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 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
954+ 14.94% |
$75.7K - $89K
|
7.34K
$771K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
952+ 1.46% |
$75.5K - $88.8K
|
66.3K
$6.96M
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
944+ 17.54% |
$74.9K - $88.1K
|
6.33K
$665K
|
|
|
Dec 19, 2024
Q2 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
932+ 0.47% |
$73.9K - $87K
|
200K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
905+ 27.52% |
$71.8K - $84.4K
|
4.19K
$441K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
894+ 2.29% |
$70.9K - $83.4K
|
40K
$4.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
884+ 16.73% |
$70.1K - $82.5K
|
6.17K
$648K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
883+ 8.62% |
$70K - $82.4K
|
11.1K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
880+ 21.17% |
$69.8K - $82.1K
|
5.04K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
850+ 2.54% |
$67.4K - $79.3K
|
34.3K
$3.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
844+ 2.61% |
$66.9K - $78.8K
|
33.1K
$3.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
820+ 14.64% |
$65K - $76.5K
|
6.42K
$675K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
806+ 5.53% |
$63.9K - $75.2K
|
15.4K
$1.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
802New |
$63.6K - $74.8K
|
802
$84.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
795+ 10.75% |
$63.1K - $74.2K
|
8.19K
$861K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
784+ 1.49% |
$62.2K - $73.2K
|
53.3K
$5.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
774+ 9.15% |
$61.4K - $72.2K
|
9.23K
$970K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
766+ 8.5% |
$60.8K - $71.5K
|
9.78K
$1.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
763+ 2.65% |
$60.5K - $71.2K
|
29.5K
$3.1M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
756+ 25.31% |
$60K - $70.5K
|
3.74K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
746+ 15.03% |
$59.2K - $69.6K
|
5.71K
$600K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
729+ 7.97% |
$57.8K - $68K
|
9.88K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
725+ 5.63% |
$57.5K - $67.6K
|
13.6K
$1.43M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
704+ 14.37% |
$55.8K - $65.7K
|
5.6K
$589K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
704+ 1.14% |
$55.8K - $65.7K
|
62.3K
$6.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
701New |
$55.6K - $65.4K
|
701
$73.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
700+ 52.08% |
$55.5K - $65.3K
|
2.04K
$215K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
690+ 1.75% |
$54.7K - $64.4K
|
40K
$4.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
673+ 0.82% |
$53.4K - $62.8K
|
82.9K
$8.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
650+ 24.81% |
$51.6K - $60.7K
|
3.27K
$344K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
634+ 17.34% |
$50.3K - $59.2K
|
4.29K
$451K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
631+ 16.04% |
$50K - $58.9K
|
4.56K
$480K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
628+ 13.29% |
$49.8K - $58.6K
|
5.36K
$563K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
620+ 8.28% |
$49.2K - $57.9K
|
8.11K
$852K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
619New |
$49.1K - $57.8K
|
619
$65.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
616+ 0.66% |
$48.9K - $57.5K
|
93.3K
$9.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
612+ 15.72% |
$48.5K - $57.1K
|
4.51K
$473K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
611+ 3.73% |
$48.5K - $57K
|
17K
$1.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
608+ 6.33% |
$48.2K - $56.7K
|
10.2K
$1.07M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
600+ 7.93% |
$47.6K - $56K
|
8.17K
$858K
|
|
|
Feb 10, 2025
Q2 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
592+ 0.23% |
$47K - $55.2K
|
263K
$27.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
591+ 0.38% |
$46.9K - $55.1K
|
157K
$16.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
590+ 1.72% |
$46.8K - $55.1K
|
34.9K
$3.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
582+ 13.21% |
$46.2K - $54.3K
|
4.99K
$524K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
572+ 4.66% |
$45.4K - $53.4K
|
12.8K
$1.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
563+ 2.72% |
$44.7K - $52.5K
|
21.3K
$2.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
550+ 2.16% |
$43.6K - $51.3K
|
26K
$2.73M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
531New |
$42.1K - $49.5K
|
531
$55.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
521+ 6.33% |
$41.3K - $48.6K
|
8.75K
$920K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
520+ 10.79% |
$41.2K - $48.5K
|
5.34K
$561K
|