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
|
Planned Solutions, Inc.
|
BUY
|
- |
7.89K+ 81.34% |
$745K - $832K
|
17.6K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.8K+ 37.82% |
$737K - $823K
|
28.4K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
7.61KNew |
$719K - $803K
|
7.61K
$673K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.59K+ 24.72% |
$717K - $801K
|
38.3K
$3.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.59K+ 30.08% |
$717K - $800K
|
32.8K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.53K+ 35.31% |
$711K - $794K
|
28.9K
$2.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7.52KNew |
$710K - $793K
|
7.52K
$665K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
7.38KNew |
$697K - $778K
|
7.38K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
7.37KNew |
$696K - $777K
|
7.37K
$652K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7.35K+ 2.04% |
$694K - $775K
|
368K
$32.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.34K+ 49.6% |
$693K - $775K
|
22.2K
$1.96M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.33K+ 6.54% |
$693K - $774K
|
119K
$10.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.16K+ 5.27% |
$676K - $756K
|
143K
$12.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.06KNew |
$667K - $745K
|
7.06K
$625K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
7.03KNew |
$664K - $741K
|
7.03K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7K+ 22.37% |
$661K - $738K
|
38.3K
$3.38M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
6.96K+ 182.94% |
$657K - $734K
|
10.8K
$952K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
6.93KNew |
$655K - $731K
|
6.93K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.92KNew |
$653K - $730K
|
6.92K
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
6.85KNew |
$647K - $722K
|
6.85K
$606K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
6.7KNew |
$633K - $707K
|
6.7K
$593K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.68KNew |
$631K - $705K
|
6.68K
$591K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.65K+ 10.8% |
$628K - $702K
|
68.3K
$6.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.59KNew |
$622K - $695K
|
6.59K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.52K+ 27.29% |
$616K - $688K
|
30.4K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.46KNew |
$610K - $682K
|
6.46K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
6.45KNew |
$609K - $680K
|
6.45K
$570K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.36K+ 8.82% |
$601K - $671K
|
78.5K
$6.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.3KNew |
$595K - $664K
|
6.3K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
6.3KNew |
$595K - $664K
|
6.3K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.29K+ 5.03% |
$594K - $663K
|
131K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.26K+ 104.32% |
$591K - $660K
|
12.3K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.24K+ 139.99% |
$589K - $658K
|
10.7K
$946K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.2K+ 4.47% |
$585K - $654K
|
145K
$12.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
6.1KNew |
$576K - $643K
|
6.1K
$540K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
6.07K+ 1.91% |
$574K - $641K
|
324K
$28.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.04K+ 3.38% |
$570K - $637K
|
184K
$16.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.01K+ 1.77% |
$567K - $634K
|
346K
$30.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.99K+ 3.02% |
$565K - $631K
|
204K
$18M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
5.97KNew |
$563K - $629K
|
5.97K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
5.92K+ 1.82% |
$559K - $625K
|
331K
$29.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
5.92K+ 5.4% |
$559K - $624K
|
116K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.74K+ 10.82% |
$542K - $605K
|
58.8K
$5.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.71K+ 26.22% |
$539K - $602K
|
27.5K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Oak Wealth Advisors LLC
Northbrook, IL |
BUY
|
- |
5.59KNew |
$528K - $590K
|
5.59K
$494K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
5.54KNew |
$523K - $584K
|
5.54K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.5KNew |
$519K - $580K
|
5.5K
$487K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.43KNew |
$512K - $572K
|
5.43K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
5.36KNew |
$506K - $565K
|
5.36K
$474K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.35K+ 92.89% |
$506K - $565K
|
11.1K
$983K
|