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 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.7K- 17.13% |
$144K - $165K
|
8.21K
$826K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.75K- 7.43% |
$149K - $170K
|
21.8K
$2.19M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.75K- 23.62% |
$149K - $170K
|
5.67K
$570K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.76K- 2.77% |
$149K - $171K
|
61.5K
$6.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 1.86% |
$150K - $172K
|
93.3K
$9.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.77K- 45.12% |
$150K - $172K
|
2.16K
$217K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.78K- 11.34% |
$151K - $173K
|
13.9K
$1.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.78K- 33.38% |
$151K - $173K
|
3.56K
$358K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.8K- 3.66% |
$153K - $175K
|
47.4K
$4.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.81K- 38.87% |
$154K - $176K
|
2.85K
$286K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.87K- 5.67% |
$158K - $182K
|
31.1K
$3.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 3.03% |
$159K - $182K
|
60K
$6.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.88K- 1.09% |
$160K - $183K
|
171K
$17.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.93K- 4.28% |
$164K - $188K
|
43.2K
$4.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.93K- 14.21% |
$164K - $188K
|
11.7K
$1.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.93K- 2.26% |
$164K - $188K
|
83.8K
$8.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.67% |
$164K - $188K
|
114K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.96K- 7.57% |
$166K - $190K
|
23.9K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.97K- 1.25% |
$167K - $191K
|
156K
$15.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.07K- 2.91% |
$176K - $201K
|
69K
$6.94M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.07K- 5.96% |
$176K - $201K
|
32.7K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.09K- 3.35% |
$178K - $203K
|
60.4K
$6.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-2.1K- 35.4% |
$178K - $204K
|
3.83K
$385K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.1K- 6.17% |
$178K - $204K
|
31.9K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.11K- 27.67% |
$179K - $205K
|
5.51K
$554K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.12K- 4.11% |
$180K - $206K
|
49.5K
$4.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.13K- 2.15% |
$181K - $207K
|
97.2K
$9.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.14K- 9.72% |
$181K - $208K
|
19.9K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-2.15K- 93.28% |
$182K - $209K
|
155
$15.6K
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-2.15K- 3.67% |
$183K - $209K
|
56.6K
$5.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.16K- 4.34% |
$183K - $210K
|
47.6K
$4.79M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.17K- 3.96% |
$184K - $210K
|
52.5K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.17K- 1.28% |
$184K - $210K
|
168K
$16.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 4.97% |
$185K - $212K
|
41.7K
$4.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.27K- 11.17% |
$192K - $220K
|
18K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 5.64% |
$195K - $224K
|
38.5K
$3.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.34K- 1.89% |
$198K - $227K
|
121K
$12.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.36K- 11.09% |
$200K - $229K
|
18.9K
$1.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.39K- 3.7% |
$202K - $232K
|
62.2K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.43K- 0.94% |
$206K - $236K
|
254K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.43K- 2.33% |
$206K - $236K
|
102K
$10.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.44K- 0.99% |
$206K - $237K
|
243K
$24.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.47K- 4.11% |
$209K - $240K
|
57.6K
$5.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.48K- 21.32% |
$210K - $240K
|
9.13K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.5K- 4.95% |
$212K - $243K
|
48.1K
$4.83M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.51K- 1.46% |
$212K - $243K
|
169K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.52K- 9.99% |
$214K - $245K
|
22.7K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.52K- 41.03% |
$214K - $245K
|
3.63K
$364K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.58K- 44.39% |
$219K - $251K
|
3.23K
$325K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.61K- 2.52% |
$221K - $254K
|
101K
$10.1M
|