Purchases and Sales Made in Q2 2024 in Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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
Aug 09, 2024 Q2 2024
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
421
+ 5.3%
$33.4K - $39.3K
8.37K $841K
Jul 30, 2024 Q2 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
418
+ 1.93%
$33.2K - $39K
22.1K $2.22M
Jul 31, 2024 Q2 2024
Investors Research Corp

BUY
 -
413
New
$32.8K - $38.5K
413 $41.5K
Jul 17, 2024 Q2 2024
Accurate Wealth Management, LLC

BUY
 -
407
+ 14.71%
$32.3K - $38K
3.17K $319K
Aug 01, 2024 Q2 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
395
+ 4.16%
$31.3K - $36.9K
9.88K $994K
Feb 27, 2025 Q2 2024
Reap Financial Group, LLC

Austin, TX
BUY
 -
388
+ 17.56%
$30.8K - $36.2K
2.6K $261K
Jul 26, 2024 Q2 2024
Financial Connections Group, Inc.

BUY
 -
380
New
$30.1K - $35.5K
380 $38.2K
Jul 15, 2024 Q2 2024
Swp Financial LLC

San Diego, CA
BUY
 -
377
+ 1.03%
$29.9K - $35.2K
37K $3.72M
Jul 23, 2024 Q2 2024
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
369
New
$29.3K - $34.4K
369 $37.1K
Jul 19, 2024 Q2 2024
Gradient Capital Advisors, LLC

BUY
 -
364
+ 7.11%
$28.9K - $34K
5.49K $552K
Jul 31, 2024 Q2 2024
Bogart Wealth, LLC

BUY
 -
352
+ 4.31%
$27.9K - $32.8K
8.52K $857K
Aug 07, 2024 Q2 2024
Steigerwald, Gordon & Koch Inc.

BUY
 -
349
+ 9.57%
$27.7K - $32.6K
4K $402K
Jul 24, 2024 Q2 2024
Herold Advisors, Inc.

BUY
 -
348
+ 6.94%
$27.6K - $32.5K
5.36K $539K
Aug 08, 2024 Q2 2024
Condor Capital Management

Martinsville, NJ
BUY
 -
348
+ 7.29%
$27.6K - $32.5K
5.12K $515K
Jul 17, 2024 Q2 2024
Tompkins Financial Corp

BUY
 -
332
+ 3.6%
$26.3K - $31K
9.55K $960K
Jul 22, 2024 Q2 2024
Segment Wealth Management, LLC

BUY
 -
330
+ 6.75%
$26.2K - $30.8K
5.22K $525K
Aug 01, 2024 Q2 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
328
+ 0.99%
$26K - $30.6K
33.3K $3.35M
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
327
+ 0.93%
$25.9K - $30.5K
35.6K $3.58M
Jul 18, 2024 Q2 2024
Marino, Stram & Associates LLC

BUY
 -
324
+ 2.06%
$25.7K - $30.2K
16.1K $1.62M
Jul 30, 2024 Q2 2024
Cassaday & CO Wealth Management LLC

Mclean, VA
BUY
 -
322
+ 3.27%
$25.5K - $30K
10.2K $1.02M
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
316
+ 6.44%
$25.1K - $29.5K
5.23K $525K
Jul 18, 2024 Q2 2024
Cfm Wealth Partners LLC

BUY
 -
312
+ 2.98%
$24.7K - $29.1K
10.8K $1.09M
Jul 26, 2024 Q2 2024
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
312
+ 1.73%
$24.7K - $29.1K
18.3K $1.84M
Jul 29, 2024 Q2 2024
Argent Advisors, Inc.

Monroe, LA
BUY
 -
309
+ 2.41%
$24.5K - $28.8K
13.1K $1.32M
Aug 15, 2024 Q2 2024
Raab & Moskowitz Asset Management LLC

Chatham, NJ
BUY
 -
307
+ 6.91%
$24.3K - $28.6K
4.75K $478K
Aug 14, 2024 Q2 2024
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
303
+ 6.27%
$24K - $28.3K
5.14K $517K
Aug 07, 2024 Q2 2024
Van Hulzen Asset Management, LLC

BUY
 -
300
+ 4.32%
$23.8K - $28K
7.25K $729K
Jul 24, 2024 Q2 2024
Goldstein Advisors, LLC

Madison, WI
BUY
 -
296
+ 5.63%
$23.5K - $27.6K
5.55K $558K
Aug 14, 2024 Q2 2024
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
291
+ 6.45%
$23.1K - $27.2K
4.81K $483K
Aug 09, 2024 Q2 2024
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
289
+ 5.63%
$22.9K - $27K
5.42K $545K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
274
+ 7.17%
$21.7K - $25.6K
4.1K $412K
Aug 08, 2024 Q2 2024
Sym Financial Corp

BUY
 -
271
+ 7.31%
$21.5K - $25.3K
3.98K $400K
Jul 31, 2024 Q2 2024
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
270
+ 1.4%
$21.4K - $25.2K
19.5K $1.96M
Oct 28, 2024 Q2 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
263
New
$20.9K - $24.5K
263 $26.4K
Aug 14, 2024 Q2 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
261
+ 13.04%
$20.7K - $24.4K
2.26K $228K
Jul 16, 2024 Q2 2024
Mcia Inc

BUY
 -
256
+ 8.83%
$20.3K - $23.9K
3.16K $317K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
250
+ 1.56%
$19.8K - $23.3K
16.3K $1.63M
Jul 18, 2024 Q2 2024
Gsb Wealth Management, LLC

BUY
 -
249
+ 1.54%
$19.7K - $23.2K
16.4K $1.65M
Aug 13, 2024 Q2 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
241
+ 3.32%
$19.1K - $22.5K
7.51K $755K
Nov 14, 2024 Q2 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
241
+ 3.32%
$19.1K - $22.5K
7.51K $755K
Aug 02, 2024 Q2 2024
Money Concepts Capital Corp

BUY
 -
238
+ 0.89%
$18.9K - $22.2K
26.9K $2.7M
Aug 06, 2024 Q2 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
234
+ 5.15%
$18.6K - $21.8K
4.78K $481K
Jul 16, 2024 Q2 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
231
New
$18.3K - $21.6K
231 $23.2K
Aug 01, 2024 Q2 2024
Capital Square, LLC

BUY
 -
227
+ 1.59%
$18K - $21.2K
14.5K $1.46M
Aug 12, 2024 Q2 2024
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
227
+ 1.6%
$18K - $21.2K
14.4K $1.45M
Jul 12, 2024 Q2 2024
Bouvel Investment Partners, LLC

BUY
 -
223
+ 0.58%
$17.7K - $20.8K
38.7K $3.89M
Jul 25, 2024 Q2 2024
Amg National Trust Bank

BUY
 -
220
+ 0.52%
$17.4K - $20.5K
42.8K $4.3M
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
217
+ 0.12%
$17.2K - $20.2K
181K $18.2M
Aug 02, 2024 Q2 2024
Round Rock Advisors, LLC

BUY
 -
208
+ 0.66%
$16.5K - $19.4K
31.7K $3.18M

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