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 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
348+ 7.29% |
$27.6K - $32.5K
|
5.12K
$500K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
332+ 3.6% |
$26.3K - $31K
|
9.55K
$931K
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
330+ 6.75% |
$26.2K - $30.8K
|
5.22K
$509K
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
328+ 0.99% |
$26K - $30.6K
|
33.3K
$3.25M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
327+ 0.93% |
$25.9K - $30.5K
|
35.6K
$3.47M
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
324+ 2.06% |
$25.7K - $30.2K
|
16.1K
$1.57M
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
322+ 3.27% |
$25.5K - $30K
|
10.2K
$993K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
316+ 6.44% |
$25.1K - $29.5K
|
5.23K
$510K
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
312+ 2.98% |
$24.7K - $29.1K
|
10.8K
$1.05M
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
312+ 1.73% |
$24.7K - $29.1K
|
18.3K
$1.79M
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
309+ 2.41% |
$24.5K - $28.8K
|
13.1K
$1.28M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
307+ 6.91% |
$24.3K - $28.6K
|
4.75K
$463K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
303+ 6.27% |
$24K - $28.3K
|
5.14K
$501K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 4.32% |
$23.8K - $28K
|
7.25K
$707K
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
296+ 5.63% |
$23.5K - $27.6K
|
5.55K
$541K
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
291+ 6.45% |
$23.1K - $27.2K
|
4.81K
$469K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
289+ 5.63% |
$22.9K - $27K
|
5.42K
$528K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
274+ 7.17% |
$21.7K - $25.6K
|
4.1K
$399K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
271+ 7.31% |
$21.5K - $25.3K
|
3.98K
$388K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
270+ 1.4% |
$21.4K - $25.2K
|
19.5K
$1.91M
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
261+ 13.04% |
$20.7K - $24.4K
|
2.26K
$221K
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
256+ 8.83% |
$20.3K - $23.9K
|
3.16K
$308K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
250+ 1.56% |
$19.8K - $23.3K
|
16.3K
$1.58M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
249+ 1.54% |
$19.7K - $23.2K
|
16.4K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
241+ 3.32% |
$19.1K - $22.5K
|
7.51K
$732K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
238+ 0.89% |
$18.9K - $22.2K
|
26.9K
$2.62M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
234+ 5.15% |
$18.6K - $21.8K
|
4.78K
$466K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
231New |
$18.3K - $21.6K
|
231
$22.5K
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
227+ 1.59% |
$18K - $21.2K
|
14.5K
$1.42M
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
227+ 1.6% |
$18K - $21.2K
|
14.4K
$1.41M
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
223+ 0.58% |
$17.7K - $20.8K
|
38.7K
$3.78M
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
220+ 0.52% |
$17.4K - $20.5K
|
42.8K
$4.18M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
217+ 0.12% |
$17.2K - $20.2K
|
181K
$17.6M
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
208+ 0.66% |
$16.5K - $19.4K
|
31.7K
$3.09M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
202New |
$16K - $18.8K
|
202
$19.7K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
199+ 91.28% |
$15.8K - $18.6K
|
417
$40.7K
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
193+ 0.86% |
$15.3K - $18K
|
22.7K
$2.21M
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
185+ 0.51% |
$14.7K - $17.3K
|
36.7K
$3.58M
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
181+ 2.83% |
$14.4K - $16.9K
|
6.59K
$642K
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
180+ 3.15% |
$14.3K - $16.8K
|
5.9K
$575K
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
180+ 4.92% |
$14.3K - $16.8K
|
3.84K
$374K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
178+ 4.42% |
$14.1K - $16.6K
|
4.2K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
175+ 0.16% |
$13.9K - $16.3K
|
113K
$11M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
167+ 7.81% |
$13.2K - $15.6K
|
2.31K
$225K
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
164+ 3.8% |
$13K - $15.3K
|
4.48K
$436K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
163+ 1.87% |
$12.9K - $15.2K
|
8.86K
$864K
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
160+ 0.45% |
$12.7K - $14.9K
|
35.6K
$3.47M
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
158+ 0.08% |
$12.5K - $14.7K
|
193K
$18.8M
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
157+ 0.79% |
$12.5K - $14.6K
|
20.1K
$1.96M
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
156+ 56.12% |
$12.4K - $14.6K
|
434
$42.3K
|