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 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.19KNew |
$207K - $231K
|
2.19K
$194K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.18K+ 26.69% |
$206K - $230K
|
10.3K
$915K
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.17K+ 7.96% |
$205K - $229K
|
29.4K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.17K+ 23.95% |
$205K - $229K
|
11.2K
$992K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.16KNew |
$204K - $228K
|
2.16K
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.14KNew |
$202K - $225K
|
2.14K
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.14K+ 25.69% |
$202K - $225K
|
10.5K
$925K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.13KNew |
$201K - $225K
|
2.13K
$188K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.12KNew |
$201K - $224K
|
2.12K
$188K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.1KNew |
$198K - $221K
|
2.1K
$185K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.09KNew |
$197K - $220K
|
2.09K
$185K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
2.09KNew |
$197K - $220K
|
2.09K
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.08K+ 8.65% |
$197K - $220K
|
26.2K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.08K+ 0.8% |
$196K - $219K
|
260K
$23M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.07KNew |
$196K - $218K
|
2.07K
$183K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2.06KNew |
$195K - $218K
|
2.06K
$182K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.05K+ 2.15% |
$194K - $216K
|
97.5K
$8.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.05K+ 11.74% |
$194K - $216K
|
19.5K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.05K+ 0.98% |
$193K - $216K
|
211K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.04KNew |
$193K - $216K
|
2.04K
$181K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.04KNew |
$193K - $215K
|
2.04K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.04KNew |
$193K - $215K
|
2.04K
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.03KNew |
$191K - $214K
|
2.03K
$179K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
2.02KNew |
$190K - $213K
|
2.02K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 53.85% |
$189K - $212K
|
5.73K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$177K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
2K+ 13.47% |
$189K - $211K
|
16.9K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2K+ 1.49% |
$189K - $211K
|
136K
$12M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$177K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$177K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2KNew |
$188K - $210K
|
2K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.99KNew |
$188K - $210K
|
1.99K
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.98KNew |
$187K - $209K
|
1.98K
$175K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.95K+ 6.94% |
$184K - $206K
|
30.1K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.94KNew |
$183K - $205K
|
1.94K
$172K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.92K+ 35.11% |
$181K - $202K
|
7.38K
$653K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
1.9K+ 84.52% |
$179K - $200K
|
4.14K
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.89K+ 2.58% |
$178K - $199K
|
75.1K
$6.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.88K+ 83.44% |
$177K - $198K
|
4.13K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.86K+ 38.82% |
$176K - $196K
|
6.66K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.86K+ 2.49% |
$176K - $196K
|
76.7K
$6.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.85K+ 9.44% |
$175K - $195K
|
21.5K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.8K+ 18.28% |
$170K - $190K
|
11.6K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.72K+ 1.83% |
$162K - $181K
|
95.6K
$8.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.7K+ 21200.0% |
$160K - $179K
|
1.7K
$151K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.69K+ 21.76% |
$160K - $178K
|
9.46K
$836K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.65K+ 3.96% |
$156K - $174K
|
43.3K
$3.83M
|