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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
640+ 2.72% |
$60.4K - $67.5K
|
24.1K
$2.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
634+ 1.36% |
$59.9K - $66.9K
|
47.1K
$4.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
626+ 0.76% |
$59.1K - $66K
|
83K
$7.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
614+ 1.98% |
$58K - $64.8K
|
31.7K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
610+ 6.13% |
$57.6K - $64.3K
|
10.6K
$934K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
605+ 1.93% |
$57.1K - $63.8K
|
32K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
604New |
$57K - $63.7K
|
604
$53.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
592New |
$55.9K - $62.4K
|
592
$52.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
588+ 22.16% |
$55.5K - $62K
|
3.24K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
583+ 16.08% |
$55.1K - $61.5K
|
4.21K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
570+ 21.02% |
$53.8K - $60.1K
|
3.28K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
567New |
$53.5K - $59.8K
|
567
$50.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
565+ 1.23% |
$53.4K - $59.6K
|
46.6K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
563+ 4.22% |
$53.2K - $59.4K
|
13.9K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
551+ 4.8% |
$52K - $58.1K
|
12K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
547+ 6.27% |
$51.7K - $57.7K
|
9.27K
$820K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
545+ 0.54% |
$51.5K - $57.5K
|
101K
$8.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
543+ 1.07% |
$51.3K - $57.3K
|
51.1K
$4.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
537+ 3.38% |
$50.7K - $56.6K
|
16.4K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
525+ 125.9% |
$49.6K - $55.4K
|
942
$83.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
519New |
$49K - $54.7K
|
519
$45.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
516+ 0.91% |
$48.7K - $54.4K
|
57K
$5.04M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
515+ 6.29% |
$48.6K - $54.3K
|
8.71K
$770K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
512New |
$48.3K - $54K
|
512
$45.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
505+ 5.1% |
$47.7K - $53.3K
|
10.4K
$921K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
504+ 61.92% |
$47.6K - $53.2K
|
1.32K
$117K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
503+ 121.5% |
$47.5K - $53.1K
|
917
$81.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
501+ 2.92% |
$47.3K - $52.8K
|
17.6K
$1.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
493+ 24.7% |
$46.6K - $52K
|
2.49K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
467+ 1.5% |
$44.1K - $49.3K
|
31.6K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
465+ 0.25% |
$43.9K - $49K
|
187K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
464+ 49.63% |
$43.8K - $48.9K
|
1.4K
$124K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
433+ 6.87% |
$40.9K - $45.7K
|
6.74K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
433+ 12.42% |
$40.9K - $45.7K
|
3.92K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
432+ 0.72% |
$40.8K - $45.6K
|
60.2K
$5.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
430+ 21.52% |
$40.6K - $45.4K
|
2.43K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
429+ 0.96% |
$40.5K - $45.2K
|
44.9K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
424+ 0.78% |
$40K - $44.7K
|
54.9K
$4.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
423+ 2.75% |
$39.9K - $44.6K
|
15.8K
$1.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
416+ 16.49% |
$39.3K - $43.9K
|
2.94K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
416New |
$39.3K - $43.9K
|
416
$36.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
411+ 2.83% |
$38.8K - $43.3K
|
14.9K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
409New |
$38.6K - $43.1K
|
409
$36.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
406+ 0.45% |
$38.3K - $42.8K
|
89.8K
$7.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
400+ 4.06% |
$37.8K - $42.2K
|
10.2K
$906K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
393+ 1.05% |
$37.1K - $41.4K
|
37.8K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
391+ 4.51% |
$36.9K - $41.2K
|
9.07K
$802K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
390New |
$36.8K - $41.1K
|
390
$34.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
390New |
$36.8K - $41.1K
|
390
$34.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
388+ 0.52% |
$36.6K - $40.9K
|
75K
$6.63M
|