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 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
47+ 0.67% |
$3.73K - $4.39K
|
7.04K
$722K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
37+ 0.24% |
$2.93K - $3.45K
|
15.7K
$1.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
37+ 0.07% |
$2.93K - $3.45K
|
51.6K
$5.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
37+ 0.22% |
$2.93K - $3.45K
|
16.7K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.08% |
$2.93K - $3.45K
|
49.3K
$5.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
36+ 0.04% |
$2.86K - $3.36K
|
82.7K
$8.48M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35+ 26.32% |
$2.78K - $3.27K
|
168
$17.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.33% |
$2.7K - $3.17K
|
10.3K
$1.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27+ 0.26% |
$2.14K - $2.52K
|
10.5K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26+ 3.15% |
$2.06K - $2.43K
|
852
$87.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25+ 2.0% |
$1.98K - $2.33K
|
1.28K
$131K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23+ 0.14% |
$1.82K - $2.15K
|
16.8K
$1.72M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
22+ 0.08% |
$1.74K - $2.05K
|
27.1K
$2.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
21+ 0.11% |
$1.67K - $1.96K
|
19.6K
$2.01M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21+ 0.34% |
$1.67K - $1.96K
|
6.15K
$630K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 0.51% |
$1.59K - $1.87K
|
3.93K
$403K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
20+ 0.09% |
$1.59K - $1.87K
|
23.1K
$2.36M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
19+ 0.42% |
$1.51K - $1.77K
|
4.55K
$467K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.08% |
$1.51K - $1.77K
|
23.7K
$2.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.16% |
$1.27K - $1.49K
|
10.1K
$1.03M
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
15+ 0.6% |
$1.19K - $1.4K
|
2.53K
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
15+ 0.51% |
$1.19K - $1.4K
|
2.96K
$304K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
14+ 0.16% |
$1.11K - $1.31K
|
8.79K
$902K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
13+ 0.47% |
$1.03K - $1.21K
|
2.8K
$287K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
12+ 0.15% |
$952 - $1.12K
|
8.07K
$827K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
12+ 0.47% |
$952 - $1.12K
|
2.54K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.03% |
$793 - $933
|
31.2K
$3.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8+ 0.13% |
$634 - $746
|
6.36K
$653K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
7+ 0.05% |
$555 - $653
|
15.1K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7New |
$555 - $653
|
7
$718
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.07% |
$476 - $560
|
8.99K
$922K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 1.5% |
$476 - $560
|
406
$41.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6+ 0.08% |
$476 - $560
|
7.9K
$810K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.03% |
$476 - $560
|
20.5K
$2.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5+ 0.05% |
$397 - $467
|
9.18K
$941K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.07% |
$397 - $467
|
7.12K
$730K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.09% |
$317 - $373
|
4.65K
$477K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.07% |
$317 - $373
|
5.78K
$593K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$317 - $373
|
4.06K
$416K
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.06% |
$317 - $373
|
6.72K
$689K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.1% |
$317 - $373
|
4.18K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.03% |
$317 - $373
|
14.4K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$238 - $280
|
4.28K
$439K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.03% |
$238 - $280
|
9.69K
$994K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$238 - $280
|
9.3K
$954K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.02% |
$238 - $280
|
19.8K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.11% |
$238 - $280
|
2.74K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.08% |
$238 - $280
|
3.88K
$398K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.69K
$276K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.05% |
$159 - $187
|
4K
$411K
|