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 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-570- 10.82% |
$53.8K - $60.1K
|
4.7K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
62.1KNew |
$5.86M - $6.54M
|
62.1K
$5.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.88K+ 83.44% |
$177K - $198K
|
4.13K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.21KNew |
$870K - $971K
|
9.21K
$838K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.49K+ 18.43% |
$236K - $263K
|
16K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.9KNew |
$1.21M - $1.36M
|
12.9K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-129K- 68.29% |
$12.2M - $13.6M
|
60K
$5.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.41K- 0.91% |
$133K - $149K
|
154K
$14M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
733+ 4.04% |
$69.2K - $77.3K
|
18.9K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-336K- 5.88% |
$31.7M - $35.5M
|
5.38M
$489M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-205- 1.69% |
$19.4K - $21.6K
|
11.9K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-2.55K- 18.37% |
$240K - $269K
|
11.3K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
3.37KNew |
$318K - $355K
|
3.37K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.19KNew |
$396K - $442K
|
4.19K
$381K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.12K- 17.54% |
$106K - $118K
|
5.27K
$479K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
3.26KNew |
$308K - $344K
|
3.26K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
355New |
$33.5K - $37.4K
|
355
$32.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.2KNew |
$302K - $338K
|
3.2K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-1K- 17.52% |
$94.4K - $105K
|
4.71K
$428K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-311- 58.35% |
$29.4K - $32.8K
|
222
$20.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.7K- 22.38% |
$1.48M - $1.65M
|
54.4K
$4.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.05% |
$283 - $316
|
5.72K
$520K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
467+ 1.5% |
$44.1K - $49.3K
|
31.6K
$2.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-165- 6.18% |
$15.6K - $17.4K
|
2.51K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
246+ 2.06% |
$23.2K - $25.9K
|
12.2K
$1.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
45KNew |
$4.25M - $4.75M
|
45K
$4.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.24K+ 139.99% |
$589K - $658K
|
10.7K
$973K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
22+ 0.49% |
$2.08K - $2.32K
|
4.54K
$413K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27+ 0.31% |
$2.55K - $2.85K
|
8.88K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.36K+ 12.76% |
$128K - $143K
|
12K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.5K+ 30.06% |
$1.18M - $1.31M
|
53.9K
$4.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
380+ 2.25% |
$35.9K - $40.1K
|
17.3K
$1.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8- 0.01% |
$755 - $844
|
71.8K
$6.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.84K- 26.17% |
$268K - $300K
|
8.02K
$729K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-330- 1.09% |
$31.2K - $34.8K
|
29.9K
$2.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.53K+ 6.16% |
$333K - $372K
|
60.8K
$5.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
406+ 0.45% |
$38.3K - $42.8K
|
89.8K
$8.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.5KNew |
$1.18M - $1.32M
|
12.5K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.11K+ 0.33% |
$105K - $117K
|
342K
$31.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$283 - $316
|
2.42K
$220K
|
|
|
Feb 03, 2025
Q4 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-3- 0.02% |
$283 - $316
|
17.1K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.74K- 2.0% |
$448K - $500K
|
232K
$21.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.14KNew |
$391K - $437K
|
4.14K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
342+ 15.66% |
$32.3K - $36.1K
|
2.53K
$230K
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-8.2K- 46.01% |
$774K - $865K
|
9.62K
$875K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-750- 1.29% |
$70.8K - $79.1K
|
57.5K
$5.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-1.04K- 7.79% |
$98.2K - $110K
|
12.3K
$1.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.8K- 5.49% |
$1.68M - $1.88M
|
307K
$27.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
72.9K+ 132.55% |
$6.88M - $7.69M
|
128K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
66+ 0.46% |
$6.23K - $6.96K
|
14.4K
$1.31M
|