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
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 13.32% |
$881K - $1.04M
|
94.6K
$9.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
11.1K+ 78.05% |
$879K - $1.03M
|
25.3K
$2.61M
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
11KNew |
$874K - $1.03M
|
11K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 152.18% |
$853K - $1M
|
17.8K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
10.7K+ 82.46% |
$850K - $1M
|
23.7K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 6.69% |
$849K - $999K
|
171K
$17.6M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
10.7K+ 1.93% |
$845K - $994K
|
562K
$58.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6K+ 1.91% |
$838K - $986K
|
565K
$58.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10.5K+ 73.85% |
$836K - $983K
|
24.8K
$2.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.5K+ 8.78% |
$834K - $981K
|
130K
$13.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.4KNew |
$823K - $968K
|
10.4K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 9.27% |
$818K - $962K
|
122K
$12.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
10.2K+ 290.01% |
$812K - $956K
|
13.8K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$803K - $945K
|
10.1K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.93K+ 219.95% |
$788K - $927K
|
14.4K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.91KNew |
$786K - $925K
|
9.91K
$1.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.8K+ 3.42% |
$777K - $915K
|
297K
$30.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
9.73K+ 17.13% |
$771K - $908K
|
66.5K
$6.87M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.72K+ 8.33% |
$771K - $907K
|
126K
$13M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
9.69K+ 25.96% |
$768K - $904K
|
47K
$4.85M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.51K+ 62.89% |
$754K - $887K
|
24.6K
$2.54M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
9.5KNew |
$753K - $886K
|
9.5K
$981K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.5K+ 6.46% |
$753K - $886K
|
156K
$16.2M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
9.38K+ 26.2% |
$744K - $876K
|
45.2K
$4.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.34K+ 9.86% |
$741K - $871K
|
104K
$10.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
9.34KNew |
$740K - $871K
|
9.34K
$964K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.18K+ 9.07% |
$728K - $856K
|
110K
$11.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
9.17K+ 35.01% |
$728K - $856K
|
35.4K
$3.65M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
9.1KNew |
$722K - $849K
|
9.1K
$940K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.01KNew |
$715K - $841K
|
9.01K
$931K
|
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
8.7KNew |
$690K - $812K
|
8.7K
$898K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
8.54K+ 1.75% |
$677K - $796K
|
498K
$51.4M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
8.5KNew |
$674K - $793K
|
8.5K
$878K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.35K+ 86.35% |
$662K - $779K
|
18K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
7.97KNew |
$632K - $743K
|
7.97K
$823K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7.94K+ 53.0% |
$630K - $741K
|
22.9K
$2.37M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.89K+ 48.49% |
$626K - $736K
|
24.2K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
7.61K+ 14.27% |
$603K - $710K
|
60.9K
$6.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 47.56% |
$602K - $708K
|
23.6K
$2.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.59K+ 5.32% |
$602K - $708K
|
150K
$15.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
7.58K+ 10.66% |
$601K - $707K
|
78.7K
$8.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.43KNew |
$589K - $693K
|
7.43K
$767K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.23KNew |
$573K - $674K
|
7.23K
$746K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.13K+ 69.23% |
$566K - $665K
|
17.4K
$1.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
7.13KNew |
$566K - $665K
|
7.13K
$736K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.05K+ 3.96% |
$559K - $658K
|
185K
$19.1M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
6.99K+ 28.91% |
$555K - $652K
|
31.2K
$3.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.97K+ 64.32% |
$553K - $650K
|
17.8K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.9K+ 62.13% |
$548K - $644K
|
18K
$1.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
6.9K+ 0.72% |
$547K - $644K
|
964K
$99.6M
|