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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
391New |
$25.7K - $29.5K
|
391
$40.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-144- 0.55% |
$9.47K - $10.9K
|
26K
$2.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
835New |
$54.9K - $63K
|
835
$85.8K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.67KNew |
$176K - $201K
|
2.67K
$275K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
265New |
$17.4K - $20K
|
265
$27.2K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.29KNew |
$216K - $248K
|
3.29K
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$13K - $14.9K
|
197
$20.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-714- 46.73% |
$47K - $53.8K
|
814
$83.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.19K+ 9.84% |
$538K - $617K
|
91.4K
$9.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.87K+ 9.44% |
$123K - $141K
|
21.6K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.72KNew |
$310K - $356K
|
4.72K
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
4.88KNew |
$321K - $368K
|
4.88K
$501K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.74K- 15.83% |
$114K - $131K
|
9.25K
$951K
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$180K - $206K
|
2.74K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$1.38K - $1.58K
|
21
$2.16K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
599+ 1361.36% |
$39.4K - $45.2K
|
643
$66.1K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.65KNew |
$240K - $276K
|
3.65K
$375K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
23New |
$1.51K - $1.73K
|
23
$2.36K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-3- 0.09% |
$197 - $226
|
3.34K
$344K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.02% |
$197 - $226
|
12.7K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
53K+ 1113.45% |
$3.49M - $4M
|
57.8K
$5.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.58KNew |
$236K - $270K
|
3.58K
$368K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
497+ 2.28% |
$32.7K - $37.5K
|
22.3K
$2.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-50- 44.25% |
$3.29K - $3.77K
|
63
$6.47K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.65% |
$197 - $226
|
462
$47.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
177+ 0.67% |
$11.6K - $13.3K
|
26.6K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.69KNew |
$177K - $203K
|
2.69K
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-206- 1.77% |
$13.6K - $15.5K
|
11.4K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-250- 14.04% |
$16.4K - $18.9K
|
1.53K
$157K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.02KNew |
$264K - $303K
|
4.02K
$413K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.22KNew |
$212K - $243K
|
3.22K
$331K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3KNew |
$197K - $226K
|
3K
$308K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20New |
$1.32K - $1.51K
|
20
$2.06K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53New |
$3.49K - $4K
|
53
$5.45K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.44KClosed |
$226K - $259K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
28.3K+ 12.86% |
$1.86M - $2.13M
|
248K
$25.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
2.7KNew |
$177K - $203K
|
2.7K
$277K
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-215- 2.49% |
$14.1K - $16.2K
|
8.41K
$864K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
268+ 3.78% |
$17.6K - $20.2K
|
7.36K
$757K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.44KNew |
$555K - $637K
|
8.44K
$868K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.46% |
$65.8 - $75.4
|
219
$22.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.28K+ 14.98% |
$150K - $172K
|
17.5K
$1.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
435+ 1.14% |
$28.6K - $32.8K
|
38.6K
$3.97M
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-850- 5.27% |
$55.9K - $64.1K
|
15.3K
$1.57M
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-542- 16.46% |
$35.7K - $40.9K
|
2.75K
$283K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-24K- 12.08% |
$1.58M - $1.81M
|
175K
$18M
|
|
| Q3 2023 | |||||||
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
17New |
$1.16K - $1.24K
|
17
$1.75K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.39KNew |
$94.7K - $101K
|
1.39K
$143K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
9.3KNew |
$633K - $676K
|
9.3K
$956K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.99K- 29.27% |
$135K - $144K
|
4.8K
$494K
|
|