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 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$84.8 - $97.1
|
8.79K
$904K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-76.6K- 18.95% |
$6.49M - $7.44M
|
328K
$33.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.78K- 33.38% |
$151K - $173K
|
3.56K
$366K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11+ 0.04% |
$932 - $1.07K
|
24.9K
$2.56M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
460+ 8.87% |
$39K - $44.7K
|
5.65K
$580K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.78KNew |
$321K - $368K
|
3.78K
$389K
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
735+ 8.81% |
$62.3K - $71.4K
|
9.07K
$932K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
91+ 1.2% |
$7.71K - $8.84K
|
7.64K
$785K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
283+ 1.88% |
$24K - $27.5K
|
15.4K
$1.58M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-442K- 10.41% |
$37.5M - $42.9M
|
3.8M
$391M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.32KNew |
$451K - $516K
|
5.32K
$546K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.15% |
$339 - $389
|
2.74K
$282K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-469- 1.79% |
$39.8K - $45.6K
|
25.7K
$2.64M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 12.14% |
$17K - $19.4K
|
1.45K
$149K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-2.36K- 11.09% |
$200K - $229K
|
18.9K
$1.94M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
265+ 20.08% |
$22.5K - $25.7K
|
1.59K
$163K
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.45K+ 0.6% |
$377K - $432K
|
750K
$77.1M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.61K- 2.52% |
$221K - $254K
|
101K
$10.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
181+ 78.35% |
$15.3K - $17.6K
|
412
$42.3K
|
|
| Q2 2024 | |||||||
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-245- 1.85% |
$19.4K - $22.9K
|
13K
$1.34M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-379- 0.63% |
$30.1K - $35.4K
|
59.8K
$6.14M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$1.08M - $1.27M
|
13.6K
$1.4M
|
|
|
Dec 05, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-225- 8.23% |
$17.8K - $21K
|
2.51K
$258K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-397- 5.63% |
$31.5K - $37K
|
6.66K
$684K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-838- 3.4% |
$66.5K - $78.2K
|
23.8K
$2.45M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-2.22K- 38.52% |
$176K - $207K
|
3.54K
$364K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
34.4KNew |
$2.73M - $3.21M
|
34.4K
$3.53M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.2K+ 46.15% |
$95.2K - $112K
|
3.8K
$390K
|
|
|
Oct 31, 2024
Q2 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-3.63KClosed |
$288K - $339K
|
0
$0
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-209K- 94.01% |
$16.6M - $19.5M
|
13.3K
$1.37M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
3.82K+ 161.66% |
$303K - $356K
|
6.18K
$635K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-328- 59.53% |
$26K - $30.6K
|
223
$22.9K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
SELL
|
- |
-486- 6.52% |
$38.5K - $45.3K
|
6.97K
$716K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.23KNew |
$573K - $674K
|
7.23K
$743K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.7K- 16.09% |
$293K - $345K
|
19.3K
$1.98M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1- 0.04% |
$79.3 - $93.3
|
2.47K
$253K
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
100KNew |
$7.97M - $9.38M
|
100K
$10.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-8.83K- 34.08% |
$700K - $824K
|
17.1K
$1.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-6.98K- 56.32% |
$554K - $651K
|
5.41K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-620- 6.38% |
$49.2K - $57.9K
|
9.1K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
11.2K+ 4.02% |
$885K - $1.04M
|
289K
$29.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$8.09K - $9.52K
|
102
$10.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-224- 1.06% |
$17.8K - $20.9K
|
20.9K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.38K- 32.9% |
$109K - $128K
|
2.8K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-391- 2.66% |
$31K - $36.5K
|
14.3K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.06KNew |
$84.4K - $99.3K
|
1.06K
$109K
|
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
650+ 24.81% |
$51.6K - $60.7K
|
3.27K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
22KNew |
$1.74M - $2.05M
|
22K
$2.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.25KNew |
$178K - $209K
|
2.25K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.67KNew |
$370K - $436K
|
4.67K
$480K
|
|