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 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-576- 17.22% |
$45.7K - $53.7K
|
2.77K
$278K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-576- 15.37% |
$45.7K - $53.7K
|
3.17K
$319K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-580- 5.55% |
$46K - $54.1K
|
9.86K
$992K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-580- 2.25% |
$46K - $54.1K
|
25.2K
$2.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-614- 1.04% |
$48.7K - $57.3K
|
58.5K
$5.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-620- 6.38% |
$49.2K - $57.9K
|
9.1K
$915K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-636- 5.43% |
$50.4K - $59.3K
|
11.1K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-641- 0.78% |
$50.8K - $59.8K
|
82K
$8.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-650- 20.97% |
$51.6K - $60.7K
|
2.45K
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-659- 2.4% |
$52.3K - $61.5K
|
26.8K
$2.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-673- 3.66% |
$53.4K - $62.8K
|
17.7K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-677- 18.91% |
$53.7K - $63.2K
|
2.9K
$292K
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-702- 4.9% |
$55.7K - $65.5K
|
13.6K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-704- 0.28% |
$55.8K - $65.7K
|
250K
$25.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-708- 1.34% |
$56.2K - $66.1K
|
52.3K
$5.26M
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-716- 1.72% |
$56.8K - $66.8K
|
40.8K
$4.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-743- 0.8% |
$58.9K - $69.3K
|
92.4K
$9.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-745- 8.71% |
$59.1K - $69.5K
|
7.81K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-750- 6.81% |
$59.5K - $70K
|
10.3K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-777- 21.85% |
$61.6K - $72.5K
|
2.78K
$279K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-838- 3.4% |
$66.5K - $78.2K
|
23.8K
$2.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-840- 8.57% |
$66.6K - $78.4K
|
8.96K
$901K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-843- 24.49% |
$66.9K - $78.7K
|
2.6K
$261K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-846- 16.02% |
$67.1K - $78.9K
|
4.43K
$446K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-848- 2.52% |
$67.3K - $79.1K
|
32.7K
$3.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-850- 8.44% |
$67.4K - $79.3K
|
9.22K
$927K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-856- 11.05% |
$67.9K - $79.9K
|
6.89K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-863- 0.98% |
$68.4K - $80.5K
|
87.4K
$8.78M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-882- 7.59% |
$70K - $82.3K
|
10.7K
$1.08M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-902- 11.26% |
$71.5K - $84.2K
|
7.11K
$715K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-910- 10.35% |
$72.2K - $84.9K
|
7.88K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-926- 5.84% |
$73.4K - $86.4K
|
14.9K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-930- 3.88% |
$73.8K - $86.8K
|
23.1K
$2.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-934- 8.1% |
$74.1K - $87.2K
|
10.6K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-935- 2.28% |
$74.2K - $87.2K
|
40K
$4.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-948- 4.53% |
$75.2K - $88.5K
|
20K
$2.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-952- 16.82% |
$75.5K - $88.8K
|
4.71K
$473K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-957- 0.61% |
$75.9K - $89.3K
|
155K
$15.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-959- 9.64% |
$76.1K - $89.5K
|
8.99K
$904K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-968- 0.99% |
$76.8K - $90.3K
|
96.8K
$9.73M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-993- 29.39% |
$78.8K - $92.7K
|
2.39K
$240K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1K- 18.23% |
$79.3K - $93.3K
|
4.49K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.01K- 4.74% |
$80.1K - $94.2K
|
20.3K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.02K- 1.65% |
$81K - $95.3K
|
60.9K
$6.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-1.04K- 25.76% |
$82.3K - $96.9K
|
2.99K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 11.07% |
$83.8K - $98.5K
|
8.49K
$853K
|
|
|
Jul 16, 2024
Q2 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.06K- 15.79% |
$84.1K - $98.9K
|
5.65K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.08K- 2.38% |
$85.3K - $100K
|
44.1K
$4.43M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.08K- 6.92% |
$85.9K - $101K
|
14.6K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.08K- 88.78% |
$86K - $101K
|
137
$13.8K
|