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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
583+ 16.08% |
$55.1K - $61.5K
|
4.21K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
570+ 21.02% |
$53.8K - $60.1K
|
3.28K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
567New |
$53.5K - $59.8K
|
567
$53.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
565+ 1.23% |
$53.4K - $59.6K
|
46.6K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
563+ 4.22% |
$53.2K - $59.4K
|
13.9K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
551+ 4.8% |
$52K - $58.1K
|
12K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
547+ 6.27% |
$51.7K - $57.7K
|
9.27K
$879K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
545+ 0.54% |
$51.5K - $57.5K
|
101K
$9.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
543+ 1.07% |
$51.3K - $57.3K
|
51.1K
$4.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
537+ 3.38% |
$50.7K - $56.6K
|
16.4K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
525+ 125.9% |
$49.6K - $55.4K
|
942
$89.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
519New |
$49K - $54.7K
|
519
$49.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
516+ 0.91% |
$48.7K - $54.4K
|
57K
$5.41M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
515+ 6.29% |
$48.6K - $54.3K
|
8.71K
$826K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
512New |
$48.3K - $54K
|
512
$48.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
505+ 5.1% |
$47.7K - $53.3K
|
10.4K
$987K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
504+ 61.92% |
$47.6K - $53.2K
|
1.32K
$125K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
503+ 121.5% |
$47.5K - $53.1K
|
917
$86.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
501+ 2.92% |
$47.3K - $52.8K
|
17.6K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
493+ 24.7% |
$46.6K - $52K
|
2.49K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
467+ 1.5% |
$44.1K - $49.3K
|
31.6K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
465+ 0.25% |
$43.9K - $49K
|
187K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
464+ 49.63% |
$43.8K - $48.9K
|
1.4K
$133K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
433+ 6.87% |
$40.9K - $45.7K
|
6.74K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
433+ 12.42% |
$40.9K - $45.7K
|
3.92K
$371K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
432+ 0.72% |
$40.8K - $45.6K
|
60.2K
$5.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
430+ 21.52% |
$40.6K - $45.4K
|
2.43K
$230K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
429+ 0.96% |
$40.5K - $45.2K
|
44.9K
$4.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
424+ 0.78% |
$40K - $44.7K
|
54.9K
$5.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
423+ 2.75% |
$39.9K - $44.6K
|
15.8K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
416+ 16.49% |
$39.3K - $43.9K
|
2.94K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
416New |
$39.3K - $43.9K
|
416
$39.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
411+ 2.83% |
$38.8K - $43.3K
|
14.9K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
409New |
$38.6K - $43.1K
|
409
$38.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
406+ 0.45% |
$38.3K - $42.8K
|
89.8K
$8.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
400+ 4.06% |
$37.8K - $42.2K
|
10.2K
$971K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
393+ 1.05% |
$37.1K - $41.4K
|
37.8K
$3.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
391+ 4.51% |
$36.9K - $41.2K
|
9.07K
$860K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
390New |
$36.8K - $41.1K
|
390
$37K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
390New |
$36.8K - $41.1K
|
390
$37K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
388+ 0.52% |
$36.6K - $40.9K
|
75K
$7.11M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
380+ 2.25% |
$35.9K - $40.1K
|
17.3K
$1.64M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
364+ 9.11% |
$34.4K - $38.4K
|
4.36K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
363+ 1.11% |
$34.3K - $38.3K
|
33.2K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
360+ 13.16% |
$34K - $38K
|
3.1K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
355New |
$33.5K - $37.4K
|
355
$33.7K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
350+ 2.1% |
$33.1K - $36.9K
|
17K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
342+ 15.66% |
$32.3K - $36.1K
|
2.53K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
329+ 12.64% |
$31.1K - $34.7K
|
2.93K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 3.61% |
$30.7K - $34.3K
|
9.32K
$884K
|