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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 32.01% |
$110K - $130K
|
5.73K
$588K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.37K+ 8.02% |
$109K - $128K
|
18.5K
$1.89M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.35K+ 17.49% |
$107K - $126K
|
9.09K
$932K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.34KNew |
$106K - $125K
|
1.34K
$137K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
1.34K+ 4.09% |
$106K - $125K
|
34.1K
$3.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 4.3% |
$103K - $121K
|
31.6K
$3.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.29K+ 1.72% |
$102K - $120K
|
76.4K
$7.83M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.28K+ 32.67% |
$102K - $120K
|
5.21K
$535K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
1.25KNew |
$99.1K - $117K
|
1.25K
$128K
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.25K+ 11.4% |
$99K - $116K
|
12.2K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.23K+ 1.1% |
$97.2K - $114K
|
113K
$11.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
1.22K+ 25.52% |
$96.9K - $114K
|
6.01K
$616K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.21K+ 1.27% |
$95.7K - $113K
|
96.6K
$9.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.18K+ 8.05% |
$93.9K - $110K
|
15.9K
$1.63M
|
|
|
Jul 22, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.18K+ 23.83% |
$93.2K - $110K
|
6.11K
$626K
|
|
|
Oct 24, 2024
Q2 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.18K+ 23.83% |
$93.2K - $110K
|
6.11K
$626K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
1.17K+ 1.12% |
$92.8K - $109K
|
106K
$10.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.17K+ 1.75% |
$92.7K - $109K
|
68K
$6.97M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 21.06% |
$92.4K - $109K
|
6.7K
$687K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
1.16K+ 5.12% |
$92.3K - $109K
|
23.9K
$2.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.16K+ 5.42% |
$92.2K - $108K
|
22.6K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 1.21% |
$91.9K - $108K
|
96.6K
$9.91M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.16K+ 4.57% |
$91.7K - $108K
|
26.4K
$2.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.15K+ 17.59% |
$91.2K - $107K
|
7.69K
$788K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.15K+ 27.14% |
$91K - $107K
|
5.37K
$551K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.15K+ 5.81% |
$90.8K - $107K
|
20.9K
$2.14M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.15K+ 13.89% |
$90.8K - $107K
|
9.39K
$963K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.13K+ 2.15% |
$89.9K - $106K
|
53.7K
$5.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.12K+ 0.99% |
$88.6K - $104K
|
115K
$11.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.12K+ 0.82% |
$88.4K - $104K
|
136K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.1K+ 79.58% |
$87.5K - $103K
|
2.49K
$255K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.06K+ 0.88% |
$84.4K - $99.3K
|
122K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.06KNew |
$84.4K - $99.3K
|
1.06K
$109K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.04K+ 24.19% |
$82.2K - $96.7K
|
5.32K
$545K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.03K+ 6.05% |
$82K - $96.5K
|
18.1K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.03K+ 7.33% |
$81.7K - $96.1K
|
15.1K
$1.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.02K+ 2.91% |
$80.9K - $95.2K
|
36K
$3.69M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
997+ 23.1% |
$79.1K - $93K
|
5.31K
$545K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
990+ 1.05% |
$78.5K - $92.4K
|
95K
$9.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
967New |
$76.7K - $90.2K
|
967
$99.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
954+ 14.94% |
$75.7K - $89K
|
7.34K
$752K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
952+ 1.46% |
$75.5K - $88.8K
|
66.3K
$6.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
944+ 17.54% |
$74.9K - $88.1K
|
6.33K
$649K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
932+ 0.47% |
$73.9K - $87K
|
200K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
905+ 27.52% |
$71.8K - $84.4K
|
4.19K
$430K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
894+ 2.29% |
$70.9K - $83.4K
|
40K
$4.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
884+ 16.73% |
$70.1K - $82.5K
|
6.17K
$632K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
883+ 8.62% |
$70K - $82.4K
|
11.1K
$1.14M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
880+ 21.17% |
$69.8K - $82.1K
|
5.04K
$516K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
850+ 2.54% |
$67.4K - $79.3K
|
34.3K
$3.52M
|