |
$5.27M - $5.89M
|
499K
$50.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-57.8K- 2.45% |
$5.46M - $6.1M
|
2.31M
$232M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-57.8K- 5.95% |
$5.46M - $6.1M
|
915K
$92M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-59.7K- 0.32% |
$5.64M - $6.3M
|
18.6M
$1.87B
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-61.8K- 82.38% |
$5.84M - $6.52M
|
13.2K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-75.2K- 5.59% |
$7.1M - $7.93M
|
1.27M
$128M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-78.3K- 93.44% |
$7.4M - $8.26M
|
5.5K
$553K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-82.7K- 1.28% |
$7.81M - $8.72M
|
6.36M
$639M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-83.7K- 36.69% |
$7.91M - $8.83M
|
144K
$14.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-89.8K- 2.39% |
$8.48M - $9.48M
|
3.67M
$369M
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-92.5K- 89.98% |
$8.74M - $9.76M
|
10.3K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-99.2K- 15.22% |
$9.37M - $10.5M
|
553K
$55.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-102K- 6.98% |
$9.62M - $10.7M
|
1.36M
$137M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-116K- 42.02% |
$11M - $12.2M
|
160K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-117K- 20.9% |
$11M - $12.3M
|
443K
$44.5M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-117K- 41.58% |
$11.1M - $12.3M
|
164K
$16.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-118K- 8.19% |
$11.1M - $12.4M
|
1.32M
$133M
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-119K- 41.27% |
$11.3M - $12.6M
|
170K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-129K- 68.29% |
$12.2M - $13.6M
|
60K
$6.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-136K- 2.27% |
$12.9M - $14.4M
|
5.86M
$589M
|