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 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
137+ 0.13% |
$12.9K - $14.4K
|
108K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
123+ 1.21% |
$11.6K - $13K
|
10.3K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
118+ 0.51% |
$11.1K - $12.4K
|
23.3K
$2.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
112+ 3.58% |
$10.6K - $11.8K
|
3.24K
$338K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
112New |
$10.6K - $11.8K
|
112
$11.7K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
111+ 88.1% |
$10.5K - $11.7K
|
237
$24.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
110+ 3.48% |
$10.4K - $11.6K
|
3.27K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
109+ 1.28% |
$10.3K - $11.5K
|
8.65K
$902K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
109+ 1.58% |
$10.3K - $11.5K
|
7.01K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
104+ 2.02% |
$9.82K - $11K
|
5.25K
$547K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
103+ 2.71% |
$9.73K - $10.9K
|
3.9K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
99+ 0.36% |
$9.35K - $10.4K
|
27.3K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
99+ 0.12% |
$9.35K - $10.4K
|
84.4K
$8.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
97+ 1.24% |
$9.16K - $10.2K
|
7.94K
$827K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
94+ 0.15% |
$8.88K - $9.91K
|
60.8K
$6.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
93+ 0.25% |
$8.78K - $9.81K
|
37.2K
$3.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
92+ 1.39% |
$8.69K - $9.7K
|
6.7K
$698K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
92+ 1.27% |
$8.69K - $9.7K
|
7.32K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
81+ 0.71% |
$7.65K - $8.54K
|
11.5K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80+ 2.04% |
$7.55K - $8.44K
|
4.01K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
80+ 0.51% |
$7.55K - $8.44K
|
15.7K
$1.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
75+ 2.2% |
$7.08K - $7.91K
|
3.49K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
74+ 0.82% |
$6.99K - $7.8K
|
9.15K
$953K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
71+ 1.0% |
$6.7K - $7.49K
|
7.2K
$750K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
66+ 0.46% |
$6.23K - $6.96K
|
14.4K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
63+ 0.1% |
$5.95K - $6.64K
|
65K
$6.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
61+ 1.03% |
$5.76K - $6.43K
|
5.96K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.27% |
$5.57K - $6.22K
|
2.66K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
58+ 0.1% |
$5.48K - $6.12K
|
57.7K
$6.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
55+ 0.27% |
$5.19K - $5.8K
|
20.5K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
55+ 0.98% |
$5.19K - $5.8K
|
5.64K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
51+ 0.25% |
$4.82K - $5.38K
|
20.3K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
51+ 1.23% |
$4.82K - $5.38K
|
4.2K
$438K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
48New |
$4.53K - $5.06K
|
48
$5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
46+ 6.76% |
$4.34K - $4.85K
|
726
$75.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
39+ 1.01% |
$3.68K - $4.11K
|
3.89K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
37+ 0.22% |
$3.49K - $3.9K
|
16.7K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
36+ 0.12% |
$3.4K - $3.8K
|
28.9K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
BUY
|
- |
35+ 0.28% |
$3.31K - $3.69K
|
12.7K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
26+ 0.42% |
$2.46K - $2.74K
|
6.24K
$650K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
26+ 5.99% |
$2.46K - $2.74K
|
460
$47.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
24+ 0.13% |
$2.27K - $2.53K
|
18.3K
$1.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
23+ 0.07% |
$2.17K - $2.43K
|
30.8K
$3.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 0.12% |
$1.98K - $2.21K
|
17K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
BUY
|
- |
20+ 0.89% |
$1.89K - $2.11K
|
2.27K
$237K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
20+ 0.12% |
$1.89K - $2.11K
|
16.7K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
16+ 4.75% |
$1.51K - $1.69K
|
353
$36.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
15+ 0.12% |
$1.42K - $1.58K
|
12.7K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
15+ 0.34% |
$1.42K - $1.58K
|
4.45K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
14+ 0.28% |
$1.32K - $1.48K
|
4.95K
$516K
|