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
|
Cfm Wealth Partners LLC
|
BUY
|
- |
731+ 6.58% |
$69K - $77.1K
|
11.8K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
730+ 3.67% |
$68.9K - $77K
|
20.6K
$2.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
723+ 1.9% |
$68.3K - $76.3K
|
38.7K
$4.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
720+ 0.42% |
$68K - $75.9K
|
172K
$18.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
719+ 2.06% |
$67.9K - $75.8K
|
35.7K
$3.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
715+ 84.72% |
$67.5K - $75.4K
|
1.56K
$166K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
696+ 2.21% |
$65.7K - $73.4K
|
32.1K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
688+ 3.15% |
$65K - $72.6K
|
22.5K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
685+ 15.91% |
$64.7K - $72.2K
|
4.99K
$532K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
678+ 21.5% |
$64K - $71.5K
|
3.83K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
672+ 1.27% |
$63.5K - $70.9K
|
53.6K
$5.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
650+ 0.54% |
$61.4K - $68.6K
|
121K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
645+ 3.09% |
$60.9K - $68K
|
21.6K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
644+ 5.57% |
$60.8K - $67.9K
|
12.2K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
640+ 2.72% |
$60.4K - $67.5K
|
24.1K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
634+ 1.36% |
$59.9K - $66.9K
|
47.1K
$5.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
626+ 0.76% |
$59.1K - $66K
|
83K
$8.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
614+ 1.98% |
$58K - $64.8K
|
31.7K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
610+ 6.13% |
$57.6K - $64.3K
|
10.6K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
605+ 1.93% |
$57.1K - $63.8K
|
32K
$3.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
604New |
$57K - $63.7K
|
604
$64.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
592New |
$55.9K - $62.4K
|
592
$63.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
588+ 22.16% |
$55.5K - $62K
|
3.24K
$346K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
583+ 16.08% |
$55.1K - $61.5K
|
4.21K
$449K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
570+ 21.02% |
$53.8K - $60.1K
|
3.28K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
567New |
$53.5K - $59.8K
|
567
$60.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
565+ 1.23% |
$53.4K - $59.6K
|
46.6K
$4.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
563+ 4.22% |
$53.2K - $59.4K
|
13.9K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
551+ 4.8% |
$52K - $58.1K
|
12K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
547+ 6.27% |
$51.7K - $57.7K
|
9.27K
$989K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
545+ 0.54% |
$51.5K - $57.5K
|
101K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
543+ 1.07% |
$51.3K - $57.3K
|
51.1K
$5.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
537+ 3.38% |
$50.7K - $56.6K
|
16.4K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
525+ 125.9% |
$49.6K - $55.4K
|
942
$100K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
519New |
$49K - $54.7K
|
519
$55.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
516+ 0.91% |
$48.7K - $54.4K
|
57K
$6.08M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
515+ 6.29% |
$48.6K - $54.3K
|
8.71K
$929K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
505+ 5.1% |
$47.7K - $53.3K
|
10.4K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
504+ 61.92% |
$47.6K - $53.2K
|
1.32K
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
503+ 121.5% |
$47.5K - $53.1K
|
917
$97.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
501+ 2.92% |
$47.3K - $52.8K
|
17.6K
$1.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
493+ 24.7% |
$46.6K - $52K
|
2.49K
$265K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
467+ 1.5% |
$44.1K - $49.3K
|
31.6K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
465+ 0.25% |
$43.9K - $49K
|
187K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
464+ 49.63% |
$43.8K - $48.9K
|
1.4K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
433+ 6.87% |
$40.9K - $45.7K
|
6.74K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
433+ 12.42% |
$40.9K - $45.7K
|
3.92K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
432+ 0.72% |
$40.8K - $45.6K
|
60.2K
$6.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
430+ 21.52% |
$40.6K - $45.4K
|
2.43K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
429+ 0.96% |
$40.5K - $45.2K
|
44.9K
$4.79M
|