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
|
Cwm, LLC
|
SELL
|
- |
-336K- 5.88% |
$31.7M - $35.5M
|
5.38M
$549M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-421K- 98.89% |
$39.8M - $44.4M
|
4.71K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-504K- 6.74% |
$47.6M - $53.2M
|
6.97M
$711M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-709K- 2.13% |
$67M - $74.8M
|
32.6M
$3.33B
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-762K- 1.64% |
$72M - $80.4M
|
45.7M
$4.66B
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-828K- 96.1% |
$78.2M - $87.3M
|
33.6K
$3.43M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.57M- 98.82% |
$148M - $165M
|
18.8K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.8M- 52.09% |
$170M - $190M
|
1.66M
$169M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.44M- 29.33% |
$231M - $258M
|
5.89M
$601M
|