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 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-176- 1.05% |
$14.9K - $17.1K
|
16.6K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-176- 2.65% |
$14.9K - $17.1K
|
6.48K
$651K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-176- 0.39% |
$14.9K - $17.1K
|
44.7K
$4.5M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-179- 2.79% |
$15.2K - $17.4K
|
6.23K
$627K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-181- 0.39% |
$15.3K - $17.6K
|
45.9K
$4.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-182- 0.35% |
$15.4K - $17.7K
|
52.4K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-186- 1.55% |
$15.8K - $18.1K
|
11.8K
$1.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-187- 3.07% |
$15.9K - $18.2K
|
5.9K
$593K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-188- 1.36% |
$15.9K - $18.3K
|
13.7K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-191- 1.95% |
$16.2K - $18.6K
|
9.62K
$967K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-192- 3.85% |
$16.3K - $18.6K
|
4.79K
$482K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-193- 2.21% |
$16.4K - $18.7K
|
8.55K
$859K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-198- 8.08% |
$16.8K - $19.2K
|
2.25K
$226K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-199- 53.93% |
$16.9K - $19.3K
|
170
$17.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-199- 1.8% |
$16.9K - $19.3K
|
10.9K
$1.09M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 12.14% |
$17K - $19.4K
|
1.45K
$146K
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-200- 2.48% |
$17K - $19.4K
|
7.87K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-200- 19.44% |
$17K - $19.4K
|
829
$83.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-200- 0.58% |
$17K - $19.4K
|
34.1K
$3.43M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-203- 0.41% |
$17.2K - $19.7K
|
49.8K
$5.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-208- 5.29% |
$17.6K - $20.2K
|
3.73K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-209- 3.6% |
$17.7K - $20.3K
|
5.6K
$563K
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-209- 6.62% |
$17.7K - $20.3K
|
2.95K
$296K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-210- 1.09% |
$17.8K - $20.4K
|
19K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-212- 1.51% |
$18K - $20.6K
|
13.9K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-215- 2.9% |
$18.2K - $20.9K
|
7.21K
$725K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-215- 22.26% |
$18.2K - $20.9K
|
751
$75.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-218- 1.05% |
$18.5K - $21.2K
|
20.6K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-219- 0.57% |
$18.6K - $21.3K
|
38K
$3.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-223- 0.84% |
$18.9K - $21.7K
|
26.2K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-225- 0.37% |
$19.1K - $21.9K
|
60.7K
$6.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-231- 0.38% |
$19.6K - $22.4K
|
59.8K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-231- 4.29% |
$19.6K - $22.4K
|
5.15K
$518K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-232- 0.56% |
$19.7K - $22.5K
|
41K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-234- 0.38% |
$19.8K - $22.7K
|
60.7K
$6.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-236- 9.68% |
$20K - $22.9K
|
2.2K
$222K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-237- 2.68% |
$20.1K - $23K
|
8.62K
$867K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-241- 0.17% |
$20.4K - $23.4K
|
142K
$14.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-242- 0.83% |
$20.5K - $23.5K
|
28.9K
$2.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-247- 0.69% |
$20.9K - $24K
|
35.7K
$3.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-249- 3.69% |
$21.1K - $24.2K
|
6.51K
$654K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-255- 2.5% |
$21.6K - $24.8K
|
9.94K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-259- 7.5% |
$22K - $25.2K
|
3.2K
$321K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-264- 9.87% |
$22.4K - $25.6K
|
2.41K
$242K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-264- 6.44% |
$22.4K - $25.6K
|
3.84K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-265- 2.6% |
$22.5K - $25.7K
|
9.94K
$999K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-266- 18.75% |
$22.5K - $25.8K
|
1.15K
$116K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-267- 0.5% |
$22.6K - $25.9K
|
53K
$5.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-280- 38.1% |
$23.7K - $27.2K
|
455
$45.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-282- 2.07% |
$23.9K - $27.4K
|
13.3K
$1.34M
|