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 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.2KNew |
$113K - $127K
|
1.2K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.19K+ 14.08% |
$113K - $126K
|
9.67K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.19K+ 3.69% |
$112K - $125K
|
33.3K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.19K+ 17.73% |
$112K - $125K
|
7.88K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.19K+ 1.05% |
$112K - $125K
|
114K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.17K+ 27.22% |
$110K - $123K
|
5.45K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.14K+ 2.18% |
$108K - $120K
|
53.6K
$5.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.13K+ 6.53% |
$107K - $119K
|
18.4K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.11K+ 0.33% |
$105K - $117K
|
342K
$36.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.09KNew |
$103K - $115K
|
1.09K
$117K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.08K+ 9.18% |
$102K - $113K
|
12.8K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 2.84% |
$101K - $113K
|
38.8K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.06K+ 5.01% |
$99.6K - $111K
|
22.1K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.04KNew |
$98.5K - $110K
|
1.04K
$111K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.03KNew |
$97.5K - $109K
|
1.03K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.02KNew |
$96.7K - $108K
|
1.02K
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 1.31% |
$95.1K - $106K
|
77.7K
$8.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.01K+ 174.35% |
$95K - $106K
|
1.58K
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1K+ 27.34% |
$94.4K - $105K
|
4.66K
$497K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
999New |
$94.3K - $105K
|
999
$107K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
975+ 22.73% |
$92.1K - $103K
|
5.26K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
975+ 3.09% |
$92.1K - $103K
|
32.5K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
961New |
$90.7K - $101K
|
961
$103K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
951+ 21.26% |
$89.8K - $100K
|
5.42K
$579K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
950+ 4.01% |
$89.7K - $100K
|
24.7K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
941+ 33.98% |
$88.9K - $99.2K
|
3.71K
$396K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
925+ 7.11% |
$87.3K - $97.6K
|
13.9K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
918+ 23.94% |
$86.7K - $96.8K
|
4.75K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
917+ 14.84% |
$86.6K - $96.7K
|
7.1K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
900+ 3.45% |
$85K - $94.9K
|
27K
$2.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
898+ 23.73% |
$84.8K - $94.7K
|
4.68K
$500K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
898+ 6.79% |
$84.8K - $94.7K
|
14.1K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
895+ 2.4% |
$84.5K - $94.4K
|
38.2K
$4.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
893+ 6.15% |
$84.3K - $94.2K
|
15.4K
$1.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
888+ 1.37% |
$83.9K - $93.7K
|
65.6K
$7M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
884New |
$83.5K - $93.2K
|
884
$94.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
863+ 4.53% |
$81.5K - $91K
|
19.9K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
851+ 12.56% |
$80.4K - $89.8K
|
7.63K
$814K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
847+ 15.78% |
$80K - $89.3K
|
6.21K
$663K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
844+ 0.72% |
$79.7K - $89K
|
118K
$12.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
844New |
$79.7K - $89K
|
844
$90K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
841+ 13.75% |
$79.4K - $88.7K
|
6.96K
$742K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
836+ 8.42% |
$78.9K - $88.2K
|
10.8K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
824+ 103.65% |
$77.8K - $86.9K
|
1.62K
$173K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
819+ 36.21% |
$77.3K - $86.4K
|
3.08K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
808+ 9.09% |
$76.3K - $85.2K
|
9.7K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
805New |
$76K - $84.9K
|
805
$85.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$75.5K - $84.4K
|
800
$85.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
791+ 1.15% |
$74.7K - $83.4K
|
69.8K
$7.45M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
775+ 12.2% |
$73.2K - $81.7K
|
7.13K
$761K
|