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 16, 2024 Q2 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
231
New
$18.3K - $21.6K
231 $24.3K
Aug 01, 2024 Q2 2024
Capital Square, LLC

BUY
 -
227
+ 1.59%
$18K - $21.2K
14.5K $1.53M
Aug 12, 2024 Q2 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
227
+ 1.6%
$18K - $21.2K
14.4K $1.52M
Jul 12, 2024 Q2 2024
Bouvel Investment Partners, LLC

BUY
 -
223
+ 0.58%
$17.7K - $20.8K
38.7K $4.07M
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
220
+ 0.52%
$17.4K - $20.5K
42.8K $4.5M
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
217
+ 0.12%
$17.2K - $20.2K
181K $19M
Aug 02, 2024 Q2 2024
Round Rock Advisors, LLC

BUY
 -
208
+ 0.66%
$16.5K - $19.4K
31.7K $3.33M
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
202
New
$16K - $18.8K
202 $21.2K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
199
+ 91.28%
$15.8K - $18.6K
417 $43.8K
Jul 15, 2024 Q2 2024
Lpwm LLC

Minneapolis, MN
BUY
 -
193
+ 0.86%
$15.3K - $18K
22.7K $2.38M
Aug 09, 2024 Q2 2024
Plancorp, LLC

BUY
 -
181
+ 2.83%
$14.4K - $16.9K
6.59K $692K
Jul 18, 2024 Q2 2024
Evolution Wealth Advisors, LLC

BUY
 -
180
+ 3.15%
$14.3K - $16.8K
5.9K $620K
Aug 01, 2024 Q2 2024
Embree Financial Group

Chicago, IL
BUY
 -
180
+ 4.92%
$14.3K - $16.8K
3.84K $403K
Jul 12, 2024 Q2 2024
Lake Street Financial LLC

BUY
 -
178
+ 4.42%
$14.1K - $16.6K
4.2K $442K
Aug 14, 2024 Q2 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
175
+ 0.16%
$13.9K - $16.3K
113K $11.9M
Aug 13, 2024 Q2 2024
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
167
+ 7.81%
$13.2K - $15.6K
2.31K $242K
Jul 26, 2024 Q2 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
164
+ 3.8%
$13K - $15.3K
4.48K $470K
Jul 30, 2024 Q2 2024
Nbt Bank N A

BUY
 -
163
+ 1.87%
$12.9K - $15.2K
8.86K $931K
Jul 17, 2024 Q2 2024
Gen Wealth Group, Inc.

BUY
 -
160
+ 0.45%
$12.7K - $14.9K
35.6K $3.74M
Jul 26, 2024 Q2 2024
Guidance Point Advisors, LLC

BUY
 -
158
+ 0.08%
$12.5K - $14.7K
193K $20.3M
Jul 24, 2024 Q2 2024
Bowman & CO S.C.

BUY
 -
157
+ 0.79%
$12.5K - $14.6K
20.1K $2.12M
Jul 12, 2024 Q2 2024
Avondale Wealth Management

BUY
 -
156
+ 56.12%
$12.4K - $14.6K
434 $45.6K
Jul 08, 2024 Q2 2024
Sugarloaf Wealth Management, LLC

BUY
 -
144
+ 15.86%
$11.4K - $13.4K
1.05K $111K
Jul 11, 2024 Q2 2024
Wesbanco Bank Inc

BUY
 -
138
+ 1.2%
$10.9K - $12.9K
11.6K $1.22M
Aug 13, 2024 Q2 2024
Allred Capital Management, LLC

Dallas, TX
BUY
 -
138
+ 5.63%
$10.9K - $12.9K
2.59K $272K
Jul 26, 2024 Q2 2024
Rosenberg Matthew Hamilton

BUY
 -
135
+ 37.09%
$10.7K - $12.6K
499 $52.4K
Jul 25, 2024 Q2 2024
Southern Capital Advisors, LLC

BUY
 -
132
+ 0.37%
$10.5K - $12.3K
35.9K $3.77M
Jul 12, 2024 Q2 2024
City Holding CO

BUY
 -
130
+ 1.52%
$10.3K - $12.1K
8.67K $911K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
130
+ 0.49%
$10.3K - $12.1K
26.9K $2.83M
Aug 02, 2024 Q2 2024
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
124
+ 0.74%
$9.83K - $11.6K
17K $1.79M
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
123
New
$9.76K - $11.5K
123 $12.9K
Jul 24, 2024 Q2 2024
Diversified, LLC

BUY
 -
123
+ 4.26%
$9.76K - $11.5K
3.01K $317K
Jul 24, 2024 Q2 2024
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
122
+ 0.99%
$9.68K - $11.4K
12.4K $1.31M
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
120
+ 10.0%
$9.52K - $11.2K
1.32K $139K
Aug 07, 2024 Q2 2024
Headlands Technologies LLC

Chicago, IL
BUY
 -
115
+ 3.06%
$9.12K - $10.7K
3.88K $408K
Jul 12, 2024 Q2 2024
Annex Advisory Services, LLC

BUY
 -
110
+ 2.71%
$8.72K - $10.3K
4.17K $438K
Jul 30, 2024 Q2 2024
Trinity Point Wealth, LLC

BUY
 -
110
+ 1.69%
$8.72K - $10.3K
6.63K $697K
Aug 09, 2024 Q2 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
108
+ 0.52%
$8.57K - $10.1K
20.7K $2.17M
Jul 24, 2024 Q2 2024
Custos Family Office, LLC

Greenwood Village, CO
BUY
 -
105
+ 0.49%
$8.33K - $9.8K
21.6K $2.27M
Aug 14, 2024 Q2 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
102
New
$8.09K - $9.52K
102 $10.7K
Jul 15, 2024 Q2 2024
Gemmer Asset Management LLC

BUY
 -
101
+ 1.05%
$8.01K - $9.42K
9.68K $1.02M
Aug 08, 2024 Q2 2024
Oakwell Private Wealth Management, LLC

BUY
 -
100
+ 1.75%
$7.93K - $9.33K
5.8K $610K
Aug 13, 2024 Q2 2024
Twin Tree Management, LP

Dallas, TX
BUY
 -
95
New
$7.53K - $8.86K
95 $9.98K
Jul 10, 2024 Q2 2024
Garrett Investment Advisors LLC

BUY
 -
94
+ 2.08%
$7.46K - $8.77K
4.61K $485K
Jul 18, 2024 Q2 2024
Veery Capital, LLC

BUY
 -
91
+ 3.38%
$7.22K - $8.49K
2.78K $292K
Jul 12, 2024 Q2 2024
Twelve Points Wealth Management LLC

BUY
 -
88
+ 3.7%
$6.98K - $8.21K
2.46K $259K
Aug 01, 2024 Q2 2024
Yhb Investment Advisors, Inc.

BUY
 -
85
+ 0.08%
$6.74K - $7.93K
107K $11.3M
Jul 31, 2024 Q2 2024
Concord Wealth Partners

BUY
 -
84
+ 13.88%
$6.66K - $7.84K
689 $72.4K
Aug 06, 2024 Q2 2024
Financial Gravity Asset Management, Inc.

BUY
 -
81
New
$6.42K - $7.56K
81 $8.51K

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