Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Oct 16, 2025
Q1 2024
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
3.13KNew |
$228K - $267K
|
3.13K
$375K
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.12KNew |
$227K - $266K
|
3.12K
$374K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.11K+ 3.42% |
$227K - $265K
|
94K
$11.3M
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3.09K+ 5.52% |
$225K - $263K
|
59K
$7.07M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.07KNew |
$223K - $261K
|
3.07K
$367K
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.05K+ 7.02% |
$222K - $260K
|
46.5K
$5.56M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.04K+ 26.98% |
$221K - $259K
|
14.3K
$1.71M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.03K+ 48.85% |
$220K - $258K
|
9.22K
$1.1M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.02K+ 3.19% |
$220K - $257K
|
97.8K
$11.7M
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.01KNew |
$219K - $256K
|
3.01K
$360K
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.99K+ 5.01% |
$218K - $255K
|
62.7K
$7.51M
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.99KNew |
$218K - $254K
|
2.99K
$358K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.95KNew |
$215K - $251K
|
2.95K
$354K
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.94KNew |
$214K - $251K
|
2.94K
$352K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.92K+ 129.67% |
$213K - $249K
|
5.18K
$620K
|
|
Apr 10, 2024
Q1 2024
|
Mcia Inc
|
BUY
|
- |
2.9KNew |
$211K - $247K
|
2.9K
$347K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.89K+ 25.85% |
$210K - $246K
|
14.1K
$1.68M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
2.84K+ 1822.44% |
$207K - $242K
|
3K
$359K
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
2.8K+ 0.34% |
$204K - $238K
|
834K
$99.9M
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.79K+ 8.07% |
$203K - $237K
|
37.3K
$4.47M
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.78KNew |
$203K - $237K
|
2.78K
$333K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.78KNew |
$203K - $237K
|
2.78K
$333K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.77KNew |
$202K - $236K
|
2.77K
$332K
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.76K+ 64.24% |
$201K - $235K
|
7.05K
$844K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.76K+ 27.22% |
$201K - $235K
|
12.9K
$1.54M
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 93.07% |
$201K - $235K
|
5.72K
$684K
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.71K+ 42.9% |
$197K - $230K
|
9.01K
$1.08M
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
BUY
|
- |
2.69KNew |
$196K - $229K
|
2.69K
$322K
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.69KNew |
$196K - $229K
|
2.69K
$322K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.68K+ 1.53% |
$195K - $228K
|
178K
$21.3M
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.65K+ 76.34% |
$193K - $226K
|
6.13K
$734K
|
|
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.65KNew |
$193K - $226K
|
2.65K
$317K
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$193K - $225K
|
2.65K
$317K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.61K+ 39.55% |
$190K - $222K
|
9.21K
$1.1M
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.61KNew |
$190K - $222K
|
2.61K
$312K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.6KNew |
$189K - $221K
|
2.6K
$311K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.6KNew |
$189K - $221K
|
2.6K
$311K
|
|
Sep 09, 2025
Q1 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.59KNew |
$189K - $221K
|
2.59K
$310K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.59K+ 22.94% |
$188K - $220K
|
13.9K
$1.66M
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.58K+ 5.04% |
$188K - $220K
|
53.8K
$6.44M
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$187K - $218K
|
2.56K
$307K
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.56KNew |
$187K - $218K
|
2.56K
$307K
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.54KNew |
$185K - $216K
|
2.54K
$304K
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
2.54KNew |
$185K - $216K
|
2.54K
$304K
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.53KNew |
$185K - $216K
|
2.53K
$303K
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2.53KNew |
$184K - $215K
|
2.53K
$303K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.53K+ 23.82% |
$184K - $215K
|
13.1K
$1.57M
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.52K+ 59.91% |
$184K - $215K
|
6.73K
$806K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.52KNew |
$183K - $214K
|
2.52K
$302K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.52KNew |
$183K - $214K
|
2.52K
$301K
|