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 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-45- 1.42% |
$3.81K - $4.37K
|
3.12K
$320K
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1K+ 18.67% |
$84.8K - $97.1K
|
6.36K
$653K
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
157+ 1.38% |
$13.3K - $15.2K
|
11.6K
$1.19M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-373- 0.59% |
$31.6K - $36.2K
|
62.8K
$6.45M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-181- 0.39% |
$15.3K - $17.6K
|
45.9K
$4.72M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.43K- 1.1% |
$121K - $139K
|
128K
$13.1M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.1K+ 21.56% |
$1.71M - $1.95M
|
113K
$11.7M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.21KNew |
$188K - $215K
|
2.21K
$228K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-7- 0.02% |
$593 - $680
|
33.7K
$3.46M
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
552+ 8.87% |
$46.8K - $53.6K
|
6.78K
$697K
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-408- 11.36% |
$34.6K - $39.6K
|
3.18K
$327K
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$170 - $194
|
5.22K
$537K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 0.21% |
$2.97K - $3.4K
|
16.5K
$1.7M
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-22- 0.18% |
$1.86K - $2.14K
|
12.5K
$1.28M
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 1.68% |
$194K - $223K
|
139K
$14.2M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-14K- 0.55% |
$1.19M - $1.36M
|
2.52M
$259M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
880+ 0.45% |
$74.6K - $85.5K
|
198K
$20.3M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.41K+ 8.91% |
$120K - $137K
|
17.3K
$1.77M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.97K+ 166.1% |
$421K - $483K
|
7.96K
$818K
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.48K- 21.32% |
$210K - $240K
|
9.13K
$939K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-297- 7.25% |
$25.2K - $28.8K
|
3.8K
$390K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
43+ 0.03% |
$3.65K - $4.18K
|
156K
$16.1M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.57K- 6.91% |
$472K - $541K
|
75.1K
$7.71M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.6K- 4.36% |
$136K - $155K
|
35K
$3.6M
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
158+ 5.25% |
$13.4K - $15.3K
|
3.17K
$325K
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
685+ 14.04% |
$58.1K - $66.5K
|
5.56K
$572K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
960+ 1.85% |
$81.4K - $93.2K
|
52.9K
$5.44M
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$509 - $583
|
3.47K
$356K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-851- 0.88% |
$72.1K - $82.7K
|
96K
$9.86M
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-64- 0.5% |
$5.43K - $6.22K
|
12.8K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
47.2KNew |
$4M - $4.58M
|
47.2K
$4.85M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-3.27K- 70.39% |
$278K - $318K
|
1.38K
$142K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-330- 1.71% |
$28K - $32.1K
|
19K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $217K
|
2.24K
$230K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10K+ 52.11% |
$852K - $976K
|
29.3K
$3.01M
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
667+ 0.4% |
$56.5K - $64.8K
|
166K
$17.1M
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-1.23K- 3.12% |
$104K - $119K
|
38.1K
$3.91M
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-164- 0.72% |
$13.9K - $15.9K
|
22.8K
$2.34M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
20.9K+ 58.49% |
$1.77M - $2.03M
|
56.5K
$5.81M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13.3K- 53.33% |
$1.13M - $1.3M
|
11.7K
$1.2M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 28.57% |
$3.39K - $3.89K
|
100
$10.3K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.07K+ 4.92% |
$261K - $299K
|
65.5K
$6.73M
|
|
Oct 15, 2024
Q3 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-175- 7.45% |
$14.8K - $17K
|
2.18K
$224K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-110- 3.64% |
$9.32K - $10.7K
|
2.91K
$299K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.55K+ 5.19% |
$131K - $151K
|
31.4K
$3.23M
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.79K+ 21.01% |
$321K - $368K
|
21.8K
$2.24M
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-231- 4.29% |
$19.6K - $22.4K
|
5.15K
$529K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.88K+ 17.8% |
$244K - $279K
|
19K
$1.96M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.38K+ 145.8% |
$541K - $620K
|
10.8K
$1.11M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.19K- 12.17% |
$101K - $116K
|
8.59K
$882K
|