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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.84K- 1.95% |
$174K - $194K
|
92.7K
$8.78M
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
2.61K+ 2.55% |
$246K - $275K
|
105K
$9.91M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
35.4K+ 0.38% |
$3.34M - $3.73M
|
9.25M
$877M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-57.8K- 5.95% |
$5.46M - $6.1M
|
915K
$86.7M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24K+ 23.1% |
$2.27M - $2.54M
|
128K
$12.1M
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 0.73% |
$9.44K - $10.5K
|
13.6K
$1.29M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
808+ 9.09% |
$76.3K - $85.2K
|
9.7K
$920K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.12K- 18.09% |
$295K - $329K
|
14.1K
$1.34M
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.21% |
$472 - $527
|
2.4K
$228K
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.83K- 1.32% |
$173K - $193K
|
136K
$12.9M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.5K+ 1.46% |
$996K - $1.11M
|
733K
$69.5M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.48K- 3.87% |
$612K - $684K
|
161K
$15.3M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.92KNew |
$653K - $730K
|
6.92K
$656K
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-65- 0.16% |
$6.14K - $6.86K
|
40.9K
$3.88M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.7K+ 10.12% |
$2.33M - $2.6M
|
269K
$25.5M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 0.14% |
$1.23K - $1.37K
|
9.19K
$871K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
465+ 0.25% |
$43.9K - $49K
|
187K
$17.8M
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-40- 1.6% |
$3.78K - $4.22K
|
2.46K
$233K
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
300+ 3.46% |
$28.3K - $31.6K
|
8.97K
$850K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04M+ 49.72% |
$98.1M - $110M
|
3.13M
$296M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
195+ 1.5% |
$18.4K - $20.6K
|
13.2K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-51.1K- 4.49% |
$4.82M - $5.39M
|
1.09M
$103M
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
4.75KNew |
$449K - $501K
|
4.75K
$450K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-31.7K- 0.9% |
$2.99M - $3.34M
|
3.48M
$330M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.4K- 6.09% |
$226K - $253K
|
37K
$3.51M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11.1K- 18.27% |
$1.05M - $1.17M
|
49.6K
$4.7M
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-828K- 96.1% |
$78.2M - $87.3M
|
33.6K
$3.19M
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
975+ 3.09% |
$92.1K - $103K
|
32.5K
$3.08M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
187K+ 2.4% |
$17.6M - $19.7M
|
7.98M
$756M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 38.11% |
$115K - $128K
|
1.98K
$188K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
17KNew |
$1.61M - $1.79M
|
17K
$1.61M
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-50- 2.23% |
$4.72K - $5.27K
|
2.2K
$208K
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.74K+ 10.82% |
$542K - $605K
|
58.8K
$5.57M
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.97KNew |
$281K - $314K
|
2.97K
$282K
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
433+ 12.42% |
$40.9K - $45.7K
|
3.92K
$371K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-21.1K- 74.1% |
$1.99M - $2.22M
|
7.37K
$698K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70K+ 13.82% |
$6.61M - $7.38M
|
576K
$54.6M
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-18.2K- 5.97% |
$1.72M - $1.92M
|
287K
$27.2M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.35K+ 92.89% |
$506K - $565K
|
11.1K
$1.05M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-206- 0.33% |
$19.5K - $21.7K
|
61.7K
$5.85M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-14.8K- 3.15% |
$1.39M - $1.56M
|
453K
$42.9M
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
83K+ 17.19% |
$7.84M - $8.75M
|
566K
$53.6M
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-40- 0.77% |
$3.78K - $4.22K
|
5.19K
$492K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-22K- 5.36% |
$2.08M - $2.32M
|
388K
$36.8M
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-126- 20.1% |
$11.9K - $13.3K
|
501
$47.5K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 53.85% |
$189K - $212K
|
5.73K
$543K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
162+ 5.79% |
$15.3K - $17.1K
|
2.96K
$281K
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
2.2K+ 10.75% |
$207K - $232K
|
22.6K
$2.14M
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
48+ 2.03% |
$4.53K - $5.06K
|
2.42K
$229K
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-80- 0.12% |
$7.55K - $8.44K
|
67.5K
$6.4M
|