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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.02KNew |
$256K - $293K
|
3.02K
$309K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.01K+ 2.38% |
$255K - $293K
|
129K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.01KNew |
$255K - $293K
|
3.01K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.96K+ 6.44% |
$251K - $288K
|
49K
$5.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.96KNew |
$251K - $288K
|
2.96K
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
2.93KNew |
$249K - $285K
|
2.93K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.92KNew |
$248K - $284K
|
2.92K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.9K+ 2.38% |
$245K - $281K
|
125K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.88K+ 2.8% |
$244K - $280K
|
106K
$10.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.88K+ 17.8% |
$244K - $279K
|
19K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.83K+ 7.08% |
$240K - $275K
|
42.8K
$4.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.8K+ 26.97% |
$238K - $272K
|
13.2K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.75K+ 7.91% |
$233K - $267K
|
37.5K
$3.84M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.73K+ 1.51% |
$231K - $265K
|
184K
$18.8M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.7K+ 33.02% |
$229K - $262K
|
10.9K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.69K+ 15.19% |
$228K - $261K
|
20.4K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2.68K+ 49.93% |
$227K - $260K
|
8.04K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.64K+ 0.81% |
$224K - $257K
|
329K
$33.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.64K+ 9.47% |
$224K - $256K
|
30.5K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.62K+ 3.77% |
$222K - $254K
|
72.2K
$7.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.61K+ 4.19% |
$222K - $254K
|
64.9K
$6.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.57K+ 3.35% |
$218K - $250K
|
79.4K
$8.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.56K+ 81.58% |
$217K - $249K
|
5.71K
$584K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.56K+ 101.99% |
$217K - $249K
|
5.08K
$520K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.55K+ 4.94% |
$216K - $248K
|
54.2K
$5.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 2.56% |
$213K - $244K
|
101K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.52K+ 35928.57% |
$213K - $244K
|
2.52K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.51KNew |
$213K - $244K
|
2.51K
$257K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.5K+ 8.75% |
$212K - $243K
|
31.1K
$3.18M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.47K+ 1.55% |
$209K - $240K
|
162K
$16.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.47KNew |
$209K - $240K
|
2.47K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.45KNew |
$208K - $238K
|
2.45K
$251K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.43K+ 7.84% |
$206K - $236K
|
33.4K
$3.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$205K - $235K
|
2.42K
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.42KNew |
$205K - $235K
|
2.42K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.38K+ 95.54% |
$202K - $231K
|
4.87K
$498K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.35K+ 36.72% |
$199K - $228K
|
8.75K
$896K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.35K+ 10.25% |
$199K - $228K
|
25.2K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.34K+ 5.56% |
$199K - $228K
|
44.5K
$4.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.33K+ 499.57% |
$198K - $227K
|
2.8K
$287K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.33K+ 26.98% |
$197K - $226K
|
10.9K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.31KNew |
$196K - $225K
|
2.31K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.31K+ 2.78% |
$196K - $224K
|
85.2K
$8.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.3KNew |
$195K - $223K
|
2.3K
$236K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.3KNew |
$195K - $223K
|
2.3K
$235K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 1.68% |
$194K - $223K
|
139K
$14.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.26KNew |
$192K - $220K
|
2.26K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.26K+ 21.0% |
$191K - $219K
|
13K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $218K
|
2.24K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $217K
|
2.24K
$229K
|