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 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
156K+ 2.88% |
$12.4M - $14.6M
|
5.59M
$578M
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
142K+ 1826.79% |
$11.3M - $13.3M
|
150K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
138K+ 435.86% |
$11M - $12.9M
|
170K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
135K+ 27.04% |
$10.7M - $12.6M
|
635K
$65.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
134K+ 70.55% |
$10.6M - $12.5M
|
324K
$33.5M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133K+ 95.79% |
$10.6M - $12.4M
|
272K
$28.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
130K+ 68.74% |
$10.3M - $12.1M
|
318K
$32.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
129K+ 77.62% |
$10.3M - $12.1M
|
296K
$30.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
129K+ 11.09% |
$10.2M - $12M
|
1.29M
$133M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
128K+ 59.7% |
$10.2M - $12M
|
343K
$35.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
125K+ 50.83% |
$9.9M - $11.7M
|
371K
$38.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
122K+ 27.19% |
$9.66M - $11.4M
|
570K
$58.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
121KNew |
$9.6M - $11.3M
|
121K
$12.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
119KNew |
$9.47M - $11.1M
|
119K
$12.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
115K+ 106.31% |
$9.14M - $10.7M
|
224K
$23.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
114K+ 63.47% |
$9.01M - $10.6M
|
293K
$30.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
109K+ 57.04% |
$8.65M - $10.2M
|
300K
$31M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
100KNew |
$7.97M - $9.38M
|
100K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
99K+ 223.35% |
$7.85M - $9.24M
|
143K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
96.5K+ 61.48% |
$7.65M - $9.01M
|
254K
$26.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
92.4K+ 44.13% |
$7.33M - $8.62M
|
302K
$31.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
91.1KNew |
$7.23M - $8.5M
|
91.1K
$9.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
90.7K+ 97.52% |
$7.19M - $8.46M
|
184K
$19M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
90.4KNew |
$7.17M - $8.44M
|
90.4K
$9.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
90.4K+ 92.84% |
$7.17M - $8.44M
|
188K
$19.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
89.9K+ 66.41% |
$7.13M - $8.39M
|
225K
$23.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88.8K+ 83.2% |
$7.04M - $8.28M
|
195K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
88KNew |
$6.98M - $8.21M
|
88K
$9.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
87.7K+ 62.2% |
$6.96M - $8.19M
|
229K
$23.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
87.4K+ 47.45% |
$6.93M - $8.16M
|
272K
$28M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
86.9K+ 527.94% |
$6.9M - $8.11M
|
103K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
85.8K+ 153.87% |
$6.81M - $8.01M
|
142K
$14.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
85.7K+ 5.86% |
$6.8M - $8M
|
1.55M
$160M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
84.5K+ 272.33% |
$6.7M - $7.89M
|
116K
$11.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
83.6K+ 168.99% |
$6.63M - $7.8M
|
133K
$13.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
83.5K+ 57.98% |
$6.62M - $7.79M
|
228K
$23.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
80.5K+ 36.08% |
$6.38M - $7.51M
|
303K
$31.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
80K+ 44.46% |
$6.34M - $7.46M
|
260K
$26.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
79.1K+ 40.82% |
$6.27M - $7.38M
|
273K
$28.2M
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
76.5K+ 65.27% |
$6.07M - $7.14M
|
194K
$20M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
75.4K+ 1231.19% |
$5.98M - $7.04M
|
81.5K
$8.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
74.7K+ 178.4% |
$5.93M - $6.97M
|
117K
$12M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
74.3K+ 292.75% |
$5.89M - $6.93M
|
99.6K
$10.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
73.4K+ 73.55% |
$5.82M - $6.84M
|
173K
$17.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
70.7K+ 2.82% |
$5.61M - $6.6M
|
2.58M
$266M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.1K+ 3.87% |
$5.4M - $6.36M
|
1.83M
$189M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
68.1K+ 312.37% |
$5.4M - $6.35M
|
89.8K
$9.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
66.5K+ 58.75% |
$5.27M - $6.2M
|
180K
$18.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
65.7K+ 1.28% |
$5.21M - $6.13M
|
5.2M
$536M
|
|
|
Jul 26, 2024
Q2 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
64.4K+ 66.1% |
$5.1M - $6M
|
162K
$16.7M
|