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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.76K- 28.81% |
$488K - $559K
|
14.2K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-47K- 0.51% |
$3.98M - $4.56M
|
9.21M
$931M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.05% |
$254 - $291
|
5.71K
$577K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
30.4K+ 5.12% |
$2.58M - $2.95M
|
625K
$63.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
13K+ 8.16% |
$1.1M - $1.27M
|
173K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.68K- 1.08% |
$481K - $551K
|
522K
$52.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
164+ 2.07% |
$13.9K - $15.9K
|
8.1K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
46+ 0.85% |
$3.9K - $4.47K
|
5.47K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.87K- 11.87% |
$413K - $473K
|
36.1K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 7.49% |
$113K - $130K
|
16.5K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-139K- 98.59% |
$11.8M - $13.5M
|
1.98K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9- 0.19% |
$763 - $874
|
4.8K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.94M- 31.34% |
$249M - $286M
|
6.44M
$651M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
8+ 0.1% |
$678 - $777
|
8.02K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
360+ 3.32% |
$30.5K - $35K
|
11.2K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.7K- 2.25% |
$568K - $651K
|
291K
$29.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 0.02% |
$1.61K - $1.85K
|
92.5K
$9.35M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-29- 0.99% |
$2.46K - $2.82K
|
2.9K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-14.8K- 2.6% |
$1.26M - $1.44M
|
555K
$56.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-20K- 17.53% |
$1.69M - $1.94M
|
93.9K
$9.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.2KNew |
$861K - $987K
|
10.2K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
29.3K+ 5.26% |
$2.48M - $2.84M
|
585K
$59.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42.7K- 6.63% |
$3.62M - $4.15M
|
601K
$60.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
113K+ 6.49% |
$9.57M - $11M
|
1.85M
$187M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
844+ 4.85% |
$71.5K - $82K
|
18.3K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
125K+ 8.42% |
$10.6M - $12.2M
|
1.61M
$163M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.93KNew |
$333K - $382K
|
3.93K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-47- 1.0% |
$3.98K - $4.57K
|
4.68K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.02K+ 3.73% |
$341K - $390K
|
112K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
144+ 1.65% |
$12.2K - $14K
|
8.89K
$899K
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
17.5K+ 5.43% |
$1.49M - $1.7M
|
340K
$34.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-27- 1.07% |
$2.29K - $2.62K
|
2.5K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-142K- 99.43% |
$12.1M - $13.8M
|
814
$82.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-489K- 18.95% |
$41.4M - $47.5M
|
2.09M
$211M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.7K+ 474.04% |
$909K - $1.04M
|
13K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-69.8K- 5.78% |
$5.92M - $6.78M
|
1.14M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-248K- 47.3% |
$21M - $24.1M
|
276K
$27.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
34.7K+ 739.29% |
$2.94M - $3.37M
|
39.4K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-36.7K- 99.95% |
$3.11M - $3.56M
|
17
$1.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.14K- 3.68% |
$436K - $499K
|
134K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-406K- 44.82% |
$34.4M - $39.4M
|
500K
$50.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
426K+ 5.79% |
$36.1M - $41.4M
|
7.79M
$787M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
831+ 0.46% |
$70.4K - $80.7K
|
180K
$18.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-43- 0.12% |
$3.65K - $4.18K
|
34.9K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.58KNew |
$388K - $445K
|
4.58K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
683+ 9.1% |
$57.9K - $66.3K
|
8.19K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.6K+ 0.3% |
$1.91M - $2.19M
|
7.48M
$756M
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
8.09KNew |
$686K - $786K
|
8.09K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.19K+ 1.05% |
$101K - $115K
|
114K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
861+ 2.6% |
$73K - $83.6K
|
34K
$3.43M
|