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 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
3.05KNew |
$288K - $322K
|
3.05K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3KNew |
$283K - $317K
|
3K
$327K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.98K+ 75.63% |
$282K - $315K
|
6.93K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.97KNew |
$281K - $314K
|
2.97K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.96K+ 9.44% |
$280K - $313K
|
34.4K
$3.75M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.95K+ 65.09% |
$279K - $311K
|
7.48K
$815K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.94K+ 22.06% |
$278K - $310K
|
16.3K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
2.94K+ 31.01% |
$277K - $310K
|
12.4K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.86K+ 1.39% |
$270K - $301K
|
209K
$22.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.85KNew |
$269K - $300K
|
2.85K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2.84KNew |
$268K - $300K
|
2.84K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.81K+ 90.03% |
$265K - $296K
|
5.93K
$646K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.78KNew |
$263K - $293K
|
2.78K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
2.78KNew |
$262K - $293K
|
2.78K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.75KNew |
$260K - $290K
|
2.75K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.71KNew |
$256K - $286K
|
2.71K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.7KNew |
$255K - $285K
|
2.7K
$294K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.64KNew |
$249K - $278K
|
2.64K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
2.63K+ 0.9% |
$248K - $277K
|
295K
$32.1M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.63KNew |
$248K - $277K
|
2.63K
$286K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.61K+ 14.61% |
$246K - $275K
|
20.4K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.61K+ 2.55% |
$246K - $275K
|
105K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.6KNew |
$246K - $274K
|
2.6K
$284K
|
|
|
Apr 11, 2025
Q4 2024
|
Fischer Financial Services, Inc.
Harrisburg, PA |
BUY
|
- |
2.6KNew |
$246K - $274K
|
2.6K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.59K+ 31.7% |
$244K - $273K
|
10.8K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.58KNew |
$243K - $272K
|
2.58K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
2.55K+ 1.25% |
$240K - $269K
|
207K
$22.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.5K+ 4.03% |
$236K - $264K
|
64.7K
$7.05M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.49K+ 18.43% |
$236K - $263K
|
16K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.49K+ 32.61% |
$235K - $263K
|
10.1K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.48KNew |
$234K - $262K
|
2.48K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.47KNew |
$233K - $261K
|
2.47K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.47K+ 29.87% |
$233K - $260K
|
10.7K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.44KNew |
$230K - $257K
|
2.44K
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.42KNew |
$229K - $255K
|
2.42K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
2.41KNew |
$227K - $254K
|
2.41K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.41KNew |
$227K - $254K
|
2.41K
$262K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.4KNew |
$226K - $253K
|
2.4K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.39K+ 27.91% |
$226K - $252K
|
11K
$1.19M
|
|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.37KNew |
$224K - $250K
|
2.37K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2.36K+ 391.85% |
$222K - $248K
|
2.96K
$322K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.35K+ 11.06% |
$222K - $248K
|
23.6K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.35K+ 3.91% |
$222K - $247K
|
62.4K
$6.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
2.35KNew |
$222K - $247K
|
2.35K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.35K+ 1.65% |
$222K - $247K
|
144K
$15.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.34KNew |
$220K - $246K
|
2.34K
$254K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.33K+ 6.7% |
$220K - $246K
|
37.2K
$4.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.31KNew |
$218K - $244K
|
2.31K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.31K+ 13.75% |
$218K - $243K
|
19.1K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.3K+ 15.03% |
$217K - $243K
|
17.6K
$1.92M
|