Purchases and Sales Made in Q3 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 Q3 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
Oct 07, 2024 Q3 2024
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
175
+ 3.23%
$14.8K - $17K
5.6K $563K
Nov 08, 2024 Q3 2024
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
174
+ 4.93%
$14.7K - $16.9K
3.7K $372K
Nov 13, 2024 Q3 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
171
+ 0.38%
$14.5K - $16.6K
44.7K $4.49M
Oct 07, 2024 Q3 2024
Pacifica Partners Inc.

BUY
 -
170
New
$14.4K - $16.5K
170 $17.1K
Oct 22, 2024 Q3 2024
Mc Adam, LLC

BUY
 -
169
+ 3.4%
$14.3K - $16.4K
5.15K $517K
Nov 14, 2024 Q3 2024
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
164
+ 2.07%
$13.9K - $15.9K
8.1K $815K
Oct 15, 2024 Q3 2024
Steph & CO

BUY
 -
158
+ 5.25%
$13.4K - $15.3K
3.17K $318K
Oct 22, 2024 Q3 2024
Yhb Investment Advisors, Inc.

BUY
 -
158
+ 0.15%
$13.4K - $15.3K
108K $10.8M
Oct 15, 2024 Q3 2024
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
157
+ 1.38%
$13.3K - $15.2K
11.6K $1.16M
Oct 22, 2024 Q3 2024
Bogart Wealth, LLC

BUY
 -
156
+ 1.83%
$13.2K - $15.2K
8.68K $872K
Oct 09, 2024 Q3 2024
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
153
+ 1.12%
$13K - $14.9K
13.8K $1.39M
Nov 08, 2024 Q3 2024
River Front Investment Group, LLC

Richmond, VA
BUY
 -
151
+ 1.13%
$12.8K - $14.7K
13.5K $1.36M
Oct 29, 2024 Q3 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
150
+ 1.71%
$12.7K - $14.6K
8.93K $898K
Nov 13, 2024 Q3 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
150
+ 1.82%
$12.7K - $14.6K
8.41K $846K
Nov 04, 2024 Q3 2024
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
149
New
$12.6K - $14.5K
149 $15K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
145
New
$12.3K - $14.1K
145 $14.6K
Nov 12, 2024 Q3 2024
White Pine Capital LLC

Golden Valley, MN
BUY
 -
144
+ 0.9%
$12.2K - $14K
16.2K $1.63M
Nov 14, 2024 Q3 2024
Betterment LLC

New York, NY
BUY
 -
144
+ 1.65%
$12.2K - $14K
8.89K $894K
Oct 08, 2024 Q3 2024
Planned Solutions, Inc.

BUY
 -
142
+ 1.49%
$12K - $13.8K
9.7K $975K
Oct 23, 2024 Q3 2024
Element Wealth, LLC

BUY
 -
137
+ 31.14%
$11.6K - $13.3K
577 $58K
Nov 13, 2024 Q3 2024
Davidson Trust CO

BUY
 -
133
+ 5.42%
$11.3K - $12.9K
2.59K $260K
Oct 28, 2024 Q3 2024
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
132
New
$11.2K - $12.8K
132 $13.3K
Nov 06, 2024 Q3 2024
Ferguson Wellman Capital Management, Inc

BUY
 -
132
+ 2.52%
$11.2K - $12.8K
5.37K $540K
Nov 12, 2024 Q3 2024
Lane & Associates LLC

Moorestown, NJ
BUY
 -
130
+ 0.55%
$11K - $12.6K
23.7K $2.38M
Feb 10, 2025 Q3 2024
Maiden Cove Capital, LLC

Cape Elizabeth, ME
BUY
 -
123
+ 1.12%
$10.4K - $11.9K
11.1K $1.12M
Nov 13, 2024 Q3 2024
Portland Global Advisors LLC

BUY
 -
119
+ 3.21%
$10.1K - $11.6K
3.83K $385K
Nov 13, 2024 Q3 2024
Truvestments Capital LLC

Sarasota, FL
BUY
 -
118
+ 5.16%
$10K - $11.5K
2.41K $242K
Oct 31, 2024 Q3 2024
First National Bank & Trust CO Of Newtown

BUY
 -
115
+ 0.65%
$9.75K - $11.2K
17.8K $1.79M
Nov 05, 2024 Q3 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
112
+ 2.67%
$9.49K - $10.9K
4.31K $433K
Oct 31, 2024 Q3 2024
Mission Wealth Management, LP

BUY
 -
110
+ 0.28%
$9.32K - $10.7K
39.2K $3.94M
Oct 17, 2024 Q3 2024
Inspire Advisors, LLC

Meridian, ID
BUY
 -
109
+ 4.37%
$9.24K - $10.6K
2.6K $262K
Nov 13, 2024 Q3 2024
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
106
+ 4.68%
$8.99K - $10.3K
2.37K $238K
Nov 13, 2024 Q3 2024
Boston Family Office LLC

Boston, MA
BUY
 -
105
+ 0.4%
$8.9K - $10.2K
26.1K $2.62M
Oct 16, 2024 Q3 2024
Onyx Bridge Wealth Group LLC

BUY
 -
102
+ 3.37%
$8.65K - $9.91K
3.13K $315K
Nov 06, 2024 Q3 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
102
+ 0.67%
$8.65K - $9.91K
15.4K $1.55M
Oct 23, 2024 Q3 2024
Lake Street Advisors Group, LLC

BUY
 -
101
+ 1.15%
$8.56K - $9.81K
8.85K $890K
Nov 04, 2024 Q3 2024
Investment Partners, Ltd.

BUY
 -
101
+ 0.18%
$8.56K - $9.81K
54.8K $5.51M
Nov 04, 2024 Q3 2024
Gds Wealth Management

BUY
 -
100
+ 1.58%
$8.48K - $9.71K
6.41K $645K
Oct 18, 2024 Q3 2024
Burney CO

Reston, VA
BUY
 -
97
+ 2.85%
$8.22K - $9.42K
3.5K $352K
Oct 17, 2024 Q3 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
95
+ 0.28%
$8.05K - $9.23K
34.6K $3.48M
Nov 12, 2024 Q3 2024
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
95
+ 0.15%
$8.05K - $9.23K
65.5K $6.58M
Oct 23, 2024 Q3 2024
Sigma Investment Counselors Inc

BUY
 -
94
+ 1.02%
$7.97K - $9.13K
9.31K $937K
Nov 14, 2024 Q3 2024
Bank Ozk

BUY
 -
94
+ 2.12%
$7.97K - $9.13K
4.53K $455K
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
93
+ 0.33%
$7.88K - $9.03K
28.4K $2.86M
Nov 01, 2024 Q3 2024
First Personal Financial Services

BUY
 -
92
+ 0.59%
$7.8K - $8.94K
15.8K $1.59M
Oct 03, 2024 Q3 2024
Apella Capital, LLC

BUY
 -
91
+ 1.2%
$7.71K - $8.84K
7.64K $769K
Oct 25, 2024 Q3 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
88
New
$7.46K - $8.55K
88 $8.85K
Nov 06, 2024 Q3 2024
Veery Capital, LLC

BUY
 -
88
+ 3.16%
$7.46K - $8.55K
2.87K $289K
Oct 31, 2024 Q3 2024
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
85
+ 1.58%
$7.21K - $8.26K
5.48K $551K

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