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, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.07K- 2.18% |
$384K - $429K
|
183K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Parthenon LLC
|
SELL
|
- |
-1.38K- 21.18% |
$130K - $146K
|
5.14K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-198- 3.5% |
$18.7K - $20.9K
|
5.46K
$617K
|
|
|
Jan 31, 2025
Q4 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
2.35K+ 3.91% |
$222K - $247K
|
62.4K
$7.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-3.7K- 1.54% |
$349K - $390K
|
236K
$26.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.8KClosed |
$359K - $401K
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-36.2K- 18.82% |
$3.41M - $3.81M
|
156K
$17.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-6- 1.72% |
$567 - $633
|
343
$38.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
504+ 61.92% |
$47.6K - $53.2K
|
1.32K
$149K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-5.23K- 57.19% |
$494K - $551K
|
3.91K
$442K
|
|
|
Jan 30, 2025
Q4 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.48KNew |
$234K - $262K
|
2.48K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
5.43KNew |
$512K - $572K
|
5.43K
$613K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
363+ 1.11% |
$34.3K - $38.3K
|
33.2K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
302+ 194.84% |
$28.5K - $31.9K
|
457
$51.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-134- 2.44% |
$12.7K - $14.1K
|
5.35K
$605K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-469- 15.88% |
$44.3K - $49.5K
|
2.48K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.19KClosed |
$206K - $231K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-76- 3.62% |
$7.18K - $8.02K
|
2.02K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.8K+ 51.95% |
$1.39M - $1.56M
|
43.2K
$4.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.18K- 3.28% |
$111K - $124K
|
34.7K
$3.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
43KNew |
$4.07M - $4.54M
|
43K
$4.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
8.1KNew |
$765K - $854K
|
8.1K
$915K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.58KNew |
$243K - $272K
|
2.58K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2.47KNew |
$233K - $261K
|
2.47K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-981- 17.91% |
$92.6K - $103K
|
4.5K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
961New |
$90.7K - $101K
|
961
$109K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-766- 7.61% |
$72.3K - $80.8K
|
9.3K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-2.01K- 43.64% |
$189K - $211K
|
2.59K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
104+ 2.02% |
$9.82K - $11K
|
5.25K
$593K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
390New |
$36.8K - $41.1K
|
390
$44.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.06KNew |
$289K - $323K
|
3.06K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-876- 0.63% |
$82.7K - $92.4K
|
139K
$15.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
10.3KNew |
$968K - $1.08M
|
10.3K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 20.0% |
$189 - $211
|
12
$1.36K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.09KNew |
$387K - $432K
|
4.09K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
13.2KNew |
$1.24M - $1.39M
|
13.2K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-80- 14.26% |
$7.55K - $8.44K
|
481
$54.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
999New |
$94.3K - $105K
|
999
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
SELL
|
- |
-387- 8.56% |
$36.5K - $40.8K
|
4.14K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
214New |
$20.2K - $22.6K
|
214
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-490- 14.54% |
$46.3K - $51.7K
|
2.88K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.27% |
$5.57K - $6.22K
|
2.66K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-365- 14.8% |
$34.5K - $38.5K
|
2.1K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.2K+ 46.96% |
$965K - $1.08M
|
32K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-192- 0.96% |
$18.1K - $20.3K
|
19.7K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$94.4 - $105
|
3.73K
$421K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-500- 15.54% |
$47.2K - $52.7K
|
2.72K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.07K+ 2.84% |
$101K - $113K
|
38.8K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-55- 2.32% |
$5.19K - $5.8K
|
2.32K
$262K
|