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 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
92+ 1.39% |
$8.69K - $9.7K
|
6.7K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
87+ 2.33% |
$8.22K - $9.18K
|
3.82K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
87+ 0.5% |
$8.22K - $9.18K
|
17.5K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
87New |
$8.22K - $9.18K
|
87
$9.28K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
86+ 2.92% |
$8.12K - $9.07K
|
3.03K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
81+ 0.71% |
$7.65K - $8.54K
|
11.5K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
81+ 1.12% |
$7.65K - $8.54K
|
7.29K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
80+ 0.51% |
$7.55K - $8.44K
|
15.7K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80+ 2.04% |
$7.55K - $8.44K
|
4.01K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 2.2% |
$7.08K - $7.91K
|
3.49K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
75+ 1.26% |
$7.08K - $7.91K
|
6.01K
$641K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
74+ 0.82% |
$6.99K - $7.8K
|
9.15K
$976K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
72+ 0.99% |
$6.8K - $7.59K
|
7.35K
$784K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
71+ 1.0% |
$6.7K - $7.49K
|
7.2K
$768K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
71New |
$6.7K - $7.49K
|
71
$7.57K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
66+ 0.46% |
$6.23K - $6.96K
|
14.4K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
65New |
$6.14K - $6.86K
|
65
$6.93K
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
63+ 0.1% |
$5.95K - $6.64K
|
65K
$6.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
63+ 1.2% |
$5.95K - $6.64K
|
5.3K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
61+ 1.03% |
$5.76K - $6.43K
|
5.96K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.27% |
$5.57K - $6.22K
|
2.66K
$283K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
58+ 0.1% |
$5.48K - $6.12K
|
57.7K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
58+ 1.63% |
$5.48K - $6.12K
|
3.62K
$386K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
55+ 0.98% |
$5.19K - $5.8K
|
5.64K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
55+ 0.27% |
$5.19K - $5.8K
|
20.5K
$2.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
51+ 1.23% |
$4.82K - $5.38K
|
4.2K
$448K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
51+ 0.25% |
$4.82K - $5.38K
|
20.3K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
50+ 0.69% |
$4.72K - $5.27K
|
7.3K
$778K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
48New |
$4.53K - $5.06K
|
48
$5.12K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
48+ 2.03% |
$4.53K - $5.06K
|
2.42K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
46+ 6.76% |
$4.34K - $4.85K
|
726
$77.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
42+ 1.2% |
$3.97K - $4.43K
|
3.56K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
40+ 0.04% |
$3.78K - $4.22K
|
106K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
39+ 1.01% |
$3.68K - $4.11K
|
3.89K
$415K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37+ 0.22% |
$3.49K - $3.9K
|
16.7K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
36+ 0.12% |
$3.4K - $3.8K
|
28.9K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
36+ 0.2% |
$3.4K - $3.8K
|
18.3K
$1.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
35+ 0.28% |
$3.31K - $3.69K
|
12.7K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 0.89% |
$3.21K - $3.59K
|
3.87K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.13% |
$2.83K - $3.16K
|
23.8K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
29+ 0.96% |
$2.74K - $3.06K
|
3.04K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
29+ 1.74% |
$2.74K - $3.06K
|
1.69K
$181K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27+ 0.31% |
$2.55K - $2.85K
|
8.88K
$947K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
26+ 5.99% |
$2.46K - $2.74K
|
460
$49.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26+ 0.42% |
$2.46K - $2.74K
|
6.24K
$666K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
25+ 0.56% |
$2.36K - $2.64K
|
4.46K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
25+ 0.11% |
$2.36K - $2.64K
|
23.8K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
24+ 0.13% |
$2.27K - $2.53K
|
18.3K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
23+ 0.07% |
$2.17K - $2.43K
|
30.8K
$3.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
22+ 0.49% |
$2.08K - $2.32K
|
4.54K
$485K
|