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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-225- 4.06% |
$12.8K - $14.3K
|
5.32K
$565K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-177- 1.3% |
$10K - $11.3K
|
13.5K
$1.43M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$75.8K - $84.9K
|
1.34K
$142K
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
281+ 1.53% |
$15.9K - $17.9K
|
18.6K
$1.98M
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
480New |
$27.2K - $30.5K
|
480
$51K
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$208K - $233K
|
3.67K
$390K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-14.7K- 32.26% |
$831K - $931K
|
30.8K
$3.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
10.8KNew |
$611K - $684K
|
10.8K
$1.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-568- 2.91% |
$32.2K - $36.1K
|
18.9K
$2.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
158+ 4.02% |
$8.96K - $10K
|
4.09K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.35K- 5.6% |
$76.5K - $85.7K
|
22.7K
$2.41M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-489- 0.73% |
$27.7K - $31.1K
|
66.4K
$7.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
3.49KNew |
$198K - $222K
|
3.49K
$371K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
200New |
$11.3K - $12.7K
|
200
$21.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-752- 11.35% |
$42.7K - $47.8K
|
5.88K
$624K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
100+ 0.87% |
$5.67K - $6.36K
|
11.5K
$1.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
17.4KNew |
$988K - $1.11M
|
17.4K
$1.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
6.5KNew |
$369K - $413K
|
6.5K
$691K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.11% |
$113 - $127
|
1.76K
$187K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$136K - $152K
|
2.4K
$255K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.35KNew |
$190K - $213K
|
3.35K
$356K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.68KNew |
$95.1K - $107K
|
1.68K
$178K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
160New |
$9.08K - $10.2K
|
160
$17K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-200- 28.57% |
$11.3K - $12.7K
|
500
$53.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$57.9K - $64.8K
|
1.02K
$108K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$56.7 - $63.6
|
1
$106
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
20New |
$1.13K - $1.27K
|
20
$2.13K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.3KNew |
$73.7K - $82.6K
|
1.3K
$138K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
332New |
$18.8K - $21.1K
|
332
$35.3K
|
|
| Q3 2022 | |||||||
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
45New |
$2.6K - $3.21K
|
45
$4.78K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19.8K+ 7.79% |
$1.15M - $1.41M
|
274K
$29.1M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300+ 45.45% |
$17.4K - $21.4K
|
960
$102K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-21.2KClosed |
$1.23M - $1.52M
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$57.9 - $71.4
|
4.3K
$457K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
868+ 8.9% |
$50.2K - $62K
|
10.6K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
62+ 3.57% |
$3.59K - $4.43K
|
1.8K
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-17.5KClosed |
$1.01M - $1.25M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.72K+ 27.79% |
$157K - $194K
|
12.5K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
130K+ 52.06% |
$7.49M - $9.25M
|
378K
$40.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-286- 7.63% |
$16.5K - $20.4K
|
3.46K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3.91K+ 74.85% |
$226K - $280K
|
9.14K
$971K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.4K- 4.78% |
$80.8K - $99.8K
|
27.8K
$2.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-801- 52.94% |
$46.3K - $57.2K
|
712
$75.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.68K+ 111.95% |
$271K - $334K
|
8.85K
$941K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-252- 5.21% |
$14.6K - $18K
|
4.58K
$487K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-515- 5.87% |
$29.8K - $36.8K
|
8.26K
$877K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.5K- 10.5% |
$726K - $896K
|
107K
$11.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-627K- 90.52% |
$36.2M - $44.8M
|
65.6K
$6.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
12.7KNew |
$737K - $910K
|
12.7K
$1.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.83K+ 8.76% |
$279K - $345K
|
59.9K
$6.37M
|
|