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 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.15K- 12.38% |
$97.8K - $112K
|
8.16K
$821K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.16K- 21.78% |
$98.1K - $112K
|
4.15K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.16K- 4.34% |
$98.3K - $113K
|
25.5K
$2.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.17K- 19.13% |
$99K - $113K
|
4.94K
$497K
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 0.33% |
$99.8K - $114K
|
360K
$36.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.19K- 12.17% |
$101K - $116K
|
8.59K
$863K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.21K- 2.33% |
$102K - $117K
|
50.5K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.21K- 0.68% |
$103K - $118K
|
178K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.22K- 1.4% |
$104K - $119K
|
86.1K
$8.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.23K- 3.12% |
$104K - $119K
|
38.1K
$3.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-1.25K- 10.24% |
$106K - $121K
|
10.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.25K- 27.5% |
$106K - $121K
|
3.3K
$331K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.26K- 9.98% |
$107K - $122K
|
11.4K
$1.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.29K- 11.74% |
$110K - $126K
|
9.72K
$977K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.3K- 55.16% |
$111K - $127K
|
1.06K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.32K- 6.2% |
$112K - $128K
|
19.9K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 24.79% |
$112K - $128K
|
4K
$402K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 7.49% |
$113K - $130K
|
16.5K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.34K- 17.0% |
$113K - $130K
|
6.53K
$656K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.34K- 14.11% |
$114K - $130K
|
8.16K
$820K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.35K- 18.67% |
$115K - $132K
|
5.9K
$593K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.36K- 3.74% |
$115K - $132K
|
35K
$3.52M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.36K- 5.05% |
$116K - $132K
|
25.6K
$2.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.39K- 4.71% |
$118K - $135K
|
28.1K
$2.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.39K- 1.9% |
$118K - $135K
|
71.9K
$7.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.41K- 2.59% |
$119K - $137K
|
53K
$5.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.43K- 1.1% |
$121K - $139K
|
128K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.45K- 3.35% |
$123K - $140K
|
41.7K
$4.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.46K- 2.59% |
$123K - $141K
|
54.6K
$5.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.5K- 73.19% |
$127K - $145K
|
548
$55.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.5K- 33.44% |
$127K - $146K
|
2.99K
$300K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 26.34% |
$128K - $147K
|
4.22K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.52K- 25.47% |
$129K - $148K
|
4.46K
$448K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.53K- 7.92% |
$130K - $149K
|
17.8K
$1.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.54K- 11.52% |
$130K - $149K
|
11.8K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.55K- 3.17% |
$131K - $150K
|
47.2K
$4.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.57K- 6.74% |
$133K - $153K
|
21.8K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.57K- 3.19% |
$133K - $153K
|
47.8K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.58K- 2.93% |
$134K - $153K
|
52.2K
$5.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-1.59K- 11.14% |
$135K - $154K
|
12.7K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.6K- 5.52% |
$135K - $155K
|
27.3K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.6K- 4.36% |
$136K - $155K
|
35K
$3.52M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.64K- 10.72% |
$139K - $159K
|
13.6K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.65K- 12.55% |
$140K - $160K
|
11.5K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.65K- 7.19% |
$140K - $160K
|
21.3K
$2.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.65K- 1.21% |
$140K - $160K
|
134K
$13.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.65K- 1.53% |
$140K - $160K
|
107K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.65K- 8.72% |
$140K - $160K
|
17.3K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.68K- 20.54% |
$143K - $163K
|
6.51K
$654K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.69K- 2.05% |
$143K - $164K
|
80.9K
$8.14M
|