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 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.2K+ 25.55% |
$1.28M - $1.47M
|
74.5K
$7.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
14.7K+ 12.57% |
$1.24M - $1.42M
|
131K
$13.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 8.81% |
$1.21M - $1.39M
|
177K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.2K+ 5.98% |
$1.2M - $1.38M
|
252K
$26M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.1K+ 295.25% |
$1.2M - $1.37M
|
18.9K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13.9K+ 12.64% |
$1.18M - $1.35M
|
124K
$12.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
13.7KNew |
$1.16M - $1.33M
|
13.7K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
13.4K+ 200.9% |
$1.13M - $1.3M
|
20K
$2.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 13.82% |
$1.11M - $1.27M
|
108K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13K+ 8.16% |
$1.1M - $1.27M
|
173K
$17.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
12.9K+ 11.7% |
$1.09M - $1.25M
|
123K
$12.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.7KNew |
$1.07M - $1.23M
|
12.7K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$1.04M - $1.19M
|
12.2K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
12K+ 300.0% |
$1.02M - $1.17M
|
16K
$1.65M
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
11.8KNew |
$1M - $1.15M
|
11.8K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.7K+ 38.18% |
$992K - $1.14M
|
42.4K
$4.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
11.7K+ 37.53% |
$992K - $1.14M
|
42.9K
$4.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$972K - $1.11M
|
11.5K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.3K+ 20.59% |
$960K - $1.1M
|
66.3K
$6.85M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11.2KNew |
$950K - $1.09M
|
11.2K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
11.2K+ 4.16% |
$945K - $1.08M
|
279K
$28.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.9K+ 104.83% |
$922K - $1.06M
|
21.3K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.9K+ 6.18% |
$922K - $1.06M
|
187K
$19.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.8KNew |
$912K - $1.05M
|
10.8K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.7K+ 474.04% |
$909K - $1.04M
|
13K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
10.5K+ 53.62% |
$894K - $1.02M
|
30.2K
$3.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5K+ 5.29% |
$889K - $1.02M
|
209K
$21.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.2KNew |
$861K - $987K
|
10.2K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10.1K+ 16.04% |
$858K - $983K
|
73.2K
$7.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10K+ 52.11% |
$852K - $976K
|
29.3K
$3.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
10K+ 37.37% |
$851K - $975K
|
36.9K
$3.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
10K+ 33.29% |
$850K - $974K
|
40.2K
$4.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
9.88K+ 291.48% |
$838K - $960K
|
13.3K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
9.86K+ 167.26% |
$836K - $958K
|
15.8K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.83K+ 5.83% |
$833K - $955K
|
178K
$18.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.79K+ 17.24% |
$830K - $951K
|
66.6K
$6.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
9.76K+ 3.9% |
$827K - $948K
|
260K
$26.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
9.7K+ 11.73% |
$823K - $943K
|
92.4K
$9.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
9.27K+ 12.35% |
$786K - $900K
|
84.3K
$8.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.26K+ 8.2% |
$785K - $899K
|
122K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.19KNew |
$779K - $892K
|
9.19K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.18KNew |
$778K - $891K
|
9.18K
$948K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.16K+ 3.13% |
$777K - $890K
|
302K
$31.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.96K+ 7.82% |
$760K - $871K
|
124K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.92K+ 0.03% |
$756K - $866K
|
33.3M
$3.44B
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.85KNew |
$750K - $860K
|
8.85K
$914K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.84K+ 2.8% |
$749K - $858K
|
325K
$33.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.79K+ 1.57% |
$745K - $854K
|
570K
$58.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
8.73KNew |
$740K - $847K
|
8.73K
$901K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.72K+ 19.31% |
$739K - $847K
|
53.9K
$5.57M
|