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 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-140- 20.32% |
$11.9K - $13.6K
|
549
$56.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
133K+ 5146.84% |
$11.3M - $13M
|
136K
$14M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-16- 0.63% |
$1.36K - $1.55K
|
2.52K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.26K+ 3.5% |
$106K - $122K
|
37.1K
$3.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
7.6K+ 6.64% |
$644K - $738K
|
122K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.55K+ 36.67% |
$301K - $345K
|
13.2K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-575- 8.29% |
$48.7K - $55.8K
|
6.36K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-76.8K- 9.16% |
$6.51M - $7.46M
|
761K
$78.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
223+ 9.62% |
$18.9K - $21.7K
|
2.54K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 3.03% |
$159K - $182K
|
60K
$6.17M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.19K+ 2.1% |
$440K - $504K
|
252K
$25.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7.75K+ 11.16% |
$657K - $753K
|
77.2K
$7.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
118KNew |
$10M - $11.5M
|
118K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-10.8K- 23.57% |
$912K - $1.05M
|
34.9K
$3.59M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.69K+ 15.19% |
$228K - $261K
|
20.4K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-444- 14.67% |
$37.6K - $43.1K
|
2.58K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-130- 5.57% |
$11K - $12.6K
|
2.2K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.47KNew |
$209K - $240K
|
2.47K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 1.41% |
$42.4K - $48.6K
|
35K
$3.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.09K- 1.13% |
$92.6K - $106K
|
95.5K
$9.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.34K- 1.89% |
$198K - $227K
|
121K
$12.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
245+ 7.02% |
$20.8K - $23.8K
|
3.74K
$384K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-386- 0.73% |
$32.7K - $37.5K
|
52.4K
$5.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-140- 1.36% |
$11.9K - $13.6K
|
10.2K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-150- 1.13% |
$12.7K - $14.6K
|
13.1K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-538- 1.62% |
$45.6K - $52.3K
|
32.7K
$3.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
22.3K+ 267.08% |
$1.89M - $2.17M
|
30.7K
$3.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-868- 14.22% |
$73.6K - $84.3K
|
5.23K
$538K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.31K+ 2.81% |
$111K - $128K
|
48K
$4.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-8.14K- 12.29% |
$690K - $791K
|
58.1K
$5.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
633+ 6.04% |
$53.7K - $61.5K
|
11.1K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-69- 0.87% |
$5.85K - $6.7K
|
7.84K
$805K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-9.63K- 2.75% |
$817K - $936K
|
341K
$35M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
17.5K+ 42.72% |
$1.48M - $1.7M
|
58.4K
$6M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-126K- 9.65% |
$10.7M - $12.2M
|
1.18M
$121M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
284+ 0.77% |
$24.1K - $27.6K
|
37.3K
$3.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-747- 0.39% |
$63.3K - $72.6K
|
192K
$19.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-1.57K- 6.74% |
$133K - $153K
|
21.8K
$2.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-7.3K- 6.91% |
$619K - $709K
|
98.4K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Middleton & CO Inc
|
SELL
|
- |
-45- 0.62% |
$3.81K - $4.37K
|
7.22K
$742K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.44K+ 66.62% |
$122K - $140K
|
3.61K
$371K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.67K- 2.51% |
$227K - $260K
|
104K
$10.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
137+ 31.14% |
$11.6K - $13.3K
|
577
$59.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-103- 0.89% |
$8.73K - $10K
|
11.5K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
41.8K+ 108.54% |
$3.55M - $4.06M
|
80.4K
$8.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.32K+ 23.49% |
$282K - $323K
|
17.5K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.74K- 8.18% |
$487K - $558K
|
64.4K
$6.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2.58K- 44.39% |
$219K - $251K
|
3.23K
$332K
|
|
|
Oct 23, 2024
Q3 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-5.65K- 1.47% |
$479K - $549K
|
378K
$38.8M
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-26- 0.29% |
$2.2K - $2.53K
|
9.08K
$933K
|