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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
645+ 1.41% |
$47K - $54.9K
|
46.3K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 35.5% |
$85.1K - $99.4K
|
4.46K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
146K+ 24.83% |
$10.6M - $12.4M
|
733K
$75.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
466K+ 90.16% |
$34M - $39.7M
|
983K
$101M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
122+ 4.09% |
$8.89K - $10.4K
|
3.1K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
255KNew |
$18.6M - $21.7M
|
255K
$26.1M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.6KNew |
$189K - $221K
|
2.6K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.38KNew |
$173K - $202K
|
2.38K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.6K+ 50.95% |
$554K - $647K
|
22.5K
$2.31M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.8KNew |
$860K - $1M
|
11.8K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-75- 0.53% |
$5.47K - $6.39K
|
14.2K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
4.36K+ 66.67% |
$317K - $371K
|
10.9K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.53KNew |
$185K - $216K
|
2.53K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-23- 0.22% |
$1.68K - $1.96K
|
10.2K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
62New |
$4.52K - $5.28K
|
62
$6.36K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.59K- 26.34% |
$116K - $136K
|
4.45K
$457K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-110- 3.97% |
$8.02K - $9.37K
|
2.66K
$273K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-13- 0.1% |
$947 - $1.11K
|
13.4K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.05K- 15.4% |
$76.7K - $89.6K
|
5.78K
$593K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-447- 8.03% |
$32.6K - $38.1K
|
5.12K
$525K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
118New |
$8.6K - $10K
|
118
$12.1K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.17% |
$72.9 - $85.1
|
579
$59.4K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-535- 8.0% |
$39K - $45.5K
|
6.15K
$631K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-352- 66.42% |
$25.7K - $30K
|
178
$18.3K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.73K- 19.1% |
$126K - $148K
|
7.35K
$753K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.78KNew |
$349K - $407K
|
4.78K
$490K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
2.84K+ 1822.44% |
$207K - $242K
|
3K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
6.02KNew |
$439K - $512K
|
6.02K
$617K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.4K- 14.89% |
$102K - $119K
|
8K
$820K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.27KNew |
$238K - $278K
|
3.27K
$335K
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
SELL
|
- |
-510K- 97.99% |
$37.2M - $43.4M
|
10.5K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
112+ 0.93% |
$8.16K - $9.54K
|
12.1K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
36+ 0.41% |
$2.62K - $3.07K
|
8.84K
$906K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
4KNew |
$291K - $341K
|
4K
$410K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
747+ 17.81% |
$54.4K - $63.6K
|
4.94K
$507K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.77KNew |
$566K - $662K
|
7.77K
$797K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-47- 0.77% |
$3.42K - $4K
|
6.02K
$617K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$173K - $202K
|
2.37K
$243K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-340- 0.8% |
$24.8K - $28.9K
|
42K
$4.31M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
163KNew |
$11.9M - $13.9M
|
163K
$16.7M
|
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
3.43KNew |
$250K - $292K
|
3.43K
$352K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
380+ 4.2% |
$27.7K - $32.4K
|
9.44K
$968K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
25K+ 93.65% |
$1.82M - $2.13M
|
51.6K
$5.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.78KNew |
$203K - $237K
|
2.78K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
10.5K+ 4.15% |
$765K - $894K
|
263K
$27M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
50.3K+ 10.98% |
$3.66M - $4.28M
|
508K
$52.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-887- 6.54% |
$64.6K - $75.5K
|
12.7K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
76+ 33.33% |
$5.54K - $6.47K
|
304
$31.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.66KNew |
$267K - $311K
|
3.66K
$375K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
1.04K+ 18.91% |
$75.5K - $88.2K
|
6.52K
$668K
|