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 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
19.2KNew |
$1.52M - $1.79M
|
19.2K
$1.98M
|
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
19.1K+ 70.99% |
$1.51M - $1.78M
|
46K
$4.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
18.9K+ 18.26% |
$1.5M - $1.76M
|
122K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
18.3K+ 111.0% |
$1.45M - $1.71M
|
34.8K
$3.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
18.2KNew |
$1.44M - $1.7M
|
18.2K
$1.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
18.2K+ 53.69% |
$1.44M - $1.69M
|
52K
$5.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
17.5K+ 79.28% |
$1.39M - $1.64M
|
39.7K
$4.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5K+ 59.71% |
$1.39M - $1.63M
|
46.7K
$4.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 73.29% |
$1.38M - $1.62M
|
41K
$4.23M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.1K+ 21.19% |
$1.36M - $1.6M
|
97.9K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.1K+ 4.97% |
$1.36M - $1.6M
|
362K
$37.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
17K+ 59.08% |
$1.34M - $1.58M
|
45.7K
$4.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.5K+ 57.72% |
$1.31M - $1.54M
|
45.1K
$4.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
16.1KNew |
$1.28M - $1.5M
|
16.1K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 45.59% |
$1.27M - $1.49M
|
51.1K
$5.27M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15.9K+ 37.98% |
$1.26M - $1.48M
|
57.8K
$5.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.9K+ 1.33% |
$1.26M - $1.48M
|
1.21M
$125M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
15.8K+ 21.69% |
$1.25M - $1.48M
|
88.7K
$9.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 6.82% |
$1.25M - $1.47M
|
247K
$25.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
15.7K+ 24.53% |
$1.25M - $1.47M
|
79.8K
$8.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
15.7K+ 4.26% |
$1.24M - $1.46M
|
383K
$39.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
15.5K+ 406.41% |
$1.23M - $1.44M
|
19.3K
$1.99M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.3K+ 1.72% |
$1.21M - $1.42M
|
903K
$93.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
15.1K+ 57.35% |
$1.19M - $1.4M
|
41.3K
$4.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.9K+ 77.79% |
$1.18M - $1.39M
|
34K
$3.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
14.8K+ 81.74% |
$1.18M - $1.38M
|
33K
$3.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
14.7K+ 62.85% |
$1.16M - $1.37M
|
38K
$3.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.6K+ 32.73% |
$1.16M - $1.36M
|
59.3K
$6.12M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14.6K+ 164.21% |
$1.16M - $1.36M
|
23.5K
$2.42M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
14.4K+ 116.86% |
$1.14M - $1.34M
|
26.7K
$2.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
14.4K+ 61.37% |
$1.14M - $1.34M
|
37.8K
$3.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.2K+ 235.18% |
$1.13M - $1.33M
|
20.3K
$2.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
14.2KNew |
$1.13M - $1.32M
|
14.2K
$1.47M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
14.1KNew |
$1.12M - $1.32M
|
14.1K
$1.46M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.7K+ 5.02% |
$1.09M - $1.28M
|
288K
$29.7M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$1.08M - $1.27M
|
13.6K
$1.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.3K+ 12.08% |
$1.05M - $1.24M
|
123K
$12.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13.3K+ 63.37% |
$1.05M - $1.24M
|
34.2K
$3.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.7K+ 9.86% |
$1.01M - $1.18M
|
141K
$14.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.7K+ 2.4% |
$1.01M - $1.18M
|
541K
$55.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 145.87% |
$981K - $1.15M
|
20.9K
$2.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.1K+ 50.08% |
$957K - $1.13M
|
36.2K
$3.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12K+ 5.13% |
$950K - $1.12M
|
245K
$25.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.9K+ 63.86% |
$948K - $1.11M
|
30.7K
$3.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
11.9K+ 65.02% |
$943K - $1.11M
|
30.2K
$3.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
11.8K+ 200.93% |
$939K - $1.1M
|
17.7K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.7K+ 20.21% |
$927K - $1.09M
|
69.6K
$7.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
11.6K+ 50.76% |
$918K - $1.08M
|
34.4K
$3.55M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
11.3K+ 27.21% |
$893K - $1.05M
|
52.6K
$5.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
11.2K+ 4.02% |
$885K - $1.04M
|
289K
$29.8M
|