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 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.6K- 3.57% |
$981K - $1.12M
|
313K
$31.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
381+ 2.5% |
$32.3K - $37K
|
15.6K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 63.98% |
$148K - $169K
|
4.46K
$451K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.85K+ 34.84% |
$157K - $180K
|
7.17K
$725K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.84K- 15.51% |
$410K - $470K
|
26.4K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.9K+ 52.79% |
$1.94M - $2.22M
|
66.2K
$6.69M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
3.46K+ 1.2% |
$293K - $336K
|
292K
$29.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$2.8K - $3.21K
|
23.8K
$2.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-26.6K- 2.71% |
$2.25M - $2.58M
|
953K
$96.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
578+ 5.19% |
$49K - $56.1K
|
11.7K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
25+ 0.15% |
$2.12K - $2.43K
|
17K
$1.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-314- 1.27% |
$26.6K - $30.5K
|
24.5K
$2.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.41K+ 4.47% |
$119K - $136K
|
32.8K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.8K- 2.03% |
$1.34M - $1.54M
|
762K
$77M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.11K- 27.67% |
$179K - $205K
|
5.51K
$557K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.93K- 2.4% |
$502K - $575K
|
241K
$24.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-575- 18.46% |
$48.7K - $55.8K
|
2.54K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-870- 8.96% |
$73.7K - $84.5K
|
8.84K
$893K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
18New |
$1.53K - $1.75K
|
18
$1.82K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.44K- 0.99% |
$206K - $237K
|
243K
$24.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.34K+ 5.56% |
$199K - $228K
|
44.5K
$4.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8.14K- 6.5% |
$690K - $791K
|
117K
$11.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.5K- 2.87% |
$381K - $437K
|
152K
$15.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-43.3K- 11.76% |
$3.67M - $4.21M
|
325K
$32.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
45+ 0.81% |
$3.81K - $4.37K
|
5.6K
$566K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.54K- 11.52% |
$130K - $149K
|
11.8K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.81% |
$2.2K - $2.53K
|
3.22K
$325K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$6.95K - $7.96K
|
82
$8.29K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.2K+ 25.55% |
$1.28M - $1.47M
|
74.5K
$7.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-140- 20.32% |
$11.9K - $13.6K
|
549
$55.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
133K+ 5146.84% |
$11.3M - $13M
|
136K
$13.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-16- 0.63% |
$1.36K - $1.55K
|
2.52K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 3.5% |
$106K - $122K
|
37.1K
$3.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.6K+ 6.64% |
$644K - $738K
|
122K
$12.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.55K+ 36.67% |
$301K - $345K
|
13.2K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-575- 8.29% |
$48.7K - $55.8K
|
6.36K
$643K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-76.8K- 9.16% |
$6.51M - $7.46M
|
761K
$77M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
223+ 9.62% |
$18.9K - $21.7K
|
2.54K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 3.03% |
$159K - $182K
|
60K
$6.07M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.19K+ 2.1% |
$440K - $504K
|
252K
$25.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.75K+ 11.16% |
$657K - $753K
|
77.2K
$7.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
118KNew |
$10M - $11.5M
|
118K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-10.8K- 23.57% |
$912K - $1.05M
|
34.9K
$3.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.69K+ 15.19% |
$228K - $261K
|
20.4K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-444- 14.67% |
$37.6K - $43.1K
|
2.58K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-130- 5.57% |
$11K - $12.6K
|
2.2K
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.47KNew |
$209K - $240K
|
2.47K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 1.41% |
$42.4K - $48.6K
|
35K
$3.54M
|