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
Jul 18, 2024 Q2 2024
Evolution Wealth Advisors, LLC

BUY
 -
180
+ 3.15%
$14.3K - $16.8K
5.9K $604K
Aug 01, 2024 Q2 2024
Embree Financial Group

Chicago, IL
BUY
 -
180
+ 4.92%
$14.3K - $16.8K
3.84K $393K
Jul 12, 2024 Q2 2024
Lake Street Financial LLC

BUY
 -
178
+ 4.42%
$14.1K - $16.6K
4.2K $431K
Aug 14, 2024 Q2 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
175
+ 0.16%
$13.9K - $16.3K
113K $11.6M
Aug 13, 2024 Q2 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
167
+ 7.81%
$13.2K - $15.6K
2.31K $236K
Jul 26, 2024 Q2 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
164
+ 3.8%
$13K - $15.3K
4.48K $459K
Jul 30, 2024 Q2 2024
Nbt Bank N A

BUY
 -
163
+ 1.87%
$12.9K - $15.2K
8.86K $909K
Jul 17, 2024 Q2 2024
Gen Wealth Group, Inc.

BUY
 -
160
+ 0.45%
$12.7K - $14.9K
35.6K $3.65M
Jul 26, 2024 Q2 2024
Guidance Point Advisors, LLC

BUY
 -
158
+ 0.08%
$12.5K - $14.7K
193K $19.8M
Jul 24, 2024 Q2 2024
Bowman & CO S.C.

BUY
 -
157
+ 0.79%
$12.5K - $14.6K
20.1K $2.06M
Jul 08, 2024 Q2 2024
Sugarloaf Wealth Management, LLC

BUY
 -
144
+ 15.86%
$11.4K - $13.4K
1.05K $108K
Jul 11, 2024 Q2 2024
Wesbanco Bank Inc

BUY
 -
138
+ 1.2%
$10.9K - $12.9K
11.6K $1.19M
Aug 13, 2024 Q2 2024
Allred Capital Management, LLC

Dallas, TX
BUY
 -
138
+ 5.63%
$10.9K - $12.9K
2.59K $265K
Jul 26, 2024 Q2 2024
Rosenberg Matthew Hamilton

BUY
 -
135
+ 37.09%
$10.7K - $12.6K
499 $51.2K
Jul 25, 2024 Q2 2024
Southern Capital Advisors, LLC

BUY
 -
132
+ 0.37%
$10.5K - $12.3K
35.9K $3.68M
Jul 12, 2024 Q2 2024
City Holding CO

BUY
 -
130
+ 1.52%
$10.3K - $12.1K
8.67K $889K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
130
+ 0.49%
$10.3K - $12.1K
26.9K $2.76M
Aug 02, 2024 Q2 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
124
+ 0.74%
$9.83K - $11.6K
17K $1.74M
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
123
New
$9.76K - $11.5K
123 $12.6K
Jul 24, 2024 Q2 2024
Diversified, LLC

BUY
 -
123
+ 4.26%
$9.76K - $11.5K
3.01K $309K
Jul 24, 2024 Q2 2024
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
122
+ 0.99%
$9.68K - $11.4K
12.4K $1.27M
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
120
+ 10.0%
$9.52K - $11.2K
1.32K $135K
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
115
+ 3.06%
$9.12K - $10.7K
3.88K $398K
Jul 12, 2024 Q2 2024
Annex Advisory Services, LLC

BUY
 -
110
+ 2.71%
$8.72K - $10.3K
4.17K $427K
Jul 30, 2024 Q2 2024
Trinity Point Wealth, LLC

BUY
 -
110
+ 1.69%
$8.72K - $10.3K
6.63K $680K
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
108
+ 0.52%
$8.57K - $10.1K
20.7K $2.12M
Jul 24, 2024 Q2 2024
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
105
+ 0.49%
$8.33K - $9.8K
21.6K $2.22M
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
102
New
$8.09K - $9.52K
102 $10.5K
Jul 15, 2024 Q2 2024
Gemmer Asset Management LLC

BUY
 -
101
+ 1.05%
$8.01K - $9.42K
9.68K $992K
Aug 08, 2024 Q2 2024
Oakwell Private Wealth Management, LLC

BUY
 -
100
+ 1.75%
$7.93K - $9.33K
5.8K $595K
Aug 13, 2024 Q2 2024
Twin Tree Management, LP

Dallas, TX
BUY
 -
95
New
$7.53K - $8.86K
95 $9.74K
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
94
+ 2.08%
$7.46K - $8.77K
4.61K $473K
Jul 18, 2024 Q2 2024
Veery Capital, LLC

BUY
 -
91
+ 3.38%
$7.22K - $8.49K
2.78K $285K
Jul 12, 2024 Q2 2024
Twelve Points Wealth Management LLC

BUY
 -
88
+ 3.7%
$6.98K - $8.21K
2.46K $253K
Aug 01, 2024 Q2 2024
Yhb Investment Advisors, Inc.

BUY
 -
85
+ 0.08%
$6.74K - $7.93K
107K $11M
Jul 31, 2024 Q2 2024
Concord Wealth Partners

BUY
 -
84
+ 13.88%
$6.66K - $7.84K
689 $70.7K
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
81
New
$6.42K - $7.56K
81 $8.31K
Jul 15, 2024 Q2 2024
Sandbox Financial Partners, LLC

Bethesda, MD
BUY
 -
80
+ 0.58%
$6.34K - $7.46K
13.9K $1.43M
Jul 12, 2024 Q2 2024
Mc Naughton Wealth Management, LLC

BUY
 -
75
+ 0.43%
$5.95K - $7K
17.4K $1.78M
Jul 29, 2024 Q2 2024
Center For Asset Management LLC

BUY
 -
74
+ 2.03%
$5.87K - $6.9K
3.73K $382K
Aug 12, 2024 Q2 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
74
+ 2.14%
$5.87K - $6.9K
3.53K $362K
Jul 08, 2024 Q2 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
71
+ 1.33%
$5.63K - $6.63K
5.42K $556K
Aug 08, 2024 Q2 2024
Phillips Financial Management, LLC

BUY
 -
65
+ 1.56%
$5.16K - $6.07K
4.24K $435K
Aug 15, 2024 Q2 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
65
+ 11.82%
$5.16K - $6.07K
615 $63.1K
Jul 18, 2024 Q2 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
62
New
$4.92K - $5.79K
62 $6.36K
Aug 09, 2024 Q2 2024
Madison Wealth Partners, Inc

BUY
 -
55
+ 0.76%
$4.36K - $5.13K
7.25K $743K
Jul 30, 2024 Q2 2024
Jag Capital Management, LLC

BUY
 -
53
+ 1.65%
$4.2K - $4.95K
3.26K $334K
Jul 24, 2024 Q2 2024
Trust Point Inc.

La Crosse, WI
BUY
 -
52
+ 0.03%
$4.12K - $4.85K
153K $15.7M
Aug 13, 2024 Q2 2024
Venture Visionary Partners LLC

BUY
 -
50
+ 0.34%
$3.97K - $4.67K
14.8K $1.52M

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