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 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 0.73% |
$9.44K - $10.5K
|
13.6K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-101- 3.15% |
$9.54K - $10.7K
|
3.11K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-102- 4.84% |
$9.63K - $10.8K
|
2.01K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-103- 1.58% |
$9.73K - $10.9K
|
6.41K
$644K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-104- 0.07% |
$9.82K - $11K
|
155K
$15.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-106- 1.64% |
$10K - $11.2K
|
6.34K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-106- 0.41% |
$10K - $11.2K
|
25.9K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-108- 3.28% |
$10.2K - $11.4K
|
3.19K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-108- 1.91% |
$10.2K - $11.4K
|
5.56K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-113- 1.41% |
$10.7K - $11.9K
|
7.9K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-117- 0.15% |
$11K - $12.3K
|
79.2K
$7.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 2.8% |
$11.2K - $12.6K
|
4.13K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-124- 5.29% |
$11.7K - $13.1K
|
2.22K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-125- 3.38% |
$11.8K - $13.2K
|
3.58K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-126- 20.1% |
$11.9K - $13.3K
|
501
$50.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-128- 5.81% |
$12.1K - $13.5K
|
2.08K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-131- 1.0% |
$12.4K - $13.8K
|
12.9K
$1.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-134- 2.44% |
$12.7K - $14.1K
|
5.35K
$538K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-139- 0.33% |
$13.1K - $14.7K
|
41.6K
$4.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-139- 1.84% |
$13.1K - $14.7K
|
7.42K
$746K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-141- 1.84% |
$13.3K - $14.9K
|
7.53K
$758K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-142- 2.42% |
$13.4K - $15K
|
5.73K
$576K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-145- 5.48% |
$13.7K - $15.3K
|
2.5K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-145- 0.9% |
$13.7K - $15.3K
|
16K
$1.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-147- 2.5% |
$13.9K - $15.5K
|
5.72K
$575K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-147- 5.69% |
$13.9K - $15.5K
|
2.44K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-149- 1.46% |
$14.1K - $15.7K
|
10.1K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-152- 2.3% |
$14.4K - $16K
|
6.44K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-152- 1.88% |
$14.4K - $16K
|
7.95K
$799K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-158- 4.99% |
$14.9K - $16.7K
|
3.01K
$303K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-160- 3.44% |
$15.1K - $16.9K
|
4.49K
$451K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-161- 0.98% |
$15.2K - $17K
|
16.2K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-162- 0.2% |
$15.3K - $17.1K
|
79K
$7.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-164- 4.52% |
$15.5K - $17.3K
|
3.47K
$348K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-165- 2.46% |
$15.6K - $17.4K
|
6.54K
$658K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 6.18% |
$15.6K - $17.4K
|
2.51K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-166- 4.33% |
$15.7K - $17.5K
|
3.67K
$369K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-171- 4.51% |
$16.1K - $18K
|
3.62K
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-171- 0.31% |
$16.1K - $18K
|
54.7K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-174- 1.69% |
$16.4K - $18.4K
|
10.1K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-179- 7.42% |
$16.9K - $18.9K
|
2.23K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-181- 43.93% |
$17.1K - $19.1K
|
231
$23.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-181- 2.54% |
$17.1K - $19.1K
|
6.95K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-181- 3.87% |
$17.1K - $19.1K
|
4.5K
$452K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-182- 8.22% |
$17.2K - $19.2K
|
2.03K
$204K
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-183- 4.04% |
$17.3K - $19.3K
|
4.34K
$437K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-184- 2.65% |
$17.4K - $19.4K
|
6.77K
$681K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-192- 0.96% |
$18.1K - $20.3K
|
19.7K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-192- 1.0% |
$18.1K - $20.3K
|
19K
$1.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-196- 2.67% |
$18.5K - $20.7K
|
7.15K
$719K
|