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 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
16.1K+ 27.14% |
$1.36M - $1.56M
|
75.4K
$7.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
335+ 8.04% |
$28.4K - $32.5K
|
4.5K
$462K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-82- 12.97% |
$6.95K - $7.96K
|
550
$56.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.06K+ 5.57% |
$259K - $297K
|
57.9K
$5.95M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-39- 0.39% |
$3.31K - $3.79K
|
9.84K
$1.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 5.64% |
$195K - $224K
|
38.5K
$3.96M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-264- 9.87% |
$22.4K - $25.6K
|
2.41K
$248K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.31K+ 80.88% |
$620K - $710K
|
16.4K
$1.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-815- 9.61% |
$69.1K - $79.2K
|
7.67K
$788K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
10K+ 33.29% |
$850K - $974K
|
40.2K
$4.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
756+ 10.36% |
$64.1K - $73.4K
|
8.06K
$828K
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-232- 0.56% |
$19.7K - $22.5K
|
41K
$4.21M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-3.68K- 3.18% |
$312K - $358K
|
112K
$11.5M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
155+ 1.81% |
$13.1K - $15.1K
|
8.73K
$898K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-187- 3.07% |
$15.9K - $18.2K
|
5.9K
$606K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
12+ 0.15% |
$1.02K - $1.17K
|
7.92K
$813K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
153+ 1.12% |
$13K - $14.9K
|
13.8K
$1.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-452- 7.04% |
$38.3K - $43.9K
|
5.97K
$613K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-82.6K- 54.95% |
$7M - $8.02M
|
67.7K
$6.96M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
190+ 18.06% |
$16.1K - $18.5K
|
1.24K
$128K
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
578+ 1.18% |
$49K - $56.1K
|
49.6K
$5.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-100- 1.45% |
$8.48K - $9.71K
|
6.79K
$698K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-241- 0.17% |
$20.4K - $23.4K
|
142K
$14.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-845- 1.58% |
$71.6K - $82.1K
|
52.5K
$5.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.15% |
$1.27K - $1.46K
|
10.2K
$1.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-36.4K- 4.17% |
$3.09M - $3.54M
|
838K
$86.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
68+ 14.5% |
$5.76K - $6.6K
|
537
$55.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
84+ 0.81% |
$7.12K - $8.16K
|
10.4K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-500- 6.76% |
$42.4K - $48.6K
|
6.9K
$709K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-31- 3.15% |
$2.63K - $3.01K
|
952
$97.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
673+ 0.3% |
$57.1K - $65.4K
|
228K
$23.5M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-124- 1.43% |
$10.5K - $12K
|
8.54K
$878K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-86- 0.36% |
$7.29K - $8.35K
|
23.8K
$2.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-298K- 4.95% |
$25.2M - $28.9M
|
5.71M
$587M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-664- 13.61% |
$56.3K - $64.5K
|
4.22K
$433K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
405+ 1.09% |
$34.3K - $39.3K
|
37.4K
$3.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-2.76K- 26.04% |
$234K - $268K
|
7.84K
$806K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-179- 2.79% |
$15.2K - $17.4K
|
6.23K
$641K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-53- 1.53% |
$4.49K - $5.15K
|
3.41K
$351K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5+ 0.12% |
$424 - $486
|
4.01K
$412K
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-148- 3.42% |
$12.5K - $14.4K
|
4.18K
$429K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-38.1K- 72.27% |
$3.23M - $3.7M
|
14.6K
$1.5M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.4K+ 18.89% |
$288K - $331K
|
21.4K
$2.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-335- 1.23% |
$28.4K - $32.5K
|
26.8K
$2.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.16K- 4.34% |
$98.3K - $113K
|
25.5K
$2.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-625- 2.01% |
$53K - $60.7K
|
30.5K
$3.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.42KNew |
$205K - $235K
|
2.42K
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.47K- 4.11% |
$209K - $240K
|
57.6K
$5.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.65K- 1.21% |
$140K - $160K
|
134K
$13.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.12% |
$932 - $1.07K
|
9K
$925K
|