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 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
2+ 0.05% |
$159 - $187
|
4K
$417K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
2+ 0.02% |
$159 - $187
|
10.3K
$1.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$159 - $187
|
3.46K
$360K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$159 - $187
|
10K
$1.04M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.75K
$287K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.04% |
$159 - $187
|
5.71K
$594K
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.68K
$279K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$159 - $187
|
2.36K
$246K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.74K
$285K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.46% |
$159 - $187
|
440
$45.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.06% |
$159 - $187
|
3.26K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$159 - $187
|
8.45K
$880K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$159 - $187
|
2.62K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.04% |
$159 - $187
|
4.59K
$478K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$79.3 - $93.3
|
2.95K
$308K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$79.3 - $93.3
|
816
$85K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$79.3 - $93.3
|
28K
$2.92M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$79.3 - $93.3
|
1
$104
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$79.3 - $93.3
|
2.51K
$262K
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1+ 0.0% |
$79.3 - $93.3
|
29.4K
$3.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
4.58K
$477K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 11.11% |
$79.3 - $93.3
|
10
$1.04K
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1+ 5.0% |
$79.3 - $93.3
|
21
$2.19K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
4.82K
$503K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.08% |
$79.3 - $93.3
|
1.24K
$130K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$79.3 - $93.3
|
2.49K
$259K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
15.7K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1+ 0.08% |
$79.3 - $93.3
|
1.32K
$137K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
8.75K
$911K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1+ 0.1% |
$79.3 - $93.3
|
983
$102K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$79.3 - $93.3
|
881
$91.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1+ 0.0% |
$79.3 - $93.3
|
27.6K
$2.87M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
9.58K
$998K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$79.3 - $93.3
|
754
$78.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1+ 0.06% |
$79.3 - $93.3
|
1.81K
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$79.3 - $93.3
|
2.99K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
18.8K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
5.99K
$624K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
14.5K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.03% |
$79.3 - $93.3
|
3.28K
$341K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1- 0.02% |
$79.3 - $93.3
|
4.4K
$458K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.04% |
$79.3 - $93.3
|
2.47K
$257K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3- -0.0% |
$238 - $280
|
66.3K
$6.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$317 - $373
|
6.32K
$658K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
SELL
|
- |
-4- 0.12% |
$317 - $373
|
3.42K
$357K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4- 0.04% |
$317 - $373
|
9.32K
$971K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-5- 0.17% |
$397 - $467
|
2.89K
$301K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-5- 0.09% |
$397 - $467
|
5.76K
$600K
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-6- 0.25% |
$476 - $560
|
2.44K
$254K
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-7- 0.01% |
$555 - $653
|
108K
$11.2M
|