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 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-19.6K- 30.01% |
$1.66M - $1.9M
|
45.6K
$4.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5+ 0.12% |
$424 - $486
|
4.29K
$441K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-497- 5.34% |
$42.1K - $48.3K
|
8.81K
$905K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16.2K- 2.21% |
$1.38M - $1.58M
|
720K
$74M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-199- 53.93% |
$16.9K - $19.3K
|
170
$17.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
191+ 1.49% |
$16.2K - $18.6K
|
13K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-945- 0.63% |
$80.1K - $91.8K
|
149K
$15.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-450- 13.24% |
$38.1K - $43.7K
|
2.95K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.17K- 19.13% |
$99K - $113K
|
4.94K
$507K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
49+ 16.33% |
$4.15K - $4.76K
|
349
$35.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
367+ 22.5% |
$31.1K - $35.6K
|
2K
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-650- 6.07% |
$55.1K - $63.1K
|
10.1K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5.99K+ 14.22% |
$508K - $582K
|
48.1K
$4.94M
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-22.8K- 27.52% |
$1.93M - $2.21M
|
60.1K
$6.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-85- 0.52% |
$7.21K - $8.26K
|
16.3K
$1.68M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
74+ 2.39% |
$6.27K - $7.19K
|
3.17K
$326K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.62K+ 4.52% |
$646K - $740K
|
176K
$18.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-102- 1.64% |
$8.65K - $9.91K
|
6.13K
$630K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.6K- 3.57% |
$981K - $1.12M
|
313K
$32.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
381+ 2.5% |
$32.3K - $37K
|
15.6K
$1.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.74K+ 63.98% |
$148K - $169K
|
4.46K
$459K
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.85K+ 34.84% |
$157K - $180K
|
7.17K
$737K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4.84K- 15.51% |
$410K - $470K
|
26.4K
$2.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
22.9K+ 52.79% |
$1.94M - $2.22M
|
66.2K
$6.81M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
3.46K+ 1.2% |
$293K - $336K
|
292K
$30M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$2.8K - $3.21K
|
23.8K
$2.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-26.6K- 2.71% |
$2.25M - $2.58M
|
953K
$98M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
578+ 5.19% |
$49K - $56.1K
|
11.7K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
25+ 0.15% |
$2.12K - $2.43K
|
17K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-314- 1.27% |
$26.6K - $30.5K
|
24.5K
$2.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.41K+ 4.47% |
$119K - $136K
|
32.8K
$3.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.8K- 2.03% |
$1.34M - $1.54M
|
762K
$78.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-2.11K- 27.67% |
$179K - $205K
|
5.51K
$566K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.93K- 2.4% |
$502K - $575K
|
241K
$24.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-575- 18.46% |
$48.7K - $55.8K
|
2.54K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-870- 8.96% |
$73.7K - $84.5K
|
8.84K
$908K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
18New |
$1.53K - $1.75K
|
18
$1.85K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.44K- 0.99% |
$206K - $237K
|
243K
$25M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.34K+ 5.56% |
$199K - $228K
|
44.5K
$4.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-8.14K- 6.5% |
$690K - $791K
|
117K
$12M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4.5K- 2.87% |
$381K - $437K
|
152K
$15.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-43.3K- 11.76% |
$3.67M - $4.21M
|
325K
$33.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
45+ 0.81% |
$3.81K - $4.37K
|
5.6K
$575K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.54K- 11.52% |
$130K - $149K
|
11.8K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
26+ 0.81% |
$2.2K - $2.53K
|
3.22K
$331K
|
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
SELL
|
- |
-421- 3.64% |
$35.7K - $40.9K
|
11.1K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$6.95K - $7.96K
|
82
$8.43K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.2K+ 25.55% |
$1.28M - $1.47M
|
74.5K
$7.65M
|