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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$72.9 - $85.1
|
1
$105
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
135+ 1.96% |
$9.84K - $11.5K
|
7.01K
$737K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
403New |
$29.4K - $34.3K
|
403
$42.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
31+ 5.97% |
$2.26K - $2.64K
|
550
$57.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-3.71K- 30.99% |
$270K - $316K
|
8.26K
$868K
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-372- 4.57% |
$27.1K - $31.7K
|
7.76K
$816K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-84- 30.77% |
$6.12K - $7.15K
|
189
$19.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-300- 1.98% |
$21.9K - $25.5K
|
14.9K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
659+ 1.48% |
$48K - $56.1K
|
45.1K
$4.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-454- 11.1% |
$33.1K - $38.7K
|
3.64K
$382K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.43KNew |
$177K - $207K
|
2.43K
$255K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-226- 71.97% |
$16.5K - $19.2K
|
88
$9.25K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-354- 11.5% |
$25.8K - $30.1K
|
2.72K
$286K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.41KNew |
$176K - $205K
|
2.41K
$254K
|
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
7.97KNew |
$580K - $678K
|
7.97K
$837K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
39New |
$2.84K - $3.32K
|
39
$4.1K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
43New |
$3.13K - $3.66K
|
43
$4.52K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.6KNew |
$189K - $221K
|
2.6K
$273K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.01KNew |
$219K - $256K
|
3.01K
$316K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-730- 3.55% |
$53.2K - $62.2K
|
19.9K
$2.09M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2025
Q4 2023
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-478- 6.28% |
$31.4K - $36K
|
7.13K
$750K
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-103KClosed |
$6.79M - $7.78M
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.61KNew |
$237K - $272K
|
3.61K
$379K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
105New |
$6.91K - $7.92K
|
105
$11K
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
11.9KNew |
$783K - $898K
|
11.9K
$1.25M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
299+ 29900.0% |
$19.7K - $22.5K
|
300
$31.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
50+ 0.16% |
$3.29K - $3.77K
|
30.8K
$3.24M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
10.9KNew |
$714K - $819K
|
10.9K
$1.14M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
244New |
$16.1K - $18.4K
|
244
$25.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
720New |
$47.4K - $54.3K
|
720
$75.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-100- 6.55% |
$6.58K - $7.54K
|
1.43K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
81KNew |
$5.33M - $6.11M
|
81K
$8.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
7.39K+ 226.73% |
$486K - $557K
|
10.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.82K+ 21.58% |
$185K - $213K
|
15.9K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-67- 25.0% |
$4.41K - $5.05K
|
201
$21.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.18KNew |
$77.6K - $89K
|
1.18K
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-155- 84.7% |
$10.2K - $11.7K
|
28
$2.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
3.1KNew |
$204K - $234K
|
3.1K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.4K+ 137.28% |
$947K - $1.09M
|
24.9K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-100- 0.49% |
$6.58K - $7.54K
|
20.2K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-112K- 98.41% |
$7.36M - $8.44M
|
1.81K
$190K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
38.5KNew |
$2.53M - $2.9M
|
38.5K
$4.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
211+ 4.95% |
$13.9K - $15.9K
|
4.48K
$470K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 1.64% |
$592 - $679
|
540
$56.8K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
9KNew |
$592K - $679K
|
9K
$946K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
4.41KNew |
$290K - $333K
|
4.41K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
148KNew |
$9.71M - $11.1M
|
148K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
9.74KNew |
$640K - $734K
|
9.74K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11- 0.12% |
$724 - $829
|
8.84K
$929K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.26K+ 59.43% |
$346K - $396K
|
14.1K
$1.48M
|
|