Latest Institutional Transactions on Ishares S&P 500 Growth ETF (IVW)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
27.8K+ 149.66% |
$2.02M - $2.37M
|
46.3K
$4.01M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
162+ 2.66% |
$11.8K - $13.8K
|
6.24K
$540K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
395KNew |
$28.8M - $33.7M
|
395K
$34.2M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6.08K- 15.58% |
$443K - $518K
|
32.9K
$2.85M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
42New |
$3.06K - $3.58K
|
42
$3.64K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-18.3K- 11.94% |
$1.34M - $1.56M
|
135K
$11.7M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.18K+ 7.69% |
$85.8K - $100K
|
16.5K
$1.43M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
201K+ 4039.06% |
$14.7M - $17.1M
|
206K
$17.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.72M+ 206.81% |
$125M - $146M
|
2.55M
$220M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
4.56KNew |
$332K - $388K
|
4.56K
$395K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-87- 2.49% |
$6.34K - $7.41K
|
3.4K
$295K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
119K+ 47.58% |
$8.69M - $10.2M
|
370K
$32M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.32KNew |
$242K - $282K
|
3.32K
$287K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$72.9 - $85.1
|
468
$40.5K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6K+ 3.89% |
$437K - $511K
|
160K
$13.9M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
16.4K+ 18.97% |
$1.2M - $1.4M
|
103K
$8.91M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5.78K+ 594.35% |
$421K - $492K
|
6.76K
$585K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5.31K- 12.82% |
$387K - $452K
|
36.1K
$3.13M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-181- 5.27% |
$13.2K - $15.4K
|
3.26K
$282K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.3K+ 16.15% |
$1.41M - $1.64M
|
139K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.6K+ 74.0% |
$989K - $1.16M
|
31.9K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.19K- 19.0% |
$159K - $186K
|
9.32K
$807K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-24- 13.71% |
$1.75K - $2.04K
|
151
$13.1K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
70K+ 16.29% |
$5.1M - $5.96M
|
500K
$43.3M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-36.6K- 26.12% |
$2.67M - $3.12M
|
104K
$8.96M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-20.6K- 31.29% |
$1.5M - $1.75M
|
45.1K
$3.91M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.52KNew |
$183K - $214K
|
2.52K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.2K- 1.32% |
$160K - $187K
|
164K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-606- 3.28% |
$44.2K - $51.6K
|
17.9K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30.3K+ 11.58% |
$2.21M - $2.58M
|
292K
$25.3M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-510- 8.81% |
$37.2K - $43.4K
|
5.28K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
57.2K+ 8554.56% |
$4.17M - $4.87M
|
57.9K
$5.01M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-55.1K- 68.0% |
$4.01M - $4.69M
|
25.9K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-549- 2.27% |
$40K - $46.7K
|
23.7K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.6K- 0.44% |
$1.21M - $1.41M
|
3.74M
$324M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-13.1K- 6.77% |
$954K - $1.11M
|
180K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
27.9K+ 746.21% |
$2.03M - $2.37M
|
31.6K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 8.0% |
$1.19M - $1.39M
|
220K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 0.09% |
$3.35K - $3.92K
|
49.3K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
400+ 1.21% |
$29.1K - $34.1K
|
33.4K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-1.04K- 17.04% |
$76K - $88.8K
|
5.08K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
132K+ 230.33% |
$9.59M - $11.2M
|
189K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.48KNew |
$181K - $211K
|
2.48K
$215K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
88.2K+ 24.03% |
$6.43M - $7.51M
|
455K
$39.4M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-225- 0.47% |
$16.4K - $19.2K
|
48.1K
$4.17M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$72.9 - $85.1
|
4.35K
$376K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-46.1K- 2.73% |
$3.36M - $3.92M
|
1.64M
$142M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-77.3K- 13.86% |
$5.63M - $6.58M
|
480K
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.47K+ 4.9% |
$544K - $636K
|
160K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
44.3KNew |
$3.23M - $3.77M
|
44.3K
$3.84M
|
|