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 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-9.09K- 1.61% |
$771K - $883K
|
556K
$57.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
101+ 1.15% |
$8.56K - $9.81K
|
8.85K
$909K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-210- 1.09% |
$17.8K - $20.4K
|
19K
$1.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.13K- 1.51% |
$96.1K - $110K
|
73.8K
$7.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
106K+ 50.09% |
$8.99M - $10.3M
|
318K
$32.7M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
25.8K+ 5.32% |
$2.19M - $2.51M
|
512K
$52.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-128- 0.63% |
$10.9K - $12.4K
|
20K
$2.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6+ 0.14% |
$509 - $583
|
4.19K
$430K
|
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-58.1K- 50.65% |
$4.92M - $5.64M
|
56.6K
$5.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.16K+ 5.28% |
$98.7K - $113K
|
23.2K
$2.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.15KNew |
$606K - $695K
|
7.15K
$735K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.8K+ 26.97% |
$238K - $272K
|
13.2K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-7- 0.22% |
$593 - $680
|
3.16K
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-7.28K- 2.02% |
$617K - $707K
|
353K
$36.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.57K+ 20.13% |
$302K - $346K
|
21.3K
$2.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
94+ 1.02% |
$7.97K - $9.13K
|
9.31K
$957K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5+ 0.05% |
$424 - $486
|
9.7K
$996K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-3.12K- 29.26% |
$265K - $303K
|
7.55K
$776K
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.31KNew |
$196K - $225K
|
2.31K
$238K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.19K- 0.59% |
$270K - $310K
|
538K
$55.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.76K+ 32.74% |
$149K - $171K
|
7.13K
$732K
|
|
|
Oct 22, 2024
Q3 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-4- 0.02% |
$339 - $389
|
19.9K
$2.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
134K+ 29.89% |
$11.3M - $13M
|
581K
$59.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$170 - $194
|
2.49K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-1.16K- 21.78% |
$98.1K - $112K
|
4.15K
$427K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.1K+ 91.76% |
$348K - $398K
|
8.57K
$880K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.87K- 5.67% |
$158K - $182K
|
31.1K
$3.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.55K+ 19.48% |
$301K - $345K
|
21.8K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-4.66K- 3.29% |
$395K - $453K
|
137K
$14.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-52- 1.24% |
$4.41K - $5.05K
|
4.15K
$427K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
32+ 1.11% |
$2.71K - $3.11K
|
2.93K
$301K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-988- 2.97% |
$83.8K - $96K
|
32.3K
$3.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.07K- 5.78% |
$90.6K - $104K
|
17.4K
$1.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-21.1K- 5.6% |
$1.79M - $2.05M
|
355K
$36.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.11KNew |
$179K - $205K
|
2.11K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
13.7KNew |
$1.16M - $1.33M
|
13.7K
$1.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.92KNew |
$248K - $284K
|
2.92K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.13KNew |
$181K - $207K
|
2.13K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
444+ 2.82% |
$37.6K - $43.1K
|
16.2K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.81K- 38.87% |
$154K - $176K
|
2.85K
$293K
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-63- 2.57% |
$5.34K - $6.12K
|
2.39K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
4.47K+ 45.35% |
$379K - $434K
|
14.3K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.04K- 12.35% |
$258K - $295K
|
21.6K
$2.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
158+ 0.15% |
$13.4K - $15.3K
|
108K
$11.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
985+ 0.34% |
$83.5K - $95.7K
|
289K
$29.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-25- 0.19% |
$2.12K - $2.43K
|
13.4K
$1.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-16.8K- 6.51% |
$1.42M - $1.63M
|
241K
$24.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.55K- 3.17% |
$131K - $150K
|
47.2K
$4.85M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.57M+ 10365.26% |
$133M - $152M
|
1.58M
$163M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-54- 0.29% |
$4.58K - $5.25K
|
18.3K
$1.88M
|