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
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.58K+ 16.09% |
$727K - $834K
|
61.9K
$6.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.45K+ 4.95% |
$716K - $821K
|
179K
$18.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.33K+ 258.9% |
$706K - $809K
|
11.6K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.32KNew |
$705K - $808K
|
8.32K
$859K
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.29K+ 12.47% |
$703K - $806K
|
74.8K
$7.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.24K+ 35.08% |
$698K - $800K
|
31.7K
$3.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.21KNew |
$696K - $797K
|
8.21K
$847K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
8.17KNew |
$692K - $793K
|
8.17K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
8.09KNew |
$686K - $786K
|
8.09K
$836K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.01KNew |
$679K - $778K
|
8.01K
$827K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.98K+ 33.04% |
$677K - $775K
|
32.1K
$3.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.83K+ 6.01% |
$663K - $760K
|
138K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.75K+ 11.16% |
$657K - $753K
|
77.2K
$7.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.75K+ 12.09% |
$657K - $753K
|
71.8K
$7.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.62K+ 4.52% |
$646K - $740K
|
176K
$18.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.6K+ 6.64% |
$644K - $738K
|
122K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
7.59K+ 16.24% |
$643K - $737K
|
54.3K
$5.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.59K+ 338.79% |
$643K - $737K
|
9.83K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
7.45K+ 15.86% |
$632K - $724K
|
54.5K
$5.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.45K+ 0.29% |
$631K - $723K
|
2.56M
$264M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.38K+ 30.71% |
$626K - $717K
|
31.4K
$3.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.31K+ 80.88% |
$620K - $710K
|
16.4K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
7.28KNew |
$617K - $707K
|
7.28K
$752K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
7.26K+ 120.73% |
$615K - $705K
|
13.3K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
7.18K+ 1.13% |
$608K - $697K
|
641K
$66.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.15KNew |
$606K - $695K
|
7.15K
$739K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
7.15K+ 118.37% |
$606K - $695K
|
13.2K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.91K+ 4.24% |
$586K - $671K
|
170K
$17.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.86K+ 0.32% |
$582K - $666K
|
2.16M
$223M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
6.39KNew |
$541K - $620K
|
6.39K
$659K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.38K+ 145.8% |
$541K - $620K
|
10.8K
$1.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.33K+ 147.44% |
$536K - $614K
|
10.6K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.3KNew |
$534K - $612K
|
6.3K
$651K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.2K+ 1.25% |
$526K - $602K
|
504K
$52M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.08K+ 81.43% |
$515K - $590K
|
13.5K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.99K+ 14.22% |
$508K - $582K
|
48.1K
$4.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.96K+ 46.43% |
$505K - $579K
|
18.8K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
5.76KNew |
$488K - $559K
|
5.76K
$594K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.52K+ 4.15% |
$468K - $536K
|
139K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.49K+ 172.84% |
$465K - $533K
|
8.66K
$894K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.38K+ 34.34% |
$456K - $522K
|
21K
$2.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.32KNew |
$451K - $516K
|
5.32K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.19K+ 2.1% |
$440K - $504K
|
252K
$26M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.03K+ 6.71% |
$426K - $489K
|
80K
$8.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5KNew |
$424K - $486K
|
5K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5K+ 41.93% |
$423K - $485K
|
16.9K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.97K+ 166.1% |
$421K - $483K
|
7.96K
$822K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.87K+ 9.55% |
$413K - $473K
|
55.9K
$5.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.84K+ 46.17% |
$410K - $470K
|
15.3K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.61K+ 13.02% |
$390K - $447K
|
40K
$4.13M
|