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 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
14K+ 426.36% |
$1.32M - $1.48M
|
17.3K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 11.62% |
$1.28M - $1.43M
|
130K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.5K+ 93.36% |
$1.27M - $1.42M
|
27.9K
$2.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13.2KNew |
$1.24M - $1.39M
|
13.2K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.9KNew |
$1.21M - $1.36M
|
12.9K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
12.6KNew |
$1.19M - $1.33M
|
12.6K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.4K+ 2.18% |
$1.17M - $1.31M
|
582K
$60.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$973K - $1.09M
|
10.3K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
10.3KNew |
$968K - $1.08M
|
10.3K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.2K+ 46.96% |
$965K - $1.08M
|
32K
$3.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.6K+ 276.01% |
$906K - $1.01M
|
13.1K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.52K+ 14.37% |
$899K - $1M
|
75.7K
$7.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.47K+ 8.06% |
$894K - $999K
|
127K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.21KNew |
$870K - $971K
|
9.21K
$960K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.02K+ 13.77% |
$852K - $951K
|
74.5K
$7.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.78K+ 0.62% |
$829K - $926K
|
1.42M
$148M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.7K+ 7.35% |
$822K - $918K
|
127K
$13.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
8.46KNew |
$799K - $892K
|
8.46K
$881K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.29K+ 2.92% |
$782K - $874K
|
292K
$30.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.1KNew |
$765K - $854K
|
8.1K
$844K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
7.89K+ 81.34% |
$745K - $832K
|
17.6K
$1.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.59K+ 30.08% |
$717K - $800K
|
32.8K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7.52KNew |
$710K - $793K
|
7.52K
$783K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
7.38KNew |
$697K - $778K
|
7.38K
$769K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
7.37KNew |
$696K - $777K
|
7.37K
$768K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7.35K+ 2.04% |
$694K - $775K
|
368K
$38.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.33K+ 6.54% |
$693K - $774K
|
119K
$12.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.16K+ 5.27% |
$676K - $756K
|
143K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
6.93KNew |
$655K - $731K
|
6.93K
$722K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
6.85KNew |
$647K - $722K
|
6.85K
$714K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.68KNew |
$631K - $705K
|
6.68K
$696K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.65K+ 10.8% |
$628K - $702K
|
68.3K
$7.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.59KNew |
$622K - $695K
|
6.59K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.46KNew |
$610K - $682K
|
6.46K
$673K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.3KNew |
$595K - $664K
|
6.3K
$656K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.24K+ 139.99% |
$589K - $658K
|
10.7K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.2K+ 4.47% |
$585K - $654K
|
145K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
6.07K+ 1.91% |
$574K - $641K
|
324K
$33.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.01K+ 1.77% |
$567K - $634K
|
346K
$36.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.99K+ 3.02% |
$565K - $631K
|
204K
$21.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.71K+ 26.22% |
$539K - $602K
|
27.5K
$2.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
5.54KNew |
$523K - $584K
|
5.54K
$577K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.5KNew |
$519K - $580K
|
5.5K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.43KNew |
$512K - $572K
|
5.43K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.31KNew |
$501K - $560K
|
5.31K
$553K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.27K+ 10.42% |
$498K - $556K
|
55.9K
$5.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5.23KNew |
$494K - $551K
|
5.23K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
5.22K+ 90.69% |
$493K - $551K
|
11K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.06K+ 74.46% |
$478K - $533K
|
11.9K
$1.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.02K+ 10.44% |
$474K - $530K
|
53.1K
$5.54M
|