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 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
169+ 3.4% |
$14.3K - $16.4K
|
5.15K
$529K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-9.81K- 0.93% |
$831K - $952K
|
1.04M
$107M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
156+ 1.83% |
$13.2K - $15.2K
|
8.68K
$892K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.36K- 3.74% |
$115K - $132K
|
35K
$3.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.84K+ 46.17% |
$410K - $470K
|
15.3K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.07% |
$170 - $194
|
2.97K
$305K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-168- 1.05% |
$14.2K - $16.3K
|
15.9K
$1.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-18.3K- 6.07% |
$1.55M - $1.78M
|
284K
$29.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 1.97% |
$678 - $777
|
414
$42.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
61.6K+ 9950.89% |
$5.22M - $5.98M
|
62.2K
$6.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-157- 0.73% |
$13.3K - $15.2K
|
21.5K
$2.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.09K- 9.03% |
$92.7K - $106K
|
11K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
2.99K
$307K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-512- 6.06% |
$43.4K - $49.7K
|
7.93K
$815K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.72K+ 19.31% |
$739K - $847K
|
53.9K
$5.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-170- 3.28% |
$14.4K - $16.5K
|
5.01K
$515K
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-3.69K- 9.3% |
$313K - $359K
|
36K
$3.7M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-37.6K- 41.85% |
$3.19M - $3.65M
|
52.2K
$5.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-686- 10.85% |
$58.2K - $66.6K
|
5.63K
$579K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
40K+ 761.33% |
$3.39M - $3.88M
|
45.2K
$4.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-47- 0.32% |
$3.98K - $4.57K
|
14.5K
$1.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-458- 7.24% |
$38.8K - $44.5K
|
5.87K
$603K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 8.81% |
$1.21M - $1.39M
|
177K
$18.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.52KNew |
$129K - $148K
|
1.52K
$157K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.35K- 18.67% |
$115K - $132K
|
5.9K
$606K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.06K- 3.53% |
$89.4K - $102K
|
28.8K
$2.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
972+ 24.43% |
$82.4K - $94.4K
|
4.95K
$509K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.83K+ 5.83% |
$833K - $955K
|
178K
$18.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-1.78K- 11.34% |
$151K - $173K
|
13.9K
$1.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
20.3K+ 49.2% |
$1.72M - $1.97M
|
61.6K
$6.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 19.61% |
$131K - $150K
|
9.43K
$969K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
180K+ 14.43% |
$15.3M - $17.5M
|
1.43M
$147M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
16.4K+ 4.53% |
$1.39M - $1.59M
|
378K
$38.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.65K- 7.19% |
$140K - $160K
|
21.3K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
661+ 4.47% |
$56K - $64.2K
|
15.4K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.16K+ 3.13% |
$777K - $890K
|
302K
$31M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-562- 14.09% |
$47.6K - $54.6K
|
3.43K
$352K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
202+ 4.51% |
$17.1K - $19.6K
|
4.68K
$481K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-26- 1.0% |
$2.2K - $2.53K
|
2.57K
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
37.8KNew |
$3.2M - $3.67M
|
37.8K
$3.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
322+ 5.8% |
$27.3K - $31.3K
|
5.87K
$603K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6+ 0.15% |
$509 - $583
|
4.07K
$418K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.89K- 27.41% |
$330K - $378K
|
10.3K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-73.7K- 2.21% |
$6.25M - $7.16M
|
3.27M
$336M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-42- 25.0% |
$3.56K - $4.08K
|
126
$12.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.86K+ 0.32% |
$582K - $666K
|
2.16M
$222M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-6.66K- 19.13% |
$564K - $647K
|
28.1K
$2.89M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-33- 0.35% |
$2.8K - $3.21K
|
9.36K
$961K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3+ 0.04% |
$254 - $291
|
7.68K
$789K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
97+ 2.85% |
$8.22K - $9.42K
|
3.5K
$360K
|