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 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.68KNew |
$312K - $357K
|
3.68K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.52K+ 35928.57% |
$213K - $244K
|
2.52K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-5.21K- 7.53% |
$442K - $506K
|
64K
$6.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-598- 0.49% |
$50.7K - $58.1K
|
120K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.3K- 40.97% |
$280K - $321K
|
4.76K
$506K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.23K+ 103.67% |
$189K - $217K
|
4.39K
$466K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.15% |
$932 - $1.07K
|
7.13K
$758K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.67K- 2.38% |
$396K - $454K
|
192K
$20.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-92- 1.99% |
$7.8K - $8.94K
|
4.52K
$481K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
70+ 0.14% |
$5.93K - $6.8K
|
51.6K
$5.49M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
40+ 13.47% |
$3.39K - $3.89K
|
337
$35.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.77K- 1.86% |
$150K - $172K
|
93.3K
$9.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.29K+ 12.47% |
$703K - $806K
|
74.8K
$7.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.8KNew |
$912K - $1.05M
|
10.8K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
95+ 0.28% |
$8.05K - $9.23K
|
34.6K
$3.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 1.47% |
$162K - $186K
|
132K
$14M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98.3K+ 53.1% |
$8.33M - $9.55M
|
283K
$30.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
273+ 5.98% |
$23.1K - $26.5K
|
4.84K
$514K
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
109+ 4.37% |
$9.24K - $10.6K
|
2.6K
$276K
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-893- 2.23% |
$75.7K - $86.7K
|
39.2K
$4.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.21KNew |
$696K - $797K
|
8.21K
$872K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
273+ 2.72% |
$23.1K - $26.5K
|
10.3K
$1.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$972K - $1.11M
|
11.5K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.66K- 2.51% |
$479K - $549K
|
220K
$23.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-10- 3.57% |
$848 - $971
|
270
$28.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
570+ 96.28% |
$48.3K - $55.4K
|
1.16K
$123K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 2.03% |
$2.2K - $2.53K
|
1.31K
$139K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-266- 18.75% |
$22.5K - $25.8K
|
1.15K
$123K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-14.4K- 5.64% |
$1.22M - $1.4M
|
240K
$25.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-549- 42.99% |
$46.5K - $53.3K
|
728
$77.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-27- 0.7% |
$2.29K - $2.62K
|
3.81K
$405K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-94- 0.15% |
$7.97K - $9.13K
|
64.7K
$6.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.01K- 46.62% |
$85.3K - $97.7K
|
1.15K
$122K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.56K+ 101.99% |
$217K - $249K
|
5.08K
$539K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41.9K- 18.33% |
$3.55M - $4.07M
|
187K
$19.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-403- 0.73% |
$34.2K - $39.1K
|
54.9K
$5.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.2K+ 1.25% |
$526K - $602K
|
504K
$53.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
102+ 3.37% |
$8.65K - $9.91K
|
3.13K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-600- 5.59% |
$50.9K - $58.3K
|
10.1K
$1.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.91K+ 4.24% |
$586K - $671K
|
170K
$18M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-45- 1.42% |
$3.81K - $4.37K
|
3.12K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1K+ 18.67% |
$84.8K - $97.1K
|
6.36K
$675K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-181- 0.39% |
$15.3K - $17.6K
|
45.9K
$4.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.43K- 1.1% |
$121K - $139K
|
128K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-408- 11.36% |
$34.6K - $39.6K
|
3.18K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$170 - $194
|
5.22K
$555K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 0.21% |
$2.97K - $3.4K
|
16.5K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-22- 0.18% |
$1.86K - $2.14K
|
12.5K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 1.68% |
$194K - $223K
|
139K
$14.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.41K+ 8.91% |
$120K - $137K
|
17.3K
$1.83M
|