Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.5MNew |
$425M - $475M
|
4.5M
$479M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.45MNew |
$326M - $364M
|
3.45M
$367M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.05MNew |
$288M - $321M
|
3.05M
$324M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26M+ 14.39% |
$213M - $238M
|
17.9M
$1.91B
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04M+ 49.72% |
$98.1M - $110M
|
3.13M
$333M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1M+ 6.41% |
$94.4M - $105M
|
16.6M
$1.77B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
765K+ 1.73% |
$72.2M - $80.7M
|
44.9M
$4.78B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
422K+ 10066.91% |
$39.8M - $44.5M
|
426K
$45.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
316K+ 116.15% |
$29.8M - $33.3M
|
588K
$62.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
248K+ 148.17% |
$23.4M - $26.1M
|
415K
$44.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
247K+ 15.33% |
$23.3M - $26M
|
1.86M
$198M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
243K+ 25.32% |
$23M - $25.7M
|
1.2M
$128M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
211KNew |
$19.9M - $22.2M
|
211K
$22.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
209KNew |
$19.7M - $22M
|
209K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
199K+ 24415.48% |
$18.8M - $21M
|
200K
$21.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
194KNew |
$18.3M - $20.4M
|
194K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
187K+ 2.4% |
$17.6M - $19.7M
|
7.98M
$849M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
186K+ 356.81% |
$17.6M - $19.6M
|
238K
$25.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
174KNew |
$16.4M - $18.3M
|
174K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
151KNew |
$14.2M - $15.9M
|
151K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
149K+ 2.8% |
$14.1M - $15.7M
|
5.48M
$583M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
140KNew |
$13.2M - $14.7M
|
140K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
139K+ 60.07% |
$13.1M - $14.7M
|
370K
$39.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
135K+ 6812.83% |
$12.7M - $14.2M
|
137K
$14.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
133K+ 90.78% |
$12.6M - $14.1M
|
280K
$29.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
130K+ 307.06% |
$12.3M - $13.7M
|
172K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
129KNew |
$12.2M - $13.6M
|
129K
$13.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118K+ 3.61% |
$11.1M - $12.4M
|
3.39M
$360M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
115KNew |
$10.9M - $12.2M
|
115K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
113KNew |
$10.7M - $12M
|
113K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 167.66% |
$10.4M - $11.6M
|
175K
$18.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
110KNew |
$10.4M - $11.6M
|
110K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
106K+ 13.38% |
$10.1M - $11.2M
|
902K
$96M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
101K+ 56.04% |
$9.56M - $10.7M
|
282K
$30M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
101KNew |
$9.53M - $10.6M
|
101K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
97.3K+ 41.46% |
$9.19M - $10.3M
|
332K
$35.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
95.3K+ 3.72% |
$9M - $10.1M
|
2.66M
$283M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
92.6K+ 148.76% |
$8.74M - $9.76M
|
155K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
91.1KNew |
$8.6M - $9.61M
|
91.1K
$9.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
89.1KNew |
$8.42M - $9.4M
|
89.1K
$9.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
88.3KNew |
$8.34M - $9.32M
|
88.3K
$9.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
84.5KNew |
$7.98M - $8.91M
|
84.5K
$8.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84.2K+ 16.14% |
$7.95M - $8.88M
|
606K
$64.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
83K+ 17.19% |
$7.84M - $8.75M
|
566K
$60.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.8K+ 32.51% |
$7.72M - $8.63M
|
333K
$35.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
81.2KNew |
$7.67M - $8.57M
|
81.2K
$8.64M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
75.7KNew |
$7.15M - $7.99M
|
75.7K
$8.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
72.9K+ 132.55% |
$6.88M - $7.69M
|
128K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
71.9KNew |
$6.79M - $7.58M
|
71.9K
$7.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70K+ 13.82% |
$6.61M - $7.38M
|
576K
$61.3M
|