Purchases and Sales Made in Q2 2024 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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 12, 2024 Q2 2024
Blair William & CO

Chicago, IL
BUY
 -
6.86K
+ 5.04%
$544K - $640K
143K $14.8M
Aug 13, 2024 Q2 2024
Geometric Wealth Advisors

BUY
 -
6.83K
New
$542K - $637K
6.83K $706K
Jul 09, 2024 Q2 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
6.78K
+ 183.8%
$538K - $633K
10.5K $1.08M
Jul 25, 2024 Q2 2024
Proficio Capital Partners LLC

Newton, MA
BUY
 -
6.76K
New
$536K - $630K
6.76K $698K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
6.72K
+ 32.78%
$533K - $627K
27.2K $2.81M
Jul 16, 2024 Q2 2024
Rhs Financial, LLC

BUY
 -
6.64K
+ 61.08%
$527K - $620K
17.5K $1.81M
Aug 09, 2024 Q2 2024
Absolute Capital Management, LLC

BUY
 -
6.63K
+ 53.78%
$526K - $618K
18.9K $1.96M
Aug 05, 2024 Q2 2024
Hanlon Investment Management, Inc.

BUY
 -
6.56K
+ 29.4%
$520K - $612K
28.9K $2.98M
Aug 14, 2024 Q2 2024
Northern Trust Corp

Chicago, IL
BUY
 -
6.52K
+ 1.0%
$517K - $608K
657K $67.9M
Aug 12, 2024 Q2 2024
Old Second National Bank Of Aurora

BUY
 -
6.43K
New
$510K - $600K
6.43K $664K
Aug 12, 2024 Q2 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
6.33K
+ 56.06%
$502K - $590K
17.6K $1.82M
Jul 18, 2024 Q2 2024
Everpar Advisors LLC

Tulsa, OK
BUY
 -
6.31K
New
$500K - $589K
6.31K $652K
Aug 09, 2024 Q2 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
6.24K
+ 65.73%
$495K - $583K
15.7K $1.63M
Aug 07, 2024 Q2 2024
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
6.23K
New
$494K - $581K
6.23K $643K
Aug 12, 2024 Q2 2024
Forthright Family Wealth Advisory LLC

Houston, TX
BUY
 -
6.2K
+ 19.68%
$492K - $579K
37.7K $3.9M
Aug 09, 2024 Q2 2024
Davis R M Inc

Portland, ME
BUY
 -
5.91K
New
$469K - $551K
5.91K $610K
Jul 26, 2024 Q2 2024
Simmons Bank

BUY
 -
5.85K
+ 111.23%
$464K - $546K
11.1K $1.15M
Aug 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
5.83K
+ 6.11%
$462K - $544K
101K $10.4M
Aug 13, 2024 Q2 2024
Gunn & CO Investment Management, Inc.

Jacksonville, FL
BUY
 -
5.73K
New
$455K - $535K
5.73K $592K
Aug 12, 2024 Q2 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
5.68K
+ 105.79%
$451K - $530K
11.1K $1.14M
Aug 14, 2024 Q2 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
5.63K
+ 1.86%
$447K - $526K
308K $31.8M
Aug 08, 2024 Q2 2024
S&Co Inc

Boston, MA
BUY
 -
5.56K
+ 15.63%
$441K - $519K
41.1K $4.25M
Jul 26, 2024 Q2 2024
Beacon Financial Advisory LLC

BUY
 -
5.31K
+ 37.79%
$421K - $496K
19.4K $2M
Jul 12, 2024 Q2 2024
Sound Income Strategies, LLC

BUY
 -
5.3K
+ 25.19%
$421K - $495K
26.4K $2.72M
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
5.15K
+ 21.92%
$409K - $481K
28.7K $2.96M
Aug 14, 2024 Q2 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
5.12K
+ 75.74%
$406K - $477K
11.9K $1.23M
Aug 09, 2024 Q2 2024
Dohj, LLC

Seattle, WA
BUY
 -
5.11K
+ 8.01%
$405K - $477K
68.9K $7.11M
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
5.05K
+ 6.44%
$400K - $471K
83.4K $8.62M
Aug 13, 2024 Q2 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
5.04K
+ 77.64%
$400K - $470K
11.5K $1.19M
Aug 13, 2024 Q2 2024
Staley Capital Advisers Inc

BUY
 -
5.03K
New
$399K - $470K
5.03K $520K
Jul 25, 2024 Q2 2024
Clear Creek Financial Management, LLC

BUY
 -
4.95K
+ 1.65%
$392K - $462K
305K $31.5M
Aug 14, 2024 Q2 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
4.92K
New
$390K - $459K
4.92K $508K
Jul 25, 2024 Q2 2024
Eq LLC

Mercer Island, WA
BUY
 -
4.86K
+ 32.86%
$386K - $454K
19.7K $2.03M
Jul 29, 2024 Q2 2024
Modera Wealth Management, LLC

BUY
 -
4.86K
+ 0.63%
$386K - $454K
778K $80.3M
Aug 02, 2024 Q2 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
4.83K
+ 2.5%
$383K - $451K
198K $20.5M
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
4.8K
+ 2.43%
$381K - $448K
202K $20.9M
Jul 15, 2024 Q2 2024
Ewg Elevate Inc.

BUY
 -
4.77K
+ 9.54%
$378K - $445K
54.8K $5.65M
Aug 02, 2024 Q2 2024
First National Trust CO

BUY
 -
4.71K
+ 40.38%
$373K - $439K
16.4K $1.69M
Aug 14, 2024 Q2 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
4.69K
New
$372K - $438K
4.69K $484K
Aug 14, 2024 Q2 2024
Wick Capital Partners, LLC

Wayne, PA
BUY
 -
4.67K
New
$370K - $436K
4.67K $482K
Aug 06, 2024 Q2 2024
Fiducient Advisors LLC

BUY
 -
4.61K
+ 43.41%
$366K - $430K
15.2K $1.57M
Jul 31, 2024 Q2 2024
Facet Wealth, Inc.

BUY
 -
4.61K
New
$366K - $430K
4.61K $476K
Aug 12, 2024 Q2 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
4.57K
+ 9.84%
$363K - $427K
51K $5.27M
Aug 28, 2024 Q2 2024
Farmers National Bank

Danville, KY
BUY
 -
4.53K
New
$359K - $423K
4.53K $468K
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
4.52K
+ 13.28%
$359K - $422K
38.6K $3.98M
Aug 01, 2024 Q2 2024
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
4.52K
New
$359K - $422K
4.52K $467K
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.52K
+ 4.74%
$359K - $422K
99.9K $10.3M
Jul 17, 2024 Q2 2024
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
4.47K
+ 71.59%
$355K - $417K
10.7K $1.11M
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
4.47K
New
$354K - $417K
4.47K $461K

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