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 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-69.6K- 14.49% |
$5.52M - $6.49M
|
411K
$41.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-80.2K- 9.83% |
$6.36M - $7.49M
|
736K
$75.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-99.2K- 91.7% |
$7.87M - $9.26M
|
8.98K
$916K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-119KClosed |
$9.43M - $11.1M
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-125K- 23.68% |
$9.94M - $11.7M
|
404K
$41.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-130K- 78.98% |
$10.3M - $12.1M
|
34.6K
$3.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-134K- 20.41% |
$10.7M - $12.5M
|
524K
$53.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-170K- 50.0% |
$13.5M - $15.9M
|
170K
$17.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-209K- 94.01% |
$16.6M - $19.5M
|
13.3K
$1.36M
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-209K- 94.01% |
$16.6M - $19.5M
|
13.3K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-214K- 97.87% |
$17M - $20M
|
4.66K
$475K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-235K- 4.64% |
$18.6M - $21.9M
|
4.82M
$492M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-268K- 2.77% |
$21.2M - $25M
|
9.38M
$957M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-300K- 26.38% |
$23.8M - $28M
|
838K
$85.5M
|
|
|
Oct 07, 2024
Q2 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-324K- 96.05% |
$25.7M - $30.2M
|
13.3K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.74M- 37.29% |
$376M - $442M
|
7.96M
$812M
|