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
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
737+ 5.69% |
$62.5K - $71.6K
|
13.7K
$1.64M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
735+ 8.81% |
$62.3K - $71.4K
|
9.07K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
710+ 1.07% |
$60.2K - $69K
|
67.3K
$8.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
692+ 0.65% |
$58.7K - $67.2K
|
108K
$12.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
691New |
$58.6K - $67.1K
|
691
$82.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
685+ 14.04% |
$58.1K - $66.5K
|
5.56K
$666K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
683+ 9.1% |
$57.9K - $66.3K
|
8.19K
$981K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
673+ 0.3% |
$57.1K - $65.4K
|
228K
$27.4M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
669New |
$56.7K - $65K
|
669
$80.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
667+ 0.4% |
$56.5K - $64.8K
|
166K
$19.9M
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
666+ 18.73% |
$56.5K - $64.7K
|
4.22K
$506K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
661+ 4.47% |
$56K - $64.2K
|
15.4K
$1.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
652+ 3.22% |
$55.3K - $63.3K
|
20.9K
$2.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
647+ 1.76% |
$54.8K - $62.8K
|
37.3K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
642+ 25.14% |
$54.4K - $62.4K
|
3.2K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
640New |
$54.3K - $62.2K
|
640
$76.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
635New |
$53.8K - $61.7K
|
635
$76K
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
634+ 2.51% |
$53.7K - $61.6K
|
25.9K
$3.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
633+ 6.04% |
$53.7K - $61.5K
|
11.1K
$1.33M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
620+ 4.84% |
$52.6K - $60.2K
|
13.4K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
620+ 5.03% |
$52.6K - $60.2K
|
12.9K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
599+ 2.11% |
$50.8K - $58.2K
|
29K
$3.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
587+ 18.65% |
$49.8K - $57K
|
3.73K
$447K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
581+ 15.69% |
$49.3K - $56.4K
|
4.28K
$513K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
578+ 1.18% |
$49K - $56.1K
|
49.6K
$5.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
578+ 5.19% |
$49K - $56.1K
|
11.7K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
578+ 6.74% |
$49K - $56.1K
|
9.15K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
570+ 96.28% |
$48.3K - $55.4K
|
1.16K
$139K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
569+ 2.16% |
$48.2K - $55.3K
|
26.9K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
552+ 8.87% |
$46.8K - $53.6K
|
6.78K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
548+ 22.8% |
$46.5K - $53.2K
|
2.95K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
547+ 2.55% |
$46.4K - $53.1K
|
22K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
543+ 0.67% |
$46K - $52.7K
|
82.1K
$9.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
542+ 4.25% |
$45.9K - $52.6K
|
13.3K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
522+ 126.39% |
$44.2K - $50.7K
|
935
$112K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
500+ 0.75% |
$42.4K - $48.6K
|
66.8K
$8M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
500+ 9.93% |
$42.4K - $48.6K
|
5.53K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
498+ 338.78% |
$42.2K - $48.4K
|
645
$77.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
478+ 2.94% |
$40.5K - $46.4K
|
16.7K
$2M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
474+ 130.22% |
$40.2K - $46K
|
838
$100K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
460+ 8.87% |
$39K - $44.7K
|
5.65K
$676K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
454+ 0.67% |
$38.5K - $44.1K
|
68.4K
$8.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
448+ 2.52% |
$38K - $43.5K
|
18.2K
$2.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
444+ 2.82% |
$37.6K - $43.1K
|
16.2K
$1.94M
|
|
|
Feb 10, 2025
Q3 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
444+ 0.17% |
$37.6K - $43.1K
|
264K
$31.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
441+ 13.65% |
$37.4K - $42.8K
|
3.67K
$440K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
441+ 2.6% |
$37.4K - $42.8K
|
17.4K
$2.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
439+ 0.53% |
$37.2K - $42.6K
|
83.9K
$10M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
438+ 1.39% |
$37.1K - $42.5K
|
32K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
432+ 8.1% |
$36.6K - $42K
|
5.76K
$690K
|