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 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.86K+ 6.65% |
$227K - $267K
|
45.8K
$4.73M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.86KNew |
$226K - $266K
|
2.86K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.85K+ 8.88% |
$226K - $266K
|
35K
$3.61M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.84K+ 56.02% |
$225K - $265K
|
7.9K
$815K
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.79K+ 44.27% |
$221K - $260K
|
9.09K
$939K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.74KNew |
$217K - $256K
|
2.74K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.72K+ 10.03% |
$216K - $254K
|
29.9K
$3.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.72KNew |
$216K - $254K
|
2.72K
$281K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
2.7K+ 17.08% |
$214K - $252K
|
18.5K
$1.91M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.69K+ 51.88% |
$213K - $251K
|
7.87K
$812K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
2.68KNew |
$212K - $250K
|
2.68K
$276K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.65K+ 83.79% |
$210K - $247K
|
5.82K
$601K
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.65KNew |
$210K - $247K
|
2.65K
$274K
|
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.57KNew |
$204K - $240K
|
2.57K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.5K+ 2.48% |
$198K - $233K
|
103K
$10.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.49KNew |
$198K - $233K
|
2.49K
$257K
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
2.45KNew |
$194K - $229K
|
2.45K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.45KNew |
$194K - $228K
|
2.45K
$252K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.44KNew |
$194K - $228K
|
2.44K
$252K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.44K+ 0.5% |
$193K - $227K
|
490K
$50.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.42K+ 11.45% |
$192K - $226K
|
23.6K
$2.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.42K+ 4.02% |
$192K - $225K
|
62.4K
$6.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.38K+ 1.23% |
$189K - $222K
|
196K
$20.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.38KNew |
$189K - $222K
|
2.38K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
2.38K+ 39.74% |
$188K - $222K
|
8.36K
$863K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$245K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.36KNew |
$187K - $220K
|
2.36K
$244K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.35KNew |
$186K - $219K
|
2.35K
$243K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.34KNew |
$186K - $219K
|
2.34K
$242K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.34KNew |
$186K - $218K
|
2.34K
$242K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.33KNew |
$185K - $218K
|
2.33K
$241K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$185K - $217K
|
2.33K
$241K
|
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.32KNew |
$184K - $216K
|
2.32K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.3K+ 82.52% |
$183K - $215K
|
5.1K
$526K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.27KNew |
$180K - $212K
|
2.27K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$233K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.25KNew |
$179K - $210K
|
2.25K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.25K+ 62.55% |
$178K - $210K
|
5.84K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.25KNew |
$178K - $209K
|
2.25K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.24KNew |
$178K - $209K
|
2.24K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.23KNew |
$177K - $208K
|
2.23K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.22KNew |
$176K - $207K
|
2.22K
$230K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.22KNew |
$176K - $207K
|
2.22K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
2.2KNew |
$174K - $205K
|
2.2K
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.19KNew |
$174K - $204K
|
2.19K
$226K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
2.18KNew |
$173K - $204K
|
2.18K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.18K+ 32.38% |
$173K - $203K
|
8.91K
$920K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.17K+ 36.0% |
$172K - $202K
|
8.18K
$845K
|