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 |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
144+ 15.86% |
$11.4K - $13.4K
|
1.05K
$103K
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
138+ 1.2% |
$10.9K - $12.9K
|
11.6K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
138+ 5.63% |
$10.9K - $12.9K
|
2.59K
$252K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
135+ 37.09% |
$10.7K - $12.6K
|
499
$48.7K
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
132+ 0.37% |
$10.5K - $12.3K
|
35.9K
$3.5M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
130+ 1.52% |
$10.3K - $12.1K
|
8.67K
$845K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
130+ 0.49% |
$10.3K - $12.1K
|
26.9K
$2.62M
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
124+ 0.74% |
$9.83K - $11.6K
|
17K
$1.66M
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
123New |
$9.76K - $11.5K
|
123
$12K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
123+ 4.26% |
$9.76K - $11.5K
|
3.01K
$294K
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
122+ 0.99% |
$9.68K - $11.4K
|
12.4K
$1.21M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120+ 10.0% |
$9.52K - $11.2K
|
1.32K
$129K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
115+ 3.06% |
$9.12K - $10.7K
|
3.88K
$378K
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
110+ 2.71% |
$8.72K - $10.3K
|
4.17K
$406K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
110+ 1.69% |
$8.72K - $10.3K
|
6.63K
$646K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
108+ 0.52% |
$8.57K - $10.1K
|
20.7K
$2.02M
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
105+ 0.49% |
$8.33K - $9.8K
|
21.6K
$2.11M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$8.09K - $9.52K
|
102
$9.95K
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
101+ 1.05% |
$8.01K - $9.42K
|
9.68K
$944K
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
100+ 1.75% |
$7.93K - $9.33K
|
5.8K
$566K
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
95New |
$7.53K - $8.86K
|
95
$9.26K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
94+ 2.08% |
$7.46K - $8.77K
|
4.61K
$450K
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
91+ 3.38% |
$7.22K - $8.49K
|
2.78K
$271K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
88+ 3.7% |
$6.98K - $8.21K
|
2.46K
$240K
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
85+ 0.08% |
$6.74K - $7.93K
|
107K
$10.5M
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
84+ 13.88% |
$6.66K - $7.84K
|
689
$67.2K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
81New |
$6.42K - $7.56K
|
81
$7.9K
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
80+ 0.58% |
$6.34K - $7.46K
|
13.9K
$1.36M
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
75+ 0.43% |
$5.95K - $7K
|
17.4K
$1.69M
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
74+ 2.03% |
$5.87K - $6.9K
|
3.73K
$363K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
74+ 2.14% |
$5.87K - $6.9K
|
3.53K
$344K
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
71+ 1.33% |
$5.63K - $6.63K
|
5.42K
$529K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
65+ 1.56% |
$5.16K - $6.07K
|
4.24K
$414K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 11.82% |
$5.16K - $6.07K
|
615
$60K
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
62New |
$4.92K - $5.79K
|
62
$6.05K
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
55+ 0.76% |
$4.36K - $5.13K
|
7.25K
$707K
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
53+ 1.65% |
$4.2K - $4.95K
|
3.26K
$318K
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
52+ 0.03% |
$4.12K - $4.85K
|
153K
$14.9M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
50+ 0.34% |
$3.97K - $4.67K
|
14.8K
$1.44M
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
47+ 0.67% |
$3.73K - $4.39K
|
7.04K
$686K
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
37+ 0.24% |
$2.93K - $3.45K
|
15.7K
$1.53M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
37+ 0.07% |
$2.93K - $3.45K
|
51.6K
$5.03M
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
37+ 0.22% |
$2.93K - $3.45K
|
16.7K
$1.63M
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.08% |
$2.93K - $3.45K
|
49.3K
$4.81M
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
36+ 0.04% |
$2.86K - $3.36K
|
82.7K
$8.07M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35+ 26.32% |
$2.78K - $3.27K
|
168
$16.4K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.33% |
$2.7K - $3.17K
|
10.3K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27+ 0.26% |
$2.14K - $2.52K
|
10.5K
$1.02M
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26+ 3.15% |
$2.06K - $2.43K
|
852
$83.1K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25+ 2.0% |
$1.98K - $2.33K
|
1.28K
$125K
|