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 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
542+ 4.25% |
$45.9K - $52.6K
|
13.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.35K+ 11.51% |
$369K - $422K
|
42.1K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
34.6K+ 11.48% |
$2.94M - $3.36M
|
336K
$34M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-292- 4.56% |
$24.8K - $28.4K
|
6.12K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.12K- 0.78% |
$94.5K - $108K
|
142K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
57.2KNew |
$4.85M - $5.56M
|
57.2K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
237+ 5.62% |
$20.1K - $23K
|
4.46K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-139- 0.04% |
$11.8K - $13.5K
|
330K
$33.3M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-91- 2.73% |
$7.71K - $8.84K
|
3.25K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-44.5K- 7.37% |
$3.77M - $4.32M
|
560K
$56.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-87- 0.32% |
$7.37K - $8.45K
|
27.2K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.57K- 3.19% |
$133K - $153K
|
47.8K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.58K- 2.05% |
$388K - $445K
|
219K
$22.1M
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
144+ 0.9% |
$12.2K - $14K
|
16.2K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.6K- 1.76% |
$305K - $349K
|
201K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
73+ 0.28% |
$6.19K - $7.09K
|
26K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-2.77K- 30.52% |
$235K - $269K
|
6.32K
$638K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
194+ 3.95% |
$16.4K - $18.8K
|
5.11K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.7K+ 33.02% |
$229K - $262K
|
10.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
439+ 0.53% |
$37.2K - $42.6K
|
83.9K
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.77K- 37.08% |
$234K - $269K
|
4.69K
$474K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
2.15KNew |
$182K - $209K
|
2.15K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.96KNew |
$251K - $288K
|
2.96K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-891- 12.14% |
$75.5K - $86.5K
|
6.45K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.08K- 1.0% |
$91.6K - $105K
|
107K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-368- 1.14% |
$31.2K - $35.7K
|
32K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$183K - $209K
|
2.15K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19.4K- 1.16% |
$1.64M - $1.88M
|
1.65M
$166M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.5K+ 13.04% |
$127K - $146K
|
13K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5K+ 41.93% |
$423K - $485K
|
16.9K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-543- 6.06% |
$46K - $52.7K
|
8.42K
$851K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.26K+ 21.0% |
$191K - $219K
|
13K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-135K- 9.11% |
$11.4M - $13.1M
|
1.34M
$136M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.15K- 1.98% |
$97.1K - $111K
|
56.6K
$5.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
547+ 2.55% |
$46.4K - $53.1K
|
22K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.12K- 6.08% |
$349K - $400K
|
63.6K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
7.45K+ 15.86% |
$632K - $724K
|
54.5K
$5.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-91.7K- 58.36% |
$7.77M - $8.91M
|
65.4K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-209- 3.6% |
$17.7K - $20.3K
|
5.6K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.01KNew |
$679K - $778K
|
8.01K
$809K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-36- 1.12% |
$3.05K - $3.5K
|
3.17K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-28.5K- 6.66% |
$2.41M - $2.77M
|
399K
$40.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
3.09K+ 51.65% |
$262K - $300K
|
9.08K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-4.03K- 3.16% |
$342K - $392K
|
124K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
7.38K+ 30.71% |
$626K - $717K
|
31.4K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.3K- 55.16% |
$111K - $127K
|
1.06K
$107K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
95+ 0.15% |
$8.05K - $9.23K
|
65.5K
$6.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.03% |
$678 - $777
|
23.1K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-60- 1.27% |
$5.09K - $5.83K
|
4.65K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-212- 1.51% |
$18K - $20.6K
|
13.9K
$1.4M
|