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 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
62.6KNew |
$4.97M - $5.84M
|
62.6K
$6.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
61.5K+ 100.58% |
$4.88M - $5.74M
|
123K
$12.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
61.4K+ 13.79% |
$4.87M - $5.73M
|
507K
$52.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.3K+ 2545.52% |
$4.87M - $5.72M
|
63.8K
$6.58M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
61.1K+ 45.48% |
$4.85M - $5.7M
|
195K
$20.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
60.9K+ 58.41% |
$4.83M - $5.69M
|
165K
$17.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
59.1K+ 825.12% |
$4.69M - $5.52M
|
66.3K
$6.85M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
58.9K+ 363.88% |
$4.67M - $5.5M
|
75.1K
$7.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
58.8K+ 43.98% |
$4.66M - $5.49M
|
193K
$19.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
58.6K+ 34.66% |
$4.65M - $5.47M
|
228K
$23.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
57.9K+ 101.91% |
$4.59M - $5.4M
|
115K
$11.8M
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
56.7K+ 13.21% |
$4.5M - $5.29M
|
486K
$50.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
56.5K+ 54.84% |
$4.48M - $5.27M
|
160K
$16.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
56.2K+ 30.61% |
$4.46M - $5.24M
|
240K
$24.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
55.7K+ 52.72% |
$4.42M - $5.2M
|
161K
$16.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
54.3K+ 62.94% |
$4.31M - $5.07M
|
141K
$14.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
54.1K+ 26.52% |
$4.29M - $5.05M
|
258K
$26.7M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.7K+ 2.23% |
$4.26M - $5.01M
|
2.46M
$254M
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
51.8KNew |
$4.11M - $4.84M
|
51.8K
$5.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
51.2K+ 14.97% |
$4.06M - $4.77M
|
393K
$40.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
51K+ 40.26% |
$4.05M - $4.76M
|
178K
$18.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
50.3K+ 86.8% |
$3.99M - $4.69M
|
108K
$11.2M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
50KNew |
$3.96M - $4.66M
|
50K
$5.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
49.2K+ 64.73% |
$3.9M - $4.59M
|
125K
$12.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
48.6KNew |
$3.85M - $4.53M
|
48.6K
$5.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
46.2K+ 244.35% |
$3.67M - $4.31M
|
65.2K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
45.9K+ 60.3% |
$3.64M - $4.28M
|
122K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
45.4K+ 142.16% |
$3.6M - $4.23M
|
77.3K
$7.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45.2K+ 4.47% |
$3.59M - $4.22M
|
1.06M
$109M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
44.9K+ 149.53% |
$3.56M - $4.19M
|
74.9K
$7.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.6K+ 1.19% |
$3.54M - $4.16M
|
3.79M
$391M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
42.7K+ 112.33% |
$3.38M - $3.98M
|
80.6K
$8.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.5K+ 67.57% |
$3.37M - $3.96M
|
105K
$10.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
42.1K+ 272.11% |
$3.34M - $3.93M
|
57.5K
$5.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
41.3K+ 52.55% |
$3.28M - $3.86M
|
120K
$12.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
41.2KNew |
$3.27M - $3.84M
|
41.2K
$4.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41K+ 1.94% |
$3.25M - $3.82M
|
2.15M
$222M
|
|
|
Aug 02, 2024
Q2 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
40.9KNew |
$3.25M - $3.82M
|
40.9K
$4.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
40.8K+ 10.04% |
$3.24M - $3.81M
|
447K
$46.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
40.6K+ 70.1% |
$3.22M - $3.78M
|
98.4K
$10.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
39.3KNew |
$3.12M - $3.67M
|
39.3K
$4.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
39K+ 901.73% |
$3.09M - $3.64M
|
43.3K
$4.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
38.7K+ 102.85% |
$3.07M - $3.61M
|
76.3K
$7.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
38.7K+ 38.3% |
$3.07M - $3.61M
|
140K
$14.4M
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
38.2KNew |
$3.03M - $3.57M
|
38.2K
$3.95M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
37.7K+ 66.19% |
$2.99M - $3.51M
|
94.6K
$9.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37.1K+ 28.27% |
$2.94M - $3.46M
|
168K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
37KNew |
$2.94M - $3.45M
|
37K
$3.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
36.6K+ 130.92% |
$2.9M - $3.41M
|
64.6K
$6.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
36.5K+ 19.06% |
$2.89M - $3.4M
|
228K
$23.5M
|