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 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.16K+ 5.27% |
$676K - $756K
|
143K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
6.93KNew |
$655K - $731K
|
6.93K
$726K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
6.85KNew |
$647K - $722K
|
6.85K
$718K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.68KNew |
$631K - $705K
|
6.68K
$700K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
6.65K+ 10.8% |
$628K - $702K
|
68.3K
$7.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.59KNew |
$622K - $695K
|
6.59K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.46KNew |
$610K - $682K
|
6.46K
$677K
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6.3KNew |
$595K - $664K
|
6.3K
$660K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.24K+ 139.99% |
$589K - $658K
|
10.7K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.2K+ 4.47% |
$585K - $654K
|
145K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
6.07K+ 1.91% |
$574K - $641K
|
324K
$33.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6.01K+ 1.77% |
$567K - $634K
|
346K
$36.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.99K+ 3.02% |
$565K - $631K
|
204K
$21.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
5.92K+ 5.4% |
$559K - $624K
|
116K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.71K+ 26.22% |
$539K - $602K
|
27.5K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
5.54KNew |
$523K - $584K
|
5.54K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.5KNew |
$519K - $580K
|
5.5K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.43KNew |
$512K - $572K
|
5.43K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.31KNew |
$501K - $560K
|
5.31K
$556K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
5.27K+ 10.42% |
$498K - $556K
|
55.9K
$5.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
5.23KNew |
$494K - $551K
|
5.23K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
5.22K+ 90.69% |
$493K - $551K
|
11K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.06K+ 74.46% |
$478K - $533K
|
11.9K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.02K+ 10.44% |
$474K - $530K
|
53.1K
$5.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.75K+ 16.87% |
$448K - $501K
|
32.9K
$3.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.74K+ 11.73% |
$447K - $500K
|
45.1K
$4.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.73KNew |
$447K - $499K
|
4.73K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
4.71K+ 62.15% |
$445K - $497K
|
12.3K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.66KNew |
$440K - $491K
|
4.66K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.65K+ 26.51% |
$439K - $491K
|
22.2K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
4.64KNew |
$438K - $489K
|
4.64K
$486K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.53K+ 3.93% |
$427K - $477K
|
120K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
4.51K+ 16.14% |
$426K - $475K
|
32.4K
$3.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.4KNew |
$415K - $464K
|
4.4K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
4.39KNew |
$414K - $463K
|
4.39K
$459K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.3KNew |
$406K - $453K
|
4.3K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.28K+ 14.02% |
$405K - $452K
|
34.8K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.26K+ 6.51% |
$403K - $450K
|
69.7K
$7.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.19KNew |
$396K - $442K
|
4.19K
$439K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.14KNew |
$391K - $437K
|
4.14K
$434K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.14K+ 3.39% |
$391K - $436K
|
126K
$13.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.12K+ 32.48% |
$389K - $434K
|
16.8K
$1.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.09KNew |
$387K - $432K
|
4.09K
$429K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
4.09KNew |
$386K - $431K
|
4.09K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
4.04K+ 30.42% |
$381K - $426K
|
17.3K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.94K+ 3.9% |
$372K - $416K
|
105K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.94K+ 31.85% |
$372K - $415K
|
16.3K
$1.71M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.8K+ 22.14% |
$359K - $401K
|
21K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.69K+ 0.63% |
$348K - $389K
|
585K
$61.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3.68K+ 91.13% |
$348K - $388K
|
7.72K
$808K
|