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 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.78KNew |
$302K - $337K
|
4.78K
$508K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-3K- 51.23% |
$190K - $212K
|
2.86K
$304K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.44KNew |
$217K - $242K
|
3.44K
$365K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.02KNew |
$191K - $213K
|
3.02K
$321K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
2.93KNew |
$185K - $206K
|
2.93K
$311K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
45+ 2.11% |
$2.84K - $3.17K
|
2.18K
$231K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
8.61KNew |
$544K - $607K
|
8.61K
$915K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-806- 22.03% |
$50.9K - $56.8K
|
2.85K
$303K
|
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$329K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.3KNew |
$271K - $303K
|
4.3K
$456K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$329K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-635- 51.42% |
$40.1K - $44.8K
|
600
$63.8K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-295- 6.11% |
$18.6K - $20.8K
|
4.53K
$482K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.93KNew |
$375K - $418K
|
5.93K
$630K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.38KNew |
$277K - $308K
|
4.38K
$465K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-672- 13.14% |
$42.5K - $47.4K
|
4.44K
$472K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-623- 15.02% |
$39.4K - $43.9K
|
3.53K
$375K
|
|
| Q1 2023 | |||||||
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-8.99KClosed |
$515K - $574K
|
0
$0
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-68Closed |
$3.89K - $4.34K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.42K+ 175.78% |
$81K - $90.4K
|
2.22K
$236K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.18KClosed |
$67.7K - $75.6K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 98.43% |
$1.17M - $1.3M
|
324
$34.4K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.72M - $1.92M
|
30K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
393+ 0.58% |
$22.5K - $25.1K
|
67.6K
$7.18M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6.95KNew |
$398K - $444K
|
6.95K
$739K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
928New |
$53.1K - $59.3K
|
928
$98.6K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.33KNew |
$191K - $213K
|
3.33K
$354K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
3.31KNew |
$189K - $211K
|
3.31K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-124- 53.91% |
$7.1K - $7.92K
|
106
$11.3K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
248KNew |
$14.2M - $15.9M
|
248K
$26.4M
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-5.83K- 48.22% |
$333K - $372K
|
6.26K
$665K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.21KNew |
$241K - $269K
|
4.21K
$448K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-60- 1.48% |
$3.44K - $3.83K
|
4K
$425K
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-997- 8.65% |
$57.1K - $63.7K
|
10.5K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
881KNew |
$50.4M - $56.3M
|
881K
$93.6M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.82% |
$57.3 - $63.9
|
123
$13.1K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-104Closed |
$5.95K - $6.64K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
12+ 0.24% |
$687 - $767
|
5.01K
$532K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
220New |
$12.6K - $14.1K
|
220
$23.4K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
500+ 4.63% |
$28.6K - $31.9K
|
11.3K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
545New |
$31.2K - $34.8K
|
545
$57.9K
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
234New |
$13.4K - $15K
|
234
$24.9K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.22K- 10.86% |
$69.8K - $77.9K
|
10K
$1.06M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2K+ 200.0% |
$115K - $128K
|
3K
$319K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
756+ 1.09% |
$43.3K - $48.3K
|
69.8K
$7.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-316- 8.66% |
$18.1K - $20.2K
|
3.33K
$354K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.17K- 30.04% |
$124K - $138K
|
5.05K
$536K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
397+ 3.33% |
$22.7K - $25.4K
|
12.3K
$1.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-278- 4.81% |
$15.9K - $17.8K
|
5.5K
$584K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-314- 19.15% |
$18K - $20.1K
|
1.33K
$141K
|
|