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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-185- 64.24% |
$12.6K - $13.4K
|
103
$10.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
80.6K+ 216.42% |
$5.49M - $5.86M
|
118K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-718- 1.82% |
$48.9K - $52.2K
|
38.8K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.28KNew |
$359K - $384K
|
5.28K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.12K+ 20.65% |
$75.9K - $81K
|
6.52K
$669K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 83.69% |
$175K - $186K
|
500
$51.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.7K- 3.26% |
$731K - $780K
|
319K
$32.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-27.5K- 66.67% |
$1.87M - $2M
|
13.7K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41K+ 2.1% |
$96K - $103K
|
68.5K
$7.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
163New |
$11.1K - $11.8K
|
163
$16.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.2K+ 4.62% |
$81.7K - $87.2K
|
27.2K
$2.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-41K- 38.09% |
$2.79M - $2.98M
|
66.6K
$6.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
54.1KNew |
$3.68M - $3.93M
|
54.1K
$5.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.04K- 21.84% |
$343K - $366K
|
18K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.92K- 1.4% |
$130K - $139K
|
134K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-3.54K- 41.76% |
$241K - $257K
|
4.94K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-795KClosed |
$54.1M - $57.7M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$476 - $509
|
7
$719
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.22K+ 15.85% |
$82.8K - $88.4K
|
8.9K
$914K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
54+ 1.52% |
$3.67K - $3.92K
|
3.6K
$369K
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
5KNew |
$340K - $363K
|
5K
$514K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-158K- 75.19% |
$10.7M - $11.5M
|
52.1K
$5.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-126- 12.05% |
$8.57K - $9.16K
|
920
$94.5K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.4K- 0.75% |
$1.73M - $1.84M
|
3.38M
$347M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
205+ 3.96% |
$14K - $14.9K
|
5.38K
$552K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-564Closed |
$38.4K - $41K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
612New |
$41.6K - $44.5K
|
612
$62.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-6.06K- 1.08% |
$412K - $440K
|
553K
$56.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-24- 0.56% |
$1.63K - $1.74K
|
4.28K
$439K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.36KNew |
$296K - $316K
|
4.36K
$448K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.1K- 15.95% |
$74.7K - $79.7K
|
5.78K
$594K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.94KNew |
$404K - $431K
|
5.94K
$610K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-408- 2.6% |
$27.8K - $29.6K
|
15.3K
$1.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.19% |
$136 - $145
|
1.03K
$106K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24.5K+ 16.22% |
$1.67M - $1.78M
|
176K
$18.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1+ 0.03% |
$68.1 - $72.7
|
3.3K
$339K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.94KNew |
$200K - $214K
|
2.94K
$302K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.76K- 99.35% |
$188K - $201K
|
18
$1.85K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-17- 0.36% |
$1.16K - $1.24K
|
4.76K
$490K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
200New |
$13.6K - $14.5K
|
200
$20.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
3.53KNew |
$240K - $256K
|
3.53K
$363K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
972+ 10.74% |
$66.1K - $70.6K
|
10K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.22K- 27.18% |
$355K - $380K
|
14K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-560- 6.85% |
$38.1K - $40.7K
|
7.61K
$782K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-112- 11.03% |
$7.62K - $8.14K
|
903
$92.8K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-500- 14.5% |
$34K - $36.3K
|
2.95K
$303K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
36+ 0.24% |
$2.45K - $2.62K
|
15K
$1.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.37KNew |
$298K - $318K
|
4.37K
$449K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
250+ 4.71% |
$17K - $18.2K
|
5.56K
$572K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
19.3K+ 14.68% |
$1.31M - $1.4M
|
151K
$15.5M
|