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
$10.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
80.6K+ 216.42% |
$5.49M - $5.86M
|
118K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-718- 1.82% |
$48.9K - $52.2K
|
38.8K
$4.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
5.28KNew |
$359K - $384K
|
5.28K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.57K- 83.69% |
$175K - $186K
|
500
$51.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-10.7K- 3.26% |
$731K - $780K
|
319K
$33M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41K+ 2.1% |
$96K - $103K
|
68.5K
$7.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
163New |
$11.1K - $11.8K
|
163
$16.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.2K+ 4.62% |
$81.7K - $87.2K
|
27.2K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.04K- 21.84% |
$343K - $366K
|
18K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.92K- 1.4% |
$130K - $139K
|
134K
$13.9M
|
|
|
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
$725
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.22K+ 15.85% |
$82.8K - $88.4K
|
8.9K
$921K
|
|
|
Nov 09, 2023
Q3 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
5KNew |
$340K - $363K
|
5K
$518K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-158K- 75.19% |
$10.7M - $11.5M
|
52.1K
$5.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-126- 12.05% |
$8.57K - $9.16K
|
920
$95.3K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25.4K- 0.75% |
$1.73M - $1.84M
|
3.38M
$350M
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
205+ 3.96% |
$14K - $14.9K
|
5.38K
$557K
|
|
|
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
$63.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-6.06K- 1.08% |
$412K - $440K
|
553K
$57.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.36KNew |
$296K - $316K
|
4.36K
$451K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.94KNew |
$404K - $431K
|
5.94K
$615K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-408- 2.6% |
$27.8K - $29.6K
|
15.3K
$1.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24.5K+ 16.22% |
$1.67M - $1.78M
|
176K
$18.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1+ 0.03% |
$68.1 - $72.7
|
3.3K
$342K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.94KNew |
$200K - $214K
|
2.94K
$305K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.76K- 99.35% |
$188K - $201K
|
18
$1.86K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-17- 0.36% |
$1.16K - $1.24K
|
4.76K
$493K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
200New |
$13.6K - $14.5K
|
200
$20.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
3.53KNew |
$240K - $256K
|
3.53K
$366K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.22K- 27.18% |
$355K - $380K
|
14K
$1.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-560- 6.85% |
$38.1K - $40.7K
|
7.61K
$788K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-112- 11.03% |
$7.62K - $8.14K
|
903
$93.5K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-500- 14.5% |
$34K - $36.3K
|
2.95K
$305K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
36+ 0.24% |
$2.45K - $2.62K
|
15K
$1.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.37KNew |
$298K - $318K
|
4.37K
$453K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
250+ 4.71% |
$17K - $18.2K
|
5.56K
$576K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
19.3K+ 14.68% |
$1.31M - $1.4M
|
151K
$15.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
206+ 6.73% |
$14K - $15K
|
3.27K
$338K
|
|
|
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
$5.08K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-80- 84.21% |
$5.44K - $5.81K
|
15
$1.55K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-142- 4.06% |
$9.66K - $10.3K
|
3.35K
$347K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28New |
$1.91K - $2.03K
|
28
$2.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-774- 13.36% |
$52.7K - $56.2K
|
5.02K
$520K
|
|
| Q2 2023 | |||||||
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.86KNew |
$180K - $201K
|
2.86K
$296K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-9K- 94.74% |
$569K - $634K
|
500
$51.8K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-290K- 97.99% |
$18.3M - $20.4M
|
5.93K
$614K
|
|