Purchases and Sales Made in Q3 2024 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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
Lazard Asset Management LLC

New York, NY
BUY
 -
640
New
$54.3K - $62.2K
640 $66.1K
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
635
New
$53.8K - $61.7K
635 $65.6K
Nov 07, 2024 Q3 2024
Bcu Wealth Advisors, LLC

Vernon Hills, IL
BUY
 -
634
+ 2.51%
$53.7K - $61.6K
25.9K $2.68M
Oct 23, 2024 Q3 2024
Cfm Wealth Partners LLC

BUY
 -
633
+ 6.04%
$53.7K - $61.5K
11.1K $1.15M
Oct 28, 2024 Q3 2024
Chicago Partners Investment Group LLC

BUY
 -
620
+ 4.84%
$52.6K - $60.2K
13.4K $1.39M
Nov 13, 2024 Q3 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
620
+ 5.03%
$52.6K - $60.2K
12.9K $1.34M
Nov 14, 2024 Q3 2024
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
599
+ 2.11%
$50.8K - $58.2K
29K $2.99M
Nov 05, 2024 Q3 2024
Axim Planning & Wealth

Dayton, OH
BUY
 -
587
+ 18.65%
$49.8K - $57K
3.73K $386K
Nov 14, 2024 Q3 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
581
+ 15.69%
$49.3K - $56.4K
4.28K $442K
Oct 08, 2024 Q3 2024
Stordahl Capital Management, Inc.

BUY
 -
578
+ 1.18%
$49K - $56.1K
49.6K $5.13M
Oct 31, 2024 Q3 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
578
+ 6.74%
$49K - $56.1K
9.15K $945K
Oct 16, 2024 Q3 2024
Wolff Wiese Magana LLC

BUY
 -
570
+ 96.28%
$48.3K - $55.4K
1.16K $120K
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
569
+ 2.16%
$48.2K - $55.3K
26.9K $2.78M
Oct 15, 2024 Q3 2024
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
552
+ 8.87%
$46.8K - $53.6K
6.78K $700K
Nov 14, 2024 Q3 2024
L.M. Kohn & Company

BUY
 -
548
+ 22.8%
$46.5K - $53.2K
2.95K $305K
Nov 12, 2024 Q3 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
547
+ 2.55%
$46.4K - $53.1K
22K $2.27M
Oct 30, 2024 Q3 2024
Moloney Securities Asset Management, LLC

BUY
 -
543
+ 0.67%
$46K - $52.7K
82.1K $8.48M
Nov 12, 2024 Q3 2024
Clear Investment Research, LLC

BUY
 -
542
+ 4.25%
$45.9K - $52.6K
13.3K $1.37M
Nov 12, 2024 Q3 2024
Investors Research Corp

BUY
 -
522
+ 126.39%
$44.2K - $50.7K
935 $96.6K
Nov 05, 2024 Q3 2024
Acas, LLC

BUY
 -
500
+ 0.75%
$42.4K - $48.6K
66.8K $6.9M
Nov 08, 2024 Q3 2024
Staley Capital Advisers Inc

BUY
 -
500
+ 9.93%
$42.4K - $48.6K
5.53K $571K
Nov 13, 2024 Q3 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
498
+ 338.78%
$42.2K - $48.4K
645 $66.6K
Nov 08, 2024 Q3 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
478
+ 2.94%
$40.5K - $46.4K
16.7K $1.73M
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
474
+ 130.22%
$40.2K - $46K
838 $86.5K
Oct 04, 2024 Q3 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
460
+ 8.87%
$39K - $44.7K
5.65K $583K
Oct 31, 2024 Q3 2024
Ascent Wealth Partners, LLC

New Hartford, NY
BUY
 -
454
+ 0.67%
$38.5K - $44.1K
68.4K $7.07M
Nov 12, 2024 Q3 2024
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
448
+ 2.52%
$38K - $43.5K
18.2K $1.88M
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
444
+ 2.82%
$37.6K - $43.1K
16.2K $1.67M
Oct 07, 2024 Q3 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
441
+ 13.65%
$37.4K - $42.8K
3.67K $379K
Nov 08, 2024 Q3 2024
Bellwether Advisors, LLC

BUY
 -
441
+ 2.6%
$37.4K - $42.8K
17.4K $1.8M
Nov 12, 2024 Q3 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
439
+ 0.53%
$37.2K - $42.6K
83.9K $8.66M
Oct 10, 2024 Q3 2024
Valeo Financial Advisors, LLC

BUY
 -
438
+ 1.39%
$37.1K - $42.5K
32K $3.31M
Nov 13, 2024 Q3 2024
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
432
+ 8.1%
$36.6K - $42K
5.76K $595K
Nov 12, 2024 Q3 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
420
+ 14.71%
$35.6K - $40.8K
3.28K $338K
Nov 14, 2024 Q3 2024
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
419
+ 10.43%
$35.5K - $40.7K
4.44K $458K
Nov 07, 2024 Q3 2024
Claro Advisors LLC

Boston, MA
BUY
 -
415
+ 3.56%
$35.2K - $40.3K
12.1K $1.25M
Oct 08, 2024 Q3 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
405
+ 1.09%
$34.3K - $39.3K
37.4K $3.86M
Oct 25, 2024 Q3 2024
Fiducient Advisors LLC

BUY
 -
381
+ 2.5%
$32.3K - $37K
15.6K $1.61M
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
375
+ 20.11%
$31.8K - $36.4K
2.24K $231K
Oct 15, 2024 Q3 2024
Cornell Pochily Investment Advisors, Inc.

BUY
 -
372
+ 1.9%
$31.5K - $36.1K
20K $2.06M
Oct 28, 2024 Q3 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
370
+ 160.17%
$31.4K - $35.9K
601 $62.1K
Oct 25, 2024 Q3 2024
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
367
+ 22.5%
$31.1K - $35.6K
2K $206K
Nov 08, 2024 Q3 2024
New Potomac Partners, LLC

BUY
 -
360
New
$30.5K - $35K
360 $37.2K
Nov 14, 2024 Q3 2024
C2 C Wealth Management, LLC

BUY
 -
360
+ 3.32%
$30.5K - $35K
11.2K $1.16M
Nov 14, 2024 Q3 2024
Acropolis Investment Management, LLC

BUY
 -
356
+ 0.23%
$30.2K - $34.6K
155K $16.1M
Oct 31, 2024 Q3 2024
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
353
+ 4.97%
$29.9K - $34.3K
7.46K $770K
Oct 25, 2024 Q3 2024
First Command Advisory Services, Inc.

BUY
 -
339
+ 1.79%
$28.7K - $32.9K
19.3K $1.99M
Nov 13, 2024 Q3 2024
Capital Square, LLC

BUY
 -
339
+ 2.33%
$28.7K - $32.9K
14.9K $1.54M
Oct 10, 2024 Q3 2024
Annex Advisory Services, LLC

BUY
 -
335
+ 8.04%
$28.4K - $32.5K
4.5K $465K

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