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 |
---|---|---|---|---|---|---|---|
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
$335K
|
|
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
$230K
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.67KNew |
$370K - $436K
|
4.67K
$479K
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.01KNew |
$318K - $375K
|
4.01K
$412K
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.01K- 6.59% |
$318K - $374K
|
56.8K
$5.82M
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-161- 5.72% |
$12.8K - $15K
|
2.65K
$272K
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-170K- 50.0% |
$13.5M - $15.9M
|
170K
$17.4M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.73KNew |
$455K - $535K
|
5.73K
$588K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-750- 6.81% |
$59.5K - $70K
|
10.3K
$1.05M
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.55M+ 60.72% |
$123M - $145M
|
4.11M
$421M
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.23KNew |
$177K - $208K
|
2.23K
$229K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-25- 13.97% |
$1.98K - $2.33K
|
154
$15.8K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
36.5K+ 19.06% |
$2.89M - $3.4M
|
228K
$23.4M
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-150- 2.91% |
$11.9K - $14K
|
5.01K
$514K
|
|
Aug 13, 2024
Q2 2024
|
Progressive Investment Management Corp
|
SELL
|
- |
-501- 3.36% |
$39.7K - $46.7K
|
14.4K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
95New |
$7.53K - $8.86K
|
95
$9.74K
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-29K- 6.17% |
$2.3M - $2.7M
|
440K
$45.2M
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.74KNew |
$217K - $256K
|
2.74K
$281K
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$244K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.04KNew |
$241K - $283K
|
3.04K
$311K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.25K+ 62.55% |
$178K - $210K
|
5.84K
$599K
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.17KNew |
$172K - $202K
|
2.17K
$222K
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.04KNew |
$241K - $284K
|
3.04K
$312K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
156K+ 2.88% |
$12.4M - $14.6M
|
5.59M
$574M
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
6.83KNew |
$542K - $637K
|
6.83K
$701K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.45KNew |
$194K - $228K
|
2.45K
$251K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-14.6K- 31.89% |
$1.16M - $1.37M
|
31.3K
$3.21M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 20.3% |
$92.6K - $109K
|
4.59K
$470K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$244K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.29K- 4.34% |
$261K - $307K
|
72.5K
$7.44M
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-448- 1.11% |
$35.5K - $41.8K
|
39.8K
$4.08M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.95K- 28.24% |
$155K - $182K
|
4.96K
$508K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
5KNew |
$397K - $467K
|
5K
$513K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.6K- 16.42% |
$365K - $429K
|
23.4K
$2.4M
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6.43KNew |
$510K - $600K
|
6.43K
$659K
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-79- 1.35% |
$6.27K - $7.37K
|
5.77K
$592K
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.4KNew |
$349K - $411K
|
4.4K
$452K
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-55- 0.32% |
$4.36K - $5.13K
|
17.1K
$1.76M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.2K- 36.81% |
$412K - $485K
|
8.92K
$915K
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-188- 1.67% |
$14.9K - $17.5K
|
11.1K
$1.14M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-111- 10.31% |
$8.8K - $10.4K
|
966
$99.1K
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.06KNew |
$243K - $286K
|
3.06K
$314K
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
55+ 0.76% |
$4.36K - $5.13K
|
7.25K
$743K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-27.4K- 4.3% |
$2.18M - $2.56M
|
610K
$62.5M
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.16KNew |
$172K - $202K
|
2.16K
$222K
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.42KNew |
$271K - $319K
|
3.42K
$351K
|