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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-63- 0.29% |
$5.34K - $6.12K
|
22K
$2.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-280- 38.1% |
$23.7K - $27.2K
|
455
$46.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150+ 1.71% |
$12.7K - $14.6K
|
8.93K
$917K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16.8K- 60.4% |
$1.42M - $1.63M
|
11K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 26.34% |
$128K - $147K
|
4.22K
$434K
|
|
|
Oct 29, 2024
Q3 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-9.02K- 2.37% |
$764K - $876K
|
371K
$38.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.85KNew |
$750K - $860K
|
8.85K
$909K
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.5K+ 12.53% |
$297K - $340K
|
31.5K
$3.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-174K- 6.85% |
$14.7M - $16.9M
|
2.36M
$243M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 15.47% |
$87.8K - $101K
|
5.66K
$582K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-111- 3.54% |
$9.41K - $10.8K
|
3.02K
$311K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
3.25K+ 74.9% |
$275K - $315K
|
7.58K
$779K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-394- 2.02% |
$33.4K - $38.3K
|
19.1K
$1.97M
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-7.85K- 2.72% |
$666K - $763K
|
281K
$28.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
4.1K+ 44.4% |
$347K - $398K
|
13.3K
$1.37M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.08K+ 81.43% |
$515K - $590K
|
13.5K
$1.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.27K- 11.17% |
$192K - $220K
|
18K
$1.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31K+ 3.22% |
$2.63M - $3.01M
|
996K
$102M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-34.5K- 7.39% |
$2.93M - $3.35M
|
433K
$44.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.69K- 2.05% |
$143K - $164K
|
80.9K
$8.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-27- 5.41% |
$2.29K - $2.62K
|
472
$48.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-375K- 9.77% |
$31.8M - $36.4M
|
3.46M
$356M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
20K+ 45.37% |
$1.69M - $1.94M
|
64K
$6.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
SELL
|
- |
-13- 0.51% |
$1.1K - $1.26K
|
2.53K
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.1K- 6.17% |
$178K - $204K
|
31.9K
$3.28M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.01K+ 2.38% |
$255K - $293K
|
129K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5K+ 5.29% |
$889K - $1.02M
|
209K
$21.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.64K+ 9.47% |
$224K - $256K
|
30.5K
$3.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.35K+ 36.72% |
$199K - $228K
|
8.75K
$899K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8.24K+ 35.08% |
$698K - $800K
|
31.7K
$3.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-1.45K- 3.35% |
$123K - $140K
|
41.7K
$4.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-710- 1.2% |
$60.2K - $69K
|
58.3K
$5.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
370+ 160.17% |
$31.4K - $35.9K
|
601
$61.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24.8K+ 8.37% |
$2.11M - $2.41M
|
322K
$33M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-68- 0.4% |
$5.76K - $6.6K
|
17.1K
$1.75M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.51K- 1.46% |
$212K - $243K
|
169K
$17.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
620+ 4.84% |
$52.6K - $60.2K
|
13.4K
$1.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132New |
$11.2K - $12.8K
|
132
$13.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45.5K+ 23.3% |
$3.86M - $4.42M
|
241K
$24.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-826- 10.19% |
$70K - $80.2K
|
7.28K
$748K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-749- 2.35% |
$63.5K - $72.8K
|
31.2K
$3.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
180+ 1.03% |
$15.3K - $17.5K
|
17.6K
$1.81M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
339+ 1.79% |
$28.7K - $32.9K
|
19.3K
$1.98M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9.26K+ 8.2% |
$785K - $899K
|
122K
$12.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.39K- 3.7% |
$202K - $232K
|
62.2K
$6.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$7.46K - $8.55K
|
88
$9.04K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-50.2K- 20.94% |
$4.26M - $4.88M
|
190K
$19.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.83K+ 6.01% |
$663K - $760K
|
138K
$14.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-88- 3.7% |
$7.46K - $8.55K
|
2.29K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
33+ 0.02% |
$2.8K - $3.21K
|
140K
$14.4M
|