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 |
---|---|---|---|---|---|---|---|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-75- 14.45% |
$4.36K - $5.84K
|
444
$45.6K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-42.1KClosed |
$2.44M - $3.27M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.79KClosed |
$162K - $217K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-2K- 10.35% |
$116K - $156K
|
17.3K
$1.78M
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
16+ 0.35% |
$930 - $1.24K
|
4.62K
$475K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.32KNew |
$76.5K - $102K
|
1.32K
$135K
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-240- 50.0% |
$14K - $18.7K
|
240
$24.7K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
128New |
$7.44K - $9.96K
|
128
$13.2K
|
|
Jul 18, 2022
Q2 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-3.63KClosed |
$211K - $283K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-2.76KClosed |
$161K - $215K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-200Closed |
$11.6K - $15.6K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
8.74KNew |
$508K - $680K
|
8.74K
$898K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.61KClosed |
$210K - $281K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.15KClosed |
$183K - $245K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.98KClosed |
$173K - $232K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
86+ 1.18% |
$5K - $6.69K
|
7.36K
$756K
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-73.8KClosed |
$4.29M - $5.74M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.62KClosed |
$152K - $204K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Resource Consulting Group Inc
|
SELL
|
- |
-25.2KClosed |
$1.46M - $1.96M
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.75KClosed |
$160K - $214K
|
0
$0
|
|
Jul 05, 2022
Q2 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2.74KClosed |
$159K - $213K
|
0
$0
|
|
Q1 2022 | |||||||
Dec 12, 2024
Q1 2022
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-3.4KClosed |
$232K - $286K
|
0
$0
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-20.6K- 99.84% |
$1.41M - $1.73M
|
34
$3.49K
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
900New |
$61.5K - $75.9K
|
900
$92.5K
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-2.42KClosed |
$166K - $204K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.57KClosed |
$175K - $217K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-768Closed |
$52.5K - $64.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-3.01KClosed |
$205K - $253K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.76KClosed |
$257K - $317K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-39.8KClosed |
$2.72M - $3.35M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.46KClosed |
$168K - $207K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.76KClosed |
$189K - $233K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.27KClosed |
$360K - $444K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.9KClosed |
$198K - $244K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-30.2KClosed |
$2.06M - $2.54M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
15.6KNew |
$1.06M - $1.31M
|
15.6K
$1.6M
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.62KClosed |
$179K - $221K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-655Closed |
$44.8K - $55.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-530Closed |
$36.2K - $44.7K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-128- 2.1% |
$8.75K - $10.8K
|
5.96K
$613K
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
72+ 1.0% |
$4.92K - $6.07K
|
7.27K
$747K
|
|
May 09, 2022
Q1 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-350- 5.6% |
$23.9K - $29.5K
|
5.9K
$606K
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-3.64KClosed |
$249K - $307K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
University Of Texas
|
SELL
|
- |
-12Closed |
$820 - $1.01K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1KNew |
$68.3K - $84.3K
|
1K
$103K
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
487+ 6.09% |
$33.3K - $41.1K
|
8.49K
$872K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-2.56KClosed |
$175K - $216K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.62K- 45.55% |
$247K - $305K
|
4.32K
$444K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.5KClosed |
$171K - $211K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-67- 1.53% |
$4.58K - $5.65K
|
4.32K
$444K
|