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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
81.1KNew |
$7.66M - $8.56M
|
81.1K
$7.18M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
75.7KNew |
$7.15M - $7.99M
|
75.7K
$6.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
72.9K+ 132.55% |
$6.88M - $7.69M
|
128K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
71.9KNew |
$6.79M - $7.58M
|
71.9K
$6.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70K+ 13.82% |
$6.61M - $7.38M
|
576K
$51M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
69.2K+ 8.55% |
$6.53M - $7.3M
|
878K
$77.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
68.6KNew |
$6.48M - $7.24M
|
68.6K
$6.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
63.2KNew |
$5.97M - $6.67M
|
63.2K
$5.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
62.1KNew |
$5.86M - $6.54M
|
62.1K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
60.7KNew |
$5.73M - $6.4M
|
60.7K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
60.4K+ 10.1% |
$5.7M - $6.37M
|
658K
$58.2M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
59.7K+ 921.56% |
$5.63M - $6.29M
|
66.1K
$5.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
58.6KNew |
$5.54M - $6.18M
|
58.6K
$5.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57.9K+ 1.94% |
$5.47M - $6.11M
|
3.04M
$269M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.5K+ 10.66% |
$5.43M - $6.06M
|
597K
$52.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
55.8KNew |
$5.27M - $5.89M
|
55.8K
$4.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
53KNew |
$5M - $5.59M
|
53K
$4.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
52.9K+ 45.59% |
$4.99M - $5.57M
|
169K
$14.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
51.6K+ 95.07% |
$4.88M - $5.45M
|
106K
$9.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
51.3KNew |
$4.84M - $5.41M
|
51.3K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
51KNew |
$4.81M - $5.38M
|
51K
$4.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
47.9K+ 79.99% |
$4.52M - $5.05M
|
108K
$9.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
45.3K+ 24.82% |
$4.27M - $4.77M
|
228K
$20.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
45KNew |
$4.25M - $4.75M
|
45K
$3.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
44.9KNew |
$4.24M - $4.74M
|
44.9K
$3.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
44.6KNew |
$4.21M - $4.71M
|
44.6K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
43KNew |
$4.07M - $4.54M
|
43K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39.8K+ 12.09% |
$3.76M - $4.19M
|
369K
$32.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
38.2KNew |
$3.61M - $4.03M
|
38.2K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
37.2K+ 3.23% |
$3.52M - $3.93M
|
1.19M
$105M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 15.09% |
$3.43M - $3.83M
|
277K
$24.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
35.8K+ 17.05% |
$3.38M - $3.77M
|
246K
$21.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
35.8K+ 8.6% |
$3.38M - $3.77M
|
451K
$39.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
35.4K+ 0.38% |
$3.34M - $3.73M
|
9.25M
$818M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
35.3KNew |
$3.34M - $3.73M
|
35.3K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.9K+ 1.07% |
$3.2M - $3.57M
|
3.21M
$284M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
33.3K+ 4.86% |
$3.15M - $3.52M
|
719K
$63.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
32.7KNew |
$3.09M - $3.45M
|
32.7K
$2.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.4K+ 15.54% |
$3.06M - $3.42M
|
241K
$21.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32.3KNew |
$3.05M - $3.4M
|
32.3K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
31.7K+ 94.78% |
$2.99M - $3.34M
|
65.1K
$5.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
30.2KNew |
$2.85M - $3.19M
|
30.2K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
29.9KNew |
$2.82M - $3.15M
|
29.9K
$2.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.5K+ 2.97% |
$2.79M - $3.12M
|
1.03M
$90.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.5KNew |
$2.79M - $3.11M
|
29.5K
$2.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
29KNew |
$2.74M - $3.06M
|
29K
$2.56M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
28.5KNew |
$2.69M - $3M
|
28.5K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.4K+ 262.05% |
$2.69M - $3M
|
39.3K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.3K+ 18.22% |
$2.67M - $2.98M
|
183K
$16.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.8K+ 22.51% |
$2.63M - $2.94M
|
151K
$13.4M
|