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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-803- 1.08% |
$68.1K - $78K
|
73.4K
$7.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.08K- 1.47% |
$91.6K - $105K
|
72.5K
$7.33M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 24.79% |
$112K - $128K
|
4K
$404K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.84K+ 2.8% |
$749K - $858K
|
325K
$32.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.45K- 7.66% |
$292K - $335K
|
41.5K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-14- 1.64% |
$1.19K - $1.36K
|
838
$84.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.6K+ 15.68% |
$1.32M - $1.52M
|
115K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
926+ 0.48% |
$78.5K - $89.9K
|
194K
$19.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-21.5K- 4.29% |
$1.82M - $2.09M
|
478K
$48.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.9K+ 104.83% |
$922K - $1.06M
|
21.3K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.53K- 7.92% |
$130K - $149K
|
17.8K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.86K- 9.52% |
$412K - $472K
|
46.2K
$4.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4+ 0.02% |
$339 - $389
|
20.5K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.09K- 3.35% |
$178K - $203K
|
60.4K
$6.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-448- 33.89% |
$38K - $43.5K
|
874
$88.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.3K+ 9.42% |
$110K - $126K
|
15.1K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
25.8K+ 5.12% |
$2.19M - $2.51M
|
530K
$53.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-153- 0.58% |
$13K - $14.9K
|
26.2K
$2.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.79K+ 1.57% |
$745K - $854K
|
570K
$57.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.08% |
$763 - $874
|
11.1K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
24+ 0.3% |
$2.03K - $2.33K
|
8.1K
$819K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-176- 2.65% |
$14.9K - $17.1K
|
6.48K
$654K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-305- 3.23% |
$25.9K - $29.6K
|
9.14K
$923K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-747- 35.39% |
$63.3K - $72.6K
|
1.36K
$138K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-354- 1.24% |
$30K - $34.4K
|
28.1K
$2.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.3KNew |
$195K - $223K
|
2.3K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 1.4% |
$90.9K - $104K
|
75.3K
$7.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.35K+ 10.25% |
$199K - $228K
|
25.2K
$2.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.84K+ 62.27% |
$326K - $373K
|
10K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-24.5K- 31.13% |
$2.08M - $2.38M
|
54.2K
$5.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-125K- 40.84% |
$10.6M - $12.1M
|
181K
$18.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
1.03K+ 1.43% |
$87.6K - $100K
|
73.2K
$7.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-63- 0.29% |
$5.34K - $6.12K
|
22K
$2.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-280- 38.1% |
$23.7K - $27.2K
|
455
$46K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150+ 1.71% |
$12.7K - $14.6K
|
8.93K
$902K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16.8K- 60.4% |
$1.42M - $1.63M
|
11K
$1.11M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 26.34% |
$128K - $147K
|
4.22K
$427K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-9.02K- 2.37% |
$764K - $876K
|
371K
$37.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.85KNew |
$750K - $860K
|
8.85K
$895K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.5K+ 12.53% |
$297K - $340K
|
31.5K
$3.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-174K- 6.85% |
$14.7M - $16.9M
|
2.36M
$239M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 15.47% |
$87.8K - $101K
|
5.66K
$572K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-111- 3.54% |
$9.41K - $10.8K
|
3.02K
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.25K+ 74.9% |
$275K - $315K
|
7.58K
$766K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-394- 2.02% |
$33.4K - $38.3K
|
19.1K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-7.85K- 2.72% |
$666K - $763K
|
281K
$28.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.1K+ 44.4% |
$347K - $398K
|
13.3K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.08K+ 81.43% |
$515K - $590K
|
13.5K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.27K- 11.17% |
$192K - $220K
|
18K
$1.82M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31K+ 3.22% |
$2.63M - $3.01M
|
996K
$101M
|