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
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
951+ 21.26% |
$89.8K - $100K
|
5.42K
$480K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
950+ 4.01% |
$89.7K - $100K
|
24.7K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
941+ 33.98% |
$88.9K - $99.2K
|
3.71K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
925+ 7.11% |
$87.3K - $97.6K
|
13.9K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
918+ 23.94% |
$86.7K - $96.8K
|
4.75K
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
917+ 14.84% |
$86.6K - $96.7K
|
7.1K
$628K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
900+ 3.45% |
$85K - $94.9K
|
27K
$2.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
898+ 23.73% |
$84.8K - $94.7K
|
4.68K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
898+ 6.79% |
$84.8K - $94.7K
|
14.1K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
895+ 2.4% |
$84.5K - $94.4K
|
38.2K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
893+ 6.15% |
$84.3K - $94.2K
|
15.4K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
888+ 1.37% |
$83.9K - $93.7K
|
65.6K
$5.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
884New |
$83.5K - $93.2K
|
884
$78.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
863+ 4.53% |
$81.5K - $91K
|
19.9K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
851+ 12.56% |
$80.4K - $89.8K
|
7.63K
$675K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
847+ 15.78% |
$80K - $89.3K
|
6.21K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
844+ 0.72% |
$79.7K - $89K
|
118K
$10.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
844New |
$79.7K - $89K
|
844
$74.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
841+ 13.75% |
$79.4K - $88.7K
|
6.96K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
836+ 8.42% |
$78.9K - $88.2K
|
10.8K
$952K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
824+ 103.65% |
$77.8K - $86.9K
|
1.62K
$143K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
819+ 36.21% |
$77.3K - $86.4K
|
3.08K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
808+ 9.09% |
$76.3K - $85.2K
|
9.7K
$858K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
806New |
$76.1K - $85K
|
806
$71.3K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
805New |
$76K - $84.9K
|
805
$71.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$75.5K - $84.4K
|
800
$70.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
791+ 1.15% |
$74.7K - $83.4K
|
69.8K
$6.18M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
775+ 12.2% |
$73.2K - $81.7K
|
7.13K
$631K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
771+ 20.65% |
$72.8K - $81.3K
|
4.51K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
768+ 20.92% |
$72.5K - $81K
|
4.44K
$393K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
746+ 0.63% |
$70.4K - $78.7K
|
119K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
742+ 0.57% |
$70.1K - $78.3K
|
132K
$11.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
736+ 13.0% |
$69.5K - $77.6K
|
6.4K
$566K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
733+ 4.04% |
$69.2K - $77.3K
|
18.9K
$1.67M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
732+ 5.55% |
$69.1K - $77.2K
|
13.9K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
731+ 6.58% |
$69K - $77.1K
|
11.8K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
730+ 3.67% |
$68.9K - $77K
|
20.6K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
723+ 1.9% |
$68.3K - $76.3K
|
38.7K
$3.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
722+ 0.52% |
$68.2K - $76.1K
|
139K
$12.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
720+ 0.42% |
$68K - $75.9K
|
172K
$15.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
719+ 2.06% |
$67.9K - $75.8K
|
35.7K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
715+ 84.72% |
$67.5K - $75.4K
|
1.56K
$138K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
696+ 2.21% |
$65.7K - $73.4K
|
32.1K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
688+ 3.15% |
$65K - $72.6K
|
22.5K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
685+ 15.91% |
$64.7K - $72.2K
|
4.99K
$442K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
678+ 21.5% |
$64K - $71.5K
|
3.83K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
672+ 1.27% |
$63.5K - $70.9K
|
53.6K
$4.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
650+ 0.54% |
$61.4K - $68.6K
|
121K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
645+ 3.09% |
$60.9K - $68K
|
21.6K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
644+ 5.57% |
$60.8K - $67.9K
|
12.2K
$1.08M
|