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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$240K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
123New |
$9.76K - $11.5K
|
123
$13.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1+ 11.11% |
$79.3 - $93.3
|
10
$1.06K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
330+ 6.75% |
$26.2K - $30.8K
|
5.22K
$555K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-234- 50.87% |
$18.6K - $21.8K
|
226
$24K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-160- 6.25% |
$12.7K - $14.9K
|
2.4K
$255K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-677- 18.91% |
$53.7K - $63.2K
|
2.9K
$308K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-190- 1.81% |
$15.1K - $17.7K
|
10.3K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
364+ 7.11% |
$28.9K - $34K
|
5.49K
$583K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.52KNew |
$279K - $328K
|
3.52K
$374K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-24- 0.9% |
$1.9K - $2.24K
|
2.64K
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-4.18K- 90.37% |
$331K - $390K
|
445
$47.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
62New |
$4.92K - $5.79K
|
62
$6.59K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
802New |
$63.6K - $74.8K
|
802
$85.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-485- 4.74% |
$38.5K - $45.3K
|
9.74K
$1.03M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-993- 29.39% |
$78.8K - $92.7K
|
2.39K
$254K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-516- 11.95% |
$40.9K - $48.1K
|
3.8K
$404K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-50- 2.04% |
$3.97K - $4.67K
|
2.41K
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.36KNew |
$187K - $220K
|
2.36K
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-5- 0.17% |
$397 - $467
|
2.89K
$307K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.34KNew |
$186K - $219K
|
2.34K
$249K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-21- 1.37% |
$1.67K - $1.96K
|
1.51K
$160K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.6K+ 50.08% |
$286K - $336K
|
10.8K
$1.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
2.2KNew |
$174K - $205K
|
2.2K
$233K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.41K+ 50.3% |
$112K - $131K
|
4.2K
$447K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-66- 1.7% |
$5.23K - $6.16K
|
3.81K
$405K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
1New |
$79.3 - $93.3
|
1
$106
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
316+ 6.44% |
$25.1K - $29.5K
|
5.23K
$555K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-104- 99.05% |
$8.25K - $9.7K
|
1
$106
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.34KNew |
$106K - $125K
|
1.34K
$142K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-15- 0.44% |
$1.19K - $1.4K
|
3.42K
$363K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-555- 5.24% |
$44K - $51.8K
|
10K
$1.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
202New |
$16K - $18.8K
|
202
$21.5K
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
2.18KNew |
$173K - $204K
|
2.18K
$232K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
3.08KNew |
$244K - $287K
|
3.08K
$327K
|
|
|
Jul 05, 2024
Q2 2024
|
Polianta LTD
|
SELL
|
- |
-3.3K- 4.05% |
$262K - $308K
|
78.2K
$8.31M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-107- 35.67% |
$8.49K - $9.98K
|
193
$20.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-4.48K- 42.63% |
$355K - $418K
|
6.02K
$640K
|
|
| Q1 2024 | |||||||
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-245- 1.85% |
$17.9K - $20.9K
|
13K
$1.38M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
460New |
$33.5K - $39.2K
|
460
$48.9K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-16.7K- 25.81% |
$1.22M - $1.42M
|
48K
$5.1M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.08K- 15.58% |
$443K - $518K
|
32.9K
$3.5M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
42New |
$3.06K - $3.58K
|
42
$4.46K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.56KNew |
$332K - $388K
|
4.56K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.48KNew |
$181K - $211K
|
2.48K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$193K - $225K
|
2.65K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-4.73K- 4.05% |
$345K - $403K
|
112K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.41K+ 24.41% |
$321K - $375K
|
22.5K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-62- 4.8% |
$4.52K - $5.28K
|
1.23K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.51KNew |
$329K - $384K
|
4.51K
$480K
|
|