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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
496New |
$31.4K - $35K
|
496
$52K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
246+ 7.75% |
$15.5K - $17.3K
|
3.42K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
200+ 4.15% |
$12.6K - $14.1K
|
5.02K
$526K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
148New |
$9.36K - $10.4K
|
148
$15.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
142New |
$8.98K - $10K
|
142
$14.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
70New |
$4.42K - $4.93K
|
70
$7.33K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
45+ 2.11% |
$2.84K - $3.17K
|
2.18K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4+ 0.09% |
$253 - $282
|
4.31K
$451K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
881KNew |
$50.4M - $56.3M
|
881K
$92.3M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
248KNew |
$14.2M - $15.9M
|
248K
$26M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
82.7KNew |
$4.73M - $5.28M
|
82.7K
$8.66M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.72M - $1.92M
|
30K
$3.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
26K+ 5.92% |
$1.49M - $1.66M
|
465K
$48.8M
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6.95KNew |
$398K - $444K
|
6.95K
$728K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.36M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.6KNew |
$264K - $294K
|
4.6K
$482K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.21KNew |
$241K - $269K
|
4.21K
$441K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.61KNew |
$207K - $231K
|
3.61K
$378K
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.33KNew |
$191K - $213K
|
3.33K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
3.31KNew |
$189K - $211K
|
3.31K
$346K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2K+ 200.0% |
$115K - $128K
|
3K
$314K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.42K+ 175.78% |
$81K - $90.4K
|
2.22K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
928New |
$53.1K - $59.3K
|
928
$97.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
756+ 1.09% |
$43.3K - $48.3K
|
69.8K
$7.31M
|
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
545New |
$31.2K - $34.8K
|
545
$57.1K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
500+ 4.63% |
$28.6K - $31.9K
|
11.3K
$1.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
397+ 3.33% |
$22.7K - $25.4K
|
12.3K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
393+ 0.58% |
$22.5K - $25.1K
|
67.6K
$7.08M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
234New |
$13.4K - $15K
|
234
$24.5K
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
220New |
$12.6K - $14.1K
|
220
$23K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
160+ 0.47% |
$9.16K - $10.2K
|
34.3K
$3.59M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
12+ 0.24% |
$687 - $767
|
5.01K
$524K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.82% |
$57.3 - $63.9
|
123
$12.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
175KNew |
$9.93M - $11.1M
|
175K
$18.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
80.4KNew |
$4.56M - $5.11M
|
80.4K
$8.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.1KNew |
$1.71M - $1.91M
|
30.1K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
19.3K+ 29.12% |
$1.1M - $1.23M
|
85.7K
$8.98M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
17.4KNew |
$988K - $1.11M
|
17.4K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13.2K+ 159.0% |
$748K - $839K
|
21.5K
$2.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
10.8KNew |
$611K - $684K
|
10.8K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
6.8KNew |
$386K - $432K
|
6.8K
$713K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
6.5KNew |
$369K - $413K
|
6.5K
$681K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.65KNew |
$264K - $295K
|
4.65K
$487K
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
4.45KNew |
$253K - $283K
|
4.45K
$466K
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$208K - $233K
|
3.67K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.62KNew |
$206K - $230K
|
3.62K
$380K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
3.49KNew |
$198K - $222K
|
3.49K
$366K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.35KNew |
$190K - $213K
|
3.35K
$351K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.26K+ 3077.36% |
$185K - $207K
|
3.37K
$353K
|
|