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 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
7+ 0.16% |
$593 - $680
|
4.28K
$439K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.1% |
$593 - $680
|
6.73K
$690K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$509 - $583
|
3.47K
$355K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.1% |
$509 - $583
|
5.79K
$593K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6+ 0.15% |
$509 - $583
|
4.07K
$417K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6+ 0.14% |
$509 - $583
|
4.19K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.03% |
$509 - $583
|
19.8K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6+ 0.01% |
$509 - $583
|
58.5K
$6M
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5+ 0.12% |
$424 - $486
|
4.01K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5+ 0.05% |
$424 - $486
|
9.7K
$994K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5+ 0.12% |
$424 - $486
|
4.29K
$440K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.15% |
$339 - $389
|
2.74K
$281K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4+ 0.02% |
$339 - $389
|
20.5K
$2.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.05% |
$339 - $389
|
7.81K
$801K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.15% |
$339 - $389
|
2.74K
$281K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3+ 0.04% |
$254 - $291
|
7.68K
$787K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.07% |
$254 - $291
|
4.59K
$471K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$254 - $291
|
2.63K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.05% |
$254 - $291
|
5.71K
$586K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.01% |
$170 - $194
|
14.1K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$170 - $194
|
5.22K
$535K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.02% |
$170 - $194
|
9K
$922K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.16% |
$170 - $194
|
1.25K
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.07% |
$170 - $194
|
2.97K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$170 - $194
|
2.49K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.01% |
$170 - $194
|
33.4K
$3.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.07% |
$170 - $194
|
3.02K
$309K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.29% |
$170 - $194
|
703
$72.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
2.95K
$303K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$84.8 - $97.1
|
8.79K
$902K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$84.8 - $97.1
|
28K
$2.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$84.8 - $97.1
|
817
$83.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$84.8 - $97.1
|
469
$48.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.04% |
$84.8 - $97.1
|
2.77K
$284K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$84.8 - $97.1
|
2.27K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
3.84K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
2.99K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
4.11K
$421K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.14% |
$84.8 - $97.1
|
715
$73.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.11% |
$84.8 - $97.1
|
882
$90.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
5.71K
$585K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$84.8 - $97.1
|
2.68K
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.15% |
$84.8 - $97.1
|
680
$69.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$84.8 - $97.1
|
755
$77.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
6.33K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
3.62K
$371K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
4.75K
$487K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$84.8 - $97.1
|
166K
$17M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1- 0.03% |
$84.8 - $97.1
|
2.99K
$306K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3- 0.09% |
$254 - $291
|
3.27K
$336K
|