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 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.74K+ 11.73% |
$447K - $500K
|
45.1K
$4.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.73KNew |
$447K - $499K
|
4.73K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.71K+ 62.15% |
$445K - $497K
|
12.3K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.66KNew |
$440K - $491K
|
4.66K
$475K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
4.66KNew |
$440K - $491K
|
4.66K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.65K+ 26.51% |
$439K - $491K
|
22.2K
$2.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.64KNew |
$438K - $489K
|
4.64K
$473K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.53K+ 3.93% |
$427K - $477K
|
120K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.51K+ 16.14% |
$426K - $475K
|
32.4K
$3.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
4.46K+ 2.72% |
$421K - $470K
|
168K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.45K+ 15.38% |
$420K - $470K
|
33.4K
$3.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.45K+ 12.31% |
$420K - $469K
|
40.6K
$4.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.4KNew |
$415K - $464K
|
4.4K
$448K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.39KNew |
$414K - $463K
|
4.39K
$447K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$406K - $453K
|
4.3K
$438K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.28K+ 14.02% |
$405K - $452K
|
34.8K
$3.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.26K+ 6.51% |
$403K - $450K
|
69.7K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.19KNew |
$396K - $442K
|
4.19K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.19KNew |
$396K - $442K
|
4.19K
$428K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.14KNew |
$391K - $437K
|
4.14K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.14K+ 3.39% |
$391K - $436K
|
126K
$12.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.12K+ 32.48% |
$389K - $434K
|
16.8K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.11K+ 4.83% |
$388K - $433K
|
89.3K
$9.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.09KNew |
$387K - $432K
|
4.09K
$418K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.09KNew |
$386K - $431K
|
4.09K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.04K+ 10.11% |
$382K - $426K
|
44K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.04K+ 8.54% |
$382K - $426K
|
51.4K
$5.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.04K+ 30.42% |
$381K - $426K
|
17.3K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.94K+ 3.9% |
$372K - $416K
|
105K
$10.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.94K+ 31.85% |
$372K - $415K
|
16.3K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.94KNew |
$372K - $415K
|
3.94K
$401K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.88KNew |
$366K - $409K
|
3.88K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
3.88KNew |
$366K - $409K
|
3.88K
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3.84KNew |
$363K - $405K
|
3.84K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.81K+ 4.92% |
$360K - $402K
|
81.2K
$8.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.8K+ 22.14% |
$359K - $401K
|
21K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
3.74KNew |
$353K - $394K
|
3.74K
$381K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
3.74KNew |
$353K - $394K
|
3.74K
$381K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.69K+ 0.63% |
$348K - $389K
|
585K
$59.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.68K+ 91.13% |
$348K - $388K
|
7.72K
$787K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.67KNew |
$347K - $387K
|
3.67K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.67K+ 13.91% |
$347K - $387K
|
30.1K
$3.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.66K+ 73.31% |
$345K - $386K
|
8.65K
$882K
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.61KNew |
$341K - $381K
|
3.61K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.59KNew |
$339K - $378K
|
3.59K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.58K+ 16.75% |
$338K - $377K
|
24.9K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
3.56KNew |
$336K - $375K
|
3.56K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.54KNew |
$334K - $373K
|
3.54K
$361K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.53KNew |
$333K - $372K
|
3.53K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.53K+ 6.16% |
$333K - $372K
|
60.8K
$6.2M
|