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 19, 2021
Q4 2020
|
Sequent Asset Management, LLC
|
SELL
|
- |
-4.4KClosed |
$247K - $281K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
367+ 300.82% |
$20.6K - $23.4K
|
489
$49.4K
|
|
|
Jan 08, 2021
Q4 2020
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.33K+ 300.0% |
$187K - $212K
|
4.44K
$448K
|
|
| Q3 2020 | |||||||
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-373- 15.22% |
$19.6K - $23.3K
|
2.08K
$210K
|
|
|
Nov 18, 2022
Q3 2020
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-965Closed |
$50.6K - $60.2K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-109Closed |
$5.71K - $6.8K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-14.6KClosed |
$765K - $911K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.73KNew |
$90.8K - $108K
|
1.73K
$175K
|
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-28Closed |
$1.47K - $1.75K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-383Closed |
$20.1K - $23.9K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Ckw Financial Group
|
SELL
|
- |
-50Closed |
$2.62K - $3.12K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-14.1KClosed |
$739K - $880K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-367Closed |
$19.2K - $22.9K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.12KClosed |
$58.6K - $69.8K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-89Closed |
$4.67K - $5.56K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.91KNew |
$100K - $119K
|
1.91K
$193K
|
|
|
Oct 14, 2020
Q3 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-18.2KClosed |
$952K - $1.13M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
SELL
|
- |
-52Closed |
$2.73K - $3.25K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.84K+ 15.55% |
$270K - $359K
|
50.8K
$5.13M
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.58KNew |
$62.2K - $82.7K
|
1.58K
$159K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-268Closed |
$10.6K - $14.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$86.9K - $115K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-58.5KClosed |
$2.31M - $3.07M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Asset Management Inc
|
SELL
|
- |
-30.4KClosed |
$1.2M - $1.6M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-200Closed |
$7.9K - $10.5K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-139Closed |
$5.49K - $7.29K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
36New |
$1.42K - $1.89K
|
36
$3.64K
|
|
|
Aug 06, 2020
Q2 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.58KClosed |
$260K - $345K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-8KClosed |
$316K - $420K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3Closed |
$119 - $157
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-238Closed |
$9.4K - $12.5K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.93KClosed |
$76.1K - $101K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.29KClosed |
$90.5K - $120K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-243Closed |
$9.6K - $12.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
1.4KNew |
$50.6K - $73.7K
|
1.4K
$142K
|
|
|
May 15, 2020
Q1 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-31Closed |
$1.12K - $1.63K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-3KClosed |
$108K - $158K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8Closed |
$289 - $421
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.92KClosed |
$69.4K - $101K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-270Closed |
$9.76K - $14.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.52KClosed |
$55.1K - $80.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.7KClosed |
$134K - $195K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-9.2KClosed |
$332K - $484K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-48.6KClosed |
$1.76M - $2.56M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.64KClosed |
$204K - $297K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-100KClosed |
$3.61M - $5.27M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.16KNew |
$41.9K - $61K
|
1.16K
$117K
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.95KClosed |
$251K - $366K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-30.8KClosed |
$1.11M - $1.62M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.18KClosed |
$78.9K - $115K
|
0
$0
|
|