Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8- 0.01% |
$755 - $844
|
71.8K
$7.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-8- 0.27% |
$755 - $844
|
2.98K
$299K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-9- 0.03% |
$850 - $949
|
28.1K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-9- 0.06% |
$850 - $949
|
15K
$1.5M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-10- 0.12% |
$944 - $1.05K
|
8.48K
$852K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-11- 0.02% |
$1.04K - $1.16K
|
71.9K
$7.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-13- 0.33% |
$1.23K - $1.37K
|
3.9K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-13- 0.08% |
$1.23K - $1.37K
|
16.3K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-14- 0.35% |
$1.32K - $1.48K
|
4K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-14- 0.32% |
$1.32K - $1.48K
|
4.36K
$438K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-15- 0.3% |
$1.42K - $1.58K
|
4.92K
$494K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-17- 0.03% |
$1.61K - $1.79K
|
59.7K
$6M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.12% |
$1.7K - $1.9K
|
14.9K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 11.76% |
$1.89K - $2.11K
|
150
$15.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-21- 0.06% |
$1.98K - $2.21K
|
38K
$3.83M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-21- 0.65% |
$1.98K - $2.21K
|
3.23K
$324K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-22- 0.49% |
$2.08K - $2.32K
|
4.44K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26- 0.27% |
$2.46K - $2.74K
|
9.59K
$964K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-26- 0.03% |
$2.46K - $2.74K
|
83.9K
$8.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-27- 0.02% |
$2.55K - $2.85K
|
112K
$11.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-27- 3.22% |
$2.55K - $2.85K
|
811
$81.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-28- 4.64% |
$2.64K - $2.95K
|
576
$57.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-30- 0.46% |
$2.83K - $3.16K
|
6.48K
$651K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-30- 1.05% |
$2.83K - $3.16K
|
2.84K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-31- 0.26% |
$2.93K - $3.27K
|
11.7K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
SELL
|
- |
-32- 0.71% |
$3.02K - $3.38K
|
4.49K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-34- 0.15% |
$3.21K - $3.59K
|
22.7K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-34- 0.27% |
$3.21K - $3.59K
|
12.5K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-35- 0.44% |
$3.31K - $3.69K
|
8.01K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-36- 1.14% |
$3.4K - $3.8K
|
3.13K
$315K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-38- 0.59% |
$3.59K - $4.01K
|
6.46K
$649K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-40- 0.11% |
$3.78K - $4.22K
|
34.9K
$3.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-40- 0.84% |
$3.78K - $4.22K
|
4.74K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-40- 1.6% |
$3.78K - $4.22K
|
2.46K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-40- 0.77% |
$3.78K - $4.22K
|
5.19K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-43- 0.45% |
$4.06K - $4.54K
|
9.62K
$967K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-44- 0.89% |
$4.15K - $4.64K
|
4.91K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-45- 0.16% |
$4.25K - $4.75K
|
28.6K
$2.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-46- 0.86% |
$4.34K - $4.85K
|
5.32K
$535K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-46- 10.41% |
$4.34K - $4.85K
|
396
$39.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-47- 3.78% |
$4.44K - $4.96K
|
1.2K
$120K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-47- 0.34% |
$4.44K - $4.96K
|
13.8K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-47- 0.14% |
$4.44K - $4.96K
|
34.3K
$3.45M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-48- 0.9% |
$4.53K - $5.06K
|
5.27K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-48- 0.13% |
$4.53K - $5.06K
|
37.9K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-48- 1.01% |
$4.53K - $5.06K
|
4.69K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.79% |
$4.72K - $5.27K
|
6.29K
$633K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-50- 0.58% |
$4.72K - $5.27K
|
8.54K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-50- 2.23% |
$4.72K - $5.27K
|
2.2K
$221K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-51- 1.56% |
$4.82K - $5.38K
|
3.22K
$324K
|