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
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.25K- 27.5% |
$106K - $121K
|
3.3K
$333K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-741- 2.45% |
$62.8K - $72K
|
29.5K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-15.5K- 4.52% |
$1.32M - $1.51M
|
328K
$33.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
64+ 1.08% |
$5.43K - $6.22K
|
6K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
420+ 14.71% |
$35.6K - $40.8K
|
3.28K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.85K+ 29.09% |
$157K - $180K
|
8.22K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
9.88K+ 291.48% |
$838K - $960K
|
13.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-219- 0.57% |
$18.6K - $21.3K
|
38K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.79K- 91.36% |
$576K - $660K
|
642
$64.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-347K- 98.81% |
$29.4M - $33.7M
|
4.19K
$423K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-26- 1.13% |
$2.2K - $2.53K
|
2.28K
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-104- 1.58% |
$8.82K - $10.1K
|
6.48K
$655K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.2K+ 5.98% |
$1.2M - $1.38M
|
252K
$25.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.12KNew |
$264K - $303K
|
3.12K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-199- 1.8% |
$16.9K - $19.3K
|
10.9K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.71K+ 6.84% |
$145K - $166K
|
26.6K
$2.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-417- 10.74% |
$35.3K - $40.5K
|
3.47K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.21K+ 16.63% |
$102K - $117K
|
8.46K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-16- 0.32% |
$1.36K - $1.55K
|
4.94K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-39- 1.1% |
$3.31K - $3.79K
|
3.51K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6+ 0.01% |
$509 - $583
|
58.5K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
794+ 3.02% |
$67.3K - $77.1K
|
27.1K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.64K- 10.72% |
$139K - $159K
|
13.6K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19.3K+ 16.07% |
$1.63M - $1.87M
|
139K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-7.54K- 93.07% |
$639K - $732K
|
561
$56.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
200+ 4.17% |
$17K - $19.4K
|
5K
$505K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-8.92K- 0.73% |
$756K - $867K
|
1.22M
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28+ 4.86% |
$2.37K - $2.72K
|
604
$61.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-255- 2.5% |
$21.6K - $24.8K
|
9.94K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$1.04M - $1.19M
|
12.2K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.58K- 2.93% |
$134K - $153K
|
52.2K
$5.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-319- 2.83% |
$27K - $31K
|
11K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
367K+ 4.61% |
$31.1M - $35.7M
|
8.33M
$842M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-447- 1.12% |
$37.9K - $43.4K
|
39.5K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-9.04K- 6.16% |
$767K - $878K
|
138K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-300- 2.19% |
$25.4K - $29.1K
|
13.4K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.62K- 93.37% |
$307K - $352K
|
257
$26K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
130+ 0.55% |
$11K - $12.6K
|
23.7K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
4.04KNew |
$343K - $393K
|
4.04K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
227+ 1.08% |
$19.2K - $22K
|
21.3K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-2.07K- 2.91% |
$176K - $201K
|
69K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
55+ 0.71% |
$4.66K - $5.34K
|
7.85K
$793K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-1.22K- 1.4% |
$104K - $119K
|
86.1K
$8.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-186- 1.55% |
$15.8K - $18.1K
|
11.8K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
1.07K+ 12.75% |
$90.3K - $103K
|
9.42K
$952K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.62K+ 3.77% |
$222K - $254K
|
72.2K
$7.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-156- 2.73% |
$13.2K - $15.2K
|
5.55K
$561K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-18.7K- 69.37% |
$1.58M - $1.81M
|
8.25K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.45K+ 4.95% |
$716K - $821K
|
179K
$18.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
22.8K+ 8.71% |
$1.93M - $2.21M
|
285K
$28.8M
|