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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
415+ 3.56% |
$35.2K - $40.3K
|
12.1K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
405+ 1.09% |
$34.3K - $39.3K
|
37.4K
$3.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
381+ 2.5% |
$32.3K - $37K
|
15.6K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
375+ 20.11% |
$31.8K - $36.4K
|
2.24K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
372+ 1.9% |
$31.5K - $36.1K
|
20K
$2.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
370+ 160.17% |
$31.4K - $35.9K
|
601
$63.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
367+ 22.5% |
$31.1K - $35.6K
|
2K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
360New |
$30.5K - $35K
|
360
$37.8K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
360+ 3.32% |
$30.5K - $35K
|
11.2K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
356+ 0.23% |
$30.2K - $34.6K
|
155K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
353+ 4.97% |
$29.9K - $34.3K
|
7.46K
$784K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
339+ 1.79% |
$28.7K - $32.9K
|
19.3K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
339+ 2.33% |
$28.7K - $32.9K
|
14.9K
$1.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
335+ 8.04% |
$28.4K - $32.5K
|
4.5K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
334New |
$28.3K - $32.4K
|
334
$35.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
328+ 0.4% |
$27.8K - $31.9K
|
82K
$8.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
322+ 5.8% |
$27.3K - $31.3K
|
5.87K
$617K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
320+ 0.21% |
$27.1K - $31.1K
|
153K
$16.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
320+ 4.83% |
$27.1K - $31.1K
|
6.95K
$730K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
320+ 17.51% |
$27.1K - $31.1K
|
2.15K
$226K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
303+ 0.53% |
$25.7K - $29.4K
|
57.7K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
300+ 3.59% |
$25.4K - $29.1K
|
8.67K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
287+ 5.22% |
$24.3K - $27.9K
|
5.79K
$608K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
284+ 0.77% |
$24.1K - $27.6K
|
37.3K
$3.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
283+ 1.88% |
$24K - $27.5K
|
15.4K
$1.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
280+ 9.57% |
$23.7K - $27.2K
|
3.21K
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
280+ 1.4% |
$23.7K - $27.2K
|
20.3K
$2.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
273+ 5.98% |
$23.1K - $26.5K
|
4.84K
$508K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
273+ 2.72% |
$23.1K - $26.5K
|
10.3K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
267+ 0.74% |
$22.6K - $25.9K
|
36.4K
$3.82M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
265+ 20.08% |
$22.5K - $25.7K
|
1.59K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
256+ 3.53% |
$21.7K - $24.9K
|
7.51K
$789K
|
|
|
Apr 25, 2025
Q3 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
253+ 1.8% |
$21.4K - $24.6K
|
14.3K
$1.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
252+ 14.45% |
$21.4K - $24.5K
|
2K
$210K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
245+ 7.02% |
$20.8K - $23.8K
|
3.74K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
237+ 5.62% |
$20.1K - $23K
|
4.46K
$468K
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
231+ 0.12% |
$19.6K - $22.4K
|
196K
$20.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
227+ 1.08% |
$19.2K - $22K
|
21.3K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
225+ 8.96% |
$19.1K - $21.9K
|
2.74K
$287K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
223+ 9.62% |
$18.9K - $21.7K
|
2.54K
$267K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
219+ 19.62% |
$18.6K - $21.3K
|
1.34K
$140K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
209+ 0.1% |
$17.7K - $20.3K
|
206K
$21.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
208+ 8.51% |
$17.6K - $20.2K
|
2.65K
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
202+ 4.51% |
$17.1K - $19.6K
|
4.68K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
200+ 4.17% |
$17K - $19.4K
|
5K
$525K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
194+ 3.95% |
$16.4K - $18.8K
|
5.11K
$537K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
191+ 1.49% |
$16.2K - $18.6K
|
13K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
190+ 18.06% |
$16.1K - $18.5K
|
1.24K
$131K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
188+ 8.46% |
$15.9K - $18.3K
|
2.41K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
184+ 2.17% |
$15.6K - $17.9K
|
8.67K
$911K
|