Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
74+ 2.03% |
$5.87K - $6.9K
|
3.73K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
74+ 2.14% |
$5.87K - $6.9K
|
3.53K
$312K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
71+ 1.33% |
$5.63K - $6.63K
|
5.42K
$479K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
65+ 1.56% |
$5.16K - $6.07K
|
4.24K
$375K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 11.82% |
$5.16K - $6.07K
|
615
$54.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
62New |
$4.92K - $5.79K
|
62
$5.48K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
55+ 0.76% |
$4.36K - $5.13K
|
7.25K
$641K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
53+ 1.65% |
$4.2K - $4.95K
|
3.26K
$288K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
52+ 0.03% |
$4.12K - $4.85K
|
153K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
50+ 0.34% |
$3.97K - $4.67K
|
14.8K
$1.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
47+ 0.67% |
$3.73K - $4.39K
|
7.04K
$622K
|
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
37+ 0.24% |
$2.93K - $3.45K
|
15.7K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
37+ 0.07% |
$2.93K - $3.45K
|
51.6K
$4.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
37+ 0.22% |
$2.93K - $3.45K
|
16.7K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.08% |
$2.93K - $3.45K
|
49.3K
$4.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
36+ 0.04% |
$2.86K - $3.36K
|
82.7K
$7.32M
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35+ 26.32% |
$2.78K - $3.27K
|
168
$14.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.33% |
$2.7K - $3.17K
|
10.3K
$913K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27+ 0.26% |
$2.14K - $2.52K
|
10.5K
$928K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26+ 3.15% |
$2.06K - $2.43K
|
852
$75.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25+ 2.0% |
$1.98K - $2.33K
|
1.28K
$113K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
23+ 0.14% |
$1.82K - $2.15K
|
16.8K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
22+ 0.08% |
$1.74K - $2.05K
|
27.1K
$2.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
21+ 0.11% |
$1.67K - $1.96K
|
19.6K
$1.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21+ 0.34% |
$1.67K - $1.96K
|
6.15K
$544K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 0.51% |
$1.59K - $1.87K
|
3.93K
$348K
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
20+ 0.09% |
$1.59K - $1.87K
|
23.1K
$2.04M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
19+ 0.42% |
$1.51K - $1.77K
|
4.55K
$402K
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.08% |
$1.51K - $1.77K
|
23.7K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.16% |
$1.27K - $1.49K
|
10.1K
$893K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
15+ 0.6% |
$1.19K - $1.4K
|
2.53K
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
15+ 0.51% |
$1.19K - $1.4K
|
2.96K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
14+ 0.16% |
$1.11K - $1.31K
|
8.79K
$778K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
13+ 0.47% |
$1.03K - $1.21K
|
2.8K
$247K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
12+ 0.15% |
$952 - $1.12K
|
8.07K
$714K
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
12+ 0.47% |
$952 - $1.12K
|
2.54K
$225K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.03% |
$793 - $933
|
31.2K
$2.76M
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
10+ 0.08% |
$793 - $933
|
12K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8+ 0.13% |
$634 - $746
|
6.36K
$563K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
7+ 0.05% |
$555 - $653
|
15.1K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7New |
$555 - $653
|
7
$619
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.07% |
$476 - $560
|
8.99K
$796K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 1.5% |
$476 - $560
|
406
$35.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
6+ 0.08% |
$476 - $560
|
7.9K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.03% |
$476 - $560
|
20.5K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5+ 0.05% |
$397 - $467
|
9.18K
$812K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.07% |
$397 - $467
|
7.12K
$630K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 0.09% |
$317 - $373
|
4.65K
$411K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.07% |
$317 - $373
|
5.78K
$511K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$317 - $373
|
4.06K
$359K
|