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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.87K- 30.56% |
$279K - $311K
|
11.1K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-621- 7.55% |
$35.6K - $39.7K
|
7.61K
$808K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
160+ 0.47% |
$9.16K - $10.2K
|
34.3K
$3.64M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-251- 5.95% |
$14.4K - $16K
|
3.96K
$421K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.31K- 31.49% |
$190K - $212K
|
7.2K
$765K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.6KNew |
$264K - $294K
|
4.6K
$489K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.38M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.38M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.61KNew |
$207K - $231K
|
3.61K
$384K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-44.3K- 34.59% |
$2.54M - $2.83M
|
83.9K
$8.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
26K+ 5.92% |
$1.49M - $1.66M
|
465K
$49.5M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26.5K- 38.28% |
$1.52M - $1.69M
|
42.7K
$4.54M
|
|
| Q4 2022 | |||||||
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
484New |
$27.5K - $30.8K
|
484
$51.4K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-257- 3.6% |
$14.6K - $16.3K
|
6.89K
$732K
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.36KClosed |
$247K - $277K
|
0
$0
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.42KNew |
$137K - $154K
|
2.42K
$257K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.03% |
$56.7 - $63.6
|
3.19K
$338K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.08KNew |
$61K - $68.4K
|
1.08K
$114K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.65KNew |
$264K - $295K
|
4.65K
$494K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
80.4KNew |
$4.56M - $5.11M
|
80.4K
$8.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.81K- 46.42% |
$443K - $496K
|
9.01K
$958K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.5K- 96.84% |
$85.1K - $95.3K
|
49
$5.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.1KNew |
$1.71M - $1.91M
|
30.1K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.47KNew |
$83.3K - $93.4K
|
1.47K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
175KNew |
$9.93M - $11.1M
|
175K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-17- 0.08% |
$964 - $1.08K
|
22.5K
$2.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-283- 10.78% |
$16.1K - $18K
|
2.34K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-137- 1.19% |
$7.77K - $8.71K
|
11.4K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-843- 23.18% |
$47.8K - $53.6K
|
2.79K
$297K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-35- 0.28% |
$1.99K - $2.22K
|
12.3K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.62KNew |
$206K - $230K
|
3.62K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-42- 0.58% |
$2.38K - $2.67K
|
7.16K
$761K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48+ 100.0% |
$2.72K - $3.05K
|
96
$10.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13.2K+ 159.0% |
$748K - $839K
|
21.5K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
19.3K+ 29.12% |
$1.1M - $1.23M
|
85.7K
$9.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
4.45KNew |
$253K - $283K
|
4.45K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
142New |
$8.06K - $9.03K
|
142
$15.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
83New |
$4.71K - $5.28K
|
83
$8.82K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
6.8KNew |
$386K - $432K
|
6.8K
$723K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
799New |
$45.3K - $50.8K
|
799
$84.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.26K+ 3077.36% |
$185K - $207K
|
3.37K
$358K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-147- 1.46% |
$8.34K - $9.34K
|
9.94K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.4KNew |
$1.04M - $1.17M
|
18.4K
$1.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.13K- 41.13% |
$64.2K - $71.9K
|
1.62K
$172K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25Closed |
$1.42K - $1.59K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
268+ 8.25% |
$15.2K - $17K
|
3.52K
$374K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-289- 7.4% |
$16.4K - $18.4K
|
3.62K
$385K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-32- 1.46% |
$1.82K - $2.03K
|
2.16K
$229K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.1K- 39.65% |
$119K - $133K
|
3.2K
$340K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76New |
$4.31K - $4.83K
|
76
$8.08K
|
|