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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.13K- 25.95% |
$89.5K - $105K
|
3.22K
$324K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.14K- 14.61% |
$90.3K - $106K
|
6.65K
$669K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.16K- 2.19% |
$91.8K - $108K
|
51.6K
$5.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.17K- 1.76% |
$92.5K - $109K
|
64.9K
$6.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 20.3% |
$92.6K - $109K
|
4.59K
$461K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.22K- 9.27% |
$96.5K - $114K
|
11.9K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-1.22K- 7.88% |
$96.6K - $114K
|
14.2K
$1.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.25K- 11.53% |
$98.7K - $116K
|
9.55K
$961K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-1.25K- 12.85% |
$99.1K - $117K
|
8.48K
$853K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.25K- 2.78% |
$99.4K - $117K
|
43.8K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.27K- 1.46% |
$101K - $119K
|
85.8K
$8.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.28K- 2.09% |
$102K - $119K
|
60K
$6.04M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.29K- 10.79% |
$102K - $120K
|
10.7K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.31K- 3.82% |
$104K - $122K
|
32.9K
$3.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.32K- 2.76% |
$105K - $123K
|
46.6K
$4.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.35K- 19.59% |
$107K - $126K
|
5.54K
$557K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.37K- 14.8% |
$109K - $128K
|
7.91K
$795K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.38K- 32.9% |
$109K - $128K
|
2.8K
$282K
|
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.41K- 14.59% |
$112K - $132K
|
8.27K
$832K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.42K- 13.09% |
$113K - $133K
|
9.44K
$949K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.44K- 14.05% |
$114K - $134K
|
8.81K
$886K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.45K- 30.93% |
$115K - $135K
|
3.23K
$325K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.45K- 0.8% |
$115K - $135K
|
179K
$18M
|
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.47K- 4.66% |
$117K - $137K
|
30.1K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.51K- 3.76% |
$119K - $141K
|
38.5K
$3.87M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.55K- 1.54% |
$123K - $145K
|
99.3K
$9.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.57K- 32.67% |
$124K - $146K
|
3.23K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.57K- 17.59% |
$125K - $147K
|
7.37K
$741K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.6K- 1.64% |
$127K - $149K
|
96K
$9.65M
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-1.63K- 3.31% |
$129K - $152K
|
47.5K
$4.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.63K- 2.54% |
$129K - $152K
|
62.5K
$6.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.65K- 2.2% |
$131K - $154K
|
73.6K
$7.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.68K- 19.89% |
$133K - $157K
|
6.76K
$679K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.73K- 7.78% |
$137K - $161K
|
20.5K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 40.42% |
$137K - $162K
|
2.55K
$257K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.73K- 0.7% |
$138K - $162K
|
247K
$24.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.74K- 13.35% |
$138K - $162K
|
11.3K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.74K- 18.98% |
$138K - $163K
|
7.43K
$747K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.79K- 6.9% |
$142K - $167K
|
24.1K
$2.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.8K- 3.45% |
$142K - $168K
|
50.2K
$5.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.81K- 3.9% |
$143K - $169K
|
44.5K
$4.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.88K- 2.28% |
$149K - $176K
|
80.8K
$8.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.89K- 24.2% |
$150K - $177K
|
5.93K
$596K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.89K- 3.2% |
$150K - $177K
|
57.4K
$5.77M
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1.92K- 0.77% |
$152K - $179K
|
248K
$25M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 28.24% |
$155K - $182K
|
4.96K
$498K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.98K- 1.43% |
$157K - $184K
|
136K
$13.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.99K- 7.02% |
$158K - $185K
|
26.3K
$2.64M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-2.11K- 7.45% |
$167K - $197K
|
26.2K
$2.63M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-2.13K- 0.83% |
$169K - $199K
|
255K
$25.6M
|