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 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
380+ 2.25% |
$35.9K - $40.1K
|
17.3K
$1.53M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
364+ 9.11% |
$34.4K - $38.4K
|
4.36K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
363+ 1.11% |
$34.3K - $38.3K
|
33.2K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
360+ 13.16% |
$34K - $38K
|
3.1K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
355New |
$33.5K - $37.4K
|
355
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
350+ 2.1% |
$33.1K - $36.9K
|
17K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
342+ 15.66% |
$32.3K - $36.1K
|
2.53K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
329+ 12.64% |
$31.1K - $34.7K
|
2.93K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 3.61% |
$30.7K - $34.3K
|
9.32K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
316+ 6.19% |
$29.8K - $33.3K
|
5.43K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
315+ 4.91% |
$29.7K - $33.2K
|
6.73K
$595K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
314+ 3.46% |
$29.7K - $33.1K
|
9.39K
$830K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
302+ 194.84% |
$28.5K - $31.9K
|
457
$40.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
302+ 40.21% |
$28.5K - $31.9K
|
1.05K
$93.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
300+ 3.46% |
$28.3K - $31.6K
|
8.97K
$793K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
300New |
$28.3K - $31.6K
|
300
$26.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
296+ 0.79% |
$28K - $31.2K
|
37.7K
$3.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
296+ 5.91% |
$28K - $31.2K
|
5.31K
$469K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
295+ 0.95% |
$27.9K - $31.1K
|
31.4K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
287+ 8.87% |
$27.1K - $30.3K
|
3.52K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
273New |
$25.8K - $28.8K
|
273
$24.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
272+ 0.22% |
$25.7K - $28.7K
|
125K
$11.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
257+ 0.23% |
$24.3K - $27.1K
|
114K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
256+ 0.17% |
$24.2K - $27K
|
152K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
255+ 4.96% |
$24.1K - $26.9K
|
5.4K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
255+ 56.04% |
$24.1K - $26.9K
|
710
$62.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
253+ 2.52% |
$23.9K - $26.7K
|
10.3K
$909K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
250+ 2.52% |
$23.6K - $26.4K
|
10.2K
$901K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
246+ 2.06% |
$23.2K - $25.9K
|
12.2K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244+ 23.69% |
$23K - $25.7K
|
1.27K
$113K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$22.7K - $25.3K
|
240
$21.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
227+ 0.25% |
$21.4K - $23.9K
|
92.7K
$8.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
223New |
$21.1K - $23.5K
|
223
$19.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
222+ 1.18% |
$21K - $23.4K
|
19K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
218+ 2.47% |
$20.6K - $23K
|
9.05K
$801K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
218+ 0.04% |
$20.6K - $23K
|
578K
$51.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
214New |
$20.2K - $22.6K
|
214
$18.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
203+ 0.51% |
$19.2K - $21.4K
|
40.2K
$3.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
201+ 2.21% |
$19K - $21.2K
|
9.29K
$822K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
201+ 1.22% |
$19K - $21.2K
|
16.7K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201+ 14.74% |
$19K - $21.2K
|
1.57K
$138K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
196+ 9.21% |
$18.5K - $20.7K
|
2.32K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
195+ 1.5% |
$18.4K - $20.6K
|
13.2K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
190+ 4.95% |
$17.9K - $20K
|
4.03K
$356K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
185+ 0.2% |
$17.5K - $19.5K
|
93.5K
$8.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
180+ 4.21% |
$17K - $19K
|
4.46K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
178+ 1.89% |
$16.8K - $18.8K
|
9.6K
$849K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
174+ 4.99% |
$16.4K - $18.4K
|
3.66K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
173+ 0.26% |
$16.3K - $18.2K
|
66K
$5.83M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
165New |
$15.6K - $17.4K
|
165
$14.6K
|