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 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
35.7K+ 9.11% |
$2.83M - $3.33M
|
428K
$44.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
35.7K+ 26.18% |
$2.83M - $3.33M
|
172K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
34.9K+ 24.69% |
$2.76M - $3.25M
|
176K
$18.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
34.5K+ 6.96% |
$2.73M - $3.22M
|
530K
$54.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
34.4K+ 3.56% |
$2.73M - $3.21M
|
1M
$103M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
34.4KNew |
$2.73M - $3.21M
|
34.4K
$3.55M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
34.4K+ 56.93% |
$2.72M - $3.21M
|
94.7K
$9.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
33.3K+ 40.54% |
$2.64M - $3.11M
|
116K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
32.7K+ 100.35% |
$2.6M - $3.06M
|
65.4K
$6.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
32.4K+ 154323.81% |
$2.57M - $3.02M
|
32.4K
$3.35M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31.7K+ 126.4% |
$2.51M - $2.96M
|
56.8K
$5.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31.5K+ 133.62% |
$2.49M - $2.94M
|
55K
$5.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
31.1K+ 199.62% |
$2.47M - $2.9M
|
46.7K
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30.6K+ 10.47% |
$2.43M - $2.85M
|
323K
$33.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
30.5K+ 16.85% |
$2.42M - $2.85M
|
212K
$21.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
30.5K+ 1167.82% |
$2.42M - $2.84M
|
33.1K
$3.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
29.9K+ 64.54% |
$2.37M - $2.79M
|
76.3K
$7.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
29.8K+ 690.24% |
$2.37M - $2.78M
|
34.2K
$3.53M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
29.3K+ 29.14% |
$2.32M - $2.73M
|
130K
$13.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
29.2K+ 185.25% |
$2.32M - $2.73M
|
45K
$4.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
29K+ 60.54% |
$2.3M - $2.7M
|
76.8K
$7.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
28.5KNew |
$2.26M - $2.66M
|
28.5K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28.4KNew |
$2.25M - $2.65M
|
28.4K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28.1K+ 52.53% |
$2.23M - $2.62M
|
81.7K
$8.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
28K+ 79.26% |
$2.22M - $2.61M
|
63.3K
$6.54M
|
|
|
Oct 29, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
28KNew |
$2.22M - $2.61M
|
28K
$2.89M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.9K+ 1.63% |
$2.22M - $2.61M
|
1.74M
$180M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
27.9K+ 161.35% |
$2.21M - $2.6M
|
45.2K
$4.67M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
27.4K+ 19.26% |
$2.17M - $2.55M
|
170K
$17.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
27.3K+ 67.7% |
$2.17M - $2.55M
|
67.7K
$6.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Florin Court Capital LLP
|
BUY
|
- |
26.6K+ 23.21% |
$2.11M - $2.48M
|
141K
$14.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
26.4K+ 283.3% |
$2.09M - $2.46M
|
35.7K
$3.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.2K+ 69.18% |
$2.08M - $2.45M
|
64.1K
$6.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.3K+ 8.7% |
$2.01M - $2.36M
|
316K
$32.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
24.4K+ 7.03% |
$1.94M - $2.28M
|
372K
$38.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24K+ 1.46% |
$1.9M - $2.24M
|
1.66M
$172M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
24K+ 20.11% |
$1.9M - $2.24M
|
143K
$14.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
23.3KNew |
$1.85M - $2.17M
|
23.3K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.7K+ 20.83% |
$1.8M - $2.12M
|
132K
$13.6M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
22.5K+ 1.91% |
$1.78M - $2.09M
|
1.2M
$124M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.1K+ 46.06% |
$1.76M - $2.07M
|
70.2K
$7.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
22.1K+ 58.4% |
$1.76M - $2.06M
|
60K
$6.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
22KNew |
$1.75M - $2.06M
|
22K
$2.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22KNew |
$1.74M - $2.05M
|
22K
$2.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
21.3K+ 102.54% |
$1.69M - $1.99M
|
42.1K
$4.35M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
20.9K+ 12.67% |
$1.66M - $1.95M
|
186K
$19.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
20.9K+ 82.78% |
$1.66M - $1.95M
|
46.1K
$4.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.1K+ 3.97% |
$1.6M - $1.88M
|
527K
$54.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.8K+ 20.82% |
$1.57M - $1.84M
|
115K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 8.92% |
$1.55M - $1.83M
|
239K
$24.7M
|