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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.2KClosed |
$409K - $451K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
18+ 0.15% |
$1.19K - $1.31K
|
12K
$1.11M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.29KNew |
$613K - $677K
|
9.29K
$860K
|
|
|
Jul 14, 2021
Q2 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.26KClosed |
$215K - $237K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-870- 5.18% |
$57.4K - $63.3K
|
15.9K
$1.47M
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-140Closed |
$9.23K - $10.2K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-72Closed |
$4.42K - $4.84K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.23KClosed |
$75.7K - $82.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100Closed |
$6.14K - $6.73K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.38KClosed |
$85K - $93.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-479Closed |
$29.4K - $32.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-177KClosed |
$10.9M - $11.9M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-8.41KClosed |
$517K - $565K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-168Closed |
$10.3K - $11.3K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-101Closed |
$6.2K - $6.79K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-7.71KClosed |
$474K - $519K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.76KClosed |
$231K - $253K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.8KClosed |
$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
$2.65M
|
|
|
May 04, 2021
Q1 2021
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-1.63KClosed |
$100K - $110K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-95KClosed |
$5.84M - $6.39M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.14KClosed |
$69.8K - $76.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
St. Louis Trust CO
|
BUY
|
- |
33.5KNew |
$2.06M - $2.25M
|
33.5K
$3.1M
|
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
772New |
$47.4K - $51.9K
|
772
$71.4K
|
|
|
Apr 20, 2021
Q1 2021
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-6.16KClosed |
$378K - $414K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-350Closed |
$21.5K - $23.5K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Collective Family Office LLC
|
SELL
|
- |
-13KClosed |
$798K - $874K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-92.6KClosed |
$5.69M - $6.23M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.23KClosed |
$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
$307K
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
825+ 300.0% |
$46.3K - $52.7K
|
1.1K
$102K
|
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7.38K+ 270.13% |
$415K - $471K
|
10.1K
$936K
|
|
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
55KNew |
$3.09M - $3.51M
|
55K
$5.09M
|
|
|
Mar 08, 2021
Q4 2020
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.52KClosed |
$85.6K - $97.3K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-288Closed |
$16.2K - $18.4K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-385Closed |
$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
$1.53M
|
|
|
Feb 16, 2021
Q4 2020
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-5.31KClosed |
$298K - $339K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-7.06KClosed |
$397K - $451K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-1.82KClosed |
$102K - $116K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.62KClosed |
$203K - $231K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
84New |
$4.72K - $5.36K
|
84
$7.77K
|
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.13KClosed |
$63.5K - $72.1K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-39Closed |
$2.19K - $2.49K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-62Closed |
$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
$1.07M
|
|
|
Feb 10, 2021
Q4 2020
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.98K+ 300.0% |
$167K - $190K
|
3.97K
$368K
|
|
|
Feb 10, 2021
Q4 2020
|
Harvey Capital Management Inc
|
BUY
|
- |
5.25K+ 300.0% |
$295K - $335K
|
7K
$648K
|
|
|
Feb 10, 2021
Q4 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
21.6K+ 300.0% |
$1.22M - $1.38M
|
28.9K
$2.67M
|
|
|
Feb 10, 2021
Q4 2020
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
27.9KNew |
$1.57M - $1.78M
|
27.9K
$2.58M
|
|