Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-398- 3.38% |
$31.6K - $37.1K
|
11.4K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-399- 5.08% |
$31.6K - $37.2K
|
7.46K
$750K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-400- 2.49% |
$31.7K - $37.3K
|
15.7K
$1.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-400- 5.68% |
$31.7K - $37.3K
|
6.64K
$667K
|
|
|
Aug 05, 2024
Q2 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-402- 11.43% |
$31.9K - $37.5K
|
3.11K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-407- 0.11% |
$32.3K - $38K
|
361K
$36.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-411- 0.69% |
$32.6K - $38.4K
|
59K
$5.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-418- 0.29% |
$33.2K - $39K
|
143K
$14.4M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-418- 1.66% |
$33.2K - $39K
|
24.8K
$2.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-419- 12.65% |
$33.2K - $39.1K
|
2.89K
$291K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-423- 0.44% |
$33.5K - $39.5K
|
94.7K
$9.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-430- 4.7% |
$34.1K - $40.1K
|
8.71K
$876K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-434- 0.83% |
$34.4K - $40.5K
|
51.7K
$5.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-447- 1.99% |
$35.5K - $41.7K
|
22.1K
$2.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-448- 1.11% |
$35.5K - $41.8K
|
39.8K
$4M
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
SELL
|
- |
-448- 3.21% |
$35.5K - $41.8K
|
13.5K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-449- 6.43% |
$35.6K - $41.9K
|
6.53K
$657K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-459- 9.38% |
$36.4K - $42.8K
|
4.43K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-460- 3.43% |
$36.5K - $42.9K
|
12.9K
$1.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-461- 80.74% |
$36.6K - $43K
|
110
$11.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-468- 3.72% |
$37.1K - $43.7K
|
12.1K
$1.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-468- 2.0% |
$37.1K - $43.7K
|
22.9K
$2.31M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-475- 3.82% |
$37.7K - $44.3K
|
12K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-478- 1.05% |
$37.9K - $44.6K
|
44.9K
$4.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-482- 3.99% |
$38.2K - $45K
|
11.6K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-484- 0.93% |
$38.4K - $45.2K
|
51.6K
$5.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-485- 4.74% |
$38.5K - $45.3K
|
9.74K
$979K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-486- 6.52% |
$38.5K - $45.3K
|
6.97K
$701K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-498- 77.21% |
$39.5K - $46.5K
|
147
$14.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-501- 3.36% |
$39.7K - $46.7K
|
14.4K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-508- 3.52% |
$40.3K - $47.4K
|
13.9K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-516- 11.95% |
$40.9K - $48.1K
|
3.8K
$382K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-522- 11.74% |
$41.4K - $48.7K
|
3.93K
$395K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-539- 1.29% |
$42.7K - $50.3K
|
41.2K
$4.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-539- 0.8% |
$42.7K - $50.3K
|
66.6K
$6.69M
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-540- 11.77% |
$42.8K - $50.4K
|
4.05K
$407K
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-541- 6.63% |
$42.9K - $50.5K
|
7.62K
$766K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-545- 5.95% |
$43.2K - $50.9K
|
8.62K
$867K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-547- 43.38% |
$43.4K - $51K
|
714
$71.8K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-548- 18.56% |
$43.5K - $51.1K
|
2.4K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-549- 9.24% |
$43.5K - $51.2K
|
5.39K
$542K
|
|
|
Feb 13, 2025
Q2 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-550- 8.26% |
$43.6K - $51.3K
|
6.11K
$614K
|
|
|
Aug 07, 2024
Q2 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-551- 15.49% |
$43.7K - $51.4K
|
3.01K
$302K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-555- 5.24% |
$44K - $51.8K
|
10K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
SELL
|
- |
-558- 10.79% |
$44.3K - $52.1K
|
4.61K
$464K
|
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-561- 4.02% |
$44.5K - $52.3K
|
13.4K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-564- 2.02% |
$44.7K - $52.6K
|
27.3K
$2.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-565- 0.4% |
$44.8K - $52.7K
|
140K
$14.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-573- 1.07% |
$45.4K - $53.5K
|
53.2K
$5.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-574- 9.32% |
$45.5K - $53.6K
|
5.59K
$562K
|