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 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.6KNew |
$390K - $447K
|
4.6K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.58KNew |
$388K - $445K
|
4.58K
$473K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.47K+ 45.35% |
$379K - $434K
|
14.3K
$1.48M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.45K+ 0.6% |
$377K - $432K
|
750K
$77.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.44KNew |
$376K - $431K
|
4.44K
$458K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.44K+ 6.25% |
$376K - $431K
|
75.5K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.35K+ 11.51% |
$369K - $422K
|
42.1K
$4.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.35KNew |
$368K - $422K
|
4.35K
$449K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
4.28KNew |
$363K - $416K
|
4.28K
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.24KNew |
$359K - $411K
|
4.24K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.21K+ 3.48% |
$357K - $409K
|
125K
$12.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.1K+ 91.76% |
$348K - $398K
|
8.57K
$885K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.1K+ 44.4% |
$347K - $398K
|
13.3K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.06K+ 81.38% |
$344K - $394K
|
9.05K
$934K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
4.04KNew |
$343K - $393K
|
4.04K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.02K+ 3.73% |
$341K - $390K
|
112K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.97K+ 1.29% |
$336K - $385K
|
312K
$32.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.93KNew |
$333K - $382K
|
3.93K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
3.85KNew |
$326K - $374K
|
3.85K
$397K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.84K+ 62.27% |
$326K - $373K
|
10K
$1.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.8KNew |
$322K - $369K
|
3.8K
$392K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.79K+ 21.01% |
$321K - $368K
|
21.8K
$2.25M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.78KNew |
$321K - $368K
|
3.78K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.68KNew |
$312K - $357K
|
3.68K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
3.6K+ 7.96% |
$305K - $349K
|
48.8K
$5.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.57K+ 20.13% |
$302K - $346K
|
21.3K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.56K+ 52.91% |
$302K - $346K
|
10.3K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.55K+ 36.67% |
$301K - $345K
|
13.2K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.55K+ 19.48% |
$301K - $345K
|
21.8K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.5K+ 12.53% |
$297K - $340K
|
31.5K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
3.46K+ 1.2% |
$293K - $336K
|
292K
$30.2M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.4K+ 18.89% |
$288K - $331K
|
21.4K
$2.21M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 1.66% |
$288K - $330K
|
208K
$21.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.33K+ 18.04% |
$282K - $323K
|
21.8K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.32K+ 23.49% |
$282K - $323K
|
17.5K
$1.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.3K+ 128.63% |
$280K - $320K
|
5.86K
$605K
|
|
|
Nov 08, 2024
Q3 2024
|
Jennison Associates LLC
|
BUY
|
- |
3.29KNew |
$279K - $319K
|
3.29K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.28K+ 1.18% |
$278K - $319K
|
282K
$29.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.25K+ 74.9% |
$275K - $315K
|
7.58K
$783K
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.23K+ 6.23% |
$274K - $313K
|
55.1K
$5.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 0.89% |
$272K - $311K
|
365K
$37.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.17K+ 66.9% |
$268K - $308K
|
7.9K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.15KNew |
$267K - $306K
|
3.15K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.15KNew |
$267K - $306K
|
3.15K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.15K+ 0.91% |
$267K - $306K
|
348K
$35.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.12KNew |
$264K - $303K
|
3.12K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.09K+ 51.65% |
$262K - $300K
|
9.08K
$938K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.07K+ 4.92% |
$261K - $299K
|
65.5K
$6.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.07K+ 2.65% |
$260K - $298K
|
119K
$12.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.06K+ 5.57% |
$259K - $297K
|
57.9K
$5.98M
|