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 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$237K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
24+ 15.89% |
$2.03K - $2.33K
|
175
$19.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.08K- 1.47% |
$91.6K - $105K
|
72.5K
$8.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-14- 1.64% |
$1.19K - $1.36K
|
838
$94.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-448- 33.89% |
$38K - $43.5K
|
874
$98.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
2.3KNew |
$195K - $223K
|
2.3K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.84K+ 62.27% |
$326K - $373K
|
10K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-16.8K- 60.4% |
$1.42M - $1.63M
|
11K
$1.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.85KNew |
$750K - $860K
|
8.85K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-111- 3.54% |
$9.41K - $10.8K
|
3.02K
$341K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.35K+ 36.72% |
$199K - $228K
|
8.75K
$988K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132New |
$11.2K - $12.8K
|
132
$14.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$7.46K - $8.55K
|
88
$9.94K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-88- 3.7% |
$7.46K - $8.55K
|
2.29K
$259K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-199- 53.93% |
$16.9K - $19.3K
|
170
$19.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-945- 0.63% |
$80.1K - $91.8K
|
149K
$16.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-450- 13.24% |
$38.1K - $43.7K
|
2.95K
$333K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
74+ 2.39% |
$6.27K - $7.19K
|
3.17K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$178K - $204K
|
2.1K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
18New |
$1.53K - $1.75K
|
18
$2.03K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.54K- 11.52% |
$130K - $149K
|
11.8K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$6.95K - $7.96K
|
82
$9.26K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
118KNew |
$10M - $11.5M
|
118K
$13.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-130- 5.57% |
$11K - $12.6K
|
2.2K
$249K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 1.41% |
$42.4K - $48.6K
|
35K
$3.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-150- 1.13% |
$12.7K - $14.6K
|
13.1K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.44K+ 66.62% |
$122K - $140K
|
3.61K
$408K
|
|
|
Oct 22, 2024
Q3 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
2.92KNew |
$248K - $284K
|
2.92K
$330K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-512- 6.06% |
$43.4K - $49.7K
|
7.93K
$896K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.52KNew |
$129K - $148K
|
1.52K
$172K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.86K+ 0.32% |
$582K - $666K
|
2.16M
$244M
|
|
|
Oct 18, 2024
Q3 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-33- 0.35% |
$2.8K - $3.21K
|
9.36K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
97+ 2.85% |
$8.22K - $9.42K
|
3.5K
$395K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-248K- 10.07% |
$21M - $24.1M
|
2.21M
$250M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.21KNew |
$696K - $797K
|
8.21K
$927K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$972K - $1.11M
|
11.5K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-10- 3.57% |
$848 - $971
|
270
$30.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
570+ 96.28% |
$48.3K - $55.4K
|
1.16K
$131K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-266- 18.75% |
$22.5K - $25.8K
|
1.15K
$130K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-549- 42.99% |
$46.5K - $53.3K
|
728
$82.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1.01K- 46.62% |
$85.3K - $97.7K
|
1.15K
$130K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-600- 5.59% |
$50.9K - $58.3K
|
10.1K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-45- 1.42% |
$3.81K - $4.37K
|
3.12K
$352K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$170 - $194
|
5.22K
$590K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
43+ 0.03% |
$3.65K - $4.18K
|
156K
$17.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $217K
|
2.24K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-40- 28.57% |
$3.39K - $3.89K
|
100
$11.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-110- 3.64% |
$9.32K - $10.7K
|
2.91K
$329K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1K- 6.39% |
$84.9K - $97.3K
|
14.7K
$1.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-264- 9.87% |
$22.4K - $25.6K
|
2.41K
$272K
|