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 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.86K+ 5.04% |
$544K - $640K
|
143K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
6.83KNew |
$542K - $637K
|
6.83K
$712K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.78K+ 183.8% |
$538K - $633K
|
10.5K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.76KNew |
$536K - $630K
|
6.76K
$704K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.72K+ 32.78% |
$533K - $627K
|
27.2K
$2.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.64K+ 61.08% |
$527K - $620K
|
17.5K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.63K+ 53.78% |
$526K - $618K
|
18.9K
$1.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.56K+ 29.4% |
$520K - $612K
|
28.9K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.52K+ 1.0% |
$517K - $608K
|
657K
$68.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6.43KNew |
$510K - $600K
|
6.43K
$670K
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
6.4KNew |
$508K - $597K
|
6.4K
$667K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.33K+ 56.06% |
$502K - $590K
|
17.6K
$1.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
6.31KNew |
$500K - $589K
|
6.31K
$657K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
6.25K+ 43.59% |
$496K - $584K
|
20.6K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.24K+ 65.73% |
$495K - $583K
|
15.7K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
6.23KNew |
$494K - $581K
|
6.23K
$649K
|
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
6.2K+ 19.68% |
$492K - $579K
|
37.7K
$3.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.91KNew |
$469K - $551K
|
5.91K
$616K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
5.85K+ 111.23% |
$464K - $546K
|
11.1K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.83K+ 6.11% |
$462K - $544K
|
101K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.73KNew |
$455K - $535K
|
5.73K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.68K+ 105.79% |
$451K - $530K
|
11.1K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.63K+ 1.86% |
$447K - $526K
|
308K
$32.1M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
5.56K+ 15.63% |
$441K - $519K
|
41.1K
$4.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.31K+ 37.79% |
$421K - $496K
|
19.4K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.3K+ 25.19% |
$421K - $495K
|
26.4K
$2.75M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
5.15K+ 21.92% |
$409K - $481K
|
28.7K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5.12K+ 75.74% |
$406K - $477K
|
11.9K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.11K+ 8.01% |
$405K - $477K
|
68.9K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.05K+ 6.44% |
$400K - $471K
|
83.4K
$8.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.04K+ 77.64% |
$400K - $470K
|
11.5K
$1.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.03KNew |
$399K - $470K
|
5.03K
$524K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.95K+ 1.65% |
$392K - $462K
|
305K
$31.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.92KNew |
$390K - $459K
|
4.92K
$512K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.86K+ 32.86% |
$386K - $454K
|
19.7K
$2.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.86K+ 0.63% |
$386K - $454K
|
778K
$81M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.83K+ 2.5% |
$383K - $451K
|
198K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.8K+ 2.43% |
$381K - $448K
|
202K
$21.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.77K+ 9.54% |
$378K - $445K
|
54.8K
$5.7M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
4.71K+ 40.38% |
$373K - $439K
|
16.4K
$1.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.69KNew |
$372K - $438K
|
4.69K
$489K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.67KNew |
$370K - $436K
|
4.67K
$487K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.61K+ 43.41% |
$366K - $430K
|
15.2K
$1.59M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.61KNew |
$366K - $430K
|
4.61K
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.57K+ 9.84% |
$363K - $427K
|
51K
$5.32M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.53KNew |
$359K - $423K
|
4.53K
$472K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.52K+ 13.28% |
$359K - $422K
|
38.6K
$4.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.52KNew |
$359K - $422K
|
4.52K
$471K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.52K+ 4.74% |
$359K - $422K
|
99.9K
$10.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.47K+ 71.59% |
$355K - $417K
|
10.7K
$1.12M
|