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 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
397+ 3.33% |
$22.7K - $25.4K
|
12.3K
$1.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-278- 4.81% |
$15.9K - $17.8K
|
5.5K
$665K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-314- 19.15% |
$18K - $20.1K
|
1.33K
$160K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
82.7KNew |
$4.73M - $5.28M
|
82.7K
$10M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.87K- 30.56% |
$279K - $311K
|
11.1K
$1.34M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-621- 7.55% |
$35.6K - $39.7K
|
7.61K
$921K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
160+ 0.47% |
$9.16K - $10.2K
|
34.3K
$4.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-251- 5.95% |
$14.4K - $16K
|
3.96K
$480K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.6KNew |
$264K - $294K
|
4.6K
$557K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.57M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.61KNew |
$207K - $231K
|
3.61K
$437K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
SELL
|
- |
-44.3K- 34.59% |
$2.54M - $2.83M
|
83.9K
$10.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
26K+ 5.92% |
$1.49M - $1.66M
|
465K
$56.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26.5K- 38.28% |
$1.52M - $1.69M
|
42.7K
$5.17M
|
|
| Q4 2022 | |||||||
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-257- 3.6% |
$14.6K - $16.3K
|
6.89K
$833K
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.36KClosed |
$247K - $277K
|
0
$0
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.03% |
$56.7 - $63.6
|
3.19K
$386K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.08KNew |
$61K - $68.4K
|
1.08K
$130K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.65KNew |
$264K - $295K
|
4.65K
$563K
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
80.4KNew |
$4.56M - $5.11M
|
80.4K
$9.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-7.81K- 46.42% |
$443K - $496K
|
9.01K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.5K- 96.84% |
$85.1K - $95.3K
|
49
$5.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.1KNew |
$1.71M - $1.91M
|
30.1K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.47KNew |
$83.3K - $93.4K
|
1.47K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
175KNew |
$9.93M - $11.1M
|
175K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-137- 1.19% |
$7.77K - $8.71K
|
11.4K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-843- 23.18% |
$47.8K - $53.6K
|
2.79K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-35- 0.28% |
$1.99K - $2.22K
|
12.3K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-42- 0.58% |
$2.38K - $2.67K
|
7.16K
$867K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48+ 100.0% |
$2.72K - $3.05K
|
96
$11.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13.2K+ 159.0% |
$748K - $839K
|
21.5K
$2.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
4.45KNew |
$253K - $283K
|
4.45K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
142New |
$8.06K - $9.03K
|
142
$17.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
83New |
$4.71K - $5.28K
|
83
$10K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
6.8KNew |
$386K - $432K
|
6.8K
$824K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
799New |
$45.3K - $50.8K
|
799
$96.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.26K+ 3077.36% |
$185K - $207K
|
3.37K
$408K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-25Closed |
$1.42K - $1.59K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-289- 7.4% |
$16.4K - $18.4K
|
3.62K
$438K
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.1K- 39.65% |
$119K - $133K
|
3.2K
$387K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76New |
$4.31K - $4.83K
|
76
$9.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-225- 4.06% |
$12.8K - $14.3K
|
5.32K
$644K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-177- 1.3% |
$10K - $11.3K
|
13.5K
$1.63M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$75.8K - $84.9K
|
1.34K
$162K
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$208K - $233K
|
3.67K
$444K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-14.7K- 32.26% |
$831K - $931K
|
30.8K
$3.72M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
10.8KNew |
$611K - $684K
|
10.8K
$1.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-568- 2.91% |
$32.2K - $36.1K
|
18.9K
$2.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
158+ 4.02% |
$8.96K - $10K
|
4.09K
$495K
|
|