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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
841+ 13.75% |
$79.4K - $88.7K
|
6.96K
$660K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-63- 2.32% |
$5.95K - $6.64K
|
2.66K
$252K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
605+ 1.93% |
$57.1K - $63.8K
|
32K
$3.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4.79K- 8.18% |
$452K - $505K
|
53.7K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-215- 2.86% |
$20.3K - $22.7K
|
7.29K
$691K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-764- 12.81% |
$72.1K - $80.6K
|
5.2K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.81K- 1.5% |
$171K - $191K
|
119K
$11.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-221- 0.34% |
$20.9K - $23.3K
|
64K
$6.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.4K- 5.4% |
$1.45M - $1.62M
|
269K
$25.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-108- 3.28% |
$10.2K - $11.4K
|
3.19K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-136K- 2.27% |
$12.9M - $14.4M
|
5.86M
$555M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
113KNew |
$10.7M - $12M
|
113K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.1KNew |
$198K - $221K
|
2.1K
$199K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.11K- 3.51% |
$105K - $117K
|
30.6K
$2.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-660- 4.06% |
$62.3K - $69.6K
|
15.6K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
644+ 5.57% |
$60.8K - $67.9K
|
12.2K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-118K- 8.19% |
$11.1M - $12.4M
|
1.32M
$125M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-253- 1.18% |
$23.9K - $26.7K
|
21.2K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
35.8K+ 8.6% |
$3.38M - $3.77M
|
451K
$42.8M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-34- 0.27% |
$3.21K - $3.59K
|
12.5K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
551+ 4.8% |
$52K - $58.1K
|
12K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.18K+ 47.35% |
$489K - $546K
|
16.1K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
519New |
$49K - $54.7K
|
519
$49.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
29KNew |
$2.74M - $3.06M
|
29K
$2.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
893+ 6.15% |
$84.3K - $94.2K
|
15.4K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
650+ 0.54% |
$61.4K - $68.6K
|
121K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-19.9K- 6.08% |
$1.88M - $2.1M
|
308K
$29.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-730- 8.67% |
$68.9K - $77K
|
7.69K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.85KNew |
$269K - $300K
|
2.85K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-5.02K- 1.9% |
$474K - $530K
|
259K
$24.5M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
2.27KNew |
$215K - $240K
|
2.27K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.19KNew |
$207K - $231K
|
2.19K
$207K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
149K+ 2.8% |
$14.1M - $15.7M
|
5.48M
$519M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.36K- 52.92% |
$412K - $460K
|
3.88K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
14KNew |
$1.33M - $1.48M
|
14K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-475- 2.64% |
$44.9K - $50.1K
|
17.5K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
75+ 1.26% |
$7.08K - $7.91K
|
6.01K
$569K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
51.3KNew |
$4.84M - $5.41M
|
51.3K
$4.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.55K- 4.5% |
$241K - $269K
|
54.1K
$5.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-672- 5.79% |
$63.5K - $70.9K
|
10.9K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Amundi
Paris, I0 |
BUY
|
- |
11.3K+ 464.01% |
$1.07M - $1.19M
|
13.7K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
5.92K+ 5.4% |
$559K - $624K
|
116K
$11M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
135+ 4.26% |
$12.7K - $14.2K
|
3.31K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.14% |
$283 - $316
|
2.15K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.83K- 7.01% |
$362K - $404K
|
50.8K
$4.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.27K- 2.74% |
$214K - $239K
|
80.3K
$7.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2.42KNew |
$229K - $255K
|
2.42K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
20.3KNew |
$1.91M - $2.14M
|
20.3K
$1.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.07KNew |
$196K - $218K
|
2.07K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-349- 0.02% |
$33K - $36.8K
|
1.89M
$179M
|