Purchases and Sales Made in Q3 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 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 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 1.68% |
$194K - $223K
|
139K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.26KNew |
$192K - $220K
|
2.26K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.26K+ 21.0% |
$191K - $219K
|
13K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $218K
|
2.24K
$229K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $217K
|
2.24K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.23K+ 103.67% |
$189K - $217K
|
4.39K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.23K+ 6.48% |
$189K - $217K
|
36.7K
$3.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.21KNew |
$188K - $215K
|
2.21K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
2.18KNew |
$185K - $212K
|
2.18K
$223K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.16KNew |
$183K - $210K
|
2.16K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$183K - $209K
|
2.15K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.15KNew |
$182K - $209K
|
2.15K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.13KNew |
$181K - $207K
|
2.13K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.13KNew |
$180K - $207K
|
2.13K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.13K+ 8.04% |
$180K - $207K
|
28.6K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
2.12KNew |
$180K - $206K
|
2.12K
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.11KNew |
$179K - $205K
|
2.11K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$214K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.07K+ 13.74% |
$176K - $201K
|
17.1K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.06K+ 4.66% |
$174K - $200K
|
46.2K
$4.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 25.75% |
$172K - $197K
|
9.93K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.99K+ 8.4% |
$169K - $193K
|
25.7K
$2.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 1.47% |
$162K - $186K
|
132K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.9KNew |
$161K - $185K
|
1.9K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.85K+ 34.84% |
$157K - $180K
|
7.17K
$732K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.85K+ 29.09% |
$157K - $180K
|
8.22K
$838K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.76K+ 11.82% |
$149K - $171K
|
16.7K
$1.7M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
1.76K+ 49.51% |
$149K - $171K
|
5.32K
$542K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 32.74% |
$149K - $171K
|
7.13K
$727K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 63.98% |
$148K - $169K
|
4.46K
$455K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.71K+ 6.84% |
$145K - $166K
|
26.6K
$2.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.65KNew |
$139K - $160K
|
1.65K
$168K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.6K+ 34.76% |
$136K - $156K
|
6.22K
$634K
|
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.6K+ 25.81% |
$135K - $155K
|
7.78K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.55K+ 30.23% |
$132K - $151K
|
6.69K
$683K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.55K+ 5.19% |
$131K - $151K
|
31.4K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 19.61% |
$131K - $150K
|
9.43K
$962K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.52KNew |
$129K - $148K
|
1.52K
$155K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.51K+ 9.82% |
$128K - $147K
|
16.9K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.5K+ 13.04% |
$127K - $146K
|
13K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.48K+ 17.45% |
$126K - $144K
|
9.98K
$1.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.46K+ 30.91% |
$124K - $142K
|
6.18K
$630K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.44K+ 66.62% |
$122K - $140K
|
3.61K
$368K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.44K+ 0.71% |
$122K - $140K
|
204K
$20.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.41K+ 8.91% |
$120K - $137K
|
17.3K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.41K+ 4.47% |
$119K - $136K
|
32.8K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.39K+ 10.59% |
$118K - $135K
|
14.5K
$1.48M
|