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 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
256+ 0.17% |
$24.2K - $27K
|
152K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
255+ 4.96% |
$24.1K - $26.9K
|
5.4K
$566K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
250+ 2.52% |
$23.6K - $26.4K
|
10.2K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
246+ 2.06% |
$23.2K - $25.9K
|
12.2K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244+ 23.69% |
$23K - $25.7K
|
1.27K
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
227+ 0.25% |
$21.4K - $23.9K
|
92.7K
$9.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
223New |
$21.1K - $23.5K
|
223
$23.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
222+ 1.18% |
$21K - $23.4K
|
19K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
218+ 0.04% |
$20.6K - $23K
|
578K
$60.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
218+ 2.47% |
$20.6K - $23K
|
9.05K
$948K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
214New |
$20.2K - $22.6K
|
214
$22.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
203+ 0.51% |
$19.2K - $21.4K
|
40.2K
$4.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201+ 14.74% |
$19K - $21.2K
|
1.57K
$164K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
201+ 1.22% |
$19K - $21.2K
|
16.7K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
201+ 2.21% |
$19K - $21.2K
|
9.29K
$973K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
190+ 4.95% |
$17.9K - $20K
|
4.03K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
185+ 0.2% |
$17.5K - $19.5K
|
93.5K
$9.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
178+ 1.89% |
$16.8K - $18.8K
|
9.6K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
173+ 0.26% |
$16.3K - $18.2K
|
66K
$6.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
165New |
$15.6K - $17.4K
|
165
$17.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
163+ 1.55% |
$15.4K - $17.2K
|
10.7K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
158+ 2.2% |
$14.9K - $16.7K
|
7.33K
$768K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
154New |
$14.5K - $16.2K
|
154
$16.1K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
149+ 0.58% |
$14.1K - $15.7K
|
25.9K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
147+ 0.46% |
$13.9K - $15.5K
|
32.2K
$3.37M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
143+ 4.94% |
$13.5K - $15.1K
|
3.04K
$318K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
137+ 0.13% |
$12.9K - $14.4K
|
108K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
135+ 4.26% |
$12.7K - $14.2K
|
3.31K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
127+ 2.56% |
$12K - $13.4K
|
5.08K
$533K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
123+ 1.21% |
$11.6K - $13K
|
10.3K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
118+ 1.58% |
$11.1K - $12.4K
|
7.58K
$794K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
118+ 0.51% |
$11.1K - $12.4K
|
23.3K
$2.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
112+ 3.58% |
$10.6K - $11.8K
|
3.24K
$339K
|
|
|
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
$24.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
110+ 3.48% |
$10.4K - $11.6K
|
3.27K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
109+ 1.28% |
$10.3K - $11.5K
|
8.65K
$906K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
109+ 1.58% |
$10.3K - $11.5K
|
7.01K
$734K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
104+ 2.02% |
$9.82K - $11K
|
5.25K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
103+ 2.71% |
$9.73K - $10.9K
|
3.9K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
99+ 0.36% |
$9.35K - $10.4K
|
27.3K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
99+ 0.12% |
$9.35K - $10.4K
|
84.4K
$8.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
97+ 1.24% |
$9.16K - $10.2K
|
7.94K
$831K
|
|
|
Jan 31, 2025
Q4 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
94+ 0.15% |
$8.88K - $9.91K
|
60.8K
$6.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
93+ 0.25% |
$8.78K - $9.81K
|
37.2K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
92+ 1.39% |
$8.69K - $9.7K
|
6.7K
$702K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
92+ 1.27% |
$8.69K - $9.7K
|
7.32K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
87+ 2.33% |
$8.22K - $9.18K
|
3.82K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
81+ 0.71% |
$7.65K - $8.54K
|
11.5K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
80+ 2.04% |
$7.55K - $8.44K
|
4.01K
$420K
|