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 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
34.7K+ 739.29% |
$2.94M - $3.37M
|
39.4K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
34.6K+ 11.48% |
$2.94M - $3.36M
|
336K
$34.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32.6K+ 35.73% |
$2.76M - $3.16M
|
124K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
31.2K+ 831.37% |
$2.64M - $3.03M
|
34.9K
$3.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31K+ 3.22% |
$2.63M - $3.01M
|
996K
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
30.6K+ 25.24% |
$2.6M - $2.98M
|
152K
$15.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
30.4K+ 5.12% |
$2.58M - $2.95M
|
625K
$64.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.3K+ 5.26% |
$2.48M - $2.84M
|
585K
$60.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
28.6KNew |
$2.43M - $2.78M
|
28.6K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
28.4KNew |
$2.41M - $2.76M
|
28.4K
$2.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
26.4K+ 34.16% |
$2.24M - $2.56M
|
104K
$10.7M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
25.8K+ 5.32% |
$2.19M - $2.51M
|
512K
$52.9M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
25.8K+ 5.12% |
$2.19M - $2.51M
|
530K
$54.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
25.8K+ 67.08% |
$2.19M - $2.5M
|
64.2K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
25.3KNew |
$2.15M - $2.46M
|
25.3K
$2.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
25.1K+ 15.53% |
$2.13M - $2.44M
|
187K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
25K+ 2.5% |
$2.12M - $2.43M
|
1.03M
$106M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.8K+ 8.37% |
$2.11M - $2.41M
|
322K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24.8K+ 4.46% |
$2.1M - $2.41M
|
581K
$60M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
24.6KNew |
$2.09M - $2.39M
|
24.6K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
24.5K+ 226.93% |
$2.08M - $2.38M
|
35.3K
$3.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
23.8K+ 12.79% |
$2.02M - $2.31M
|
210K
$21.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.5K+ 17.85% |
$2M - $2.29M
|
155K
$16M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.9K+ 52.79% |
$1.94M - $2.22M
|
66.2K
$6.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.8K+ 8.71% |
$1.93M - $2.21M
|
285K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.6K+ 0.3% |
$1.91M - $2.19M
|
7.48M
$772M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.5K+ 23.02% |
$1.91M - $2.19M
|
120K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.3K+ 267.08% |
$1.89M - $2.17M
|
30.7K
$3.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 4.1% |
$1.84M - $2.11M
|
552K
$57M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
21K+ 23.64% |
$1.78M - $2.04M
|
110K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
20.9K+ 58.49% |
$1.77M - $2.03M
|
56.5K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.6K+ 13.15% |
$1.74M - $2M
|
177K
$18.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
20.3K+ 49.2% |
$1.72M - $1.97M
|
61.6K
$6.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.1K+ 21.56% |
$1.71M - $1.95M
|
113K
$11.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
20K+ 45.37% |
$1.69M - $1.94M
|
64K
$6.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.3K+ 16.07% |
$1.63M - $1.87M
|
139K
$14.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.8K+ 5.97% |
$1.59M - $1.82M
|
333K
$34.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
18.4K+ 563.51% |
$1.56M - $1.78M
|
21.6K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
17.9K+ 7.89% |
$1.52M - $1.74M
|
245K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17.5K+ 5.43% |
$1.49M - $1.7M
|
340K
$35.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
17.5K+ 42.72% |
$1.48M - $1.7M
|
58.4K
$6.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17.2K+ 504.58% |
$1.46M - $1.67M
|
20.6K
$2.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16.9K+ 96.65% |
$1.43M - $1.64M
|
34.3K
$3.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
16.4K+ 4.53% |
$1.39M - $1.59M
|
378K
$39.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
16.3K+ 101.22% |
$1.38M - $1.59M
|
32.4K
$3.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
16.1K+ 27.14% |
$1.36M - $1.56M
|
75.4K
$7.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
16.1K+ 39.02% |
$1.36M - $1.56M
|
57.2K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16KNew |
$1.36M - $1.56M
|
16K
$1.65M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16K+ 3.26% |
$1.35M - $1.55M
|
506K
$52.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.6K+ 15.68% |
$1.32M - $1.52M
|
115K
$11.9M
|