Latest Institutional Purchases of Ishares S&P 500 Growth ETF (IVW)

IVW Quotes by TradingView

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
Jun 13, 2023 Q4 2022
Windsor Advisory Group, LLC

Columbus, OH
BUY
 -
2.42K
New
$137K - $154K
2.42K $253K
Jan 20, 2023 Q4 2022
Mill Capital Management, LLC

BUY
 -
2.4K
New
$136K - $152K
2.4K $251K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
1.68K
New
$95.1K - $107K
1.68K $176K
Feb 14, 2023 Q4 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
1.47K
New
$83.3K - $93.4K
1.47K $154K
Feb 01, 2023 Q4 2022
Capital Directions Investment Advisors, LLC

BUY
 -
1.34K
New
$75.8K - $84.9K
1.34K $140K
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
1.3K
New
$73.7K - $82.6K
1.3K $136K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.08K
New
$61K - $68.4K
1.08K $113K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
1.02K
New
$57.9K - $64.8K
1.02K $107K
Feb 10, 2023 Q4 2022
Cyrus J. Lawrence, LLC

BUY
 -
799
New
$45.3K - $50.8K
799 $83.7K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
480
New
$27.2K - $30.5K
480 $50.3K
Feb 01, 2023 Q4 2022
Schneider Downs Wealth Management Advisors, LP

BUY
 -
281
+ 1.53%
$15.9K - $17.9K
18.6K $1.95M
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

BUY
 -
200
New
$11.3K - $12.7K
200 $21K
Jan 12, 2023 Q4 2022
Yarbrough Capital, LLC

BUY
 -
160
New
$9.08K - $10.2K
160 $16.8K
Jan 27, 2023 Q4 2022
Clearwater Capital Advisors, LLC

BUY
 -
158
+ 4.02%
$8.96K - $10K
4.09K $428K
Feb 13, 2023 Q4 2022
Kraematon Investment Advisors, Inc

BUY
 -
142
New
$8.06K - $9.03K
142 $14.9K
Jan 25, 2023 Q4 2022
Boenning & Scattergood, Inc.

BUY
 -
100
+ 0.87%
$5.67K - $6.36K
11.5K $1.21M
Feb 13, 2023 Q4 2022
Axiom Investment Management LLC

New York, NY
BUY
 -
83
New
$4.71K - $5.28K
83 $8.69K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
76
New
$4.31K - $4.83K
76 $7.96K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
48
+ 100.0%
$2.72K - $3.05K
96 $10.1K
Jan 10, 2023 Q4 2022
Phocas Financial Corp.

Alameda, CA
BUY
 -
20
New
$1.13K - $1.27K
20 $2.1K
Jan 23, 2023 Q4 2022
Sargent Bickham Lagudis LLC

BUY
 -
2
+ 0.11%
$113 - $127
1.76K $184K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
1
New
$56.7 - $63.6
1 $105
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
130K
+ 52.06%
$7.49M - $9.25M
378K $39.6M
Nov 03, 2022 Q3 2022
Spectrum Management Group, LLC

BUY
 -
24.5K
New
$1.42M - $1.75M
24.5K $2.57M
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

BUY
 -
19.8K
+ 7.79%
$1.15M - $1.41M
274K $28.7M
Nov 09, 2022 Q3 2022
Doliver Advisors, LP

Houston, TX
BUY
 -
12.7K
New
$737K - $910K
12.7K $1.33M
Oct 24, 2022 Q3 2022
Pinnacle Wealth Management, LLC

BUY
 -
9.2K
New
$532K - $657K
9.2K $963K
Nov 03, 2022 Q3 2022
Shilanski & Associates, Inc.

BUY
 -
5.35K
New
$309K - $382K
5.35K $560K
Nov 09, 2022 Q3 2022
Townsend & Associates, Inc

BUY
 -
4.83K
+ 8.76%
$279K - $345K
59.9K $6.28M
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
4.68K
+ 111.95%
$271K - $334K
8.85K $927K
Nov 02, 2022 Q3 2022
Dubuque Bank & Trust CO

BUY
 -
3.3K
+ 69.63%
$191K - $236K
8.05K $843K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
2.72K
+ 27.79%
$157K - $194K
12.5K $1.31M
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

BUY
 -
1.91K
+ 50.26%
$110K - $136K
5.71K $598K
Oct 05, 2022 Q3 2022
American National Bank

BUY
 -
1.76K
New
$102K - $125K
1.76K $184K
Nov 03, 2022 Q3 2022
Blue Sky Wealth Advisors, LLC

BUY
 -
970
+ 12.5%
$56.1K - $69.3K
8.73K $915K
Oct 21, 2022 Q3 2022
Endurance Wealth Management, Inc.

BUY
 -
900
+ 1500.0%
$52.1K - $64.3K
960 $101K
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

BUY
 -
868
+ 8.9%
$50.2K - $62K
10.6K $1.11M
Nov 03, 2022 Q3 2022
Acg Wealth

BUY
 -
301
+ 2.17%
$17.4K - $21.5K
14.1K $1.48M
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
300
+ 45.45%
$17.4K - $21.4K
960 $101K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
178
New
$10.3K - $12.7K
178 $18.6K
Oct 17, 2022 Q3 2022
Highland Private Wealth Management

BUY
 -
146
+ 3.04%
$8.45K - $10.4K
4.95K $518K
Nov 14, 2022 Q3 2022
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
62
+ 3.57%
$3.59K - $4.43K
1.8K $188K
Oct 29, 2024 Q3 2022
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
45
New
$2.6K - $3.21K
45 $4.71K
Nov 15, 2022 Q3 2022
Doyle Wealth Management

St. Petersburg, FL
BUY
 -
1
+ 0.02%
$57.9 - $71.4
4.3K $451K
Q2 2022
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
50.1K
New
$2.91M - $3.9M
50.1K $5.25M
Aug 09, 2022 Q2 2022
Choice Wealth Advisors, LLC

Waterville, ME
BUY
 -
19.4K
New
$1.13M - $1.51M
19.4K $2.03M
Aug 11, 2022 Q2 2022
Ulrich Consultants & Investment Group, LLC

Albuquerque, NM
BUY
 -
13.1K
New
$762K - $1.02M
13.1K $1.37M
Aug 12, 2022 Q2 2022
Bluestem Financial Advisors, LLC

Champaign, IL
BUY
 -
10.3K
New
$599K - $802K
10.3K $1.08M
Jul 15, 2022 Q2 2022
Oak Asset Management, LLC

BUY
 -
8.74K
New
$508K - $680K
8.74K $916K

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