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
Nov 07, 2024 Q3 2024
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
1.39K
+ 22.42%
$118K - $135K
7.58K $774K
Nov 13, 2024 Q3 2024
Amundi

Paris, I0
BUY
 -
1.39K
+ 133.08%
$118K - $135K
2.43K $248K
Oct 24, 2024 Q3 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
1.31K
+ 2.81%
$111K - $128K
48K $4.9M
Nov 29, 2024 Q3 2024
American Trust

Lexington, KY
BUY
 -
1.3K
+ 51.96%
$110K - $126K
3.81K $388K
Oct 30, 2024 Q3 2024
Catalina Capital Group, LLC

Torrance, CA
BUY
 -
1.3K
+ 9.42%
$110K - $126K
15.1K $1.54M
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.29K
+ 0.67%
$109K - $125K
194K $19.8M
Nov 13, 2024 Q3 2024
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
1.27K
+ 2.34%
$107K - $123K
55.5K $5.66M
Oct 24, 2024 Q3 2024
Southern Capital Advisors, LLC

BUY
 -
1.26K
+ 3.5%
$106K - $122K
37.1K $3.79M
Nov 07, 2024 Q3 2024
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
1.25K
+ 44.95%
$106K - $121K
4.03K $411K
Dec 03, 2024 Q3 2024
Bush Investment Group, LLC

Valdosta, GA
BUY
 -
1.24K
+ 3.26%
$105K - $120K
39.2K $4M
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
1.21K
+ 16.63%
$102K - $117K
8.46K $863K
Nov 14, 2024 Q3 2024
Alliancebernstein L.P.

New York, NY
BUY
 -
1.19K
+ 1.05%
$101K - $115K
114K $11.6M
Nov 04, 2024 Q3 2024
Everhart Financial Group, Inc.

BUY
 -
1.18K
+ 21.7%
$99.9K - $114K
6.61K $674K
Oct 16, 2024 Q3 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.17K
+ 1.17%
$99.1K - $114K
101K $10.3M
Oct 30, 2024 Q3 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
1.17K
+ 16.45%
$98.9K - $113K
8.26K $843K
Oct 23, 2024 Q3 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
1.16K
+ 5.28%
$98.7K - $113K
23.2K $2.37M
Nov 13, 2024 Q3 2024
First Foundation Advisors

Irvine, CA
BUY
 -
1.13K
+ 7.31%
$96K - $110K
16.6K $1.7M
Nov 06, 2024 Q3 2024
Maxwell Wealth Strategies Inc.

Pleasanton, CA
BUY
 -
1.1K
+ 1.44%
$92.8K - $106K
77.3K $7.89M
Oct 10, 2024 Q3 2024
Lion Street Advisors, LLC

BUY
 -
1.08K
+ 28.58%
$91.1K - $104K
4.84K $493K
Nov 12, 2024 Q3 2024
Beacon Financial Group

BUY
 -
1.07K
+ 12.75%
$90.3K - $103K
9.42K $961K
Oct 16, 2024 Q3 2024
Ironwood Financial, LLC

BUY
 -
1.06K
+ 0.62%
$90.1K - $103K
173K $17.6M
Nov 07, 2024 Q3 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
1.06K
+ 2.35%
$89.6K - $103K
46K $4.7M
Oct 29, 2024 Q3 2024
Lansing Street Advisors

BUY
 -
1.03K
+ 1.43%
$87.6K - $100K
73.2K $7.47M
Oct 15, 2024 Q3 2024
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
1K
+ 18.67%
$84.8K - $97.1K
6.36K $648K
Oct 22, 2024 Q3 2024
Sterling Investment Counsel, LLC

BUY
 -
985
+ 0.34%
$83.5K - $95.7K
289K $29.5M
Nov 04, 2024 Q3 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
975
+ 25.63%
$82.7K - $94.7K
4.78K $488K
Nov 06, 2024 Q3 2024
Kapstone Financial Advisors LLC

Dayton, OH
BUY
 -
973
+ 3.29%
$82.5K - $94.5K
30.6K $3.12M
Oct 21, 2024 Q3 2024
Vicus Capital

State College, PA
BUY
 -
972
+ 24.43%
$82.4K - $94.4K
4.95K $505K
Oct 15, 2024 Q3 2024
Lantz Financial LLC

BUY
 -
960
+ 1.85%
$81.4K - $93.2K
52.9K $5.4M
Feb 11, 2025 Q3 2024
Core First Bank & Trust

Topeka, KS
BUY
 -
956
New
$81K - $92.9K
956 $97.5K
Oct 30, 2024 Q3 2024
Guidance Point Advisors, LLC

BUY
 -
926
+ 0.48%
$78.5K - $89.9K
194K $19.8M
Nov 05, 2024 Q3 2024
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
916
+ 3.03%
$77.6K - $89K
31.1K $3.17M
Oct 16, 2024 Q3 2024
Lex Aurum Advisors, LLC

BUY
 -
893
+ 9.91%
$75.7K - $86.7K
9.9K $1.01M
Oct 15, 2024 Q3 2024
Spire Wealth Management

BUY
 -
880
+ 0.45%
$74.6K - $85.5K
198K $20.2M
Nov 14, 2024 Q3 2024
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
861
+ 2.6%
$73K - $83.6K
34K $3.46M
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
844
New
$71.5K - $82K
844 $86.1K
Nov 14, 2024 Q3 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
844
+ 4.85%
$71.5K - $82K
18.3K $1.86M
Nov 14, 2024 Q3 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
831
+ 0.46%
$70.4K - $80.7K
180K $18.3M
Nov 12, 2024 Q3 2024
Institute For Wealth Management, Llc.

BUY
 -
794
+ 3.02%
$67.3K - $77.1K
27.1K $2.76M
Nov 14, 2024 Q3 2024
Ruggaard & Associates LLC

Twinsburg, OH
BUY
 -
790
+ 24.17%
$67K - $76.7K
4.06K $414K
Nov 01, 2024 Q3 2024
17 Capital Partners, LLC

BUY
 -
786
+ 2.31%
$66.6K - $76.3K
34.8K $3.55M
Jan 21, 2025 Q3 2024
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
764
+ 3.71%
$64.8K - $74.2K
21.4K $2.18M
Oct 09, 2024 Q3 2024
Albion Financial Group

BUY
 -
756
+ 10.36%
$64.1K - $73.4K
8.06K $822K
Nov 13, 2024 Q3 2024
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
756
+ 15.41%
$64.1K - $73.4K
5.66K $578K
Nov 14, 2024 Q3 2024
Personal Cfo Solutions, LLC

BUY
 -
737
+ 5.69%
$62.5K - $71.6K
13.7K $1.4M
Oct 03, 2024 Q3 2024
First Citizens Financial Corp

BUY
 -
735
+ 8.81%
$62.3K - $71.4K
9.07K $926K
Nov 04, 2024 Q3 2024
Arvest Investments, Inc.

Rogers, AR
BUY
 -
710
+ 1.07%
$60.2K - $69K
67.3K $6.86M
Nov 25, 2024 Q3 2024
Sja Financial Advisory, LLC

BUY
 -
692
+ 0.65%
$58.7K - $67.2K
108K $11M
Oct 11, 2024 Q3 2024
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
691
New
$58.6K - $67.1K
691 $70.5K

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