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
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
201+ 1.22% |
$19K - $21.2K
|
16.7K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
190+ 4.95% |
$17.9K - $20K
|
4.03K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
185+ 0.2% |
$17.5K - $19.5K
|
93.5K
$9.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
178+ 1.89% |
$16.8K - $18.8K
|
9.6K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
165New |
$15.6K - $17.4K
|
165
$17.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
163+ 1.55% |
$15.4K - $17.2K
|
10.7K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
158+ 2.2% |
$14.9K - $16.7K
|
7.33K
$764K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
154New |
$14.5K - $16.2K
|
154
$16K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
149+ 0.58% |
$14.1K - $15.7K
|
25.9K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
147+ 0.46% |
$13.9K - $15.5K
|
32.2K
$3.35M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
143+ 4.94% |
$13.5K - $15.1K
|
3.04K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
137+ 0.13% |
$12.9K - $14.4K
|
108K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
123+ 1.21% |
$11.6K - $13K
|
10.3K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
118+ 0.51% |
$11.1K - $12.4K
|
23.3K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
112New |
$10.6K - $11.8K
|
112
$11.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
112+ 3.58% |
$10.6K - $11.8K
|
3.24K
$338K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 88.1% |
$10.5K - $11.7K
|
237
$24.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
110+ 3.48% |
$10.4K - $11.6K
|
3.27K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
109+ 1.28% |
$10.3K - $11.5K
|
8.65K
$902K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
109+ 1.58% |
$10.3K - $11.5K
|
7.01K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
104+ 2.02% |
$9.82K - $11K
|
5.25K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
103+ 2.71% |
$9.73K - $10.9K
|
3.9K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
99+ 0.36% |
$9.35K - $10.4K
|
27.3K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
99+ 0.12% |
$9.35K - $10.4K
|
84.4K
$8.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
97+ 1.24% |
$9.16K - $10.2K
|
7.94K
$827K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
94+ 0.15% |
$8.88K - $9.91K
|
60.8K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
93+ 0.25% |
$8.78K - $9.81K
|
37.2K
$3.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
92+ 1.27% |
$8.69K - $9.7K
|
7.32K
$763K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
92+ 1.39% |
$8.69K - $9.7K
|
6.7K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
81+ 0.71% |
$7.65K - $8.54K
|
11.5K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80+ 2.04% |
$7.55K - $8.44K
|
4.01K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
80+ 0.51% |
$7.55K - $8.44K
|
15.7K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 2.2% |
$7.08K - $7.91K
|
3.49K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
74+ 0.82% |
$6.99K - $7.8K
|
9.15K
$953K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
71+ 1.0% |
$6.7K - $7.49K
|
7.2K
$750K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
66+ 0.46% |
$6.23K - $6.96K
|
14.4K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
63+ 0.1% |
$5.95K - $6.64K
|
65K
$6.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
61+ 1.03% |
$5.76K - $6.43K
|
5.96K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.27% |
$5.57K - $6.22K
|
2.66K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
58+ 0.1% |
$5.48K - $6.12K
|
57.7K
$6.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
55+ 0.27% |
$5.19K - $5.8K
|
20.5K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
55+ 0.98% |
$5.19K - $5.8K
|
5.64K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
51+ 0.25% |
$4.82K - $5.38K
|
20.3K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
51+ 1.23% |
$4.82K - $5.38K
|
4.2K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
48New |
$4.53K - $5.06K
|
48
$5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
46+ 6.76% |
$4.34K - $4.85K
|
726
$75.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
39+ 1.01% |
$3.68K - $4.11K
|
3.89K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37+ 0.22% |
$3.49K - $3.9K
|
16.7K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
36+ 0.12% |
$3.4K - $3.8K
|
28.9K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
35+ 0.28% |
$3.31K - $3.69K
|
12.7K
$1.32M
|