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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2KNew |
$188K - $210K
|
2K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.99KNew |
$188K - $210K
|
1.99K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.98KNew |
$187K - $209K
|
1.98K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.95K+ 6.94% |
$184K - $206K
|
30.1K
$3.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.94KNew |
$183K - $205K
|
1.94K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.92K+ 35.11% |
$181K - $202K
|
7.38K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.9K+ 84.52% |
$179K - $200K
|
4.14K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.89K+ 2.58% |
$178K - $199K
|
75.1K
$8.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.88K+ 83.44% |
$177K - $198K
|
4.13K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.86K+ 38.82% |
$176K - $196K
|
6.66K
$710K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.86K+ 2.49% |
$176K - $196K
|
76.7K
$8.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.85K+ 9.44% |
$175K - $195K
|
21.5K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.8K+ 18.28% |
$170K - $190K
|
11.6K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.72K+ 1.83% |
$162K - $181K
|
95.6K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.7K+ 21200.0% |
$160K - $179K
|
1.7K
$182K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.69K+ 21.76% |
$160K - $178K
|
9.46K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.65K+ 3.96% |
$156K - $174K
|
43.3K
$4.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.51K+ 16.55% |
$143K - $160K
|
10.7K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.47K+ 4.81% |
$139K - $155K
|
32K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.45K+ 29.94% |
$137K - $153K
|
6.29K
$670K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.44K+ 16.71% |
$136K - $152K
|
10.1K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.44K+ 3.22% |
$136K - $152K
|
46.1K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.42K+ 18.48% |
$134K - $150K
|
9.11K
$972K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.41K+ 3.6% |
$134K - $149K
|
40.7K
$4.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.41K+ 67.17% |
$133K - $149K
|
3.51K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.4K+ 1.88% |
$132K - $147K
|
75.8K
$8.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 0.78% |
$131K - $147K
|
181K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 5.18% |
$130K - $146K
|
28K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 2575.47% |
$129K - $144K
|
1.42K
$151K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.36K+ 12.76% |
$128K - $143K
|
12K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.35K+ 18.36% |
$128K - $143K
|
8.72K
$930K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.35K+ 8.72% |
$127K - $142K
|
16.8K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.34K+ 0.67% |
$126K - $141K
|
200K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.33K+ 31.09% |
$126K - $140K
|
5.62K
$599K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.3K+ 6.99% |
$123K - $137K
|
19.9K
$2.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.29K+ 14.65% |
$122K - $136K
|
10.1K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.25K+ 0.23% |
$118K - $132K
|
539K
$57.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.25K+ 28.55% |
$118K - $132K
|
5.64K
$602K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 0.43% |
$117K - $131K
|
292K
$31.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 6.95% |
$117K - $131K
|
19.1K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 0.48% |
$117K - $130K
|
261K
$27.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.22K+ 25.24% |
$115K - $129K
|
6.06K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.2KNew |
$113K - $127K
|
1.2K
$128K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.19K+ 14.08% |
$113K - $126K
|
9.67K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.19K+ 3.69% |
$112K - $125K
|
33.3K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.19K+ 17.73% |
$112K - $125K
|
7.88K
$840K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.19K+ 1.05% |
$112K - $125K
|
114K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.17K+ 27.22% |
$110K - $123K
|
5.45K
$581K
|