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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-88- 3.7% |
$7.46K - $8.55K
|
2.29K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-89- 16.76% |
$7.54K - $8.64K
|
442
$44.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-89- 3.61% |
$7.54K - $8.64K
|
2.38K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-91- 2.73% |
$7.71K - $8.84K
|
3.25K
$326K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-92- 1.99% |
$7.8K - $8.94K
|
4.52K
$455K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-94- 0.15% |
$7.97K - $9.13K
|
64.7K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-94- 0.06% |
$7.97K - $9.13K
|
148K
$14.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-95- 1.65% |
$8.05K - $9.23K
|
5.66K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-99- 2.82% |
$8.39K - $9.62K
|
3.42K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.19% |
$8.48K - $9.71K
|
51.5K
$5.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-100- 1.45% |
$8.48K - $9.71K
|
6.79K
$683K
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-100- 3.61% |
$8.48K - $9.71K
|
2.67K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-102- 1.64% |
$8.65K - $9.91K
|
6.13K
$617K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-103- 0.89% |
$8.73K - $10K
|
11.5K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-104- 1.58% |
$8.82K - $10.1K
|
6.48K
$652K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-105- 2.59% |
$8.9K - $10.2K
|
3.94K
$396K
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-105- 0.52% |
$8.9K - $10.2K
|
20K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-105- 1.18% |
$8.9K - $10.2K
|
8.76K
$880K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-108- 0.52% |
$9.16K - $10.5K
|
20.7K
$2.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-110- 3.64% |
$9.32K - $10.7K
|
2.91K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-110- 1.77% |
$9.32K - $10.7K
|
6.11K
$614K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-111- 3.54% |
$9.41K - $10.8K
|
3.02K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-119- 1.77% |
$10.1K - $11.6K
|
6.6K
$663K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-120- 6.92% |
$10.2K - $11.7K
|
1.62K
$162K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-124- 1.43% |
$10.5K - $12K
|
8.54K
$859K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-125- 0.95% |
$10.6K - $12.1K
|
13K
$1.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-128- 0.63% |
$10.9K - $12.4K
|
20K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-129- 94.16% |
$10.9K - $12.5K
|
8
$804
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-130- 5.57% |
$11K - $12.6K
|
2.2K
$222K
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-137- 2.94% |
$11.6K - $13.3K
|
4.52K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-139- 0.04% |
$11.8K - $13.5K
|
330K
$33.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-140- 20.32% |
$11.9K - $13.6K
|
549
$55.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-140- 1.36% |
$11.9K - $13.6K
|
10.2K
$1.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-145- 0.91% |
$12.3K - $14.1K
|
15.7K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-146- 6.24% |
$12.4K - $14.2K
|
2.19K
$221K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-147- 3.32% |
$12.5K - $14.3K
|
4.29K
$431K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-148- 3.42% |
$12.5K - $14.4K
|
4.18K
$420K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-150- 1.13% |
$12.7K - $14.6K
|
13.1K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-150- 8.27% |
$12.7K - $14.6K
|
1.66K
$167K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-153- 0.58% |
$13K - $14.9K
|
26.2K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-156- 2.73% |
$13.2K - $15.2K
|
5.55K
$558K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-156- 0.09% |
$13.2K - $15.2K
|
178K
$17.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-157- 0.73% |
$13.3K - $15.2K
|
21.5K
$2.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-164- 0.72% |
$13.9K - $15.9K
|
22.8K
$2.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-167- 0.09% |
$14.2K - $16.2K
|
193K
$19.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-167- 5.17% |
$14.2K - $16.2K
|
3.06K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-168- 1.05% |
$14.2K - $16.3K
|
15.9K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-168- 1.02% |
$14.2K - $16.3K
|
16.2K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-170- 3.28% |
$14.4K - $16.5K
|
5.01K
$504K
|
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-175- 7.45% |
$14.8K - $17K
|
2.18K
$219K
|