Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.57M+ 10365.26% |
$133M - $152M
|
1.58M
$164M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.41MNew |
$120M - $137M
|
1.41M
$146M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
861KNew |
$73M - $83.7M
|
861K
$88.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
426K+ 5.79% |
$36.1M - $41.4M
|
7.79M
$804M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
407K+ 12852.1% |
$34.5M - $39.5M
|
410K
$42.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
381K+ 1091.17% |
$32.3M - $37M
|
416K
$42.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
367K+ 4.61% |
$31.1M - $35.7M
|
8.33M
$860M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
256K+ 1.66% |
$21.7M - $24.9M
|
15.7M
$1.62B
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
204K+ 244.68% |
$17.3M - $19.8M
|
288K
$29.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
180K+ 14.43% |
$15.3M - $17.5M
|
1.43M
$148M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
164KNew |
$13.9M - $15.9M
|
164K
$16.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
152KNew |
$12.9M - $14.7M
|
152K
$15.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
146K+ 11.33% |
$12.4M - $14.2M
|
1.44M
$149M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
134K+ 2.58% |
$11.4M - $13M
|
5.33M
$550M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
134K+ 29.89% |
$11.3M - $13M
|
581K
$60M
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
133K+ 5146.84% |
$11.3M - $13M
|
136K
$14M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
131K+ 33.37% |
$11.1M - $12.7M
|
524K
$54.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
130K+ 375.75% |
$11M - $12.6M
|
164K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
125K+ 8.42% |
$10.6M - $12.2M
|
1.61M
$166M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
118KNew |
$10M - $11.5M
|
118K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
113K+ 6.49% |
$9.57M - $11M
|
1.85M
$191M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
112K+ 66.05% |
$9.49M - $10.9M
|
281K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
109K+ 88.94% |
$9.23M - $10.6M
|
231K
$23.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
109K+ 3.19% |
$9.21M - $10.6M
|
3.51M
$363M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
108KNew |
$9.13M - $10.5M
|
108K
$11.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
106K+ 50.09% |
$8.99M - $10.3M
|
318K
$32.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
104K+ 60.27% |
$8.84M - $10.1M
|
277K
$28.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
104KNew |
$8.82M - $10.1M
|
104K
$10.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98.3K+ 53.1% |
$8.33M - $9.55M
|
283K
$29.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
93.9K+ 1079.28% |
$7.96M - $9.12M
|
103K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
89.5K+ 672.59% |
$7.59M - $8.69M
|
103K
$10.6M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
87.5K+ 231.77% |
$7.41M - $8.49M
|
125K
$12.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
82.6KNew |
$7M - $8.02M
|
82.6K
$8.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
79K+ 76.36% |
$6.69M - $7.67M
|
182K
$18.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.1K+ 0.5% |
$6.54M - $7.49M
|
15.6M
$1.61B
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
74.1KNew |
$6.28M - $7.2M
|
74.1K
$7.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
64.8K+ 9.86% |
$5.49M - $6.29M
|
722K
$74.6M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62.7K+ 32.1% |
$5.32M - $6.09M
|
258K
$26.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
61.6K+ 9950.89% |
$5.22M - $5.98M
|
62.2K
$6.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61K+ 3.33% |
$5.17M - $5.92M
|
1.89M
$195M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
57.2KNew |
$4.85M - $5.56M
|
57.2K
$5.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48.3K+ 141.48% |
$4.1M - $4.7M
|
82.5K
$8.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
47.2KNew |
$4M - $4.58M
|
47.2K
$4.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45.5K+ 23.3% |
$3.86M - $4.42M
|
241K
$24.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
41.8K+ 108.54% |
$3.55M - $4.06M
|
80.4K
$8.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.5K+ 167.28% |
$3.52M - $4.03M
|
66.4K
$6.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
40K+ 761.33% |
$3.39M - $3.88M
|
45.2K
$4.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
39.8KNew |
$3.38M - $3.87M
|
39.8K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
38.5KNew |
$3.26M - $3.73M
|
38.5K
$3.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
37.8KNew |
$3.2M - $3.67M
|
37.8K
$3.9M
|