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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.42K+ 18.48% |
$134K - $150K
|
9.11K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-720- 1.08% |
$68K - $75.9K
|
66.1K
$6.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-23.6K- 23.17% |
$2.23M - $2.49M
|
78.3K
$7.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-545- 9.44% |
$51.5K - $57.5K
|
5.23K
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-941- 2.25% |
$88.9K - $99.2K
|
40.9K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
917+ 14.84% |
$86.6K - $96.7K
|
7.1K
$646K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-7.23K- 1.95% |
$683K - $762K
|
364K
$33.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.8K+ 6.65% |
$1.02M - $1.13M
|
173K
$15.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
118+ 1.58% |
$11.1K - $12.4K
|
7.58K
$690K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
52.9K+ 45.59% |
$4.99M - $5.57M
|
169K
$15.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.66KNew |
$440K - $491K
|
4.66K
$424K
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-147- 5.69% |
$13.9K - $15.5K
|
2.44K
$222K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-550- 2.86% |
$51.9K - $58K
|
18.7K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.14KNew |
$202K - $225K
|
2.14K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-557- 5.07% |
$52.6K - $58.7K
|
10.4K
$949K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
696+ 2.21% |
$65.7K - $73.4K
|
32.1K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
10.2KNew |
$965K - $1.08M
|
10.2K
$929K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-15- 0.3% |
$1.42K - $1.58K
|
4.92K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-15K- 22.53% |
$1.42M - $1.58M
|
51.6K
$4.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 167.66% |
$10.4M - $11.6M
|
175K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.51K+ 16.14% |
$426K - $475K
|
32.4K
$2.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.58KNew |
$904K - $1.01M
|
9.58K
$871K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-805- 4.81% |
$76K - $84.9K
|
15.9K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-183- 4.04% |
$17.3K - $19.3K
|
4.34K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-16K- 44.33% |
$1.51M - $1.68M
|
20K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
209KNew |
$19.7M - $22M
|
209K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-12.1K- 58.65% |
$1.14M - $1.27M
|
8.52K
$775K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.8M- 52.09% |
$170M - $190M
|
1.66M
$151M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.51KNew |
$804K - $898K
|
8.51K
$775K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$75.5K - $84.4K
|
800
$72.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-390- 5.4% |
$36.8K - $41.1K
|
6.83K
$621K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-6.26K- 6.78% |
$591K - $661K
|
86.1K
$7.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-15.9K- 5.6% |
$1.5M - $1.67M
|
268K
$24.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.72K- 48.93% |
$256K - $286K
|
2.83K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-1.25K- 4.75% |
$118K - $131K
|
25K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
127+ 2.56% |
$12K - $13.4K
|
5.08K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-35K- 75.04% |
$3.31M - $3.7M
|
11.7K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.86K+ 2.49% |
$176K - $196K
|
76.7K
$6.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
634+ 1.36% |
$59.9K - $66.9K
|
47.1K
$4.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14.5K- 76.57% |
$1.37M - $1.53M
|
4.43K
$403K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-305- 6.27% |
$28.8K - $32.2K
|
4.56K
$415K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-314- 49.45% |
$29.7K - $33.1K
|
321
$29.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.53K+ 3.93% |
$427K - $477K
|
120K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-5.4K- 15.62% |
$510K - $570K
|
29.2K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-142- 2.42% |
$13.4K - $15K
|
5.73K
$521K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
71New |
$6.7K - $7.49K
|
71
$6.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-11- 0.02% |
$1.04K - $1.16K
|
71.9K
$6.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.81K- 1.03% |
$738K - $824K
|
754K
$68.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.44M- 29.33% |
$231M - $258M
|
5.89M
$536M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-9.79K- 14.31% |
$925K - $1.03M
|
58.6K
$5.34M
|