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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2021
Q4 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
21.6K+ 300.0% |
$1.22M - $1.38M
|
28.9K
$3.02M
|
|
|
Feb 16, 2021
Q4 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
12.4K+ 300.0% |
$697K - $792K
|
16.6K
$1.73M
|
|
|
Feb 08, 2021
Q4 2020
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
10.7K+ 300.0% |
$603K - $686K
|
14.3K
$1.5M
|
|
|
Feb 10, 2021
Q4 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.7K+ 300.0% |
$489K - $555K
|
11.6K
$1.22M
|
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7.38K+ 270.13% |
$415K - $471K
|
10.1K
$1.06M
|
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
7.05K+ 300.0% |
$396K - $450K
|
9.4K
$985K
|
|
|
Feb 10, 2021
Q4 2020
|
Harvey Capital Management Inc
|
BUY
|
- |
5.25K+ 300.0% |
$295K - $335K
|
7K
$733K
|
|
|
Feb 10, 2021
Q4 2020
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.98K+ 300.0% |
$167K - $190K
|
3.97K
$416K
|
|
|
Feb 10, 2021
Q4 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 435.67% |
$83.7K - $95.1K
|
1.83K
$192K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.02KNew |
$57.3K - $65.1K
|
1.02K
$107K
|
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
932New |
$52.4K - $59.5K
|
932
$97.6K
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
825+ 300.0% |
$46.3K - $52.7K
|
1.1K
$115K
|
|
|
Feb 09, 2021
Q4 2020
|
Rice Partnership, LLC
|
BUY
|
- |
501+ 300.0% |
$28.1K - $32K
|
668
$70K
|
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
367+ 300.82% |
$20.6K - $23.4K
|
489
$51.2K
|
|
|
Jan 20, 2021
Q4 2020
|
Ogorek Anthony Joseph
|
BUY
|
- |
246+ 300.0% |
$13.8K - $15.7K
|
328
$34.4K
|
|
|
Jan 26, 2021
Q4 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
117+ 300.0% |
$6.57K - $7.47K
|
156
$16.3K
|
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
84New |
$4.72K - $5.36K
|
84
$8.8K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.91KNew |
$100K - $119K
|
1.91K
$200K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.73KNew |
$90.8K - $108K
|
1.73K
$182K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.84K+ 15.55% |
$270K - $359K
|
50.8K
$5.32M
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.58KNew |
$62.2K - $82.7K
|
1.58K
$165K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
36New |
$1.42K - $1.89K
|
36
$3.77K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
1.4KNew |
$50.6K - $73.7K
|
1.4K
$147K
|
|
|
May 08, 2020
Q1 2020
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.16KNew |
$41.9K - $61K
|
1.16K
$121K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
274New |
$12K - $13.3K
|
274
$28.7K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.19% |
$43.5 - $46.3
|
514
$53.8K
|
|
| Q2 2019 | |||||||
|
Jul 31, 2019
Q2 2019
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.68KNew |
$70.5K - $76K
|
1.68K
$176K
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
40New |
$1.41K - $1.78K
|
40
$4.19K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
232KNew |
$9.42M - $10.3M
|
232K
$24.3M
|
|
| Q3 2017 | |||||||
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
301New |
$10.7K - $10.8K
|
301
$31.5K
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
205KNew |
N/A
|
205K
$21.5M
|
|
|
Aug 18, 2017
Q2 2017
|
Archford Capital Strategies, LLC
|
BUY
|
- |
105New |
N/A
|
105
$11K
|
|