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 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
43+ 0.03% |
$3.65K - $4.18K
|
156K
$16.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.6K- 4.36% |
$136K - $155K
|
35K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $217K
|
2.24K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
20.9K+ 58.49% |
$1.77M - $2.03M
|
56.5K
$6M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 28.57% |
$3.39K - $3.89K
|
100
$10.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-110- 3.64% |
$9.32K - $10.7K
|
2.91K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-231- 4.29% |
$19.6K - $22.4K
|
5.15K
$547K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.88K+ 17.8% |
$244K - $279K
|
19K
$2.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.38K+ 145.8% |
$541K - $620K
|
10.8K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 4.97% |
$185K - $212K
|
41.7K
$4.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19K- 27.54% |
$1.61M - $1.84M
|
49.9K
$5.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.8KNew |
$322K - $369K
|
3.8K
$404K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1K- 6.39% |
$84.9K - $97.3K
|
14.7K
$1.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16K+ 3.26% |
$1.35M - $1.55M
|
506K
$53.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
7.18K+ 1.13% |
$608K - $697K
|
641K
$68.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.02K- 21.68% |
$256K - $293K
|
10.9K
$1.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-28- 0.04% |
$2.37K - $2.72K
|
66.3K
$7.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
691New |
$58.6K - $67.1K
|
691
$73.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.08K+ 28.58% |
$91.1K - $104K
|
4.84K
$514K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
438+ 1.39% |
$37.1K - $42.5K
|
32K
$3.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-49- 1.68% |
$4.15K - $4.76K
|
2.86K
$304K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.29K- 11.74% |
$110K - $126K
|
9.72K
$1.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29K+ 0.67% |
$109K - $125K
|
194K
$20.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.63K- 47.05% |
$223K - $255K
|
2.96K
$314K
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $218K
|
2.24K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
16.1K+ 27.14% |
$1.36M - $1.56M
|
75.4K
$8.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
335+ 8.04% |
$28.4K - $32.5K
|
4.5K
$478K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-82- 12.97% |
$6.95K - $7.96K
|
550
$58.4K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.06K+ 5.57% |
$259K - $297K
|
57.9K
$6.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-264- 9.87% |
$22.4K - $25.6K
|
2.41K
$256K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-815- 9.61% |
$69.1K - $79.2K
|
7.67K
$815K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-232- 0.56% |
$19.7K - $22.5K
|
41K
$4.36M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
155+ 1.81% |
$13.1K - $15.1K
|
8.73K
$928K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
12+ 0.15% |
$1.02K - $1.17K
|
7.92K
$841K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-452- 7.04% |
$38.3K - $43.9K
|
5.97K
$634K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-82.6K- 54.95% |
$7M - $8.02M
|
67.7K
$7.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
68+ 14.5% |
$5.76K - $6.6K
|
537
$57.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-31- 3.15% |
$2.63K - $3.01K
|
952
$101K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-86- 0.36% |
$7.29K - $8.35K
|
23.8K
$2.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-298K- 4.95% |
$25.2M - $28.9M
|
5.71M
$607M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-664- 13.61% |
$56.3K - $64.5K
|
4.22K
$448K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-179- 2.79% |
$15.2K - $17.4K
|
6.23K
$662K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.4K+ 18.89% |
$288K - $331K
|
21.4K
$2.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-335- 1.23% |
$28.4K - $32.5K
|
26.8K
$2.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.42KNew |
$205K - $235K
|
2.42K
$257K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.47K- 4.11% |
$209K - $240K
|
57.6K
$6.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.12% |
$932 - $1.07K
|
9K
$957K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-22- 0.52% |
$1.86K - $2.14K
|
4.23K
$449K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-679- 9.13% |
$57.6K - $66K
|
6.76K
$718K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
47+ 0.48% |
$3.98K - $4.57K
|
9.93K
$1.06M
|