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
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-58- 0.33% |
$5.48K - $6.12K
|
17.3K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-58- 0.86% |
$5.48K - $6.12K
|
6.68K
$690K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-60- 0.92% |
$5.67K - $6.33K
|
6.45K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-61- 0.85% |
$5.76K - $6.43K
|
7.09K
$733K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-63- 3.69% |
$5.95K - $6.64K
|
1.64K
$170K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-63- 2.32% |
$5.95K - $6.64K
|
2.66K
$275K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-64- 0.7% |
$6.04K - $6.75K
|
9.12K
$944K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-65- 0.16% |
$6.14K - $6.86K
|
40.9K
$4.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-69- 1.45% |
$6.52K - $7.28K
|
4.69K
$485K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-69- 0.2% |
$6.52K - $7.28K
|
35.1K
$3.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.74% |
$6.8K - $7.59K
|
9.6K
$993K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-73- 0.24% |
$6.89K - $7.7K
|
30.4K
$3.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-73- 0.11% |
$6.89K - $7.7K
|
66.2K
$6.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-75- 0.19% |
$7.08K - $7.91K
|
39.4K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-75- 0.8% |
$7.08K - $7.91K
|
9.31K
$963K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-76- 3.62% |
$7.18K - $8.02K
|
2.02K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-76- 0.96% |
$7.18K - $8.02K
|
7.84K
$811K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-77- 0.56% |
$7.27K - $8.12K
|
13.8K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-79- 4.83% |
$7.46K - $8.33K
|
1.56K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79- 25.82% |
$7.46K - $8.33K
|
227
$23.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-80- 0.97% |
$7.55K - $8.44K
|
8.19K
$847K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-80- 14.26% |
$7.55K - $8.44K
|
481
$49.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 2.0% |
$7.55K - $8.44K
|
3.92K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-80- 0.12% |
$7.55K - $8.44K
|
67.5K
$6.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-82- 0.45% |
$7.74K - $8.65K
|
18.2K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-84- 3.47% |
$7.93K - $8.86K
|
2.34K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-85- 3.97% |
$8.03K - $8.96K
|
2.06K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-90- 0.47% |
$8.5K - $9.49K
|
18.9K
$1.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-91- 1.78% |
$8.59K - $9.6K
|
5.03K
$520K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-91- 1.44% |
$8.59K - $9.6K
|
6.24K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.62% |
$8.69K - $9.7K
|
14.7K
$1.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-92- 0.83% |
$8.69K - $9.7K
|
11K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-93- 0.81% |
$8.78K - $9.81K
|
11.4K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-93- 4.08% |
$8.78K - $9.81K
|
2.19K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-97- 2.32% |
$9.16K - $10.2K
|
4.09K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100- 29.76% |
$9.44K - $10.5K
|
236
$24.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 0.56% |
$9.44K - $10.5K
|
17.9K
$1.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-100- 0.82% |
$9.44K - $10.5K
|
12.1K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 0.73% |
$9.44K - $10.5K
|
13.6K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-101- 3.15% |
$9.54K - $10.7K
|
3.11K
$321K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-102- 4.84% |
$9.63K - $10.8K
|
2.01K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-103- 1.58% |
$9.73K - $10.9K
|
6.41K
$662K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-104- 0.07% |
$9.82K - $11K
|
155K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-106- 1.64% |
$10K - $11.2K
|
6.34K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-106- 0.41% |
$10K - $11.2K
|
25.9K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-108- 3.28% |
$10.2K - $11.4K
|
3.19K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-108- 1.91% |
$10.2K - $11.4K
|
5.56K
$575K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-113- 1.41% |
$10.7K - $11.9K
|
7.9K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-117- 0.15% |
$11K - $12.3K
|
79.2K
$8.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 2.8% |
$11.2K - $12.6K
|
4.13K
$427K
|