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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23+ 0.14% |
$1.82K - $2.15K
|
16.8K
$1.64M
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
22+ 0.08% |
$1.74K - $2.05K
|
27.1K
$2.64M
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
21+ 0.11% |
$1.67K - $1.96K
|
19.6K
$1.91M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21+ 0.34% |
$1.67K - $1.96K
|
6.15K
$599K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 0.51% |
$1.59K - $1.87K
|
3.93K
$383K
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
20+ 0.09% |
$1.59K - $1.87K
|
23.1K
$2.25M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
19+ 0.42% |
$1.51K - $1.77K
|
4.55K
$444K
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.08% |
$1.51K - $1.77K
|
23.7K
$2.31M
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.16% |
$1.27K - $1.49K
|
10.1K
$984K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
15+ 0.6% |
$1.19K - $1.4K
|
2.53K
$247K
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
15+ 0.51% |
$1.19K - $1.4K
|
2.96K
$289K
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
14+ 0.16% |
$1.11K - $1.31K
|
8.79K
$857K
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
13+ 0.47% |
$1.03K - $1.21K
|
2.8K
$273K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
12+ 0.15% |
$952 - $1.12K
|
8.07K
$787K
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
12+ 0.47% |
$952 - $1.12K
|
2.54K
$248K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.03% |
$793 - $933
|
31.2K
$3.05M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8+ 0.13% |
$634 - $746
|
6.36K
$621K
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
7+ 0.05% |
$555 - $653
|
15.1K
$1.47M
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7New |
$555 - $653
|
7
$683
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.07% |
$476 - $560
|
8.99K
$877K
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 1.5% |
$476 - $560
|
406
$39.6K
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6+ 0.08% |
$476 - $560
|
7.9K
$771K
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.03% |
$476 - $560
|
20.5K
$1.99M
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5+ 0.05% |
$397 - $467
|
9.18K
$895K
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.07% |
$397 - $467
|
7.12K
$694K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.09% |
$317 - $373
|
4.65K
$454K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.07% |
$317 - $373
|
5.78K
$564K
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$317 - $373
|
4.06K
$396K
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.06% |
$317 - $373
|
6.72K
$656K
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.1% |
$317 - $373
|
4.18K
$408K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.03% |
$317 - $373
|
14.4K
$1.4M
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$238 - $280
|
4.28K
$418K
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.03% |
$238 - $280
|
9.69K
$945K
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$238 - $280
|
9.3K
$907K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.02% |
$238 - $280
|
19.8K
$1.93M
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.11% |
$238 - $280
|
2.74K
$267K
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.08% |
$238 - $280
|
3.88K
$379K
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.69K
$262K
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.05% |
$159 - $187
|
4K
$390K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.02% |
$159 - $187
|
10.3K
$1.01M
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$159 - $187
|
3.46K
$337K
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$159 - $187
|
10K
$978K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.75K
$268K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.04% |
$159 - $187
|
5.71K
$556K
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.68K
$261K
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$159 - $187
|
2.36K
$231K
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.74K
$267K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.46% |
$159 - $187
|
440
$42.9K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.06% |
$159 - $187
|
3.26K
$318K
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$159 - $187
|
8.45K
$824K
|