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 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.3K+ 18.22% |
$2.67M - $2.98M
|
183K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.8K+ 22.51% |
$2.63M - $2.94M
|
151K
$15.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.6K+ 27.4% |
$2.51M - $2.81M
|
124K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
26.2KNew |
$2.47M - $2.76M
|
26.2K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
26K+ 424.13% |
$2.46M - $2.74M
|
32.1K
$3.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
24.7KNew |
$2.33M - $2.6M
|
24.7K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.7K+ 10.12% |
$2.33M - $2.6M
|
269K
$28.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
24.7K+ 7.08% |
$2.33M - $2.6M
|
373K
$39.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.4K+ 3.91% |
$2.3M - $2.57M
|
649K
$68.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24K+ 23.1% |
$2.27M - $2.54M
|
128K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.7K+ 10.4% |
$2.24M - $2.5M
|
251K
$26.4M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
23.3KNew |
$2.2M - $2.46M
|
23.3K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
23.2KNew |
$2.19M - $2.45M
|
23.2K
$2.44M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
23.1KNew |
$2.18M - $2.44M
|
23.1K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$2.18M - $2.43M
|
23.1K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
22.7K+ 4.44% |
$2.14M - $2.4M
|
535K
$56.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
22.3KNew |
$2.11M - $2.35M
|
22.3K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
21.8KNew |
$2.06M - $2.3M
|
21.8K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.3K+ 6.52% |
$1.92M - $2.14M
|
332K
$34.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
20.3K+ 20.11% |
$1.92M - $2.14M
|
121K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
20.3KNew |
$1.91M - $2.14M
|
20.3K
$2.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
20.3KNew |
$1.91M - $2.14M
|
20.3K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
20.2KNew |
$1.91M - $2.13M
|
20.2K
$2.12M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.2K+ 0.97% |
$1.82M - $2.03M
|
2M
$210M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
18.8K+ 22.92% |
$1.78M - $1.98M
|
101K
$10.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
18.5K+ 1.8% |
$1.75M - $1.95M
|
1.05M
$110M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
18.2KNew |
$1.71M - $1.92M
|
18.2K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 11.39% |
$1.67M - $1.87M
|
173K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.7K+ 49.99% |
$1.67M - $1.86M
|
53K
$5.57M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.6K+ 26.49% |
$1.66M - $1.85M
|
83.9K
$8.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
17.4KNew |
$1.64M - $1.84M
|
17.4K
$1.83M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
17.3KNew |
$1.64M - $1.83M
|
17.3K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.8K+ 8.21% |
$1.58M - $1.77M
|
221K
$23.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
16.5K+ 50.81% |
$1.56M - $1.74M
|
48.9K
$5.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.2K+ 104.78% |
$1.53M - $1.71M
|
31.6K
$3.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
16K+ 47.13% |
$1.51M - $1.69M
|
50K
$5.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 0.41% |
$1.48M - $1.65M
|
3.82M
$401M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
15.2K+ 20.69% |
$1.43M - $1.6M
|
88.4K
$9.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15.1KNew |
$1.43M - $1.59M
|
15.1K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15K+ 4.66% |
$1.41M - $1.58M
|
337K
$35.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
14.9KNew |
$1.41M - $1.57M
|
14.9K
$1.57M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
14.9KNew |
$1.41M - $1.57M
|
14.9K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 1.04% |
$1.41M - $1.57M
|
1.44M
$152M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.8K+ 51.95% |
$1.39M - $1.56M
|
43.2K
$4.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
14.6K+ 3.87% |
$1.38M - $1.54M
|
393K
$41.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
14.6KNew |
$1.38M - $1.54M
|
14.6K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
14.4KNew |
$1.36M - $1.52M
|
14.4K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
14KNew |
$1.33M - $1.48M
|
14K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
14K+ 426.36% |
$1.32M - $1.48M
|
17.3K
$1.82M
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
BUY
|
- |
14K+ 13.84% |
$1.32M - $1.48M
|
115K
$12.1M
|