Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
422K+ 10066.91% |
$39.8M - $44.5M
|
426K
$44.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
194KNew |
$18.3M - $20.4M
|
194K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
133K+ 90.78% |
$12.6M - $14.1M
|
280K
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
115KNew |
$10.9M - $12.2M
|
115K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
110KNew |
$10.4M - $11.6M
|
110K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
101K+ 56.04% |
$9.56M - $10.7M
|
282K
$29.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
101KNew |
$9.53M - $10.6M
|
101K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
88.3KNew |
$8.34M - $9.32M
|
88.3K
$9.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
84.5KNew |
$7.98M - $8.91M
|
84.5K
$8.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
81.2KNew |
$7.67M - $8.57M
|
81.2K
$8.46M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
75.7KNew |
$7.15M - $7.99M
|
75.7K
$7.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
72.9K+ 132.55% |
$6.88M - $7.69M
|
128K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
63.2KNew |
$5.97M - $6.67M
|
63.2K
$6.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
62.1KNew |
$5.86M - $6.54M
|
62.1K
$6.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
53KNew |
$5M - $5.59M
|
53K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
51.6K+ 95.07% |
$4.88M - $5.45M
|
106K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
47.9K+ 79.99% |
$4.52M - $5.05M
|
108K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
45KNew |
$4.25M - $4.75M
|
45K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
44.9KNew |
$4.24M - $4.74M
|
44.9K
$4.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
44.6KNew |
$4.21M - $4.71M
|
44.6K
$4.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
43KNew |
$4.07M - $4.54M
|
43K
$4.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
37.2K+ 3.23% |
$3.52M - $3.93M
|
1.19M
$124M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
35.8K+ 17.05% |
$3.38M - $3.77M
|
246K
$25.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.4K+ 15.54% |
$3.06M - $3.42M
|
241K
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
31.7K+ 94.78% |
$2.99M - $3.34M
|
65.1K
$6.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
30.2KNew |
$2.85M - $3.19M
|
30.2K
$3.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.3K+ 18.22% |
$2.67M - $2.98M
|
183K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.8K+ 22.51% |
$2.63M - $2.94M
|
151K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
26.2KNew |
$2.47M - $2.76M
|
26.2K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
24.7KNew |
$2.33M - $2.6M
|
24.7K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
23.2KNew |
$2.19M - $2.45M
|
23.2K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$2.18M - $2.43M
|
23.1K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
22.7K+ 4.44% |
$2.14M - $2.4M
|
535K
$55.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
21.8KNew |
$2.06M - $2.3M
|
21.8K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
18.8K+ 22.92% |
$1.78M - $1.98M
|
101K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
18.5K+ 1.8% |
$1.75M - $1.95M
|
1.05M
$109M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 11.39% |
$1.67M - $1.87M
|
173K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
17.4KNew |
$1.64M - $1.84M
|
17.4K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.8K+ 8.21% |
$1.58M - $1.77M
|
221K
$23M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
16.5K+ 50.81% |
$1.56M - $1.74M
|
48.9K
$5.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
16K+ 47.13% |
$1.51M - $1.69M
|
50K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 0.41% |
$1.48M - $1.65M
|
3.82M
$398M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
15.2K+ 20.69% |
$1.43M - $1.6M
|
88.4K
$9.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15K+ 4.66% |
$1.41M - $1.58M
|
337K
$35.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
14.9KNew |
$1.41M - $1.57M
|
14.9K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 1.04% |
$1.41M - $1.57M
|
1.44M
$150M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.8K+ 51.95% |
$1.39M - $1.56M
|
43.2K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
14.6K+ 3.87% |
$1.38M - $1.54M
|
393K
$40.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
14.6KNew |
$1.38M - $1.54M
|
14.6K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
14.4KNew |
$1.36M - $1.52M
|
14.4K
$1.5M
|