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 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
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
22.7K+ 4.44% |
$2.14M - $2.4M
|
535K
$57M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
22.3KNew |
$2.11M - $2.35M
|
22.3K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
21.8KNew |
$2.06M - $2.3M
|
21.8K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.3K+ 6.52% |
$1.92M - $2.14M
|
332K
$35.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
20.3K+ 20.11% |
$1.92M - $2.14M
|
121K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
20.3KNew |
$1.91M - $2.14M
|
20.3K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
20.3KNew |
$1.91M - $2.14M
|
20.3K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
20.2KNew |
$1.91M - $2.13M
|
20.2K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
18.8K+ 22.92% |
$1.78M - $1.98M
|
101K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
18.5K+ 1.8% |
$1.75M - $1.95M
|
1.05M
$112M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
18.2KNew |
$1.71M - $1.92M
|
18.2K
$1.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 11.39% |
$1.67M - $1.87M
|
173K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.7K+ 49.99% |
$1.67M - $1.86M
|
53K
$5.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
17.4KNew |
$1.64M - $1.84M
|
17.4K
$1.86M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
17.3KNew |
$1.64M - $1.83M
|
17.3K
$1.85M
|
|
|
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
$23.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
16.5K+ 50.81% |
$1.56M - $1.74M
|
48.9K
$5.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.2K+ 104.78% |
$1.53M - $1.71M
|
31.6K
$3.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
16K+ 47.13% |
$1.51M - $1.69M
|
50K
$5.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 0.41% |
$1.48M - $1.65M
|
3.82M
$407M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
15.2K+ 20.69% |
$1.43M - $1.6M
|
88.4K
$9.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
15.1KNew |
$1.43M - $1.59M
|
15.1K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15K+ 4.66% |
$1.41M - $1.58M
|
337K
$35.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
14.9KNew |
$1.41M - $1.57M
|
14.9K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 1.04% |
$1.41M - $1.57M
|
1.44M
$154M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.8K+ 51.95% |
$1.39M - $1.56M
|
43.2K
$4.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
14.6K+ 3.87% |
$1.38M - $1.54M
|
393K
$41.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
14.6KNew |
$1.38M - $1.54M
|
14.6K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
14.4KNew |
$1.36M - $1.52M
|
14.4K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
14KNew |
$1.33M - $1.48M
|
14K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
14K+ 426.36% |
$1.32M - $1.48M
|
17.3K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
13.9K+ 296.94% |
$1.31M - $1.46M
|
18.5K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
13.7KNew |
$1.29M - $1.44M
|
13.7K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$1.29M - $1.44M
|
13.6K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 11.62% |
$1.28M - $1.43M
|
130K
$13.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.5K+ 93.36% |
$1.27M - $1.42M
|
27.9K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
13.2KNew |
$1.25M - $1.39M
|
13.2K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13.2KNew |
$1.24M - $1.39M
|
13.2K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
13KNew |
$1.23M - $1.37M
|
13K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.9KNew |
$1.21M - $1.36M
|
12.9K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
12.6KNew |
$1.19M - $1.33M
|
12.6K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.5KNew |
$1.18M - $1.32M
|
12.5K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.5K+ 30.06% |
$1.18M - $1.31M
|
53.9K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 172.15% |
$1.17M - $1.31M
|
19.6K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.4K+ 2.18% |
$1.17M - $1.31M
|
582K
$62.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.2K+ 6.52% |
$1.15M - $1.28M
|
199K
$21.2M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
11.9KNew |
$1.12M - $1.26M
|
11.9K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
11.8K+ 47.79% |
$1.11M - $1.24M
|
36.4K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.7KNew |
$1.11M - $1.23M
|
11.7K
$1.25M
|