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 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.61K- 7.36% |
$762K - $897K
|
121K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-9.74K- 2.57% |
$773K - $909K
|
370K
$37.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-9.78K- 20.02% |
$775K - $912K
|
39.1K
$3.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-10K- 0.95% |
$795K - $935K
|
1.05M
$106M
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-10.4K- 25.09% |
$823K - $968K
|
31K
$3.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-10.8K- 6.04% |
$859K - $1.01M
|
169K
$17M
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-11.1K- 2.17% |
$877K - $1.03M
|
500K
$50.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-11.5K- 5.39% |
$910K - $1.07M
|
202K
$20.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-11.6K- 2.96% |
$921K - $1.08M
|
380K
$38.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 2.03% |
$930K - $1.09M
|
565K
$56.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-11.9K- 43.52% |
$941K - $1.11M
|
15.4K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-12.5K- 28.79% |
$993K - $1.17M
|
31K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.2K- 5.56% |
$1.05M - $1.23M
|
224K
$22.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-13.4K- 1.6% |
$1.06M - $1.25M
|
821K
$82.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.3K- 79.23% |
$1.13M - $1.33M
|
3.75K
$377K
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-14.6K- 21.72% |
$1.16M - $1.36M
|
52.7K
$5.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-14.6K- 31.89% |
$1.16M - $1.37M
|
31.3K
$3.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-14.9K- 1.35% |
$1.18M - $1.39M
|
1.09M
$109M
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-16.5K- 12.65% |
$1.31M - $1.54M
|
114K
$11.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-18.4K- 0.71% |
$1.46M - $1.71M
|
2.55M
$257M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18.5K- 1.48% |
$1.46M - $1.72M
|
1.23M
$124M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-20.5K- 14.6% |
$1.62M - $1.91M
|
120K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-20.5K- 6.64% |
$1.63M - $1.91M
|
288K
$29M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-21.2K- 36.59% |
$1.68M - $1.98M
|
36.7K
$3.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-21.8K- 1.64% |
$1.73M - $2.04M
|
1.31M
$131M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-23.1K- 43.38% |
$1.84M - $2.16M
|
30.2K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23.2K- 6.56% |
$1.84M - $2.16M
|
330K
$33.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-24.3K- 7.46% |
$1.93M - $2.27M
|
302K
$30.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-24.3K- 3.7% |
$1.93M - $2.27M
|
634K
$63.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-24.7K- 5.76% |
$1.96M - $2.3M
|
404K
$40.6M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-25.8K- 4.87% |
$2.05M - $2.41M
|
504K
$50.7M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-26.2K- 8.32% |
$2.08M - $2.44M
|
289K
$29M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-27.4K- 4.3% |
$2.18M - $2.56M
|
610K
$61.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-28.2K- 16.42% |
$2.23M - $2.63M
|
143K
$14.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-28.2K- 3.12% |
$2.24M - $2.63M
|
875K
$87.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-28.5K- 12.65% |
$2.26M - $2.66M
|
197K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29K- 6.17% |
$2.3M - $2.7M
|
440K
$44.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-30.2K- 31.8% |
$2.4M - $2.82M
|
64.8K
$6.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-30.6K- 11.42% |
$2.43M - $2.85M
|
237K
$23.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.1K- 5.19% |
$2.62M - $3.09M
|
604K
$60.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-34K- 8.59% |
$2.7M - $3.17M
|
362K
$36.4M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-36.8K- 2.43% |
$2.92M - $3.43M
|
1.48M
$148M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-41.2K- 10.07% |
$3.27M - $3.85M
|
368K
$37M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-44.1K- 74.68% |
$3.5M - $4.12M
|
15K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-45.2K- 10.72% |
$3.58M - $4.21M
|
376K
$37.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-46.4K- 14.27% |
$3.68M - $4.33M
|
279K
$28M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-48K- 0.52% |
$3.81M - $4.48M
|
9.26M
$931M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-54.3K- 1.8% |
$4.31M - $5.07M
|
2.97M
$298M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-57.6K- 2.22% |
$4.57M - $5.37M
|
2.53M
$255M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-69.2K- 7.71% |
$5.49M - $6.46M
|
829K
$83.3M
|