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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
2.26KNew |
$192K - $220K
|
2.26K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
3.15KNew |
$267K - $306K
|
3.15K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
62.7K+ 32.1% |
$5.32M - $6.09M
|
258K
$26.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.44KNew |
$376K - $431K
|
4.44K
$449K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.15% |
$339 - $389
|
2.74K
$277K
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-44- 0.37% |
$3.73K - $4.27K
|
11.9K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
415+ 3.56% |
$35.2K - $40.3K
|
12.1K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
146K+ 11.33% |
$12.4M - $14.2M
|
1.44M
$145M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.3KNew |
$195K - $223K
|
2.3K
$232K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$254 - $291
|
2.63K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-168- 1.02% |
$14.2K - $16.3K
|
16.2K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
26.4K+ 34.16% |
$2.24M - $2.56M
|
104K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
11.7K+ 37.53% |
$992K - $1.14M
|
42.9K
$4.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-105- 0.52% |
$8.9K - $10.2K
|
20K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-145- 0.91% |
$12.3K - $14.1K
|
15.7K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.79K- 1.14% |
$490K - $562K
|
501K
$50.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.39K+ 22.42% |
$118K - $135K
|
7.58K
$766K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.93K- 2.26% |
$164K - $188K
|
83.8K
$8.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
634+ 2.51% |
$53.7K - $61.6K
|
25.9K
$2.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-670- 1.47% |
$56.8K - $65.1K
|
45K
$4.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
25.8K+ 67.08% |
$2.19M - $2.5M
|
64.2K
$6.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-929- 7.8% |
$78.8K - $90.2K
|
11K
$1.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-247- 0.69% |
$20.9K - $24K
|
35.7K
$3.61M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-3.48K- 0.36% |
$295K - $338K
|
961K
$97.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-305- 0.1% |
$25.9K - $29.6K
|
299K
$30.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-332- 7.83% |
$28.1K - $32.2K
|
3.91K
$395K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-182- 0.35% |
$15.4K - $17.7K
|
52.4K
$5.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-1.01K- 2.36% |
$85.6K - $98.1K
|
41.8K
$4.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
10.5K+ 53.62% |
$894K - $1.02M
|
30.2K
$3.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.06K+ 2.35% |
$89.6K - $103K
|
46K
$4.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
231+ 0.12% |
$19.6K - $22.4K
|
196K
$19.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
320+ 4.83% |
$27.1K - $31.1K
|
6.95K
$702K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.06% |
$763 - $874
|
14.4K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.26K- 9.98% |
$107K - $122K
|
11.4K
$1.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10.2K- 7.58% |
$866K - $992K
|
124K
$12.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.61K+ 13.02% |
$390K - $447K
|
40K
$4.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-208- 5.29% |
$17.6K - $20.2K
|
3.73K
$377K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-37- 0.36% |
$3.14K - $3.59K
|
10.1K
$1.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.05% |
$339 - $389
|
7.81K
$790K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-311- 1.15% |
$26.4K - $30.2K
|
26.7K
$2.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 1.66% |
$4.24K - $4.86K
|
2.96K
$299K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.65K- 1.53% |
$140K - $160K
|
107K
$10.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.25K+ 44.95% |
$106K - $121K
|
4.03K
$407K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-242- 0.83% |
$20.5K - $23.5K
|
28.9K
$2.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.97K+ 1.29% |
$336K - $385K
|
312K
$31.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.03K+ 25.75% |
$172K - $197K
|
9.93K
$1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11.2KNew |
$950K - $1.09M
|
11.2K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-88K- 92.89% |
$7.46M - $8.54M
|
6.73K
$681K
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-86.2K- 61.05% |
$7.31M - $8.37M
|
55K
$5.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.45K+ 0.29% |
$631K - $723K
|
2.56M
$259M
|