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 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
9+ 0.12% |
$850 - $949
|
7.29K
$774K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
149+ 0.58% |
$14.1K - $15.7K
|
25.9K
$2.75M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-507- 4.55% |
$47.9K - $53.5K
|
10.6K
$1.13M
|
|
|
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
$11M
|
|
| Q3 2024 | |||||||
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
764+ 3.71% |
$64.8K - $74.2K
|
21.4K
$2.27M
|
|
|
Jan 10, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.82K+ 161.66% |
$324K - $371K
|
6.18K
$657K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
11.8KNew |
$1M - $1.15M
|
11.8K
$1.26M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.55M- 7.44% |
$301M - $345M
|
44.1M
$4.69B
|
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-18K- 8.98% |
$1.52M - $1.75M
|
182K
$19.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-43.9K- 16.15% |
$3.72M - $4.27M
|
228K
$24.2M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
188+ 8.46% |
$15.9K - $18.3K
|
2.41K
$256K
|
|
|
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
$1.33M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
87.5K+ 231.77% |
$7.41M - $8.49M
|
125K
$13.3M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
669New |
$56.7K - $65K
|
669
$71.1K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.29% |
$170 - $194
|
703
$74.7K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.24K+ 3.26% |
$105K - $120K
|
39.2K
$4.17M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
180+ 29.27% |
$15.3K - $17.5K
|
795
$84.5K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-147- 3.32% |
$12.5K - $14.3K
|
4.29K
$456K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.3K+ 51.96% |
$110K - $126K
|
3.81K
$404K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.02K- 4.54% |
$595K - $682K
|
148K
$15.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.41MNew |
$120M - $137M
|
1.41M
$150M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-137- 2.94% |
$11.6K - $13.3K
|
4.52K
$481K
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
692+ 0.65% |
$58.7K - $67.2K
|
108K
$11.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-338K- 36.22% |
$28.6M - $32.8M
|
595K
$63.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
204K+ 244.68% |
$17.3M - $19.8M
|
288K
$30.6M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.6KNew |
$390K - $447K
|
4.6K
$489K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-14.1K- 63.8% |
$1.19M - $1.36M
|
7.97K
$847K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-141K- 36.66% |
$12M - $13.7M
|
244K
$26M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.73K+ 1.51% |
$231K - $265K
|
184K
$19.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-26.9K- 25.73% |
$2.28M - $2.61M
|
77.6K
$8.24M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
219+ 19.62% |
$18.6K - $21.3K
|
1.34K
$142K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.8K+ 5.97% |
$1.59M - $1.82M
|
333K
$35.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.87K+ 9.55% |
$413K - $473K
|
55.9K
$5.94M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-152K- 3.16% |
$12.9M - $14.8M
|
4.67M
$496M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-92.7K- 3.02% |
$7.86M - $9M
|
2.98M
$317M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
4.75K
$505K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-264- 6.44% |
$22.4K - $25.6K
|
3.84K
$408K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-46.4K- 12.48% |
$3.93M - $4.51M
|
326K
$34.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
39.8KNew |
$3.38M - $3.87M
|
39.8K
$4.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-249- 3.69% |
$21.1K - $24.2K
|
6.51K
$692K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-3.54K- 3.38% |
$300K - $344K
|
101K
$10.8M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-20.7K- 6.36% |
$1.76M - $2.01M
|
305K
$32.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mcia Inc
|
SELL
|
- |
-209- 6.62% |
$17.7K - $20.3K
|
2.95K
$313K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 4.56% |
$1.14M - $1.31M
|
283K
$30M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-2.07K- 5.96% |
$176K - $201K
|
32.7K
$3.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.33K+ 499.57% |
$198K - $227K
|
2.8K
$298K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.67K- 6.59% |
$565K - $648K
|
94.5K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.91K- 21.68% |
$501K - $574K
|
21.3K
$2.27M
|
|