Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
180K+ 14.43% |
$15.3M - $17.5M
|
1.43M
$139M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
134K+ 29.89% |
$11.3M - $13M
|
581K
$56.6M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
104K+ 60.27% |
$8.84M - $10.1M
|
277K
$27M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98.3K+ 53.1% |
$8.33M - $9.55M
|
283K
$27.6M
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
93.9K+ 1079.28% |
$7.96M - $9.12M
|
103K
$10M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
74.1KNew |
$6.28M - $7.2M
|
74.1K
$7.23M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
61.6K+ 9950.89% |
$5.22M - $5.98M
|
62.2K
$6.07M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48.3K+ 141.48% |
$4.1M - $4.7M
|
82.5K
$8.05M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
47.2KNew |
$4M - $4.58M
|
47.2K
$4.6M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
40K+ 761.33% |
$3.39M - $3.88M
|
45.2K
$4.41M
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
37.8KNew |
$3.2M - $3.67M
|
37.8K
$3.68M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 4.1% |
$1.84M - $2.11M
|
552K
$53.8M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
20.9K+ 58.49% |
$1.77M - $2.03M
|
56.5K
$5.51M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
20.3K+ 49.2% |
$1.72M - $1.97M
|
61.6K
$6.01M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.1K+ 21.56% |
$1.71M - $1.95M
|
113K
$11.1M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17.2K+ 504.58% |
$1.46M - $1.67M
|
20.6K
$2.01M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
16.4K+ 4.53% |
$1.39M - $1.59M
|
378K
$36.9M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
16.3K+ 101.22% |
$1.38M - $1.59M
|
32.4K
$3.16M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
16.1K+ 27.14% |
$1.36M - $1.56M
|
75.4K
$7.36M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16K+ 3.26% |
$1.35M - $1.55M
|
506K
$49.4M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 8.81% |
$1.21M - $1.39M
|
177K
$17.2M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 13.82% |
$1.11M - $1.27M
|
108K
$10.5M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.7KNew |
$1.07M - $1.23M
|
12.7K
$1.24M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$972K - $1.11M
|
11.5K
$1.12M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.8KNew |
$912K - $1.05M
|
10.8K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10K+ 52.11% |
$852K - $976K
|
29.3K
$2.86M
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
10K+ 33.29% |
$850K - $974K
|
40.2K
$3.92M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.83K+ 5.83% |
$833K - $955K
|
178K
$17.4M
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.19KNew |
$779K - $892K
|
9.19K
$896K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.16K+ 3.13% |
$777K - $890K
|
302K
$29.4M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.72K+ 19.31% |
$739K - $847K
|
53.9K
$5.26M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.29K+ 12.47% |
$703K - $806K
|
74.8K
$7.29M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.21KNew |
$696K - $797K
|
8.21K
$800K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.98K+ 33.04% |
$677K - $775K
|
32.1K
$3.13M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.31K+ 80.88% |
$620K - $710K
|
16.4K
$1.59M
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
7.18K+ 1.13% |
$608K - $697K
|
641K
$62.5M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.91K+ 4.24% |
$586K - $671K
|
170K
$16.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.86K+ 0.32% |
$582K - $666K
|
2.16M
$211M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.38K+ 145.8% |
$541K - $620K
|
10.8K
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.2K+ 1.25% |
$526K - $602K
|
504K
$49.1M
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.52K+ 4.15% |
$468K - $536K
|
139K
$13.5M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.49K+ 172.84% |
$465K - $533K
|
8.66K
$845K
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.32KNew |
$451K - $516K
|
5.32K
$518K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.03K+ 6.71% |
$426K - $489K
|
80K
$7.8M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.97K+ 166.1% |
$421K - $483K
|
7.96K
$776K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.84K+ 46.17% |
$410K - $470K
|
15.3K
$1.49M
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.45K+ 0.6% |
$377K - $432K
|
750K
$73.1M
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.1K+ 91.76% |
$348K - $398K
|
8.57K
$836K
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.8KNew |
$322K - $369K
|
3.8K
$370K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.79K+ 21.01% |
$321K - $368K
|
21.8K
$2.13M
|