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 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.64KNew |
$438K - $489K
|
4.64K
$494K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.53K+ 3.93% |
$427K - $477K
|
120K
$12.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.51K+ 16.14% |
$426K - $475K
|
32.4K
$3.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.46K+ 2.72% |
$421K - $470K
|
168K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.45K+ 15.38% |
$420K - $470K
|
33.4K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.45K+ 12.31% |
$420K - $469K
|
40.6K
$4.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.4KNew |
$415K - $464K
|
4.4K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.39KNew |
$414K - $463K
|
4.39K
$468K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$406K - $453K
|
4.3K
$458K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.28K+ 14.02% |
$405K - $452K
|
34.8K
$3.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.26K+ 6.51% |
$403K - $450K
|
69.7K
$7.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.19KNew |
$396K - $442K
|
4.19K
$447K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.19KNew |
$396K - $442K
|
4.19K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.14KNew |
$391K - $437K
|
4.14K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.14K+ 3.39% |
$391K - $436K
|
126K
$13.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.12K+ 32.48% |
$389K - $434K
|
16.8K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.11K+ 4.83% |
$388K - $433K
|
89.3K
$9.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.09KNew |
$387K - $432K
|
4.09K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.09KNew |
$386K - $431K
|
4.09K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.04K+ 10.11% |
$382K - $426K
|
44K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.04K+ 8.54% |
$382K - $426K
|
51.4K
$5.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.04K+ 30.42% |
$381K - $426K
|
17.3K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.94K+ 3.9% |
$372K - $416K
|
105K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.94K+ 31.85% |
$372K - $415K
|
16.3K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.94KNew |
$372K - $415K
|
3.94K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.88KNew |
$366K - $409K
|
3.88K
$414K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
3.88KNew |
$366K - $409K
|
3.88K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3.84KNew |
$363K - $405K
|
3.84K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.81K+ 4.92% |
$360K - $402K
|
81.2K
$8.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.8K+ 22.14% |
$359K - $401K
|
21K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.74KNew |
$353K - $394K
|
3.74K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.69K+ 0.63% |
$348K - $389K
|
585K
$62.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.68K+ 91.13% |
$348K - $388K
|
7.72K
$823K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.67KNew |
$347K - $387K
|
3.67K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.67K+ 13.91% |
$347K - $387K
|
30.1K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.66K+ 73.31% |
$345K - $386K
|
8.65K
$922K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.59KNew |
$339K - $378K
|
3.59K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.58K+ 16.75% |
$338K - $377K
|
24.9K
$2.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
3.56KNew |
$336K - $375K
|
3.56K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.54KNew |
$334K - $373K
|
3.54K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.53K+ 6.16% |
$333K - $372K
|
60.8K
$6.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.51K+ 1.99% |
$332K - $371K
|
181K
$19.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.51K+ 3.26% |
$332K - $371K
|
111K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.47K+ 1.79% |
$328K - $366K
|
197K
$21M
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
3.43KNew |
$324K - $362K
|
3.43K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
3.42K+ 7.49% |
$323K - $360K
|
49K
$5.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.38KNew |
$319K - $357K
|
3.38K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.38K+ 12.55% |
$319K - $356K
|
30.3K
$3.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.37KNew |
$318K - $355K
|
3.37K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.33K+ 25.65% |
$315K - $352K
|
16.3K
$1.74M
|