Latest Institutional Purchases of Ishares S&P 500 Growth ETF (IVW)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
17.4KNew |
$1.64M - $1.84M
|
17.4K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.8K+ 8.21% |
$1.58M - $1.77M
|
221K
$23.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
16.5K+ 50.81% |
$1.56M - $1.74M
|
48.9K
$5.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
16K+ 47.13% |
$1.51M - $1.69M
|
50K
$5.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 0.41% |
$1.48M - $1.65M
|
3.82M
$400M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
15.2K+ 20.69% |
$1.43M - $1.6M
|
88.4K
$9.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15K+ 4.66% |
$1.41M - $1.58M
|
337K
$35.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
14.9KNew |
$1.41M - $1.57M
|
14.9K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 1.04% |
$1.41M - $1.57M
|
1.44M
$151M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.8K+ 51.95% |
$1.39M - $1.56M
|
43.2K
$4.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
14.6K+ 3.87% |
$1.38M - $1.54M
|
393K
$41.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
14.6KNew |
$1.38M - $1.54M
|
14.6K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
14.4KNew |
$1.36M - $1.52M
|
14.4K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
14KNew |
$1.33M - $1.48M
|
14K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
14K+ 426.36% |
$1.32M - $1.48M
|
17.3K
$1.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
13.6K+ 11.62% |
$1.28M - $1.43M
|
130K
$13.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.5K+ 93.36% |
$1.27M - $1.42M
|
27.9K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13.2KNew |
$1.24M - $1.39M
|
13.2K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.9KNew |
$1.21M - $1.36M
|
12.9K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
12.6KNew |
$1.19M - $1.33M
|
12.6K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
12.5KNew |
$1.18M - $1.32M
|
12.5K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
12.5K+ 30.06% |
$1.18M - $1.31M
|
53.9K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.4K+ 2.18% |
$1.17M - $1.31M
|
582K
$61M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
12.2K+ 6.52% |
$1.15M - $1.28M
|
199K
$20.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
11.3K+ 464.01% |
$1.07M - $1.19M
|
13.7K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.9KNew |
$1.03M - $1.15M
|
10.9K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
10.8K+ 6.65% |
$1.02M - $1.13M
|
173K
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.3KNew |
$973K - $1.09M
|
10.3K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
10.3KNew |
$968K - $1.08M
|
10.3K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.2K+ 46.96% |
$965K - $1.08M
|
32K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
10.2KNew |
$965K - $1.08M
|
10.2K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.6K+ 276.01% |
$906K - $1.01M
|
13.1K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.58KNew |
$904K - $1.01M
|
9.58K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.52K+ 14.37% |
$899K - $1M
|
75.7K
$7.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
9.47K+ 8.06% |
$894K - $999K
|
127K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
9.21KNew |
$870K - $971K
|
9.21K
$965K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9.02K+ 13.77% |
$852K - $951K
|
74.5K
$7.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.78K+ 0.62% |
$829K - $926K
|
1.42M
$149M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.7K+ 7.35% |
$822K - $918K
|
127K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.51KNew |
$804K - $898K
|
8.51K
$892K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
8.46KNew |
$799K - $892K
|
8.46K
$886K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.29K+ 2.92% |
$782K - $874K
|
292K
$30.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.1KNew |
$765K - $854K
|
8.1K
$848K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
7.89K+ 81.34% |
$745K - $832K
|
17.6K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
7.59K+ 30.08% |
$717K - $800K
|
32.8K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7.52KNew |
$710K - $793K
|
7.52K
$788K
|
|
|
Jan 14, 2025
Q4 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
7.38KNew |
$697K - $778K
|
7.38K
$773K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
7.37KNew |
$696K - $777K
|
7.37K
$772K
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
7.35K+ 2.04% |
$694K - $775K
|
368K
$38.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
7.33K+ 6.54% |
$693K - $774K
|
119K
$12.5M
|