Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.3K+ 6.99% |
$123K - $137K
|
19.9K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.29K+ 14.65% |
$122K - $136K
|
10.1K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.25K+ 0.23% |
$118K - $132K
|
539K
$54.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.25K+ 28.55% |
$118K - $132K
|
5.64K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 0.43% |
$117K - $131K
|
292K
$29.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 6.95% |
$117K - $131K
|
19.1K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 0.48% |
$117K - $130K
|
261K
$26.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.22K+ 25.24% |
$115K - $129K
|
6.06K
$609K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.2KNew |
$113K - $127K
|
1.2K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.19K+ 14.08% |
$113K - $126K
|
9.67K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.19K+ 3.69% |
$112K - $125K
|
33.3K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.19K+ 17.73% |
$112K - $125K
|
7.88K
$792K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.19K+ 1.05% |
$112K - $125K
|
114K
$11.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.17K+ 27.22% |
$110K - $123K
|
5.45K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.14K+ 2.18% |
$108K - $120K
|
53.6K
$5.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.13K+ 6.53% |
$107K - $119K
|
18.4K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.11K+ 0.33% |
$105K - $117K
|
342K
$34.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.09KNew |
$103K - $115K
|
1.09K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.08K+ 9.18% |
$102K - $113K
|
12.8K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 2.84% |
$101K - $113K
|
38.8K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.06K+ 5.01% |
$99.6K - $111K
|
22.1K
$2.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.04KNew |
$98.5K - $110K
|
1.04K
$105K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.03KNew |
$97.5K - $109K
|
1.03K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.02KNew |
$96.7K - $108K
|
1.02K
$103K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 1.31% |
$95.1K - $106K
|
77.7K
$7.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.01K+ 174.35% |
$95K - $106K
|
1.58K
$159K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
1K+ 27.34% |
$94.4K - $105K
|
4.66K
$468K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
999New |
$94.3K - $105K
|
999
$100K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
975+ 22.73% |
$92.1K - $103K
|
5.26K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
975+ 3.09% |
$92.1K - $103K
|
32.5K
$3.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
961New |
$90.7K - $101K
|
961
$96.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
951+ 21.26% |
$89.8K - $100K
|
5.42K
$545K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
950+ 4.01% |
$89.7K - $100K
|
24.7K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
941+ 33.98% |
$88.9K - $99.2K
|
3.71K
$373K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
925+ 7.11% |
$87.3K - $97.6K
|
13.9K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
918+ 23.94% |
$86.7K - $96.8K
|
4.75K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
917+ 14.84% |
$86.6K - $96.7K
|
7.1K
$714K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
900+ 3.45% |
$85K - $94.9K
|
27K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
898+ 23.73% |
$84.8K - $94.7K
|
4.68K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
898+ 6.79% |
$84.8K - $94.7K
|
14.1K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
895+ 2.4% |
$84.5K - $94.4K
|
38.2K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
893+ 6.15% |
$84.3K - $94.2K
|
15.4K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
888+ 1.37% |
$83.9K - $93.7K
|
65.6K
$6.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
884New |
$83.5K - $93.2K
|
884
$88.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
863+ 4.53% |
$81.5K - $91K
|
19.9K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
851+ 12.56% |
$80.4K - $89.8K
|
7.63K
$767K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
847+ 15.78% |
$80K - $89.3K
|
6.21K
$625K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
844+ 0.72% |
$79.7K - $89K
|
118K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
844New |
$79.7K - $89K
|
844
$84.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
841+ 13.75% |
$79.4K - $88.7K
|
6.96K
$700K
|