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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
273New |
$25.8K - $28.8K
|
273
$27.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
272+ 0.22% |
$25.7K - $28.7K
|
125K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
257+ 0.23% |
$24.3K - $27.1K
|
114K
$11.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
256+ 0.17% |
$24.2K - $27K
|
152K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
255+ 4.96% |
$24.1K - $26.9K
|
5.4K
$543K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
255+ 56.04% |
$24.1K - $26.9K
|
710
$71.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
253+ 2.52% |
$23.9K - $26.7K
|
10.3K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
250+ 2.52% |
$23.6K - $26.4K
|
10.2K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
246+ 2.06% |
$23.2K - $25.9K
|
12.2K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244+ 23.69% |
$23K - $25.7K
|
1.27K
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$22.7K - $25.3K
|
240
$24.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
227+ 0.25% |
$21.4K - $23.9K
|
92.7K
$9.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
223New |
$21.1K - $23.5K
|
223
$22.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
222+ 1.18% |
$21K - $23.4K
|
19K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
218+ 2.47% |
$20.6K - $23K
|
9.05K
$910K
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
218+ 0.04% |
$20.6K - $23K
|
578K
$58.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
214New |
$20.2K - $22.6K
|
214
$21.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
203+ 0.51% |
$19.2K - $21.4K
|
40.2K
$4.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
201+ 2.21% |
$19K - $21.2K
|
9.29K
$934K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
201+ 1.22% |
$19K - $21.2K
|
16.7K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201+ 14.74% |
$19K - $21.2K
|
1.57K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
196+ 9.21% |
$18.5K - $20.7K
|
2.32K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
195+ 1.5% |
$18.4K - $20.6K
|
13.2K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
190+ 4.95% |
$17.9K - $20K
|
4.03K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
185+ 0.2% |
$17.5K - $19.5K
|
93.5K
$9.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
180+ 4.21% |
$17K - $19K
|
4.46K
$448K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
178+ 1.89% |
$16.8K - $18.8K
|
9.6K
$965K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
174+ 4.99% |
$16.4K - $18.4K
|
3.66K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
173+ 0.26% |
$16.3K - $18.2K
|
66K
$6.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
165New |
$15.6K - $17.4K
|
165
$16.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
163+ 1.55% |
$15.4K - $17.2K
|
10.7K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
163+ 0.09% |
$15.4K - $17.2K
|
178K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
162+ 5.79% |
$15.3K - $17.1K
|
2.96K
$298K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
160+ 0.75% |
$15.1K - $16.9K
|
21.4K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
158+ 2.2% |
$14.9K - $16.7K
|
7.33K
$737K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
154New |
$14.5K - $16.2K
|
154
$15.5K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
149+ 0.58% |
$14.1K - $15.7K
|
25.9K
$2.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
147+ 0.46% |
$13.9K - $15.5K
|
32.2K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
143+ 4.94% |
$13.5K - $15.1K
|
3.04K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
137+ 0.13% |
$12.9K - $14.4K
|
108K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
135+ 4.26% |
$12.7K - $14.2K
|
3.31K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
127+ 2.56% |
$12K - $13.4K
|
5.08K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
123+ 1.21% |
$11.6K - $13K
|
10.3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
121New |
$11.4K - $12.8K
|
121
$12.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
118+ 0.51% |
$11.1K - $12.4K
|
23.3K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
118+ 1.58% |
$11.1K - $12.4K
|
7.58K
$762K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
112New |
$10.6K - $11.8K
|
112
$11.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
112+ 3.58% |
$10.6K - $11.8K
|
3.24K
$326K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 88.1% |
$10.5K - $11.7K
|
237
$23.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
110+ 3.48% |
$10.4K - $11.6K
|
3.27K
$329K
|