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 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.54KClosed |
$91.6K - $133K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.79KClosed |
$245K - $358K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Apexium Financial, LP
|
SELL
|
- |
-1.52KClosed |
$55.1K - $80.2K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.68KClosed |
$60.8K - $88.6K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Camden Capital, LLC
|
SELL
|
PUT |
-600Closed |
$21.7K - $31.6K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-3.32KClosed |
$120K - $175K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-108KClosed |
$3.9M - $5.68M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-591KClosed |
$25.8M - $28.7M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-10.2KClosed |
$447K - $497K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-550Closed |
$24K - $26.7K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-6.4KClosed |
$280K - $311K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.28KClosed |
$55.8K - $62K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Banco Santander, S.A.
|
SELL
|
- |
-78.5KClosed |
$3.43M - $3.82M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
274New |
$12K - $13.3K
|
274
$27.7K
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-416Closed |
$18.2K - $20.2K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-130Closed |
$5.68K - $6.32K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Roof Eidam & Maycock
|
SELL
|
- |
-516Closed |
$22.6K - $25.1K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-109Closed |
$4.77K - $5.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Dec 03, 2019
Q3 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-163Closed |
$7.09K - $7.54K
|
0
$0
|
|
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.07KClosed |
$177K - $188K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.63KClosed |
$158K - $168K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-113KClosed |
$4.93M - $5.25M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-45Closed |
$1.96K - $2.08K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-160Closed |
$6.96K - $7.4K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-100Closed |
$4.35K - $4.63K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.19% |
$43.5 - $46.3
|
514
$52K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-77Closed |
$3.23K - $3.49K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.02KClosed |
$210K - $227K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-249Closed |
$10.4K - $11.3K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.3KClosed |
$54.5K - $58.8K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-100Closed |
$4.2K - $4.53K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4Closed |
$168 - $181
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-9Closed |
$378 - $407
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Iron Financial, LLC
|
SELL
|
- |
-1.3KClosed |
$54.7K - $59K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.68KNew |
$70.5K - $76K
|
1.68K
$170K
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-392Closed |
$14.4K - $17K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-3.18KClosed |
$117K - $138K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-10KClosed |
$366K - $433K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Natixis
Paris, I0 |
SELL
|
- |
-50KClosed |
$1.83M - $2.17M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-4KClosed |
$147K - $173K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-467Closed |
$17.1K - $20.2K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-32.2KClosed |
$1.18M - $1.39M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-86Closed |
$3.15K - $3.73K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-26Closed |
$952 - $1.13K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-10.8KClosed |
$395K - $467K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
$73.4K - $86.8K
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Arrow Financial Corp
|
SELL
|
- |
-100Closed |
$3.66K - $4.33K
|
0
$0
|
|
| Q4 2018 | |||||||
|
May 28, 2020
Q4 2018
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-85Closed |
$2.99K - $3.78K
|
0
$0
|
|
|
Nov 14, 2019
Q4 2018
|
Orser Capital Management, LLC
|
SELL
|
- |
-3.24KClosed |
$114K - $144K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-145KClosed |
$5.1M - $6.45M
|
0
$0
|
|