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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.82% |
$57.3 - $63.9
|
123
$14.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
BUY
|
- |
175KNew |
$9.93M - $11.1M
|
175K
$21.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
80.4KNew |
$4.56M - $5.11M
|
80.4K
$9.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.1KNew |
$1.71M - $1.91M
|
30.1K
$3.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
17.4KNew |
$988K - $1.11M
|
17.4K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
13.2K+ 159.0% |
$748K - $839K
|
21.5K
$2.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
10.8KNew |
$611K - $684K
|
10.8K
$1.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
6.5KNew |
$369K - $413K
|
6.5K
$787K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
4.65KNew |
$264K - $295K
|
4.65K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
4.45KNew |
$253K - $283K
|
4.45K
$539K
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
3.67KNew |
$208K - $233K
|
3.67K
$444K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
3.49KNew |
$198K - $222K
|
3.49K
$423K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.26K+ 3077.36% |
$185K - $207K
|
3.37K
$408K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
BUY
|
- |
2.4KNew |
$136K - $152K
|
2.4K
$290K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.68KNew |
$95.1K - $107K
|
1.68K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.47KNew |
$83.3K - $93.4K
|
1.47K
$178K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$75.8K - $84.9K
|
1.34K
$162K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.08KNew |
$61K - $68.4K
|
1.08K
$130K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$57.9K - $64.8K
|
1.02K
$123K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
799New |
$45.3K - $50.8K
|
799
$96.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
332New |
$18.8K - $21.1K
|
332
$40.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
160New |
$9.08K - $10.2K
|
160
$19.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
158+ 4.02% |
$8.96K - $10K
|
4.09K
$495K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
142New |
$8.06K - $9.03K
|
142
$17.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
100+ 0.87% |
$5.67K - $6.36K
|
11.5K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
83New |
$4.71K - $5.28K
|
83
$10K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76New |
$4.31K - $4.83K
|
76
$9.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48+ 100.0% |
$2.72K - $3.05K
|
96
$11.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
20New |
$1.13K - $1.27K
|
20
$2.42K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.11% |
$113 - $127
|
1.76K
$213K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$56.7 - $63.6
|
1
$121
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
130K+ 52.06% |
$7.49M - $9.25M
|
378K
$45.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
24.5KNew |
$1.42M - $1.75M
|
24.5K
$2.97M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19.8K+ 7.79% |
$1.15M - $1.41M
|
274K
$33.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
12.7KNew |
$737K - $910K
|
12.7K
$1.54M
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.2KNew |
$532K - $657K
|
9.2K
$1.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.35KNew |
$309K - $382K
|
5.35K
$647K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.83K+ 8.76% |
$279K - $345K
|
59.9K
$7.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.68K+ 111.95% |
$271K - $334K
|
8.85K
$1.07M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.3K+ 69.63% |
$191K - $236K
|
8.05K
$974K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.72K+ 27.79% |
$157K - $194K
|
12.5K
$1.51M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.91K+ 50.26% |
$110K - $136K
|
5.71K
$691K
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
970+ 12.5% |
$56.1K - $69.3K
|
8.73K
$1.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
900+ 1500.0% |
$52.1K - $64.3K
|
960
$116K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
868+ 8.9% |
$50.2K - $62K
|
10.6K
$1.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
301+ 2.17% |
$17.4K - $21.5K
|
14.1K
$1.71M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300+ 45.45% |
$17.4K - $21.4K
|
960
$116K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
178New |
$10.3K - $12.7K
|
178
$21.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
146+ 3.04% |
$8.45K - $10.4K
|
4.95K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
62+ 3.57% |
$3.59K - $4.43K
|
1.8K
$218K
|
|