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 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.1% |
$317 - $373
|
4.18K
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.03% |
$317 - $373
|
14.4K
$1.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$238 - $280
|
4.28K
$379K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.03% |
$238 - $280
|
9.69K
$857K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$238 - $280
|
9.3K
$823K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.02% |
$238 - $280
|
19.8K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.11% |
$238 - $280
|
2.74K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.08% |
$238 - $280
|
3.88K
$343K
|
|
|
Apr 10, 2025
Q2 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
3+ 0.01% |
$238 - $280
|
54.7K
$4.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Harbor Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.69K
$238K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.05% |
$159 - $187
|
4K
$354K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.02% |
$159 - $187
|
10.3K
$914K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$159 - $187
|
3.46K
$306K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$159 - $187
|
10K
$887K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.75K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.04% |
$159 - $187
|
5.71K
$505K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.68K
$237K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$159 - $187
|
2.36K
$209K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.74K
$242K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.46% |
$159 - $187
|
440
$38.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.06% |
$159 - $187
|
3.26K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$159 - $187
|
8.45K
$747K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$159 - $187
|
2.62K
$232K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.04% |
$159 - $187
|
4.59K
$406K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$79.3 - $93.3
|
2.95K
$261K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$79.3 - $93.3
|
816
$72.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$79.3 - $93.3
|
28K
$2.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$79.3 - $93.3
|
1
$88.5
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$79.3 - $93.3
|
2.51K
$222K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1+ 0.0% |
$79.3 - $93.3
|
29.4K
$2.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
4.58K
$405K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 11.11% |
$79.3 - $93.3
|
10
$885
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 5.0% |
$79.3 - $93.3
|
21
$1.86K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
4.82K
$427K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.08% |
$79.3 - $93.3
|
1.24K
$110K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$79.3 - $93.3
|
2.49K
$220K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
15.7K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$79.3 - $93.3
|
1.32K
$116K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
8.75K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1+ 0.1% |
$79.3 - $93.3
|
983
$87K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$79.3 - $93.3
|
881
$77.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1+ 0.0% |
$79.3 - $93.3
|
27.6K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
9.58K
$847K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$79.3 - $93.3
|
754
$66.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1+ 0.06% |
$79.3 - $93.3
|
1.81K
$160K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$79.3 - $93.3
|
2.99K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
18.8K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
5.99K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
14.5K
$1.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.03% |
$79.3 - $93.3
|
3.28K
$290K
|