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 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
95+ 0.28% |
$8.05K - $9.23K
|
34.6K
$4.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
95+ 0.15% |
$8.05K - $9.23K
|
65.5K
$7.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
94+ 1.02% |
$7.97K - $9.13K
|
9.31K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
94+ 2.12% |
$7.97K - $9.13K
|
4.53K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93+ 0.33% |
$7.88K - $9.03K
|
28.4K
$3.41M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
92+ 0.59% |
$7.8K - $8.94K
|
15.8K
$1.89M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
91+ 1.2% |
$7.71K - $8.84K
|
7.64K
$915K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$7.46K - $8.55K
|
88
$10.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
88+ 3.16% |
$7.46K - $8.55K
|
2.87K
$344K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
85+ 1.58% |
$7.21K - $8.26K
|
5.48K
$656K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
84+ 0.81% |
$7.12K - $8.16K
|
10.4K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
83+ 0.31% |
$7.04K - $8.06K
|
27.2K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
83+ 0.7% |
$7.04K - $8.06K
|
12K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$6.95K - $7.96K
|
82
$9.82K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
82+ 0.86% |
$6.95K - $7.96K
|
9.66K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
81New |
$6.87K - $7.87K
|
81
$9.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
79+ 0.69% |
$6.7K - $7.67K
|
11.6K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
75+ 0.45% |
$6.36K - $7.28K
|
16.8K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
74+ 2.39% |
$6.27K - $7.19K
|
3.17K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
73+ 0.28% |
$6.19K - $7.09K
|
26K
$3.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
70+ 0.14% |
$5.93K - $6.8K
|
51.6K
$6.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
68+ 14.5% |
$5.76K - $6.6K
|
537
$64.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
64+ 1.87% |
$5.43K - $6.22K
|
3.49K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
64+ 0.08% |
$5.43K - $6.22K
|
79.8K
$9.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
64+ 1.08% |
$5.43K - $6.22K
|
6K
$718K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
62New |
$5.26K - $6.02K
|
62
$7.43K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
61+ 3.71% |
$5.17K - $5.92K
|
1.71K
$204K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
61+ 0.46% |
$5.17K - $5.92K
|
13.3K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
55+ 0.71% |
$4.66K - $5.34K
|
7.85K
$940K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
49+ 16.33% |
$4.15K - $4.76K
|
349
$41.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
47+ 0.48% |
$3.98K - $4.57K
|
9.93K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
46+ 0.85% |
$3.9K - $4.47K
|
5.47K
$654K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
45New |
$3.81K - $4.37K
|
45
$5.39K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
45+ 0.81% |
$3.81K - $4.37K
|
5.6K
$670K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.2% |
$3.81K - $4.37K
|
3.79K
$454K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
43+ 0.03% |
$3.65K - $4.18K
|
156K
$18.7M
|
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
42+ 0.31% |
$3.56K - $4.08K
|
13.7K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
40+ 13.47% |
$3.39K - $3.89K
|
337
$40.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 0.21% |
$2.97K - $3.4K
|
16.5K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$2.8K - $3.21K
|
23.8K
$2.85M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
33+ 0.02% |
$2.8K - $3.21K
|
140K
$16.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
32+ 1.11% |
$2.71K - $3.11K
|
2.93K
$350K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
29+ 1.0% |
$2.46K - $2.82K
|
2.93K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
29+ 0.9% |
$2.46K - $2.82K
|
3.24K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28+ 4.86% |
$2.37K - $2.72K
|
604
$72.3K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
28+ 0.29% |
$2.37K - $2.72K
|
9.79K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
27+ 61.36% |
$2.29K - $2.62K
|
71
$8.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 2.03% |
$2.2K - $2.53K
|
1.31K
$157K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.81% |
$2.2K - $2.53K
|
3.22K
$385K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.15% |
$2.12K - $2.43K
|
16.7K
$2M
|