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 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
844+ 2.61% |
$66.9K - $78.8K
|
33.1K
$3.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
820+ 14.64% |
$65K - $76.5K
|
6.42K
$657K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
806+ 5.53% |
$63.9K - $75.2K
|
15.4K
$1.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
802New |
$63.6K - $74.8K
|
802
$82.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
795+ 10.75% |
$63.1K - $74.2K
|
8.19K
$839K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
784+ 1.49% |
$62.2K - $73.2K
|
53.3K
$5.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
774+ 9.15% |
$61.4K - $72.2K
|
9.23K
$945K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
766+ 8.5% |
$60.8K - $71.5K
|
9.78K
$1M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
763+ 2.65% |
$60.5K - $71.2K
|
29.5K
$3.02M
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
756+ 25.31% |
$60K - $70.5K
|
3.74K
$383K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
746+ 15.03% |
$59.2K - $69.6K
|
5.71K
$585K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
729+ 7.97% |
$57.8K - $68K
|
9.88K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
725+ 5.63% |
$57.5K - $67.6K
|
13.6K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
704+ 14.37% |
$55.8K - $65.7K
|
5.6K
$574K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
704+ 1.14% |
$55.8K - $65.7K
|
62.3K
$6.38M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
701New |
$55.6K - $65.4K
|
701
$71.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
700+ 52.08% |
$55.5K - $65.3K
|
2.04K
$209K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
690+ 1.75% |
$54.7K - $64.4K
|
40K
$4.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
673+ 0.82% |
$53.4K - $62.8K
|
82.9K
$8.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
650+ 24.81% |
$51.6K - $60.7K
|
3.27K
$335K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
634+ 17.34% |
$50.3K - $59.2K
|
4.29K
$439K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
631+ 16.04% |
$50K - $58.9K
|
4.56K
$467K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
628+ 13.29% |
$49.8K - $58.6K
|
5.36K
$548K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
620+ 8.28% |
$49.2K - $57.9K
|
8.11K
$830K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
619New |
$49.1K - $57.8K
|
619
$63.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
616+ 0.66% |
$48.9K - $57.5K
|
93.3K
$9.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
612+ 15.72% |
$48.5K - $57.1K
|
4.51K
$461K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
611+ 3.73% |
$48.5K - $57K
|
17K
$1.74M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
608+ 6.33% |
$48.2K - $56.7K
|
10.2K
$1.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
600+ 7.93% |
$47.6K - $56K
|
8.17K
$836K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
591+ 0.38% |
$46.9K - $55.1K
|
157K
$16M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
590+ 1.72% |
$46.8K - $55.1K
|
34.9K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
582+ 13.21% |
$46.2K - $54.3K
|
4.99K
$511K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
572+ 4.66% |
$45.4K - $53.4K
|
12.8K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
563+ 2.72% |
$44.7K - $52.5K
|
21.3K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
550+ 2.16% |
$43.6K - $51.3K
|
26K
$2.66M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
531New |
$42.1K - $49.5K
|
531
$54.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
521+ 6.33% |
$41.3K - $48.6K
|
8.75K
$896K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
520+ 10.79% |
$41.2K - $48.5K
|
5.34K
$547K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
504+ 7.15% |
$40K - $47K
|
7.55K
$774K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
494+ 0.72% |
$39.2K - $46.1K
|
69.5K
$7.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
487+ 20.09% |
$38.6K - $45.4K
|
2.91K
$298K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
482+ 1.0% |
$38.2K - $45K
|
48.7K
$4.99M
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
469New |
$37.2K - $43.8K
|
469
$48K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
450+ 5.4% |
$35.7K - $42K
|
8.78K
$899K
|
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
425+ 2.46% |
$33.7K - $39.7K
|
17.7K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
421+ 5.3% |
$33.4K - $39.3K
|
8.37K
$857K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
418+ 1.93% |
$33.2K - $39K
|
22.1K
$2.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
413New |
$32.8K - $38.5K
|
413
$42.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
407+ 14.71% |
$32.3K - $38K
|
3.17K
$325K
|