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 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-286- 0.62% |
$24.2K - $27.8K
|
45.5K
$4.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-291- 8.33% |
$24.7K - $28.3K
|
3.2K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-292- 4.56% |
$24.8K - $28.4K
|
6.12K
$615K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-297- 7.25% |
$25.2K - $28.8K
|
3.8K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-300- 2.19% |
$25.4K - $29.1K
|
13.4K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-300- 5.08% |
$25.4K - $29.1K
|
5.61K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-302- 2.09% |
$25.6K - $29.3K
|
14.1K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-304- 7.76% |
$25.8K - $29.5K
|
3.61K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-305- 3.23% |
$25.9K - $29.6K
|
9.14K
$919K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-305- 0.1% |
$25.9K - $29.6K
|
299K
$30M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-311- 1.15% |
$26.4K - $30.2K
|
26.7K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-312- 2.89% |
$26.4K - $30.3K
|
10.5K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-314- 1.27% |
$26.6K - $30.5K
|
24.5K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-319- 2.83% |
$27K - $31K
|
11K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-322- 0.86% |
$27.3K - $31.3K
|
37.2K
$3.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-330- 1.71% |
$28K - $32.1K
|
19K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-332- 7.83% |
$28.1K - $32.2K
|
3.91K
$393K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-335- 1.23% |
$28.4K - $32.5K
|
26.8K
$2.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-337- 0.84% |
$28.6K - $32.7K
|
39.7K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-339- 0.35% |
$28.7K - $32.9K
|
96.9K
$9.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-340- 1.94% |
$28.8K - $33K
|
17.2K
$1.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-341- 2.94% |
$28.9K - $33.1K
|
11.3K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-347- 0.59% |
$29.4K - $33.7K
|
58.4K
$5.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-350- 7.26% |
$29.7K - $34K
|
4.47K
$450K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-354- 1.24% |
$30K - $34.4K
|
28.1K
$2.83M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-360- 1.17% |
$30.5K - $35K
|
30.4K
$3.06M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
SELL
|
- |
-362- 0.76% |
$30.7K - $35.2K
|
47.1K
$4.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-362- 7.07% |
$30.7K - $35.2K
|
4.76K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-368- 1.14% |
$31.2K - $35.7K
|
32K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-373- 0.59% |
$31.6K - $36.2K
|
62.8K
$6.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-375- 1.04% |
$31.8K - $36.4K
|
35.6K
$3.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-375- 82.96% |
$31.8K - $36.4K
|
77
$7.74K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-386- 0.73% |
$32.7K - $37.5K
|
52.4K
$5.27M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-392- 0.73% |
$33.2K - $38.1K
|
53.3K
$5.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-394- 2.02% |
$33.4K - $38.3K
|
19.1K
$1.93M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-403- 0.73% |
$34.2K - $39.1K
|
54.9K
$5.52M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-404- 5.84% |
$34.2K - $39.2K
|
6.51K
$655K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-406- 3.14% |
$34.4K - $39.4K
|
12.5K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-408- 11.36% |
$34.6K - $39.6K
|
3.18K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-417- 7.38% |
$35.3K - $40.5K
|
5.24K
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-417- 10.74% |
$35.3K - $40.5K
|
3.47K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-421- 3.64% |
$35.7K - $40.9K
|
11.1K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-426- 55.91% |
$36.1K - $41.4K
|
336
$33.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-438- 3.88% |
$37.1K - $42.5K
|
10.9K
$1.09M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-439- 16.9% |
$37.2K - $42.6K
|
2.16K
$217K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-444- 14.67% |
$37.6K - $43.1K
|
2.58K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-447- 1.12% |
$37.9K - $43.4K
|
39.5K
$3.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-448- 33.89% |
$38K - $43.5K
|
874
$87.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-450- 8.21% |
$38.1K - $43.7K
|
5.03K
$506K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-450- 13.24% |
$38.1K - $43.7K
|
2.95K
$297K
|