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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.8K+ 51.95% |
$1.39M - $1.56M
|
43.2K
$5.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
43KNew |
$4.07M - $4.54M
|
43K
$5.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.1KNew |
$765K - $854K
|
8.1K
$980K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.47KNew |
$233K - $261K
|
2.47K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-981- 17.91% |
$92.6K - $103K
|
4.5K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
104+ 2.02% |
$9.82K - $11K
|
5.25K
$636K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-876- 0.63% |
$82.7K - $92.4K
|
139K
$16.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
10.3KNew |
$968K - $1.08M
|
10.3K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 20.0% |
$189 - $211
|
12
$1.45K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.09KNew |
$387K - $432K
|
4.09K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-490- 14.54% |
$46.3K - $51.7K
|
2.88K
$349K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.27% |
$5.57K - $6.22K
|
2.66K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-365- 14.8% |
$34.5K - $38.5K
|
2.1K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-500- 15.54% |
$47.2K - $52.7K
|
2.72K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
7.37KNew |
$696K - $777K
|
7.37K
$892K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244+ 23.69% |
$23K - $25.7K
|
1.27K
$154K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
201+ 2.21% |
$19K - $21.2K
|
9.29K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-181- 43.93% |
$17.1K - $19.1K
|
231
$28K
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-450- 4.52% |
$42.5K - $47.5K
|
9.51K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-46.6K- 93.61% |
$4.4M - $4.92M
|
3.18K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.03KNew |
$97.5K - $109K
|
1.03K
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-46- 10.41% |
$4.34K - $4.85K
|
396
$47.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-311- 13.54% |
$29.4K - $32.8K
|
1.99K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
592New |
$55.9K - $62.4K
|
592
$71.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-45.4K- 99.58% |
$4.28M - $4.78M
|
190
$23K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
2.09KNew |
$197K - $220K
|
2.09K
$253K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-158- 4.99% |
$14.9K - $16.7K
|
3.01K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
48New |
$4.53K - $5.06K
|
48
$5.81K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
112New |
$10.6K - $11.8K
|
112
$13.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.41KNew |
$227K - $254K
|
2.41K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-13.3K- 22.74% |
$1.26M - $1.4M
|
45.2K
$5.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.92K- 48.96% |
$181K - $203K
|
2K
$243K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
805New |
$76K - $84.9K
|
805
$97.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-20- 11.76% |
$1.89K - $2.11K
|
150
$18.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-119- 2.8% |
$11.2K - $12.6K
|
4.13K
$500K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
26+ 5.99% |
$2.46K - $2.74K
|
460
$55.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-47- 3.78% |
$4.44K - $4.96K
|
1.2K
$145K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-165- 2.46% |
$15.6K - $17.4K
|
6.54K
$792K
|
|
| Q3 2024 | |||||||
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-9.97KClosed |
$845K - $968K
|
0
$0
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
669New |
$56.7K - $65K
|
669
$81K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.29% |
$170 - $194
|
703
$85.1K
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.6KNew |
$390K - $447K
|
4.6K
$557K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
219+ 19.62% |
$18.6K - $21.3K
|
1.34K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
737+ 5.69% |
$62.5K - $71.6K
|
13.7K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
360+ 3.32% |
$30.5K - $35K
|
11.2K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-42.7K- 6.63% |
$3.62M - $4.15M
|
601K
$72.8M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-406K- 44.82% |
$34.4M - $39.4M
|
500K
$60.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.58KNew |
$388K - $445K
|
4.58K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
8.09KNew |
$686K - $786K
|
8.09K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
790+ 24.17% |
$67K - $76.7K
|
4.06K
$491K
|
|