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 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.5K+ 93.36% |
$1.27M - $1.42M
|
27.9K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
13.2KNew |
$1.25M - $1.39M
|
13.2K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13.2KNew |
$1.24M - $1.39M
|
13.2K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
13KNew |
$1.23M - $1.37M
|
13K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.9KNew |
$1.21M - $1.36M
|
12.9K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
12.6KNew |
$1.19M - $1.33M
|
12.6K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.5KNew |
$1.18M - $1.32M
|
12.5K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.5K+ 30.06% |
$1.18M - $1.31M
|
53.9K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.4K+ 172.15% |
$1.17M - $1.31M
|
19.6K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.4K+ 2.18% |
$1.17M - $1.31M
|
582K
$51.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.2K+ 6.52% |
$1.15M - $1.28M
|
199K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
11.9KNew |
$1.12M - $1.26M
|
11.9K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
11.8K+ 47.79% |
$1.11M - $1.24M
|
36.4K
$3.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.7KNew |
$1.11M - $1.23M
|
11.7K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
11.4K+ 11.65% |
$1.08M - $1.21M
|
110K
$9.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.4K+ 26.28% |
$1.07M - $1.2M
|
54.5K
$4.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$1.07M - $1.2M
|
11.3K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
11.3K+ 464.01% |
$1.07M - $1.19M
|
13.7K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
11.3K+ 70.31% |
$1.06M - $1.19M
|
27.3K
$2.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.9KNew |
$1.03M - $1.15M
|
10.9K
$966K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.8K+ 6.65% |
$1.02M - $1.13M
|
173K
$15.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.5K+ 1.46% |
$996K - $1.11M
|
733K
$64.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10.5KNew |
$987K - $1.1M
|
10.5K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$973K - $1.09M
|
10.3K
$912K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
10.3KNew |
$968K - $1.08M
|
10.3K
$907K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.2K+ 46.96% |
$965K - $1.08M
|
32K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
10.2KNew |
$965K - $1.08M
|
10.2K
$904K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
9.68K+ 21.11% |
$914K - $1.02M
|
55.5K
$4.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.6K+ 276.01% |
$906K - $1.01M
|
13.1K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.58KNew |
$904K - $1.01M
|
9.58K
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.52K+ 14.37% |
$899K - $1M
|
75.7K
$6.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.47K+ 8.06% |
$894K - $999K
|
127K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.21KNew |
$870K - $971K
|
9.21K
$815K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
9.2KNew |
$869K - $970K
|
9.2K
$814K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.15K+ 12.12% |
$864K - $965K
|
84.6K
$7.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.02K+ 13.77% |
$852K - $951K
|
74.5K
$6.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.01K+ 3.54% |
$851K - $950K
|
263K
$23.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.89K+ 0.54% |
$840K - $938K
|
1.65M
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.87K+ 13.37% |
$838K - $936K
|
75.2K
$6.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.78K+ 0.62% |
$829K - $926K
|
1.42M
$126M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.7K+ 7.35% |
$822K - $918K
|
127K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.56K+ 3329.18% |
$808K - $902K
|
8.81K
$780K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.51KNew |
$804K - $898K
|
8.51K
$753K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
8.46KNew |
$799K - $892K
|
8.46K
$748K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.33K+ 55.79% |
$787K - $878K
|
23.3K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.29K+ 2.92% |
$782K - $874K
|
292K
$25.8M
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
8.28KNew |
$782K - $873K
|
8.28K
$733K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
8.23KNew |
$777K - $868K
|
8.23K
$728K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.1KNew |
$765K - $854K
|
8.1K
$717K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.98KNew |
$754K - $842K
|
7.98K
$706K
|