Purchases and Sales Made in Q2 2024 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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
Dec 19, 2024 Q2 2024
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
932
+ 0.47%
$73.9K - $87K
200K $17.7M
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
905
+ 27.52%
$71.8K - $84.4K
4.19K $371K
Jul 29, 2024 Q2 2024
Morris Financial Concepts, Inc.

BUY
 -
894
+ 2.29%
$70.9K - $83.4K
40K $3.54M
Jul 31, 2024 Q2 2024
Sage Mountain Advisors LLC

BUY
 -
884
+ 16.73%
$70.1K - $82.5K
6.17K $546K
Aug 06, 2024 Q2 2024
Davenport & CO LLC

BUY
 -
883
+ 8.62%
$70K - $82.4K
11.1K $984K
Aug 06, 2024 Q2 2024
Main Street Investment Advisors LLC

BUY
 -
880
+ 21.17%
$69.8K - $82.1K
5.04K $446K
Aug 14, 2024 Q2 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
850
+ 2.54%
$67.4K - $79.3K
34.3K $3.03M
Jul 15, 2024 Q2 2024
Sage Investment Advisers LLC

Poughkeepsie, NY
BUY
 -
844
+ 2.61%
$66.9K - $78.8K
33.1K $2.93M
Jul 16, 2024 Q2 2024
Orba Wealth Advisors, L.L.C.

Chicago, IL
BUY
 -
820
+ 14.64%
$65K - $76.5K
6.42K $568K
Aug 13, 2024 Q2 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
806
+ 5.53%
$63.9K - $75.2K
15.4K $1.36M
Jul 12, 2024 Q2 2024
Capital Investment Advisors, LLC

BUY
 -
795
+ 10.75%
$63.1K - $74.2K
8.19K $724K
Aug 14, 2024 Q2 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
784
+ 1.49%
$62.2K - $73.2K
53.3K $4.72M
Jul 12, 2024 Q2 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
774
+ 9.15%
$61.4K - $72.2K
9.23K $817K
Aug 09, 2024 Q2 2024
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
766
+ 8.5%
$60.8K - $71.5K
9.78K $865K
Jul 29, 2024 Q2 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
763
+ 2.65%
$60.5K - $71.2K
29.5K $2.61M
Jul 16, 2024 Q2 2024
180 Wealth Advisors, LLC

BUY
 -
756
+ 25.31%
$60K - $70.5K
3.74K $331K
Jul 31, 2024 Q2 2024
Cws Financial Advisors, LLC

Kalamazoo, MI
BUY
 -
746
+ 15.03%
$59.2K - $69.6K
5.71K $505K
Jul 22, 2024 Q2 2024
Long View Wealth Management

Atlanta, GA
BUY
 -
729
+ 7.97%
$57.8K - $68K
9.88K $874K
Jul 31, 2024 Q2 2024
Claro Advisors LLC

Boston, MA
BUY
 -
725
+ 5.63%
$57.5K - $67.6K
13.6K $1.2M
Jul 22, 2024 Q2 2024
Amplius Wealth Advisors, LLC

BUY
 -
704
+ 14.37%
$55.8K - $65.7K
5.6K $496K
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
704
+ 1.14%
$55.8K - $65.7K
62.3K $5.51M
Aug 05, 2024 Q2 2024
Vista Private Wealth Partners. LLC

BUY
 -
701
New
$55.6K - $65.4K
701 $62K
Jul 30, 2024 Q2 2024
Goal Vest Advisory LLC

BUY
 -
700
+ 52.08%
$55.5K - $65.3K
2.04K $181K
Jul 31, 2024 Q2 2024
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
690
+ 1.75%
$54.7K - $64.4K
40K $3.54M
Jul 12, 2024 Q2 2024
Gimbal Financial

Carmel, IN
BUY
 -
673
+ 0.82%
$53.4K - $62.8K
82.9K $7.33M
Aug 14, 2024 Q2 2024
Barr E S & CO

Lexington, KY
BUY
 -
650
+ 24.81%
$51.6K - $60.7K
3.27K $289K
Aug 02, 2024 Q2 2024
Kovack Advisors, Inc.

BUY
 -
634
+ 17.34%
$50.3K - $59.2K
4.29K $379K
Jul 24, 2024 Q2 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
631
+ 16.04%
$50K - $58.9K
4.56K $404K
Jul 16, 2024 Q2 2024
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
628
+ 13.29%
$49.8K - $58.6K
5.36K $474K
Aug 06, 2024 Q2 2024
Sandy Spring Bank

BUY
 -
620
+ 8.28%
$49.2K - $57.9K
8.11K $717K
Jul 18, 2024 Q2 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
619
New
$49.1K - $57.8K
619 $54.8K
Jul 19, 2024 Q2 2024
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
616
+ 0.66%
$48.9K - $57.5K
93.3K $8.25M
Aug 09, 2024 Q2 2024
Pinnacle Wealth Planning Services, Inc.

BUY
 -
612
+ 15.72%
$48.5K - $57.1K
4.51K $399K
Jul 31, 2024 Q2 2024
Bellwether Advisors, LLC

BUY
 -
611
+ 3.73%
$48.5K - $57K
17K $1.5M
Jul 17, 2024 Q2 2024
Tl Private Wealth

BUY
 -
608
+ 6.33%
$48.2K - $56.7K
10.2K $903K
Jul 11, 2024 Q2 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
600
+ 7.93%
$47.6K - $56K
8.17K $722K
Feb 10, 2025 Q2 2024
Saiph Capital, LLC

Wyckoff, NJ
BUY
 -
592
+ 0.23%
$47K - $55.2K
263K $23.3M
Jul 25, 2024 Q2 2024
Capital Advisors, Ltd. LLC

BUY
 -
591
+ 0.38%
$46.9K - $55.1K
157K $13.9M
Aug 08, 2024 Q2 2024
Parallel Advisors, LLC

BUY
 -
590
+ 1.72%
$46.8K - $55.1K
34.9K $3.09M
Jul 31, 2024 Q2 2024
Summit Financial, LLC

Parsippany, NJ
BUY
 -
582
+ 13.21%
$46.2K - $54.3K
4.99K $441K
Jul 24, 2024 Q2 2024
Cornerstone Wealth Group, LLC

BUY
 -
572
+ 4.66%
$45.4K - $53.4K
12.8K $1.14M
Jul 11, 2024 Q2 2024
Whitcomb & Hess, Inc.

BUY
 -
563
+ 2.72%
$44.7K - $52.5K
21.3K $1.88M
Aug 12, 2024 Q2 2024
Boston Family Office LLC

Boston, MA
BUY
 -
550
+ 2.16%
$43.6K - $51.3K
26K $2.3M
Jul 10, 2024 Q2 2024
Atwood & Palmer Inc

BUY
 -
531
New
$42.1K - $49.5K
531 $47K
Aug 14, 2024 Q2 2024
Betterment LLC

New York, NY
BUY
 -
521
+ 6.33%
$41.3K - $48.6K
8.75K $774K
Aug 06, 2024 Q2 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
520
+ 10.79%
$41.2K - $48.5K
5.34K $472K
Jul 10, 2024 Q2 2024
Apella Capital, LLC

BUY
 -
504
+ 7.15%
$40K - $47K
7.55K $668K
Aug 06, 2024 Q2 2024
Ellis Investment Partners, LLC

BUY
 -
494
+ 0.72%
$39.2K - $46.1K
69.5K $6.14M
Aug 02, 2024 Q2 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
487
+ 20.09%
$38.6K - $45.4K
2.91K $258K

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