Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
234+ 5.15% |
$18.6K - $21.8K
|
4.78K
$521K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
231New |
$18.3K - $21.6K
|
231
$25.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
227+ 1.59% |
$18K - $21.2K
|
14.5K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
227+ 1.6% |
$18K - $21.2K
|
14.4K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
223+ 0.58% |
$17.7K - $20.8K
|
38.7K
$4.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
220+ 0.52% |
$17.4K - $20.5K
|
42.8K
$4.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
217+ 0.12% |
$17.2K - $20.2K
|
181K
$19.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
208+ 0.66% |
$16.5K - $19.4K
|
31.7K
$3.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
202New |
$16K - $18.8K
|
202
$22K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
199+ 91.28% |
$15.8K - $18.6K
|
417
$45.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
193+ 0.86% |
$15.3K - $18K
|
22.7K
$2.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
185+ 0.51% |
$14.7K - $17.3K
|
36.7K
$4M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
181+ 2.83% |
$14.4K - $16.9K
|
6.59K
$718K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
180+ 3.15% |
$14.3K - $16.8K
|
5.9K
$642K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
180+ 4.92% |
$14.3K - $16.8K
|
3.84K
$418K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
178+ 4.42% |
$14.1K - $16.6K
|
4.2K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
175+ 0.16% |
$13.9K - $16.3K
|
113K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
167+ 7.81% |
$13.2K - $15.6K
|
2.31K
$251K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
164+ 3.8% |
$13K - $15.3K
|
4.48K
$488K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
163+ 1.87% |
$12.9K - $15.2K
|
8.86K
$966K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
160+ 0.45% |
$12.7K - $14.9K
|
35.6K
$3.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
158+ 0.08% |
$12.5K - $14.7K
|
193K
$21M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
157+ 0.79% |
$12.5K - $14.6K
|
20.1K
$2.19M
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
156+ 56.12% |
$12.4K - $14.6K
|
434
$47.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
144+ 15.86% |
$11.4K - $13.4K
|
1.05K
$115K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
138+ 1.2% |
$10.9K - $12.9K
|
11.6K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
138+ 5.63% |
$10.9K - $12.9K
|
2.59K
$282K
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
135+ 37.09% |
$10.7K - $12.6K
|
499
$54.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
132+ 0.37% |
$10.5K - $12.3K
|
35.9K
$3.91M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
130+ 1.52% |
$10.3K - $12.1K
|
8.67K
$945K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
130+ 0.49% |
$10.3K - $12.1K
|
26.9K
$2.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
124+ 0.74% |
$9.83K - $11.6K
|
17K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
123New |
$9.76K - $11.5K
|
123
$13.4K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
123+ 4.26% |
$9.76K - $11.5K
|
3.01K
$328K
|
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
122+ 0.99% |
$9.68K - $11.4K
|
12.4K
$1.35M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 10.0% |
$9.52K - $11.2K
|
1.32K
$144K
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
115+ 3.06% |
$9.12K - $10.7K
|
3.88K
$423K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
110+ 2.71% |
$8.72K - $10.3K
|
4.17K
$454K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
110+ 1.69% |
$8.72K - $10.3K
|
6.63K
$722K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
108+ 0.52% |
$8.57K - $10.1K
|
20.7K
$2.25M
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
105+ 0.49% |
$8.33K - $9.8K
|
21.6K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$8.09K - $9.52K
|
102
$11.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
101+ 1.05% |
$8.01K - $9.42K
|
9.68K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
100+ 1.75% |
$7.93K - $9.33K
|
5.8K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
95New |
$7.53K - $8.86K
|
95
$10.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
94+ 2.08% |
$7.46K - $8.77K
|
4.61K
$503K
|
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
91+ 3.38% |
$7.22K - $8.49K
|
2.78K
$303K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
88+ 3.7% |
$6.98K - $8.21K
|
2.46K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
85+ 0.08% |
$6.74K - $7.93K
|
107K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
84+ 13.88% |
$6.66K - $7.84K
|
689
$75.1K
|