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 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$159 - $187
|
2.62K
$256K
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.04% |
$159 - $187
|
4.59K
$448K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$79.3 - $93.3
|
2.95K
$288K
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$79.3 - $93.3
|
816
$79.6K
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$79.3 - $93.3
|
28K
$2.73M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$79.3 - $93.3
|
1
$97.5
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$79.3 - $93.3
|
2.51K
$245K
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1+ 0.0% |
$79.3 - $93.3
|
29.4K
$2.87M
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
4.58K
$446K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 11.11% |
$79.3 - $93.3
|
10
$975
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 5.0% |
$79.3 - $93.3
|
21
$2.05K
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
4.82K
$470K
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.08% |
$79.3 - $93.3
|
1.24K
$121K
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$79.3 - $93.3
|
2.49K
$243K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
15.7K
$1.53M
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$79.3 - $93.3
|
1.32K
$128K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
8.75K
$853K
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1+ 0.1% |
$79.3 - $93.3
|
983
$95.9K
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$79.3 - $93.3
|
881
$85.9K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1+ 0.0% |
$79.3 - $93.3
|
27.6K
$2.69M
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
9.58K
$934K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$79.3 - $93.3
|
754
$73.5K
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1+ 0.06% |
$79.3 - $93.3
|
1.81K
$177K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$79.3 - $93.3
|
2.99K
$291K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
18.8K
$1.83M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
5.99K
$584K
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
14.5K
$1.41M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.03% |
$79.3 - $93.3
|
3.28K
$319K
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1- 0.02% |
$79.3 - $93.3
|
4.4K
$429K
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.04% |
$79.3 - $93.3
|
2.47K
$240K
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3- -0.0% |
$238 - $280
|
66.3K
$6.46M
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$317 - $373
|
6.32K
$616K
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-4- 0.12% |
$317 - $373
|
3.42K
$334K
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4- 0.04% |
$317 - $373
|
9.32K
$909K
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-5- 0.17% |
$397 - $467
|
2.89K
$282K
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 0.09% |
$397 - $467
|
5.76K
$561K
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-6- 0.25% |
$476 - $560
|
2.44K
$238K
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-7- 0.01% |
$555 - $653
|
108K
$10.5M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-9- 0.36% |
$714 - $840
|
2.51K
$245K
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-10- 0.29% |
$793 - $933
|
3.47K
$338K
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-10- 0.09% |
$793 - $933
|
10.7K
$1.05M
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.11% |
$872 - $1.03K
|
9.66K
$942K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-11- 0.09% |
$872 - $1.03K
|
12.8K
$1.25M
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-12- 0.28% |
$952 - $1.12K
|
4.27K
$417K
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 0.34% |
$952 - $1.12K
|
3.55K
$346K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-12- 0.15% |
$952 - $1.12K
|
8.1K
$790K
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-12- 0.36% |
$952 - $1.12K
|
3.34K
$326K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-15- 0.44% |
$1.19K - $1.4K
|
3.42K
$333K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-15- 3.96% |
$1.19K - $1.4K
|
364
$35.5K
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-16- 0.05% |
$1.27K - $1.49K
|
29.9K
$2.91M
|