Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-585- 9.22% |
$42.6K - $49.8K
|
5.76K
$579K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-588- 0.91% |
$42.8K - $50.1K
|
64.1K
$6.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-590- 3.77% |
$43K - $50.2K
|
15.1K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-594- 1.95% |
$43.3K - $50.6K
|
29.9K
$3M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-596- 3.56% |
$43.4K - $50.7K
|
16.1K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-600- 4.65% |
$43.7K - $51.1K
|
12.3K
$1.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-600- 9.41% |
$43.7K - $51.1K
|
5.77K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-606- 3.28% |
$44.2K - $51.6K
|
17.9K
$1.8M
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-612- 0.55% |
$44.6K - $52.1K
|
111K
$11.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-615- 20.56% |
$44.8K - $52.4K
|
2.38K
$239K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-615- 4.16% |
$44.8K - $52.4K
|
14.2K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-622- 9.58% |
$45.3K - $53K
|
5.87K
$590K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-623- 1.91% |
$45.4K - $53K
|
32K
$3.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-623- 7.76% |
$45.4K - $53K
|
7.4K
$744K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-640- 0.53% |
$46.6K - $54.5K
|
121K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-656- 10.32% |
$47.8K - $55.9K
|
5.7K
$573K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-688- 1.14% |
$50.1K - $58.6K
|
59.4K
$5.97M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-699- 5.05% |
$50.9K - $59.5K
|
13.1K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-704- 34.75% |
$51.3K - $59.9K
|
1.32K
$133K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-717- 8.15% |
$52.2K - $61K
|
8.08K
$813K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-718- 2.28% |
$52.3K - $61.1K
|
30.8K
$3.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-730- 3.55% |
$53.2K - $62.2K
|
19.9K
$2M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-730- 8.31% |
$53.2K - $62.2K
|
8.06K
$810K
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-748- 8.61% |
$54.5K - $63.7K
|
7.94K
$798K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-751- 15.24% |
$54.7K - $63.9K
|
4.18K
$420K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-771- 6.4% |
$56.2K - $65.6K
|
11.3K
$1.13M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-785- 6.33% |
$57.2K - $66.8K
|
11.6K
$1.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-790- 7.93% |
$57.6K - $67.3K
|
9.17K
$922K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-790- 12.59% |
$57.6K - $67.3K
|
5.49K
$552K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-820- 1.14% |
$59.8K - $69.8K
|
71K
$7.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-865- 7.28% |
$63K - $73.6K
|
11K
$1.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-874- 2.32% |
$63.7K - $74.4K
|
36.7K
$3.69M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-877- 1.33% |
$63.9K - $74.7K
|
65.3K
$6.57M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-881- 1.16% |
$64.2K - $75K
|
75.1K
$7.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-887- 6.54% |
$64.6K - $75.5K
|
12.7K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-894- 4.88% |
$65.1K - $76.1K
|
17.4K
$1.75M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-913- 26.58% |
$66.5K - $77.7K
|
2.52K
$254K
|
|
|
Feb 13, 2025
Q1 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-950- 12.48% |
$69.2K - $80.9K
|
6.66K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-971- 3.63% |
$70.8K - $82.7K
|
25.8K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1K- 3.91% |
$72.9K - $85.1K
|
24.6K
$2.47M
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.01K- 1.05% |
$73.6K - $86K
|
95.4K
$9.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.03K- 1.45% |
$74.7K - $87.3K
|
69.5K
$6.99M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-1.03K- 17.17% |
$75K - $87.6K
|
4.96K
$499K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.03K- 12.43% |
$75.1K - $87.7K
|
7.25K
$729K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.04K- 17.04% |
$76K - $88.8K
|
5.08K
$511K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.05K- 11.61% |
$76.7K - $89.6K
|
8.01K
$805K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.05K- 15.4% |
$76.7K - $89.6K
|
5.78K
$581K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.07K- 7.68% |
$77.8K - $90.8K
|
12.8K
$1.29M
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1.09K- 0.69% |
$79.2K - $92.5K
|
157K
$15.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.09K- 1.6% |
$79.3K - $92.6K
|
67.1K
$6.75M
|