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 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-12.8K- 28.79% |
$931K - $1.09M
|
31.6K
$3.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 4.05% |
$939K - $1.1M
|
306K
$31.2M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-13K- 64.78% |
$945K - $1.1M
|
7.05K
$719K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-13K- 32.01% |
$947K - $1.11M
|
27.6K
$2.81M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13.1K- 1.57% |
$952K - $1.11M
|
817K
$83.3M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-13.1K- 6.77% |
$954K - $1.11M
|
180K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-13.1K- 13.04% |
$955K - $1.12M
|
87.4K
$8.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
SELL
|
- |
-13.4K- 3.28% |
$980K - $1.14M
|
396K
$40.4M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-14.2K- 2.82% |
$1.03M - $1.21M
|
489K
$49.9M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.3K- 5.69% |
$1.04M - $1.22M
|
237K
$24.2M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-14.4K- 12.49% |
$1.05M - $1.23M
|
101K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-14.9K- 9.61% |
$1.09M - $1.27M
|
140K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-16.3K- 2.06% |
$1.19M - $1.39M
|
773K
$78.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.6K- 0.44% |
$1.21M - $1.41M
|
3.74M
$382M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16.7K- 25.81% |
$1.22M - $1.42M
|
48K
$4.89M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-16.9K- 4.63% |
$1.23M - $1.44M
|
348K
$35.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-17.4K- 3.96% |
$1.27M - $1.48M
|
421K
$43M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 0.19% |
$1.28M - $1.5M
|
9.31M
$949M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.6K- 2.08% |
$1.29M - $1.5M
|
830K
$84.6M
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-17.8K- 50.8% |
$1.3M - $1.52M
|
17.3K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-18.1K- 46.79% |
$1.32M - $1.54M
|
20.6K
$2.1M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-18.3K- 11.94% |
$1.34M - $1.56M
|
135K
$13.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-20K- 3.36% |
$1.46M - $1.71M
|
577K
$58.9M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-20.6K- 31.29% |
$1.5M - $1.75M
|
45.1K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-20.9K- 3.17% |
$1.52M - $1.78M
|
637K
$65M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-22.4K- 16.96% |
$1.63M - $1.91M
|
110K
$11.2M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-22.5K- 8.79% |
$1.64M - $1.92M
|
233K
$23.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-23.1K- 6.31% |
$1.68M - $1.97M
|
343K
$35M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-23.1K- 4.33% |
$1.69M - $1.97M
|
511K
$52.1M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-25K- 42.38% |
$1.82M - $2.13M
|
34K
$3.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-25.6K- 3.74% |
$1.86M - $2.18M
|
658K
$67.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26.4K- 41.03% |
$1.93M - $2.25M
|
38K
$3.87M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-27.3K- 14.79% |
$1.99M - $2.32M
|
157K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-27.8K- 46.72% |
$2.03M - $2.37M
|
31.7K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-28.2K- 41.22% |
$2.06M - $2.4M
|
40.3K
$4.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-28.3K- 14.85% |
$2.07M - $2.41M
|
162K
$16.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-30.4K- 6.0% |
$2.21M - $2.59M
|
476K
$48.5M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-30.4K- 6.39% |
$2.21M - $2.59M
|
445K
$45.4M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-31.2K- 8.23% |
$2.27M - $2.66M
|
348K
$35.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-31.3K- 89.21% |
$2.28M - $2.67M
|
3.79K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-32.4K- 8.4% |
$2.36M - $2.76M
|
353K
$36M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-34.1K- 9.47% |
$2.49M - $2.9M
|
326K
$33.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-35.5K- 82.03% |
$2.59M - $3.02M
|
7.78K
$793K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-36.6K- 52.14% |
$2.67M - $3.12M
|
33.6K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-36.6K- 26.12% |
$2.67M - $3.12M
|
104K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-37.2K- 29.66% |
$2.71M - $3.17M
|
88.2K
$9M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-37.8K- 24.8% |
$2.75M - $3.22M
|
115K
$11.7M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-39.4K- 43.88% |
$2.87M - $3.36M
|
50.4K
$5.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-39.5K- 9.43% |
$2.88M - $3.36M
|
380K
$38.7M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-40.3K- 5.95% |
$2.94M - $3.43M
|
637K
$65M
|