Latest Institutional Transactions on Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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
May 07, 2021 Q1 2021
Trellis Advisors, LLC

SELL
 -
-7.71K
Closed
$474K - $519K
0 $0
May 07, 2021 Q1 2021
Beach Investment Counsel Inc/Pa

West Conshohocken, PA
SELL
 -
-3.76K
Closed
$231K - $253K
0 $0
May 06, 2021 Q1 2021
First National Bank Of Omaha

Omaha, NE
SELL
 -
-3.8K
Closed
$233K - $256K
0 $0
May 05, 2021 Q1 2021
Tolleson Wealth Management, Inc.

Dallas, TX
SELL
 -
-39.9K
- 58.18%
$2.45M - $2.68M
28.7K $2.9M
May 04, 2021 Q1 2021
Greenhouse Wealth Management, LLC

SELL
 -
-1.63K
Closed
$100K - $110K
0 $0
May 04, 2021 Q1 2021
Ascension Asset Management LLC

SELL
 -
-95K
Closed
$5.84M - $6.39M
0 $0
Apr 28, 2021 Q1 2021
Regent Peak Wealth Advisors LLC

Atlanta, GA
SELL
 -
-1.14K
Closed
$69.8K - $76.4K
0 $0
Apr 27, 2021 Q1 2021
St. Louis Trust CO

BUY
 -
33.5K
New
$2.06M - $2.25M
33.5K $3.39M
Apr 22, 2021 Q1 2021
Emerson Wealth, LLC

BUY
 -
772
New
$47.4K - $51.9K
772 $78K
Apr 20, 2021 Q1 2021
Insight Wealth Partners, LLC

SELL
 -
-6.16K
Closed
$378K - $414K
0 $0
Apr 14, 2021 Q1 2021
Collective Family Office LLC

SELL
 -
-13K
Closed
$798K - $874K
0 $0
Apr 12, 2021 Q1 2021
Ironwood Wealth Management, Inc.

SELL
 -
-92.6K
Closed
$5.69M - $6.23M
0 $0
Apr 07, 2021 Q1 2021
Sowa Financial Group, Inc.

Lincoln, RI
SELL
 -
-1.23K
Closed
$75.7K - $82.9K
0 $0
Q4 2020
Aug 28, 2024 Q4 2020
Farmers National Bank

Danville, KY
SELL
 -
-1.21K
- 26.74%
$68.1K - $77.3K
3.32K $336K
Nov 09, 2023 Q4 2020
Brewin Dolphin LTD

London, X0
BUY
 -
825
+ 300.0%
$46.3K - $52.7K
1.1K $111K
Nov 07, 2023 Q4 2020
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
7.38K
+ 270.13%
$415K - $471K
10.1K $1.02M
Mar 26, 2021 Q4 2020
Bard Financial Services, Inc.

BUY
 -
55K
New
$3.09M - $3.51M
55K $5.56M
Mar 08, 2021 Q4 2020
Smart Portfolios, LLC

Seattle, WA
SELL
 -
-1.52K
Closed
$85.6K - $97.3K
0 $0
Mar 05, 2021 Q4 2020
Bnc Wealth Management, LLC

SELL
 -
-288
Closed
$16.2K - $18.4K
0 $0
Mar 05, 2021 Q4 2020
Jackson Square Capital, LLC

SELL
 -
-385
Closed
$21.6K - $24.6K
0 $0
Feb 16, 2021 Q4 2020
Hall Kathryn A.

San Francisco, CA
BUY
 -
12.4K
+ 300.0%
$697K - $792K
16.6K $1.67M
Feb 16, 2021 Q4 2020
Diametric Capital, LP

Boston, MA
SELL
 -
-5.31K
Closed
$298K - $339K
0 $0
Feb 16, 2021 Q4 2020
Stringer Asset Management, LLC

Memphis, TN
SELL
 -
-7.06K
Closed
$397K - $451K
0 $0
Feb 16, 2021 Q4 2020
Premier Asset Management LLC

Chicago, IL
SELL
 -
-1.82K
Closed
$102K - $116K
0 $0
Feb 16, 2021 Q4 2020
Prelude Capital Management, LLC

New York, NY
SELL
 -
-3.62K
Closed
$203K - $231K
0 $0
Feb 16, 2021 Q4 2020
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
84
New
$4.72K - $5.36K
84 $8.49K
Feb 16, 2021 Q4 2020
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-1.13K
Closed
$63.5K - $72.1K
0 $0
Feb 11, 2021 Q4 2020
Slow Capital, Inc.

SELL
 -
-39
Closed
$2.19K - $2.49K
0 $0
Feb 10, 2021 Q4 2020
Ls Investment Advisors, LLC

SELL
 -
-62
Closed
$3.48K - $3.96K
0 $0
Feb 10, 2021 Q4 2020
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
8.7K
+ 300.0%
$489K - $555K
11.6K $1.17M
Feb 10, 2021 Q4 2020
Gamble Jones Investment Counsel

BUY
 -
2.98K
+ 300.0%
$167K - $190K
3.97K $401K
Feb 10, 2021 Q4 2020
Harvey Capital Management Inc

BUY
 -
5.25K
+ 300.0%
$295K - $335K
7K $708K
Feb 10, 2021 Q4 2020
Zeke Capital Advisors, LLC

Berwyn, PA
BUY
 -
21.6K
+ 300.0%
$1.22M - $1.38M
28.9K $2.92M
Feb 10, 2021 Q4 2020
Rhumbline Advisers

Boston, MA
BUY
 -
27.9K
New
$1.57M - $1.78M
27.9K $2.82M
Feb 10, 2021 Q4 2020
Tctc Holdings, LLC

Dallas, TX
BUY
 -
1.49K
+ 435.67%
$83.7K - $95.1K
1.83K $185K
Feb 09, 2021 Q4 2020
D.B. Root & Company, LLC

SELL
 -
-1.7K
Closed
$95.3K - $108K
0 $0
Feb 09, 2021 Q4 2020
Rice Partnership, LLC

BUY
 -
501
+ 300.0%
$28.1K - $32K
668 $67.5K
Feb 08, 2021 Q4 2020
Adams Wealth Management

SELL
 -
-2
Closed
$112 - $128
0 $0
Feb 08, 2021 Q4 2020
Cypress Capital Management LLC

Greenville, DE
BUY
 -
10.7K
+ 300.0%
$603K - $686K
14.3K $1.45M
Feb 04, 2021 Q4 2020
Clear Harbor Asset Management, LLC

SELL
 -
-65
Closed
$3.65K - $4.15K
0 $0
Feb 03, 2021 Q4 2020
Syverson Strege & CO

West Des Moines, IA
BUY
 -
1.02K
New
$57.3K - $65.1K
1.02K $103K
Feb 02, 2021 Q4 2020
Wespac Advisors So Cal, LLC

SELL
 -
-843
Closed
$47.4K - $53.8K
0 $0
Feb 02, 2021 Q4 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-122
Closed
$6.85K - $7.79K
0 $0
Jan 29, 2021 Q4 2020
Carolina Wealth Advisors, LLC

BUY
 -
932
New
$52.4K - $59.5K
932 $94.2K
Jan 29, 2021 Q4 2020
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
27.4K
+ 300.0%
$1.54M - $1.75M
36.5K $3.69M
Jan 27, 2021 Q4 2020
Smart Money Group LLC

SELL
 -
-3.58K
Closed
$201K - $228K
0 $0
Jan 27, 2021 Q4 2020
Cnb Bank

Clearfield, PA
BUY
 -
7.05K
+ 300.0%
$396K - $450K
9.4K $950K
Jan 26, 2021 Q4 2020
Avion Wealth

The Woodlands, TX
BUY
 -
117
+ 300.0%
$6.57K - $7.47K
156 $15.8K
Jan 20, 2021 Q4 2020
Ogorek Anthony Joseph

BUY
 -
246
+ 300.0%
$13.8K - $15.7K
328 $33.2K

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