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 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-347- 2.22% |
$32.8K - $36.6K
|
15.3K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-349- 0.02% |
$33K - $36.8K
|
1.89M
$190M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-350- 13.09% |
$33.1K - $36.9K
|
2.32K
$234K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-354- 14.01% |
$33.4K - $37.3K
|
2.17K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-358- 3.23% |
$33.8K - $37.8K
|
10.7K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-361- 2.05% |
$34.1K - $38.1K
|
17.3K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-363- 3.31% |
$34.3K - $38.3K
|
10.6K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-365- 14.8% |
$34.5K - $38.5K
|
2.1K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-366- 6.58% |
$34.6K - $38.6K
|
5.2K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-366- 2.38% |
$34.6K - $38.6K
|
15K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-367- 12.29% |
$34.7K - $38.7K
|
2.62K
$263K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-379- 9.9% |
$35.8K - $40K
|
3.45K
$347K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-379- 4.17% |
$35.8K - $40K
|
8.7K
$875K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-387- 8.56% |
$36.5K - $40.8K
|
4.14K
$416K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-390- 5.4% |
$36.8K - $41.1K
|
6.83K
$687K
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-398- 6.04% |
$37.6K - $42K
|
6.19K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-406- 2.85% |
$38.3K - $42.8K
|
13.8K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-407- 0.13% |
$38.4K - $42.9K
|
325K
$32.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-411- 4.75% |
$38.8K - $43.3K
|
8.25K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-412- 7.36% |
$38.9K - $43.5K
|
5.18K
$521K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-414- 4.39% |
$39.1K - $43.7K
|
9.01K
$906K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-414- 1.24% |
$39.1K - $43.7K
|
33K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-417- 0.22% |
$39.4K - $44K
|
193K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-422- 1.67% |
$39.8K - $44.5K
|
24.9K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-426- 2.83% |
$40.2K - $44.9K
|
14.6K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-435- 0.88% |
$41.1K - $45.9K
|
49.2K
$4.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-435- 13.67% |
$41.1K - $45.9K
|
2.75K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-435- 4.04% |
$41.1K - $45.9K
|
10.3K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-441- 1.8% |
$41.6K - $46.5K
|
24.1K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-443- 2.03% |
$41.8K - $46.7K
|
21.4K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-450- 4.52% |
$42.5K - $47.5K
|
9.51K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-457- 4.06% |
$43.2K - $48.2K
|
10.8K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-464- 8.1% |
$43.8K - $48.9K
|
5.27K
$530K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-465- 4.75% |
$43.9K - $49K
|
9.32K
$937K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-467- 1.83% |
$44.1K - $49.3K
|
25.1K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-467- 1.82% |
$44.1K - $49.3K
|
25.2K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-467- 0.63% |
$44.1K - $49.3K
|
73.7K
$7.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-468- 2.17% |
$44.2K - $49.4K
|
21.1K
$2.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-469- 15.88% |
$44.3K - $49.5K
|
2.48K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-472- 1.27% |
$44.6K - $49.8K
|
36.8K
$3.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-475- 2.64% |
$44.9K - $50.1K
|
17.5K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-480- 1.38% |
$45.3K - $50.6K
|
34.2K
$3.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-490- 14.54% |
$46.3K - $51.7K
|
2.88K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-492- 1.35% |
$46.5K - $51.9K
|
35.9K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-496- 2.62% |
$46.8K - $52.3K
|
18.4K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-500- 12.42% |
$47.2K - $52.7K
|
3.53K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-500- 15.54% |
$47.2K - $52.7K
|
2.72K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-501- 0.3% |
$47.3K - $52.8K
|
169K
$17M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-507- 4.55% |
$47.9K - $53.5K
|
10.6K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-510- 6.4% |
$48.2K - $53.8K
|
7.46K
$750K
|