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 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-221- 1.0% |
$20.9K - $23.3K
|
21.8K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-229- 0.36% |
$21.6K - $24.2K
|
62.6K
$6.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-230- 2.65% |
$21.7K - $24.3K
|
8.44K
$873K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-231- 2.03% |
$21.8K - $24.4K
|
11.1K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-235- 1.97% |
$22.2K - $24.8K
|
11.7K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-237- 0.18% |
$22.4K - $25K
|
134K
$13.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-237- 3.36% |
$22.4K - $25K
|
6.82K
$705K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-240- 43.8% |
$22.7K - $25.3K
|
308
$31.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-240- 9.96% |
$22.7K - $25.3K
|
2.17K
$224K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-242- 3.09% |
$22.9K - $25.5K
|
7.6K
$786K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-249- 8.7% |
$23.5K - $26.3K
|
2.61K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-250- 51.65% |
$23.6K - $26.4K
|
234
$24.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-251- 2.15% |
$23.7K - $26.5K
|
11.4K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-253- 1.18% |
$23.9K - $26.7K
|
21.2K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-256- 0.46% |
$24.2K - $27K
|
54.8K
$5.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-257- 0.17% |
$24.3K - $27.1K
|
153K
$15.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-266- 3.11% |
$25.1K - $28.1K
|
8.28K
$856K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-278- 3.17% |
$26.3K - $29.3K
|
8.48K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-279- 9.53% |
$26.3K - $29.4K
|
2.65K
$274K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-280- 1.05% |
$26.4K - $29.5K
|
26.5K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-280- 9.44% |
$26.4K - $29.5K
|
2.69K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-280- 2.11% |
$26.4K - $29.5K
|
13K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-290- 0.24% |
$27.4K - $30.6K
|
123K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-290- 0.68% |
$27.4K - $30.6K
|
42.5K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-300- 0.88% |
$28.3K - $31.6K
|
33.8K
$3.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-301- 63.77% |
$28.4K - $31.7K
|
171
$17.7K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-302- 1.4% |
$28.5K - $31.9K
|
21.3K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-304- 23.38% |
$28.7K - $32.1K
|
996
$103K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-305- 6.27% |
$28.8K - $32.2K
|
4.56K
$472K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-311- 13.54% |
$29.4K - $32.8K
|
1.99K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-311- 58.35% |
$29.4K - $32.8K
|
222
$23K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-314- 49.45% |
$29.7K - $33.1K
|
321
$33.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-322- 12.18% |
$30.4K - $34K
|
2.32K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-328- 4.59% |
$31K - $34.6K
|
6.82K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-330- 1.09% |
$31.2K - $34.8K
|
29.9K
$3.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-331- 7.72% |
$31.3K - $34.9K
|
3.96K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-341- 4.17% |
$32.2K - $36K
|
7.84K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-343- 10.74% |
$32.4K - $36.2K
|
2.85K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-347- 2.22% |
$32.8K - $36.6K
|
15.3K
$1.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-349- 0.02% |
$33K - $36.8K
|
1.89M
$196M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-350- 13.09% |
$33.1K - $36.9K
|
2.32K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-354- 14.01% |
$33.4K - $37.3K
|
2.17K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-358- 3.23% |
$33.8K - $37.8K
|
10.7K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-361- 2.05% |
$34.1K - $38.1K
|
17.3K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-363- 3.31% |
$34.3K - $38.3K
|
10.6K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-365- 14.8% |
$34.5K - $38.5K
|
2.1K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-366- 6.58% |
$34.6K - $38.6K
|
5.2K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-366- 2.38% |
$34.6K - $38.6K
|
15K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-367- 12.29% |
$34.7K - $38.7K
|
2.62K
$271K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-379- 9.9% |
$35.8K - $40K
|
3.45K
$357K
|