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 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
836+ 8.42% |
$78.9K - $88.2K
|
10.8K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
824+ 103.65% |
$77.8K - $86.9K
|
1.62K
$163K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
819+ 36.21% |
$77.3K - $86.4K
|
3.08K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
808+ 9.09% |
$76.3K - $85.2K
|
9.7K
$975K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
806New |
$76.1K - $85K
|
806
$81K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
805New |
$76K - $84.9K
|
805
$80.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$75.5K - $84.4K
|
800
$80.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
791+ 1.15% |
$74.7K - $83.4K
|
69.8K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
775+ 12.2% |
$73.2K - $81.7K
|
7.13K
$717K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
771+ 20.65% |
$72.8K - $81.3K
|
4.51K
$453K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
768+ 20.92% |
$72.5K - $81K
|
4.44K
$446K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
746+ 0.63% |
$70.4K - $78.7K
|
119K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
742+ 0.57% |
$70.1K - $78.3K
|
132K
$13.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
736+ 13.0% |
$69.5K - $77.6K
|
6.4K
$643K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
733+ 4.04% |
$69.2K - $77.3K
|
18.9K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
732+ 5.55% |
$69.1K - $77.2K
|
13.9K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
731+ 6.58% |
$69K - $77.1K
|
11.8K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
730+ 3.67% |
$68.9K - $77K
|
20.6K
$2.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
723+ 1.9% |
$68.3K - $76.3K
|
38.7K
$3.89M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
722+ 0.52% |
$68.2K - $76.1K
|
139K
$14M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
720+ 0.42% |
$68K - $75.9K
|
172K
$17.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
719+ 2.06% |
$67.9K - $75.8K
|
35.7K
$3.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
715+ 84.72% |
$67.5K - $75.4K
|
1.56K
$157K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
696+ 2.21% |
$65.7K - $73.4K
|
32.1K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
688+ 3.15% |
$65K - $72.6K
|
22.5K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
685+ 15.91% |
$64.7K - $72.2K
|
4.99K
$502K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
678+ 21.5% |
$64K - $71.5K
|
3.83K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
672+ 1.27% |
$63.5K - $70.9K
|
53.6K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
650+ 0.54% |
$61.4K - $68.6K
|
121K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
645+ 3.09% |
$60.9K - $68K
|
21.6K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
644+ 5.57% |
$60.8K - $67.9K
|
12.2K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
640+ 2.72% |
$60.4K - $67.5K
|
24.1K
$2.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
634+ 1.36% |
$59.9K - $66.9K
|
47.1K
$4.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
626+ 0.76% |
$59.1K - $66K
|
83K
$8.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
614+ 1.98% |
$58K - $64.8K
|
31.7K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
610+ 6.13% |
$57.6K - $64.3K
|
10.6K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
605+ 1.93% |
$57.1K - $63.8K
|
32K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
604New |
$57K - $63.7K
|
604
$60.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
592New |
$55.9K - $62.4K
|
592
$59.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
588+ 22.16% |
$55.5K - $62K
|
3.24K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
583+ 16.08% |
$55.1K - $61.5K
|
4.21K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
570+ 21.02% |
$53.8K - $60.1K
|
3.28K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
567New |
$53.5K - $59.8K
|
567
$57K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
565+ 1.23% |
$53.4K - $59.6K
|
46.6K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
563+ 4.22% |
$53.2K - $59.4K
|
13.9K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
551+ 4.8% |
$52K - $58.1K
|
12K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
547+ 6.27% |
$51.7K - $57.7K
|
9.27K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
545+ 0.54% |
$51.5K - $57.5K
|
101K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
543+ 1.07% |
$51.3K - $57.3K
|
51.1K
$5.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
537+ 3.38% |
$50.7K - $56.6K
|
16.4K
$1.65M
|