Latest Institutional Transactions on Ishares S&P 500 Growth ETF (IVW)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
26+ 5.99% |
$2.46K - $2.74K
|
460
$46.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$406K - $453K
|
4.3K
$434K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-610- 10.75% |
$57.6K - $64.3K
|
5.06K
$512K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.25K+ 0.23% |
$118K - $132K
|
539K
$54.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 88.1% |
$10.5K - $11.7K
|
237
$24K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.45K- 4.31% |
$137K - $153K
|
32.2K
$3.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-47- 3.78% |
$4.44K - $4.96K
|
1.2K
$121K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-5.44K- 0.72% |
$513K - $573K
|
745K
$75.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-9- 0.03% |
$850 - $949
|
28.1K
$2.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
35.8K+ 17.05% |
$3.38M - $3.77M
|
246K
$24.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-165- 2.46% |
$15.6K - $17.4K
|
6.54K
$661K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.57M- 98.82% |
$148M - $165M
|
18.8K
$1.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.98K+ 75.63% |
$282K - $315K
|
6.93K
$700K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 3.01% |
$109K - $122K
|
37.4K
$3.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-221- 5.29% |
$20.9K - $23.3K
|
3.96K
$400K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.09KNew |
$197K - $220K
|
2.09K
$211K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-26.4K- 8.05% |
$2.49M - $2.78M
|
301K
$30.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.33K+ 6.54% |
$693K - $774K
|
119K
$12.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-53- 0.67% |
$5K - $5.59K
|
7.81K
$790K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$94.4 - $105
|
818
$82.7K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.3K- 17.68% |
$217K - $242K
|
10.7K
$1.08M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
75.7KNew |
$7.15M - $7.99M
|
75.7K
$7.65M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.44K+ 16.71% |
$136K - $152K
|
10.1K
$1.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-60- 0.92% |
$5.67K - $6.33K
|
6.45K
$652K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-242- 3.09% |
$22.9K - $25.5K
|
7.6K
$768K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$94.4 - $105
|
470
$47.5K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-766- 13.69% |
$72.3K - $80.8K
|
4.83K
$488K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-48- 0.9% |
$4.53K - $5.06K
|
5.27K
$532K
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.3KNew |
$217K - $242K
|
2.3K
$232K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
314+ 3.46% |
$29.7K - $33.1K
|
9.39K
$949K
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
9+ 0.12% |
$850 - $949
|
7.29K
$737K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
149+ 0.58% |
$14.1K - $15.7K
|
25.9K
$2.61M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-507- 4.55% |
$47.9K - $53.5K
|
10.6K
$1.07M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.2K+ 2.18% |
$208K - $232K
|
103K
$10.4M
|
|
| Q3 2024 | |||||||
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.82K+ 161.66% |
$324K - $371K
|
6.18K
$625K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
11.8KNew |
$1M - $1.15M
|
11.8K
$1.2M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.55M- 7.44% |
$301M - $345M
|
44.1M
$4.46B
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-18K- 8.98% |
$1.52M - $1.75M
|
182K
$18.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-43.9K- 16.15% |
$3.72M - $4.27M
|
228K
$23.1M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
188+ 8.46% |
$15.9K - $18.3K
|
2.41K
$244K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-9.97KClosed |
$845K - $968K
|
0
$0
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
SELL
|
- |
-406- 3.14% |
$34.4K - $39.4K
|
12.5K
$1.27M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
87.5K+ 231.77% |
$7.41M - $8.49M
|
125K
$12.7M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
669New |
$56.7K - $65K
|
669
$67.6K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.29% |
$170 - $194
|
703
$71.1K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.24K+ 3.26% |
$105K - $120K
|
39.2K
$3.97M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
180+ 29.27% |
$15.3K - $17.5K
|
795
$80.4K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-147- 3.32% |
$12.5K - $14.3K
|
4.29K
$433K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.3K+ 51.96% |
$110K - $126K
|
3.81K
$385K
|
|