Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$84.8 - $97.1
|
882
$88.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
5.71K
$574K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$84.8 - $97.1
|
2.68K
$270K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.15% |
$84.8 - $97.1
|
680
$68.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$84.8 - $97.1
|
755
$75.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
6.33K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
3.62K
$364K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
4.75K
$478K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$84.8 - $97.1
|
166K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1- 0.03% |
$84.8 - $97.1
|
2.99K
$300K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3- 0.09% |
$254 - $291
|
3.27K
$329K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4- 0.02% |
$339 - $389
|
19.9K
$2M
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-5- 0.19% |
$424 - $486
|
2.64K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-6- 0.23% |
$509 - $583
|
2.65K
$266K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7- 0.02% |
$593 - $680
|
33.7K
$3.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-7- 0.22% |
$593 - $680
|
3.16K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9- 0.19% |
$763 - $874
|
4.8K
$482K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-10- 3.57% |
$848 - $971
|
270
$27.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10- 0.19% |
$848 - $971
|
5.3K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10- 0.04% |
$848 - $971
|
24.9K
$2.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-11- 0.04% |
$932 - $1.07K
|
29.4K
$2.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-11- 0.03% |
$932 - $1.07K
|
35.1K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-13- 0.2% |
$1.1K - $1.26K
|
6.58K
$662K
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-13- 0.51% |
$1.1K - $1.26K
|
2.53K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-14- 0.58% |
$1.19K - $1.36K
|
2.41K
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-14- 1.64% |
$1.19K - $1.36K
|
838
$84.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-16- 0.63% |
$1.36K - $1.55K
|
2.52K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16- 0.32% |
$1.36K - $1.55K
|
4.94K
$497K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-20- 0.06% |
$1.7K - $1.94K
|
35.9K
$3.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-22- 0.52% |
$1.86K - $2.14K
|
4.23K
$425K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-22- 0.18% |
$1.86K - $2.14K
|
12.5K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-22- 0.86% |
$1.86K - $2.14K
|
2.55K
$257K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-25- 0.19% |
$2.12K - $2.43K
|
13.4K
$1.35M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-26- 1.0% |
$2.2K - $2.53K
|
2.57K
$259K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-26- 0.29% |
$2.2K - $2.53K
|
9.08K
$913K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-26- 1.13% |
$2.2K - $2.53K
|
2.28K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-27- 0.7% |
$2.29K - $2.62K
|
3.81K
$383K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-27- 5.41% |
$2.29K - $2.62K
|
472
$47.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-27- 1.07% |
$2.29K - $2.62K
|
2.5K
$251K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-28- 0.04% |
$2.37K - $2.72K
|
66.3K
$6.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-28- 0.61% |
$2.37K - $2.72K
|
4.55K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-29- 0.99% |
$2.46K - $2.82K
|
2.9K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-30- 0.05% |
$2.54K - $2.91K
|
59.7K
$6.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-30- 0.68% |
$2.54K - $2.91K
|
4.37K
$439K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-31- 3.15% |
$2.63K - $3.01K
|
952
$95.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-32- 0.16% |
$2.71K - $3.11K
|
20.4K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-33- 0.35% |
$2.8K - $3.21K
|
9.36K
$941K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-35- 0.25% |
$2.97K - $3.4K
|
13.9K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-36- 1.12% |
$3.05K - $3.5K
|
3.17K
$319K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-37- 0.57% |
$3.14K - $3.59K
|
6.5K
$653K
|