Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7M+ 47.0% |
$1.24B - $1.46B
|
49M
$5.06B
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.02M+ 35.18% |
$318M - $375M
|
15.4M
$1.59B
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.55M+ 8.04% |
$281M - $331M
|
47.7M
$4.92B
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.4M+ 60.61% |
$191M - $224M
|
6.37M
$658M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.96M+ 6.25% |
$156M - $183M
|
33.3M
$3.44B
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.96M+ 6.25% |
$156M - $183M
|
33.3M
$3.44B
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.59M+ 60.15% |
$126M - $149M
|
4.24M
$438M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.59M+ 36.02% |
$126M - $149M
|
6.01M
$621M
|
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.55M+ 60.72% |
$123M - $145M
|
4.11M
$424M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.32M+ 7.41% |
$105M - $123M
|
19.1M
$1.98B
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1M+ 2.15% |
$79.4M - $93.5M
|
47.7M
$4.92B
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
955K+ 45.1% |
$75.7M - $89.1M
|
3.07M
$317M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
868K+ 51.94% |
$68.8M - $81M
|
2.54M
$262M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
857K+ 1301.9% |
$68M - $80M
|
923K
$95.3M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
775K+ 30.46% |
$61.5M - $72.3M
|
3.32M
$343M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
694K+ 87.62% |
$55M - $64.7M
|
1.49M
$153M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
646K+ 248.63% |
$51.3M - $60.3M
|
906K
$93.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
557KNew |
$44.1M - $51.9M
|
557K
$57.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
509K+ 63.09% |
$40.4M - $47.5M
|
1.32M
$136M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
467K+ 6.78% |
$37.1M - $43.6M
|
7.36M
$760M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
460K+ 250.62% |
$36.5M - $42.9M
|
644K
$66.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
453K+ 15.37% |
$36M - $42.3M
|
3.4M
$351M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
436K+ 41.79% |
$34.6M - $40.7M
|
1.48M
$153M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
396K+ 2.62% |
$31.4M - $37M
|
15.5M
$1.6B
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
377K+ 82.73% |
$29.9M - $35.2M
|
832K
$85.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
347K+ 9166.41% |
$27.6M - $32.4M
|
351K
$36.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
334K+ 11.12% |
$26.5M - $31.2M
|
3.34M
$345M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
325K+ 141.3% |
$25.8M - $30.4M
|
556K
$57.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
315KNew |
$25M - $29.4M
|
315K
$32.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
297K+ 5832.98% |
$23.5M - $27.7M
|
302K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
296K+ 961.95% |
$23.4M - $27.6M
|
326K
$33.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
276K+ 61.38% |
$21.9M - $25.7M
|
725K
$74.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
255K+ 46.17% |
$20.2M - $23.8M
|
807K
$83.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
253K+ 42.85% |
$20.1M - $23.6M
|
845K
$87.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
240K+ 74.47% |
$19M - $22.4M
|
561K
$58M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
236K+ 6.55% |
$18.7M - $22M
|
3.84M
$396M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
229K+ 22.4% |
$18.1M - $21.3M
|
1.25M
$129M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
215KNew |
$17.1M - $20.1M
|
215K
$22.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
204KNew |
$16.2M - $19.1M
|
204K
$21.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
202K+ 6201.63% |
$16M - $18.8M
|
205K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
199K+ 50.29% |
$15.8M - $18.6M
|
594K
$61.4M
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
199K+ 155.94% |
$15.7M - $18.5M
|
326K
$33.7M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
179K+ 87.08% |
$14.2M - $16.7M
|
386K
$39.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
178K+ 22.6% |
$14.1M - $16.6M
|
965K
$99.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
167K+ 62.57% |
$13.2M - $15.5M
|
433K
$44.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
166K+ 2.28% |
$13.2M - $15.5M
|
7.45M
$770M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
166KNew |
$13.2M - $15.5M
|
166K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
166K+ 94.8% |
$13.1M - $15.5M
|
340K
$35.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
164K+ 44.34% |
$13M - $15.3M
|
534K
$55.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
157KNew |
$12.5M - $14.7M
|
157K
$16.2M
|