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
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
63+ 1.2% |
$5.95K - $6.64K
|
5.3K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
61+ 1.03% |
$5.76K - $6.43K
|
5.96K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.27% |
$5.57K - $6.22K
|
2.66K
$235K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
58+ 0.1% |
$5.48K - $6.12K
|
57.7K
$5.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
58+ 1.63% |
$5.48K - $6.12K
|
3.62K
$320K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
55+ 0.98% |
$5.19K - $5.8K
|
5.64K
$499K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
55+ 0.27% |
$5.19K - $5.8K
|
20.5K
$1.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
51+ 1.23% |
$4.82K - $5.38K
|
4.2K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
51+ 0.25% |
$4.82K - $5.38K
|
20.3K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
50+ 0.69% |
$4.72K - $5.27K
|
7.3K
$645K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
48New |
$4.53K - $5.06K
|
48
$4.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
48+ 2.03% |
$4.53K - $5.06K
|
2.42K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
46+ 6.76% |
$4.34K - $4.85K
|
726
$64.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
42+ 1.2% |
$3.97K - $4.43K
|
3.56K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
40+ 0.04% |
$3.78K - $4.22K
|
106K
$9.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
39+ 1.01% |
$3.68K - $4.11K
|
3.89K
$344K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37+ 0.22% |
$3.49K - $3.9K
|
16.7K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
36+ 0.12% |
$3.4K - $3.8K
|
28.9K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
36+ 0.2% |
$3.4K - $3.8K
|
18.3K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
35+ 0.28% |
$3.31K - $3.69K
|
12.7K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 0.89% |
$3.21K - $3.59K
|
3.87K
$342K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.13% |
$2.83K - $3.16K
|
23.8K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
29+ 0.96% |
$2.74K - $3.06K
|
3.04K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
29+ 1.74% |
$2.74K - $3.06K
|
1.69K
$150K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27+ 0.31% |
$2.55K - $2.85K
|
8.88K
$785K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
26+ 5.99% |
$2.46K - $2.74K
|
460
$40.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26+ 0.42% |
$2.46K - $2.74K
|
6.24K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
25+ 0.56% |
$2.36K - $2.64K
|
4.46K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
25+ 0.11% |
$2.36K - $2.64K
|
23.8K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
24+ 0.13% |
$2.27K - $2.53K
|
18.3K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
23+ 0.07% |
$2.17K - $2.43K
|
30.8K
$2.73M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
23+ 0.1% |
$2.17K - $2.43K
|
22K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
22+ 0.49% |
$2.08K - $2.32K
|
4.54K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 0.12% |
$1.98K - $2.21K
|
17K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20+ 0.12% |
$1.89K - $2.11K
|
16.7K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
20+ 0.89% |
$1.89K - $2.11K
|
2.27K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 4.75% |
$1.51K - $1.69K
|
353
$31.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
15+ 0.34% |
$1.42K - $1.58K
|
4.45K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
15+ 0.12% |
$1.42K - $1.58K
|
12.7K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
15+ 0.19% |
$1.42K - $1.58K
|
7.86K
$696K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
14+ 0.28% |
$1.32K - $1.48K
|
4.95K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
14+ 0.28% |
$1.32K - $1.48K
|
5.01K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 0.14% |
$1.23K - $1.37K
|
9.19K
$813K
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
12+ 0.31% |
$1.13K - $1.27K
|
3.95K
$349K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12+ 0.08% |
$1.13K - $1.27K
|
14.5K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.29% |
$944 - $1.05K
|
3.49K
$309K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
10+ 0.07% |
$944 - $1.05K
|
13.4K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.11% |
$944 - $1.05K
|
9.01K
$797K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
10+ 0.31% |
$944 - $1.05K
|
3.27K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10+ 0.03% |
$944 - $1.05K
|
35.7K
$3.15M
|