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 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
191+ 1.49% |
$16.2K - $18.6K
|
13K
$1.56M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
190+ 18.06% |
$16.1K - $18.5K
|
1.24K
$149K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
188+ 8.46% |
$15.9K - $18.3K
|
2.41K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
184+ 2.17% |
$15.6K - $17.9K
|
8.67K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
183+ 0.73% |
$15.5K - $17.8K
|
25.2K
$3.02M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
181+ 78.35% |
$15.3K - $17.6K
|
412
$49.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
180+ 1.03% |
$15.3K - $17.5K
|
17.6K
$2.11M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
180+ 29.27% |
$15.3K - $17.5K
|
795
$95.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
175+ 3.23% |
$14.8K - $17K
|
5.6K
$670K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
174+ 4.93% |
$14.7K - $16.9K
|
3.7K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
171+ 0.38% |
$14.5K - $16.6K
|
44.7K
$5.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
170New |
$14.4K - $16.5K
|
170
$20.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
169+ 3.4% |
$14.3K - $16.4K
|
5.15K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
164+ 2.07% |
$13.9K - $15.9K
|
8.1K
$970K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
158+ 5.25% |
$13.4K - $15.3K
|
3.17K
$379K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
158+ 0.15% |
$13.4K - $15.3K
|
108K
$12.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
157+ 1.38% |
$13.3K - $15.2K
|
11.6K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
156+ 1.83% |
$13.2K - $15.2K
|
8.68K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
155+ 1.81% |
$13.1K - $15.1K
|
8.73K
$1.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
153+ 1.12% |
$13K - $14.9K
|
13.8K
$1.66M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
151+ 1.13% |
$12.8K - $14.7K
|
13.5K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150+ 1.71% |
$12.7K - $14.6K
|
8.93K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
150+ 1.82% |
$12.7K - $14.6K
|
8.41K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
149New |
$12.6K - $14.5K
|
149
$17.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
145New |
$12.3K - $14.1K
|
145
$17.4K
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
145+ 1.07% |
$12.3K - $14.1K
|
13.7K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
144+ 0.9% |
$12.2K - $14K
|
16.2K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
144+ 1.65% |
$12.2K - $14K
|
8.89K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
142+ 1.49% |
$12K - $13.8K
|
9.7K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
137+ 31.14% |
$11.6K - $13.3K
|
577
$69.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
133+ 5.42% |
$11.3K - $12.9K
|
2.59K
$310K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132New |
$11.2K - $12.8K
|
132
$15.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
132+ 2.52% |
$11.2K - $12.8K
|
5.37K
$643K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
130+ 0.55% |
$11K - $12.6K
|
23.7K
$2.84M
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
123+ 1.12% |
$10.4K - $11.9K
|
11.1K
$1.33M
|
|
|
Oct 06, 2025
Q3 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
122+ 4.49% |
$10.3K - $11.8K
|
2.84K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
119+ 3.21% |
$10.1K - $11.6K
|
3.83K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
118+ 5.16% |
$10K - $11.5K
|
2.41K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
115+ 0.65% |
$9.75K - $11.2K
|
17.8K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
112+ 2.67% |
$9.49K - $10.9K
|
4.31K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
110+ 0.28% |
$9.32K - $10.7K
|
39.2K
$4.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
109+ 4.37% |
$9.24K - $10.6K
|
2.6K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
106+ 4.68% |
$8.99K - $10.3K
|
2.37K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
105+ 0.4% |
$8.9K - $10.2K
|
26.1K
$3.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
102+ 3.37% |
$8.65K - $9.91K
|
3.13K
$375K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
102+ 0.67% |
$8.65K - $9.91K
|
15.4K
$1.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
101+ 1.15% |
$8.56K - $9.81K
|
8.85K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
101+ 0.18% |
$8.56K - $9.81K
|
54.8K
$6.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
100+ 1.58% |
$8.48K - $9.71K
|
6.41K
$768K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
97+ 2.85% |
$8.22K - $9.42K
|
3.5K
$419K
|