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 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.92K- 0.73% |
$756K - $867K
|
1.22M
$123M
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-9.02K- 2.37% |
$764K - $876K
|
371K
$37.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.04K- 6.16% |
$767K - $878K
|
138K
$13.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.09K- 1.61% |
$771K - $883K
|
556K
$55.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-9.23K- 8.58% |
$782K - $897K
|
98.3K
$9.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-9.23K- 28.2% |
$783K - $897K
|
23.5K
$2.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-9.63K- 2.75% |
$817K - $936K
|
341K
$34.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.66K- 2.02% |
$819K - $939K
|
468K
$47M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-9.81K- 0.93% |
$831K - $952K
|
1.04M
$105M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-9.97KClosed |
$845K - $968K
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-10K- 3.49% |
$851K - $975K
|
278K
$27.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-10.1K- 1.23% |
$856K - $981K
|
811K
$81.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-10.1K- 8.26% |
$859K - $984K
|
113K
$11.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10.2K- 7.58% |
$866K - $992K
|
124K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.6K- 1.68% |
$900K - $1.03M
|
619K
$62.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.7K- 1.33% |
$910K - $1.04M
|
796K
$80M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-10.7K- 4.32% |
$911K - $1.04M
|
238K
$23.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-10.8K- 23.57% |
$912K - $1.05M
|
34.9K
$3.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-11K- 19.18% |
$936K - $1.07M
|
46.5K
$4.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-11.2K- 1.35% |
$947K - $1.08M
|
818K
$82.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 34.67% |
$953K - $1.09M
|
21.2K
$2.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.6K- 3.57% |
$981K - $1.12M
|
313K
$31.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 14.65% |
$992K - $1.14M
|
68.1K
$6.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-12.2K- 7.56% |
$1.04M - $1.19M
|
149K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-12.6K- 45.82% |
$1.07M - $1.23M
|
14.9K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-12.7K- 11.06% |
$1.07M - $1.23M
|
102K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-12.8K- 3.47% |
$1.09M - $1.25M
|
357K
$35.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13.3K- 53.33% |
$1.13M - $1.3M
|
11.7K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 4.56% |
$1.14M - $1.31M
|
283K
$28.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-14K- 0.55% |
$1.19M - $1.36M
|
2.52M
$253M
|
|
|
Nov 13, 2024
Q3 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-14K- 5.15% |
$1.19M - $1.36M
|
259K
$26M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-14.1K- 63.8% |
$1.19M - $1.36M
|
7.97K
$802K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-14.4K- 5.64% |
$1.22M - $1.4M
|
240K
$24.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.8K- 2.6% |
$1.26M - $1.44M
|
555K
$55.8M
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-15.5K- 48.07% |
$1.31M - $1.5M
|
16.7K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-15.5K- 4.52% |
$1.32M - $1.51M
|
328K
$33M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-15.5K- 66.67% |
$1.32M - $1.51M
|
7.77K
$781K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.8K- 2.03% |
$1.34M - $1.54M
|
762K
$76.6M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-16K- 27.02% |
$1.35M - $1.55M
|
43.1K
$4.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 6.73% |
$1.36M - $1.56M
|
223K
$22.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 1.09% |
$1.37M - $1.57M
|
1.46M
$147M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16.2K- 2.21% |
$1.38M - $1.58M
|
720K
$72.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.7K- 7.38% |
$1.41M - $1.62M
|
209K
$21M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-16.8K- 6.51% |
$1.42M - $1.63M
|
241K
$24.3M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16.8K- 60.4% |
$1.42M - $1.63M
|
11K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-16.8K- 8.7% |
$1.43M - $1.64M
|
177K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-17.4K- 11.35% |
$1.47M - $1.69M
|
136K
$13.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-17.4K- 6.54% |
$1.48M - $1.69M
|
249K
$25M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-17.5K- 4.73% |
$1.49M - $1.7M
|
353K
$35.5M
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-18K- 8.98% |
$1.52M - $1.75M
|
182K
$18.3M
|