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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
206+ 6.73% |
$14K - $15K
|
3.27K
$336K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
49New |
$3.33K - $3.56K
|
49
$5.04K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-80- 84.21% |
$5.44K - $5.81K
|
15
$1.54K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-142- 4.06% |
$9.66K - $10.3K
|
3.35K
$344K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28New |
$1.91K - $2.03K
|
28
$2.88K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-774- 13.36% |
$52.7K - $56.2K
|
5.02K
$516K
|
|
| Q2 2023 | |||||||
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.86KNew |
$180K - $201K
|
2.86K
$293K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9K- 94.74% |
$569K - $634K
|
500
$51.4K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-290K- 97.99% |
$18.3M - $20.4M
|
5.93K
$609K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.71KNew |
$298K - $332K
|
4.71K
$484K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
25KNew |
$1.58M - $1.76M
|
25K
$2.57M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-48.6K- 94.22% |
$3.07M - $3.43M
|
2.98K
$306K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 80.62% |
$6.57K - $7.33K
|
25
$2.57K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
700New |
$44.2K - $49.3K
|
700
$71.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-310- 2.68% |
$19.6K - $21.8K
|
11.3K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 5.36% |
$9.48K - $10.6K
|
2.65K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-48- 0.48% |
$3.03K - $3.38K
|
9.95K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-636- 10.94% |
$40.2K - $44.8K
|
5.18K
$532K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.06KNew |
$66.8K - $74.5K
|
1.06K
$109K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-256- 35.16% |
$16.2K - $18K
|
472
$48.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.04KNew |
$192K - $214K
|
3.04K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
22.3KNew |
$1.41M - $1.57M
|
22.3K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
3KNew |
$190K - $211K
|
3K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-779- 26.66% |
$49.2K - $54.9K
|
2.14K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.5K+ 27.02% |
$94.8K - $106K
|
7.05K
$725K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
142New |
$8.98K - $10K
|
142
$14.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4+ 0.09% |
$253 - $282
|
4.31K
$442K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 21.18% |
$112K - $125K
|
10.2K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-569- 16.12% |
$36K - $40.1K
|
2.96K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
246+ 7.75% |
$15.5K - $17.3K
|
3.42K
$352K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
70New |
$4.42K - $4.93K
|
70
$7.19K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.71K- 0.92% |
$171K - $191K
|
292K
$30.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-434- 7.23% |
$27.4K - $30.6K
|
5.57K
$572K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
200+ 4.15% |
$12.6K - $14.1K
|
5.02K
$516K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.02K- 47.06% |
$191K - $213K
|
3.4K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
25.1KNew |
$1.58M - $1.77M
|
25.1K
$2.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-132- 3.59% |
$8.34K - $9.3K
|
3.54K
$364K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
814+ 20.06% |
$51.5K - $57.4K
|
4.87K
$501K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
814+ 14.86% |
$51.5K - $57.4K
|
6.29K
$647K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
496New |
$31.4K - $35K
|
496
$51K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
CALL |
-2- 0.04% |
$126 - $141
|
5.28K
$542K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-148- 3.12% |
$9.36K - $10.4K
|
4.6K
$473K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
3KNew |
$190K - $211K
|
3K
$308K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
148New |
$9.36K - $10.4K
|
148
$15.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.2KNew |
$202K - $226K
|
3.2K
$329K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$94.8K - $106K
|
1.5K
$154K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.36K- 3.57% |
$338K - $377K
|
145K
$14.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-388- 0.38% |
$24.5K - $27.3K
|
101K
$10.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 40.01% |
$85.5K - $95.3K
|
4.73K
$486K
|
|