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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-51- 2.08% |
$4.82K - $5.38K
|
2.4K
$241K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-52- 2.04% |
$4.91K - $5.48K
|
2.5K
$251K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-53- 0.67% |
$5K - $5.59K
|
7.81K
$786K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-53- 1.38% |
$5K - $5.59K
|
3.79K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-54- 1.26% |
$5.1K - $5.7K
|
4.22K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-55- 2.32% |
$5.19K - $5.8K
|
2.32K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-55- 0.11% |
$5.19K - $5.8K
|
48K
$4.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-55- 1.38% |
$5.19K - $5.8K
|
3.92K
$395K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-56- 0.15% |
$5.29K - $5.91K
|
36.3K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-57- 8.88% |
$5.38K - $6.01K
|
585
$58.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-58- 0.19% |
$5.48K - $6.12K
|
31.1K
$3.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-58- 0.33% |
$5.48K - $6.12K
|
17.3K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-58- 0.86% |
$5.48K - $6.12K
|
6.68K
$671K
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-60- 0.92% |
$5.67K - $6.33K
|
6.45K
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-61- 0.85% |
$5.76K - $6.43K
|
7.09K
$713K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-63- 3.69% |
$5.95K - $6.64K
|
1.64K
$165K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-63- 2.32% |
$5.95K - $6.64K
|
2.66K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-64- 0.7% |
$6.04K - $6.75K
|
9.12K
$917K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-65- 0.16% |
$6.14K - $6.86K
|
40.9K
$4.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-69- 1.45% |
$6.52K - $7.28K
|
4.69K
$471K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-69- 0.2% |
$6.52K - $7.28K
|
35.1K
$3.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-72- 0.74% |
$6.8K - $7.59K
|
9.6K
$966K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-73- 0.24% |
$6.89K - $7.7K
|
30.4K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-73- 0.11% |
$6.89K - $7.7K
|
66.2K
$6.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-75- 0.19% |
$7.08K - $7.91K
|
39.4K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-75- 0.8% |
$7.08K - $7.91K
|
9.31K
$936K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-76- 3.62% |
$7.18K - $8.02K
|
2.02K
$203K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-76- 0.96% |
$7.18K - $8.02K
|
7.84K
$788K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-77- 0.56% |
$7.27K - $8.12K
|
13.8K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-79- 4.83% |
$7.46K - $8.33K
|
1.56K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79- 25.82% |
$7.46K - $8.33K
|
227
$22.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-80- 0.97% |
$7.55K - $8.44K
|
8.19K
$824K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-80- 14.26% |
$7.55K - $8.44K
|
481
$48.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 2.0% |
$7.55K - $8.44K
|
3.92K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-80- 0.12% |
$7.55K - $8.44K
|
67.5K
$6.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-82- 0.45% |
$7.74K - $8.65K
|
18.2K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-84- 3.47% |
$7.93K - $8.86K
|
2.34K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-85- 3.97% |
$8.03K - $8.96K
|
2.06K
$207K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-85- 3.94% |
$8.03K - $8.96K
|
2.07K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-90- 0.47% |
$8.5K - $9.49K
|
18.9K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-91- 1.78% |
$8.59K - $9.6K
|
5.03K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-91- 1.44% |
$8.59K - $9.6K
|
6.24K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-92- 0.62% |
$8.69K - $9.7K
|
14.7K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-92- 0.83% |
$8.69K - $9.7K
|
11K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-93- 0.81% |
$8.78K - $9.81K
|
11.4K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-93- 4.08% |
$8.78K - $9.81K
|
2.19K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-97- 2.32% |
$9.16K - $10.2K
|
4.09K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-100- 29.76% |
$9.44K - $10.5K
|
236
$23.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-100- 0.56% |
$9.44K - $10.5K
|
17.9K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-100- 0.82% |
$9.44K - $10.5K
|
12.1K
$1.21M
|