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 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18K- 7.1% |
$1.53M - $1.75M
|
236K
$24M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18.3K- 6.07% |
$1.55M - $1.78M
|
284K
$28.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-18.7K- 69.37% |
$1.58M - $1.81M
|
8.25K
$841K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19K- 27.54% |
$1.61M - $1.84M
|
49.9K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-19.3K- 33.75% |
$1.64M - $1.88M
|
37.9K
$3.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.4K- 1.16% |
$1.64M - $1.88M
|
1.65M
$168M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-19.4K- 80.99% |
$1.64M - $1.88M
|
4.56K
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-19.4K- 8.69% |
$1.65M - $1.89M
|
204K
$20.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-19.6K- 30.01% |
$1.66M - $1.9M
|
45.6K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-20K- 17.53% |
$1.69M - $1.94M
|
93.9K
$9.57M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-20.7K- 6.36% |
$1.76M - $2.01M
|
305K
$31.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-21.1K- 5.6% |
$1.79M - $2.05M
|
355K
$36.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-21.5K- 4.29% |
$1.82M - $2.09M
|
478K
$48.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-22.8K- 27.52% |
$1.93M - $2.21M
|
60.1K
$6.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-23.2K- 8.92% |
$1.97M - $2.25M
|
237K
$24.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-24.5K- 31.13% |
$2.08M - $2.38M
|
54.2K
$5.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-24.6K- 17.19% |
$2.08M - $2.39M
|
118K
$12.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-24.6K- 25.67% |
$2.09M - $2.39M
|
71.3K
$7.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-25.3K- 17.62% |
$2.14M - $2.45M
|
118K
$12.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-26.6K- 2.71% |
$2.25M - $2.58M
|
953K
$97.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-26.9K- 25.73% |
$2.28M - $2.61M
|
77.6K
$7.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.2K- 30.11% |
$2.31M - $2.64M
|
63.2K
$6.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-28.5K- 6.66% |
$2.41M - $2.77M
|
399K
$40.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-28.7K- 9.57% |
$2.44M - $2.79M
|
272K
$27.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.8K- 0.76% |
$2.44M - $2.8M
|
3.76M
$383M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-30K- 25.13% |
$2.55M - $2.92M
|
89.4K
$9.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-31.4K- 13.8% |
$2.66M - $3.05M
|
196K
$20M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-32K- 11.78% |
$2.71M - $3.11M
|
240K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-33.1K- 8.05% |
$2.8M - $3.21M
|
377K
$38.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-33.7K- 4.05% |
$2.85M - $3.27M
|
798K
$81.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-34.5K- 7.39% |
$2.93M - $3.35M
|
433K
$44.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-36.4K- 4.17% |
$3.09M - $3.54M
|
838K
$85.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.6K- 5.76% |
$3.1M - $3.55M
|
598K
$61M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.7K- 99.95% |
$3.11M - $3.56M
|
17
$1.73K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-37.2K- 67.95% |
$3.15M - $3.61M
|
17.6K
$1.79M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37.6K- 41.85% |
$3.19M - $3.65M
|
52.2K
$5.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-38.1K- 72.27% |
$3.23M - $3.7M
|
14.6K
$1.49M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-39.5K- 5.44% |
$3.34M - $3.83M
|
686K
$70M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41.9K- 18.33% |
$3.55M - $4.07M
|
187K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42.7K- 6.63% |
$3.62M - $4.15M
|
601K
$61.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-43.3K- 11.76% |
$3.67M - $4.21M
|
325K
$33.2M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-43.9K- 16.15% |
$3.72M - $4.27M
|
228K
$23.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-44.4K- 3.7% |
$3.76M - $4.31M
|
1.15M
$118M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-44.5K- 7.37% |
$3.77M - $4.32M
|
560K
$57.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-45.1K- 3.43% |
$3.82M - $4.38M
|
1.27M
$130M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-46.4K- 12.48% |
$3.93M - $4.51M
|
326K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-47K- 0.51% |
$3.98M - $4.56M
|
9.21M
$940M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-48K- 22.32% |
$4.07M - $4.66M
|
167K
$17M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50.2K- 20.94% |
$4.26M - $4.88M
|
190K
$19.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-52.5K- 9.82% |
$4.45M - $5.1M
|
482K
$49.1M
|