Purchases and Sales Made in Q2 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 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 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.52K+ 4.74% |
$359K - $422K
|
99.9K
$10.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.47K+ 71.59% |
$355K - $417K
|
10.7K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.47KNew |
$354K - $417K
|
4.47K
$456K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.4KNew |
$349K - $411K
|
4.4K
$449K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
4.09K+ 74.85% |
$325K - $382K
|
9.56K
$975K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.06K+ 32.88% |
$322K - $379K
|
16.4K
$1.67M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.04K+ 14.86% |
$320K - $377K
|
31.2K
$3.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.03K+ 2.13% |
$320K - $376K
|
194K
$19.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.03K+ 21.39% |
$320K - $376K
|
22.9K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.01KNew |
$318K - $375K
|
4.01K
$409K
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
4KNew |
$317K - $373K
|
4K
$408K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4K+ 33.72% |
$317K - $373K
|
15.8K
$1.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.92KNew |
$311K - $365K
|
3.92K
$399K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.88KNew |
$308K - $362K
|
3.88K
$396K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
3.86K+ 8.26% |
$306K - $360K
|
50.6K
$5.16M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
3.84KNew |
$304K - $358K
|
3.84K
$391K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.84K+ 16.97% |
$304K - $358K
|
26.4K
$2.7M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.82K+ 161.66% |
$303K - $356K
|
6.18K
$631K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.81K+ 39.67% |
$302K - $355K
|
13.4K
$1.37M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.81K+ 39.67% |
$302K - $355K
|
13.4K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
3.8K+ 12.38% |
$301K - $354K
|
34.5K
$3.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.76KNew |
$298K - $351K
|
3.76K
$384K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
3.67K+ 5.36% |
$291K - $343K
|
72.2K
$7.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.65K+ 119.13% |
$289K - $341K
|
6.71K
$685K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.6K+ 50.08% |
$286K - $336K
|
10.8K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.54K+ 8.76% |
$281K - $330K
|
44K
$4.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.53K+ 1.59% |
$280K - $329K
|
226K
$23M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.52KNew |
$279K - $328K
|
3.52K
$359K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.49KNew |
$277K - $326K
|
3.49K
$356K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.46KNew |
$274K - $322K
|
3.46K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.42KNew |
$271K - $319K
|
3.42K
$349K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.4K+ 2.88% |
$270K - $317K
|
121K
$12.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.39KNew |
$269K - $316K
|
3.39K
$346K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.36K+ 16.33% |
$267K - $314K
|
24K
$2.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
3.29K+ 99.67% |
$261K - $307K
|
6.6K
$673K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.28K+ 12.96% |
$260K - $306K
|
28.6K
$2.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.28K+ 4.84% |
$260K - $306K
|
71.1K
$7.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
3.27KNew |
$259K - $305K
|
3.27K
$334K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.23K+ 60.51% |
$256K - $301K
|
8.57K
$874K
|
|
|
Jul 29, 2024
Q2 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.15KNew |
$250K - $294K
|
3.15K
$321K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.12KNew |
$247K - $291K
|
3.12K
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.11K+ 21.78% |
$247K - $290K
|
17.4K
$1.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
3.1KNew |
$246K - $289K
|
3.1K
$316K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
3.08KNew |
$244K - $287K
|
3.08K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.06KNew |
$243K - $286K
|
3.06K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.04KNew |
$241K - $284K
|
3.04K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.04KNew |
$241K - $283K
|
3.04K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.03K+ 13.84% |
$240K - $283K
|
24.9K
$2.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.01K+ 1.19% |
$238K - $281K
|
257K
$26.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3K+ 2.54% |
$238K - $280K
|
121K
$12.3M
|