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 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
155+ 1.81% |
$13.1K - $15.1K
|
8.73K
$896K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
153+ 1.12% |
$13K - $14.9K
|
13.8K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
151+ 1.13% |
$12.8K - $14.7K
|
13.5K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150+ 1.71% |
$12.7K - $14.6K
|
8.93K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
150+ 1.82% |
$12.7K - $14.6K
|
8.41K
$862K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
149New |
$12.6K - $14.5K
|
149
$15.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
145New |
$12.3K - $14.1K
|
145
$14.9K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
144+ 0.9% |
$12.2K - $14K
|
16.2K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
144+ 1.65% |
$12.2K - $14K
|
8.89K
$912K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
142+ 1.49% |
$12K - $13.8K
|
9.7K
$994K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
137+ 31.14% |
$11.6K - $13.3K
|
577
$59.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
133+ 5.42% |
$11.3K - $12.9K
|
2.59K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132New |
$11.2K - $12.8K
|
132
$13.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
132+ 2.52% |
$11.2K - $12.8K
|
5.37K
$550K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
130+ 0.55% |
$11K - $12.6K
|
23.7K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
119+ 3.21% |
$10.1K - $11.6K
|
3.83K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
118+ 5.16% |
$10K - $11.5K
|
2.41K
$247K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
115+ 0.65% |
$9.75K - $11.2K
|
17.8K
$1.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
112+ 2.67% |
$9.49K - $10.9K
|
4.31K
$442K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
110+ 0.28% |
$9.32K - $10.7K
|
39.2K
$4.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
109+ 4.37% |
$9.24K - $10.6K
|
2.6K
$267K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
106+ 4.68% |
$8.99K - $10.3K
|
2.37K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
105+ 0.4% |
$8.9K - $10.2K
|
26.1K
$2.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
102+ 3.37% |
$8.65K - $9.91K
|
3.13K
$321K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
102+ 0.67% |
$8.65K - $9.91K
|
15.4K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
101+ 1.15% |
$8.56K - $9.81K
|
8.85K
$907K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
101+ 0.18% |
$8.56K - $9.81K
|
54.8K
$5.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
100+ 1.58% |
$8.48K - $9.71K
|
6.41K
$657K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
97+ 2.85% |
$8.22K - $9.42K
|
3.5K
$359K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
95+ 0.28% |
$8.05K - $9.23K
|
34.6K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
95+ 0.15% |
$8.05K - $9.23K
|
65.5K
$6.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
94+ 1.02% |
$7.97K - $9.13K
|
9.31K
$955K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
94+ 2.12% |
$7.97K - $9.13K
|
4.53K
$464K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93+ 0.33% |
$7.88K - $9.03K
|
28.4K
$2.92M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
92+ 0.59% |
$7.8K - $8.94K
|
15.8K
$1.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
91+ 1.2% |
$7.71K - $8.84K
|
7.64K
$784K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$7.46K - $8.55K
|
88
$9.02K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
88+ 3.16% |
$7.46K - $8.55K
|
2.87K
$294K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
85+ 1.58% |
$7.21K - $8.26K
|
5.48K
$562K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
84+ 0.81% |
$7.12K - $8.16K
|
10.4K
$1.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
83+ 0.31% |
$7.04K - $8.06K
|
27.2K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
83+ 0.7% |
$7.04K - $8.06K
|
12K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$6.95K - $7.96K
|
82
$8.41K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
82+ 0.86% |
$6.95K - $7.96K
|
9.66K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
81New |
$6.87K - $7.87K
|
81
$8.31K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
79+ 0.69% |
$6.7K - $7.67K
|
11.6K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
75+ 0.45% |
$6.36K - $7.28K
|
16.8K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
74+ 2.39% |
$6.27K - $7.19K
|
3.17K
$325K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
73+ 0.28% |
$6.19K - $7.09K
|
26K
$2.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
70+ 0.14% |
$5.93K - $6.8K
|
51.6K
$5.3M
|