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 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$1.07M - $1.2M
|
11.3K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
11.3K+ 464.01% |
$1.07M - $1.19M
|
13.7K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
11.3K+ 70.31% |
$1.06M - $1.19M
|
27.3K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.9KNew |
$1.03M - $1.15M
|
10.9K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.8K+ 6.65% |
$1.02M - $1.13M
|
173K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.5K+ 1.46% |
$996K - $1.11M
|
733K
$78M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10.5KNew |
$987K - $1.1M
|
10.5K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$973K - $1.09M
|
10.3K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
10.3KNew |
$968K - $1.08M
|
10.3K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.2K+ 46.96% |
$965K - $1.08M
|
32K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
10.2KNew |
$965K - $1.08M
|
10.2K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
9.68K+ 21.11% |
$914K - $1.02M
|
55.5K
$5.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.6K+ 276.01% |
$906K - $1.01M
|
13.1K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.58KNew |
$904K - $1.01M
|
9.58K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.52K+ 14.37% |
$899K - $1M
|
75.7K
$8.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.47K+ 8.06% |
$894K - $999K
|
127K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.21KNew |
$870K - $971K
|
9.21K
$980K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.15K+ 12.12% |
$864K - $965K
|
84.6K
$9.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.02K+ 13.77% |
$852K - $951K
|
74.5K
$7.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.01K+ 3.54% |
$851K - $950K
|
263K
$28M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.89K+ 0.54% |
$840K - $938K
|
1.65M
$176M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.87K+ 13.37% |
$838K - $936K
|
75.2K
$8M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.78K+ 0.62% |
$829K - $926K
|
1.42M
$151M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.7K+ 7.35% |
$822K - $918K
|
127K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.56K+ 3329.18% |
$808K - $902K
|
8.81K
$938K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.51KNew |
$804K - $898K
|
8.51K
$906K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
8.46KNew |
$799K - $892K
|
8.46K
$900K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.33K+ 55.79% |
$787K - $878K
|
23.3K
$2.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.29K+ 2.92% |
$782K - $874K
|
292K
$31M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.1KNew |
$765K - $854K
|
8.1K
$862K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.98KNew |
$754K - $842K
|
7.98K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
7.89K+ 81.34% |
$745K - $832K
|
17.6K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.8K+ 37.82% |
$737K - $823K
|
28.4K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
7.61KNew |
$719K - $803K
|
7.61K
$810K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.59K+ 30.08% |
$717K - $800K
|
32.8K
$3.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.53K+ 35.31% |
$711K - $794K
|
28.9K
$3.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7.52KNew |
$710K - $793K
|
7.52K
$800K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
7.38KNew |
$697K - $778K
|
7.38K
$785K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
7.37KNew |
$696K - $777K
|
7.37K
$784K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7.35K+ 2.04% |
$694K - $775K
|
368K
$39.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
7.34K+ 49.6% |
$693K - $775K
|
22.2K
$2.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.33K+ 6.54% |
$693K - $774K
|
119K
$12.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.16K+ 5.27% |
$676K - $756K
|
143K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
7K+ 22.37% |
$661K - $738K
|
38.3K
$4.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
6.93KNew |
$655K - $731K
|
6.93K
$738K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.92KNew |
$653K - $730K
|
6.92K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
6.85KNew |
$647K - $722K
|
6.85K
$729K
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
6.7KNew |
$633K - $707K
|
6.7K
$713K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.68KNew |
$631K - $705K
|
6.68K
$711K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.65K+ 10.8% |
$628K - $702K
|
68.3K
$7.27M
|