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 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-726- 4.12% |
$61.5K - $70.5K
|
16.9K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-734- 2.56% |
$62.2K - $71.3K
|
27.9K
$2.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-738- 2.64% |
$62.6K - $71.7K
|
27.3K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-741- 2.45% |
$62.8K - $72K
|
29.5K
$2.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-747- 0.39% |
$63.3K - $72.6K
|
192K
$19.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-747- 35.39% |
$63.3K - $72.6K
|
1.36K
$137K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-749- 2.35% |
$63.5K - $72.8K
|
31.2K
$3.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-754- 0.56% |
$63.9K - $73.2K
|
134K
$13.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-777- 2.18% |
$65.9K - $75.5K
|
34.8K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-778- 8.14% |
$66K - $75.6K
|
8.78K
$883K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-803- 1.08% |
$68.1K - $78K
|
73.4K
$7.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-815- 9.61% |
$69.1K - $79.2K
|
7.67K
$771K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-826- 10.19% |
$70K - $80.2K
|
7.28K
$732K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-845- 1.58% |
$71.6K - $82.1K
|
52.5K
$5.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-846- 2.67% |
$71.7K - $82.2K
|
30.8K
$3.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-851- 0.88% |
$72.1K - $82.7K
|
96K
$9.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-864- 9.25% |
$73.2K - $83.9K
|
8.47K
$852K
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-868- 14.22% |
$73.6K - $84.3K
|
5.23K
$526K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-870- 8.96% |
$73.7K - $84.5K
|
8.84K
$888K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-885- 43.11% |
$75K - $86K
|
1.17K
$117K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-891- 12.14% |
$75.5K - $86.5K
|
6.45K
$648K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-893- 2.23% |
$75.7K - $86.7K
|
39.2K
$3.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-898- 4.23% |
$76.1K - $87.2K
|
20.3K
$2.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-929- 7.8% |
$78.8K - $90.2K
|
11K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-929- 1.36% |
$78.8K - $90.2K
|
67.6K
$6.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-934- 4.13% |
$79.2K - $90.7K
|
21.7K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-942- 1.88% |
$79.9K - $91.5K
|
49.3K
$4.95M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-945- 0.63% |
$80.1K - $91.8K
|
149K
$15M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-988- 2.97% |
$83.8K - $96K
|
32.3K
$3.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1K- 6.39% |
$84.9K - $97.3K
|
14.7K
$1.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.01K- 46.62% |
$85.3K - $97.7K
|
1.15K
$116K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.01K- 2.36% |
$85.6K - $98.1K
|
41.8K
$4.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 15.47% |
$87.8K - $101K
|
5.66K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.04K- 23.09% |
$88.2K - $101K
|
3.47K
$348K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.06K- 3.53% |
$89.4K - $102K
|
28.8K
$2.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.06K- 2.94% |
$90.2K - $103K
|
35.1K
$3.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.07K- 5.78% |
$90.6K - $104K
|
17.4K
$1.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.4% |
$90.9K - $104K
|
75.3K
$7.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.08K- 1.47% |
$91.6K - $105K
|
72.5K
$7.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 5.22% |
$91.6K - $105K
|
19.6K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.08K- 1.0% |
$91.6K - $105K
|
107K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.08K- 20.17% |
$91.9K - $105K
|
4.29K
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.09K- 1.13% |
$92.6K - $106K
|
95.5K
$9.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.09K- 9.03% |
$92.7K - $106K
|
11K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.11K- 1.09% |
$94K - $108K
|
101K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.12K- 0.78% |
$94.5K - $108K
|
142K
$14.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.13K- 1.51% |
$96.1K - $110K
|
73.8K
$7.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
SELL
|
- |
-1.14K- 82.0% |
$96.6K - $111K
|
250
$25.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.15K- 1.98% |
$97.1K - $111K
|
56.6K
$5.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.15K- 29.59% |
$97.4K - $112K
|
2.73K
$275K
|