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
Aug 01, 2024 Q2 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
395
+ 4.16%
$31.3K - $36.9K
9.88K $1.01M
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
380
New
$30.1K - $35.5K
380 $38.9K
Jul 15, 2024 Q2 2024
Swp Financial LLC

San Diego, CA
BUY
 -
377
+ 1.03%
$29.9K - $35.2K
37K $3.79M
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
369
New
$29.3K - $34.4K
369 $37.8K
Jul 19, 2024 Q2 2024
Gradient Capital Advisors, LLC

BUY
 -
364
+ 7.11%
$28.9K - $34K
5.49K $562K
Jul 25, 2024 Q2 2024
Signature Estate & Investment Advisors LLC

BUY
 -
358
+ 0.57%
$28.4K - $33.4K
63.1K $6.46M
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
352
+ 4.31%
$27.9K - $32.8K
8.52K $873K
Aug 07, 2024 Q2 2024
Steigerwald, Gordon & Koch Inc.

BUY
 -
349
+ 9.57%
$27.7K - $32.6K
4K $409K
Jul 24, 2024 Q2 2024
Herold Advisors, Inc.

BUY
 -
348
+ 6.94%
$27.6K - $32.5K
5.36K $549K
Aug 08, 2024 Q2 2024
Condor Capital Management

Martinsville, NJ
BUY
 -
348
+ 7.29%
$27.6K - $32.5K
5.12K $525K
Jul 22, 2024 Q2 2024
Segment Wealth Management, LLC

BUY
 -
330
+ 6.75%
$26.2K - $30.8K
5.22K $535K
Aug 01, 2024 Q2 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
328
+ 0.99%
$26K - $30.6K
33.3K $3.41M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
327
+ 0.93%
$25.9K - $30.5K
35.6K $3.65M
Jul 18, 2024 Q2 2024
Marino, Stram & Associates LLC

BUY
 -
324
+ 2.06%
$25.7K - $30.2K
16.1K $1.64M
Jul 30, 2024 Q2 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
322
+ 3.27%
$25.5K - $30K
10.2K $1.04M
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
316
+ 6.44%
$25.1K - $29.5K
5.23K $535K
Jul 18, 2024 Q2 2024
Cfm Wealth Partners LLC

BUY
 -
312
+ 2.98%
$24.7K - $29.1K
10.8K $1.11M
Jul 26, 2024 Q2 2024
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
312
+ 1.73%
$24.7K - $29.1K
18.3K $1.88M
Jul 29, 2024 Q2 2024
Argent Advisors, Inc.

Monroe, LA
BUY
 -
309
+ 2.41%
$24.5K - $28.8K
13.1K $1.34M
Aug 15, 2024 Q2 2024
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
307
+ 6.91%
$24.3K - $28.6K
4.75K $487K
Aug 14, 2024 Q2 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
303
+ 6.27%
$24K - $28.3K
5.14K $526K
Aug 07, 2024 Q2 2024
Van Hulzen Asset Management, LLC

BUY
 -
300
+ 4.32%
$23.8K - $28K
7.25K $743K
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
296
+ 5.63%
$23.5K - $27.6K
5.55K $568K
Aug 14, 2024 Q2 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
291
+ 6.45%
$23.1K - $27.2K
4.81K $492K
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
289
+ 5.63%
$22.9K - $27K
5.42K $555K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
274
+ 7.17%
$21.7K - $25.6K
4.1K $419K
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
271
+ 7.31%
$21.5K - $25.3K
3.98K $407K
Jul 31, 2024 Q2 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
270
+ 1.4%
$21.4K - $25.2K
19.5K $2M
Oct 28, 2024 Q2 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
263
New
$20.9K - $24.5K
263 $26.9K
Aug 14, 2024 Q2 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
261
+ 13.04%
$20.7K - $24.4K
2.26K $232K
Jul 16, 2024 Q2 2024
Mcia Inc

BUY
 -
256
+ 8.83%
$20.3K - $23.9K
3.16K $323K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
250
+ 1.56%
$19.8K - $23.3K
16.3K $1.66M
Jul 18, 2024 Q2 2024
Gsb Wealth Management, LLC

BUY
 -
249
+ 1.54%
$19.7K - $23.2K
16.4K $1.68M
Aug 13, 2024 Q2 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
241
+ 3.32%
$19.1K - $22.5K
7.51K $769K
Nov 14, 2024 Q2 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
241
+ 3.32%
$19.1K - $22.5K
7.51K $769K
Aug 02, 2024 Q2 2024
Money Concepts Capital Corp

BUY
 -
238
+ 0.89%
$18.9K - $22.2K
26.9K $2.75M
Aug 06, 2024 Q2 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
234
+ 5.15%
$18.6K - $21.8K
4.78K $490K
Jul 16, 2024 Q2 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
231
New
$18.3K - $21.6K
231 $23.7K
Aug 01, 2024 Q2 2024
Capital Square, LLC

BUY
 -
227
+ 1.59%
$18K - $21.2K
14.5K $1.49M
Aug 12, 2024 Q2 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
227
+ 1.6%
$18K - $21.2K
14.4K $1.48M
Jul 12, 2024 Q2 2024
Bouvel Investment Partners, LLC

BUY
 -
223
+ 0.58%
$17.7K - $20.8K
38.7K $3.97M
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
220
+ 0.52%
$17.4K - $20.5K
42.8K $4.38M
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
217
+ 0.12%
$17.2K - $20.2K
181K $18.5M
Aug 02, 2024 Q2 2024
Round Rock Advisors, LLC

BUY
 -
208
+ 0.66%
$16.5K - $19.4K
31.7K $3.24M
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
202
New
$16K - $18.8K
202 $20.7K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
199
+ 91.28%
$15.8K - $18.6K
417 $42.7K
Jul 15, 2024 Q2 2024
Lpwm LLC

Minneapolis, MN
BUY
 -
193
+ 0.86%
$15.3K - $18K
22.7K $2.32M
Jul 12, 2024 Q2 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
185
+ 0.51%
$14.7K - $17.3K
36.7K $3.76M
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
181
+ 2.83%
$14.4K - $16.9K
6.59K $675K

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