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 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
$719K
|
|
|
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
$6.43M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
424+ 0.78% |
$40K - $44.7K
|
54.9K
$5.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
423+ 2.75% |
$39.9K - $44.6K
|
15.8K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
416+ 16.49% |
$39.3K - $43.9K
|
2.94K
$313K
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
416New |
$39.3K - $43.9K
|
416
$44.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
411+ 2.83% |
$38.8K - $43.3K
|
14.9K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
409New |
$38.6K - $43.1K
|
409
$43.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
406+ 0.45% |
$38.3K - $42.8K
|
89.8K
$9.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
400+ 4.06% |
$37.8K - $42.2K
|
10.2K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
393+ 1.05% |
$37.1K - $41.4K
|
37.8K
$4.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
391+ 4.51% |
$36.9K - $41.2K
|
9.07K
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
390New |
$36.8K - $41.1K
|
390
$41.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
390New |
$36.8K - $41.1K
|
390
$41.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
388+ 0.52% |
$36.6K - $40.9K
|
75K
$8M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
380+ 2.25% |
$35.9K - $40.1K
|
17.3K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
363+ 1.11% |
$34.3K - $38.3K
|
33.2K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
360+ 13.16% |
$34K - $38K
|
3.1K
$330K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
355New |
$33.5K - $37.4K
|
355
$37.9K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
350+ 2.1% |
$33.1K - $36.9K
|
17K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
342+ 15.66% |
$32.3K - $36.1K
|
2.53K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
329+ 12.64% |
$31.1K - $34.7K
|
2.93K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 3.61% |
$30.7K - $34.3K
|
9.32K
$994K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
316+ 6.19% |
$29.8K - $33.3K
|
5.43K
$579K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
315+ 4.91% |
$29.7K - $33.2K
|
6.73K
$717K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
314+ 3.46% |
$29.7K - $33.1K
|
9.39K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
302+ 194.84% |
$28.5K - $31.9K
|
457
$48.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
302+ 40.21% |
$28.5K - $31.9K
|
1.05K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
300+ 3.46% |
$28.3K - $31.6K
|
8.97K
$956K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
296+ 0.79% |
$28K - $31.2K
|
37.7K
$4.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
296+ 5.91% |
$28K - $31.2K
|
5.31K
$566K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
295+ 0.95% |
$27.9K - $31.1K
|
31.4K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
287+ 8.87% |
$27.1K - $30.3K
|
3.52K
$376K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
273New |
$25.8K - $28.8K
|
273
$29.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
272+ 0.22% |
$25.7K - $28.7K
|
125K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
257+ 0.23% |
$24.3K - $27.1K
|
114K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
256+ 0.17% |
$24.2K - $27K
|
152K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
255+ 4.96% |
$24.1K - $26.9K
|
5.4K
$576K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
255+ 56.04% |
$24.1K - $26.9K
|
710
$75.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
253+ 2.52% |
$23.9K - $26.7K
|
10.3K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
250+ 2.52% |
$23.6K - $26.4K
|
10.2K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
246+ 2.06% |
$23.2K - $25.9K
|
12.2K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244+ 23.69% |
$23K - $25.7K
|
1.27K
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$22.7K - $25.3K
|
240
$25.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
227+ 0.25% |
$21.4K - $23.9K
|
92.7K
$9.89M
|