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 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.17KNew |
$172K - $202K
|
2.17K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.16KNew |
$172K - $202K
|
2.16K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.14K+ 0.62% |
$170K - $200K
|
349K
$35.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.13K+ 52.22% |
$169K - $198K
|
6.19K
$634K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.1K+ 5.24% |
$166K - $196K
|
42.2K
$4.32M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.1K+ 33.62% |
$166K - $196K
|
8.34K
$854K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.1K+ 49.6% |
$166K - $196K
|
6.33K
$648K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.09K+ 67.54% |
$166K - $195K
|
5.19K
$531K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.09K+ 63.47% |
$165K - $195K
|
5.37K
$550K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.07K+ 22.51% |
$164K - $194K
|
11.3K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.99K+ 1.37% |
$158K - $186K
|
147K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.97K+ 91.96% |
$156K - $183K
|
4.1K
$420K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.97K+ 1.97% |
$156K - $183K
|
102K
$10.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.95K+ 14.19% |
$154K - $182K
|
15.7K
$1.61M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.89KNew |
$150K - $177K
|
1.89K
$194K
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.87K+ 16.35% |
$149K - $175K
|
13.3K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.87K+ 41.16% |
$148K - $174K
|
6.41K
$656K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
1.85K+ 54.59% |
$147K - $173K
|
5.25K
$538K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.84K+ 60.05% |
$146K - $172K
|
4.91K
$503K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.8K+ 50.29% |
$143K - $168K
|
5.38K
$551K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.79K+ 28.49% |
$142K - $167K
|
8.06K
$825K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.78K+ 13.35% |
$141K - $166K
|
15.1K
$1.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.77K+ 82.23% |
$141K - $165K
|
3.93K
$402K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.74KNew |
$138K - $163K
|
1.74K
$179K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.74K+ 0.5% |
$138K - $163K
|
350K
$35.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.73KNew |
$137K - $161K
|
1.73K
$177K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.65K+ 11.91% |
$131K - $154K
|
15.5K
$1.59M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.65K+ 61.33% |
$131K - $154K
|
4.34K
$444K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
1.64K+ 0.17% |
$130K - $153K
|
980K
$100M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.64K+ 24.74% |
$130K - $153K
|
8.26K
$846K
|
|
|
Aug 14, 2024
Q2 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.6K+ 51.23% |
$127K - $149K
|
4.72K
$483K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.58K+ 10.81% |
$125K - $147K
|
16.2K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.55K+ 27.93% |
$123K - $145K
|
7.1K
$727K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.55K+ 2.5% |
$123K - $144K
|
63.5K
$6.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.55K+ 81.03% |
$123K - $144K
|
3.45K
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.54K+ 1.16% |
$122K - $144K
|
135K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.54K+ 0.96% |
$122K - $144K
|
162K
$16.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.53K+ 1.46% |
$121K - $142K
|
106K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.52K+ 7.64% |
$120K - $142K
|
21.4K
$2.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.51K+ 151.5% |
$120K - $141K
|
2.51K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.49K+ 6.76% |
$118K - $139K
|
23.6K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.47K+ 68.12% |
$116K - $137K
|
3.62K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.46K+ 1.42% |
$116K - $137K
|
104K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.45K+ 27.48% |
$115K - $135K
|
6.74K
$690K
|
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.45K+ 8.05% |
$115K - $135K
|
19.4K
$1.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.44K+ 31.13% |
$115K - $135K
|
6.08K
$623K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.44K+ 35.95% |
$114K - $134K
|
5.45K
$558K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.42K+ 71.48% |
$113K - $133K
|
3.41K
$349K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$113K - $132K
|
1.42K
$145K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.41K+ 50.3% |
$112K - $131K
|
4.2K
$431K
|