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 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
68+ 14.5% |
$5.76K - $6.6K
|
537
$55K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
64+ 1.87% |
$5.43K - $6.22K
|
3.49K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
64+ 0.08% |
$5.43K - $6.22K
|
79.8K
$8.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
64+ 1.08% |
$5.43K - $6.22K
|
6K
$614K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
62New |
$5.26K - $6.02K
|
62
$6.35K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
61+ 3.71% |
$5.17K - $5.92K
|
1.71K
$175K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
61+ 0.46% |
$5.17K - $5.92K
|
13.3K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
55+ 0.71% |
$4.66K - $5.34K
|
7.85K
$804K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
49+ 16.33% |
$4.15K - $4.76K
|
349
$35.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
47+ 0.48% |
$3.98K - $4.57K
|
9.93K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
46+ 0.85% |
$3.9K - $4.47K
|
5.47K
$560K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
45New |
$3.81K - $4.37K
|
45
$4.61K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
45+ 0.81% |
$3.81K - $4.37K
|
5.6K
$573K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
45+ 1.2% |
$3.81K - $4.37K
|
3.79K
$388K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
43+ 0.03% |
$3.65K - $4.18K
|
156K
$16M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
40+ 13.47% |
$3.39K - $3.89K
|
337
$34.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 0.21% |
$2.97K - $3.4K
|
16.5K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$2.8K - $3.21K
|
23.8K
$2.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
33+ 0.02% |
$2.8K - $3.21K
|
140K
$14.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
32+ 1.11% |
$2.71K - $3.11K
|
2.93K
$300K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
29+ 1.0% |
$2.46K - $2.82K
|
2.93K
$300K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
29+ 0.9% |
$2.46K - $2.82K
|
3.24K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28+ 4.86% |
$2.37K - $2.72K
|
604
$61.9K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
28+ 0.29% |
$2.37K - $2.72K
|
9.79K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
27+ 61.36% |
$2.29K - $2.62K
|
71
$7.27K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 2.03% |
$2.2K - $2.53K
|
1.31K
$134K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.81% |
$2.2K - $2.53K
|
3.22K
$330K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.15% |
$2.12K - $2.43K
|
16.7K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
25+ 0.15% |
$2.12K - $2.43K
|
17K
$1.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
24+ 15.89% |
$2.03K - $2.33K
|
175
$17.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 0.3% |
$2.03K - $2.33K
|
8.1K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 0.02% |
$1.61K - $1.85K
|
92.5K
$9.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
18New |
$1.53K - $1.75K
|
18
$1.84K
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.15% |
$1.27K - $1.46K
|
10.2K
$1.05M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
14+ 0.35% |
$1.19K - $1.36K
|
4.01K
$411K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.13% |
$1.1K - $1.26K
|
9.68K
$991K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
13+ 0.51% |
$1.1K - $1.26K
|
2.55K
$261K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
12+ 0.15% |
$1.02K - $1.17K
|
7.92K
$811K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11+ 0.04% |
$932 - $1.07K
|
24.9K
$2.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.12% |
$932 - $1.07K
|
9K
$922K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.12% |
$932 - $1.07K
|
9.19K
$941K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.15% |
$932 - $1.07K
|
7.13K
$730K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$848 - $971
|
12.7K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.08% |
$763 - $874
|
11.1K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.06% |
$763 - $874
|
14.4K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
9+ 0.14% |
$763 - $874
|
6.3K
$645K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$678 - $777
|
5.61K
$575K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 1.97% |
$678 - $777
|
414
$42.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.03% |
$678 - $777
|
23.1K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
8+ 0.1% |
$678 - $777
|
8.02K
$821K
|