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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.54% |
$3.48K - $3.98K
|
7.56K
$765K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.74K- 7.84% |
$571K - $654K
|
79.2K
$8.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
339+ 2.33% |
$28.7K - $32.9K
|
14.9K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.21K- 0.68% |
$103K - $118K
|
178K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.6K- 1.68% |
$900K - $1.03M
|
619K
$62.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.31K+ 2.78% |
$196K - $224K
|
85.2K
$8.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
861KNew |
$73M - $83.7M
|
861K
$87.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
25.3KNew |
$2.15M - $2.46M
|
25.3K
$2.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
133+ 5.42% |
$11.3K - $12.9K
|
2.59K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
119+ 3.21% |
$10.1K - $11.6K
|
3.83K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
150+ 1.82% |
$12.7K - $14.6K
|
8.41K
$850K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-696- 0.72% |
$59K - $67.6K
|
95.9K
$9.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.07K+ 13.74% |
$176K - $201K
|
17.1K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
108KNew |
$9.13M - $10.5M
|
108K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-557- 7.93% |
$47.2K - $54.1K
|
6.46K
$653K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.11K- 1.09% |
$94K - $108K
|
101K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
106+ 4.68% |
$8.99K - $10.3K
|
2.37K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.57K+ 3.35% |
$218K - $250K
|
79.4K
$8.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-215- 2.9% |
$18.2K - $20.9K
|
7.21K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-885- 43.11% |
$75K - $86K
|
1.17K
$118K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-10- 0.19% |
$848 - $971
|
5.3K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
8.33K+ 258.9% |
$706K - $809K
|
11.6K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20.6K+ 13.15% |
$1.74M - $2M
|
177K
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-236- 9.68% |
$20K - $22.9K
|
2.2K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.28K+ 1.18% |
$278K - $319K
|
282K
$28.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.94K- 9.99% |
$673K - $771K
|
71.5K
$7.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
381K+ 1091.17% |
$32.3M - $37M
|
416K
$42M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.65K- 12.55% |
$140K - $160K
|
11.5K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.21K+ 0.89% |
$272K - $311K
|
365K
$36.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-115K- 32.8% |
$9.71M - $11.1M
|
235K
$23.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-95- 1.65% |
$8.05K - $9.23K
|
5.66K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-150- 8.27% |
$12.7K - $14.6K
|
1.66K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.6K- 5.76% |
$3.1M - $3.55M
|
598K
$60.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-10K- 3.49% |
$851K - $975K
|
278K
$28.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-339- 0.35% |
$28.7K - $32.9K
|
96.9K
$9.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5.38K+ 34.34% |
$456K - $522K
|
21K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.96K- 7.57% |
$166K - $190K
|
23.9K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
432+ 8.1% |
$36.6K - $42K
|
5.76K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-688- 1.93% |
$58.3K - $66.8K
|
34.9K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-2.52K- 41.03% |
$214K - $245K
|
3.63K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77.1K+ 0.5% |
$6.54M - $7.49M
|
15.6M
$1.58B
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 2.34% |
$107K - $123K
|
55.5K
$5.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.5K+ 17.85% |
$2M - $2.29M
|
155K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.04K- 23.09% |
$88.2K - $101K
|
3.47K
$350K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.56K+ 81.58% |
$217K - $249K
|
5.71K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-54- 2.09% |
$4.58K - $5.25K
|
2.54K
$256K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.44K+ 6.25% |
$376K - $431K
|
75.5K
$7.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-188- 1.36% |
$15.9K - $18.3K
|
13.7K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.9K+ 2.38% |
$245K - $281K
|
125K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61K+ 3.33% |
$5.17M - $5.92M
|
1.89M
$191M
|