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 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.3K+ 9.42% |
$110K - $126K
|
15.1K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29K+ 0.67% |
$109K - $125K
|
194K
$20.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 2.34% |
$107K - $123K
|
55.5K
$5.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 3.5% |
$106K - $122K
|
37.1K
$3.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.25K+ 44.95% |
$106K - $121K
|
4.03K
$428K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.24K+ 3.26% |
$105K - $120K
|
39.2K
$4.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.23K+ 7.07% |
$104K - $119K
|
18.6K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.21K+ 16.63% |
$102K - $117K
|
8.46K
$898K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.19K+ 1.05% |
$101K - $115K
|
114K
$12.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.18K+ 21.7% |
$99.9K - $114K
|
6.61K
$701K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 1.17% |
$99.1K - $114K
|
101K
$10.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.17K+ 16.45% |
$98.9K - $113K
|
8.26K
$877K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.16K+ 5.28% |
$98.7K - $113K
|
23.2K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.13K+ 7.31% |
$96K - $110K
|
16.6K
$1.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.1K+ 1.44% |
$92.8K - $106K
|
77.3K
$8.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.08K+ 28.58% |
$91.1K - $104K
|
4.84K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
1.07K+ 12.75% |
$90.3K - $103K
|
9.42K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.06K+ 0.62% |
$90.1K - $103K
|
173K
$18.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.06K+ 2.35% |
$89.6K - $103K
|
46K
$4.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.03K+ 1.43% |
$87.6K - $100K
|
73.2K
$7.77M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1K+ 18.67% |
$84.8K - $97.1K
|
6.36K
$675K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
985+ 0.34% |
$83.5K - $95.7K
|
289K
$30.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
975+ 25.63% |
$82.7K - $94.7K
|
4.78K
$507K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
973+ 3.29% |
$82.5K - $94.5K
|
30.6K
$3.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
972+ 24.43% |
$82.4K - $94.4K
|
4.95K
$525K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
960+ 1.85% |
$81.4K - $93.2K
|
52.9K
$5.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
926+ 0.48% |
$78.5K - $89.9K
|
194K
$20.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
916+ 3.03% |
$77.6K - $89K
|
31.1K
$3.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
893+ 9.91% |
$75.7K - $86.7K
|
9.9K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
880+ 0.45% |
$74.6K - $85.5K
|
198K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
861+ 2.6% |
$73K - $83.6K
|
34K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
844New |
$71.5K - $82K
|
844
$89.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
844+ 4.85% |
$71.5K - $82K
|
18.3K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
831+ 0.46% |
$70.4K - $80.7K
|
180K
$19.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
794+ 3.02% |
$67.3K - $77.1K
|
27.1K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
790+ 24.17% |
$67K - $76.7K
|
4.06K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
786+ 2.31% |
$66.6K - $76.3K
|
34.8K
$3.7M
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
764+ 3.71% |
$64.8K - $74.2K
|
21.4K
$2.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
756+ 10.36% |
$64.1K - $73.4K
|
8.06K
$855K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
756+ 15.41% |
$64.1K - $73.4K
|
5.66K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
737+ 5.69% |
$62.5K - $71.6K
|
13.7K
$1.45M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
735+ 8.81% |
$62.3K - $71.4K
|
9.07K
$963K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
710+ 1.07% |
$60.2K - $69K
|
67.3K
$7.14M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
692+ 0.65% |
$58.7K - $67.2K
|
108K
$11.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
691New |
$58.6K - $67.1K
|
691
$73.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
685+ 14.04% |
$58.1K - $66.5K
|
5.56K
$591K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
683+ 9.1% |
$57.9K - $66.3K
|
8.19K
$869K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
673+ 0.3% |
$57.1K - $65.4K
|
228K
$24.2M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
669New |
$56.7K - $65K
|
669
$71K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
667+ 0.4% |
$56.5K - $64.8K
|
166K
$17.6M
|