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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.71KNew |
$298K - $332K
|
4.71K
$488K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
25KNew |
$1.58M - $1.76M
|
25K
$2.59M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-48.6K- 94.22% |
$3.07M - $3.43M
|
2.98K
$309K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 80.62% |
$6.57K - $7.33K
|
25
$2.59K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
700New |
$44.2K - $49.3K
|
700
$72.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-150- 5.36% |
$9.48K - $10.6K
|
2.65K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-48- 0.48% |
$3.03K - $3.38K
|
9.95K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-636- 10.94% |
$40.2K - $44.8K
|
5.18K
$536K
|
|
|
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
$48.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.04KNew |
$192K - $214K
|
3.04K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
22.3KNew |
$1.41M - $1.57M
|
22.3K
$2.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
3KNew |
$190K - $211K
|
3K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
142New |
$8.98K - $10K
|
142
$14.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4+ 0.09% |
$253 - $282
|
4.31K
$446K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 21.18% |
$112K - $125K
|
10.2K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-569- 16.12% |
$36K - $40.1K
|
2.96K
$307K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
246+ 7.75% |
$15.5K - $17.3K
|
3.42K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.71K- 0.92% |
$171K - $191K
|
292K
$30.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-434- 7.23% |
$27.4K - $30.6K
|
5.57K
$577K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
200+ 4.15% |
$12.6K - $14.1K
|
5.02K
$520K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-3.02K- 47.06% |
$191K - $213K
|
3.4K
$352K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
25.1KNew |
$1.58M - $1.77M
|
25.1K
$2.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
814+ 20.06% |
$51.5K - $57.4K
|
4.87K
$505K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
814+ 14.86% |
$51.5K - $57.4K
|
6.29K
$652K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
496New |
$31.4K - $35K
|
496
$51.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
CALL |
-2- 0.04% |
$126 - $141
|
5.28K
$547K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-148- 3.12% |
$9.36K - $10.4K
|
4.6K
$476K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
3KNew |
$190K - $211K
|
3K
$311K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
148New |
$9.36K - $10.4K
|
148
$15.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.2KNew |
$202K - $226K
|
3.2K
$331K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$94.8K - $106K
|
1.5K
$155K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.36K- 3.57% |
$338K - $377K
|
145K
$15M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-388- 0.38% |
$24.5K - $27.3K
|
101K
$10.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 40.01% |
$85.5K - $95.3K
|
4.73K
$490K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.78KNew |
$302K - $337K
|
4.78K
$495K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-3K- 51.23% |
$190K - $212K
|
2.86K
$296K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.44KNew |
$217K - $242K
|
3.44K
$356K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.02KNew |
$191K - $213K
|
3.02K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
45+ 2.11% |
$2.84K - $3.17K
|
2.18K
$225K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
8.61KNew |
$544K - $607K
|
8.61K
$892K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-806- 22.03% |
$50.9K - $56.8K
|
2.85K
$295K
|
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$321K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.3KNew |
$271K - $303K
|
4.3K
$445K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-635- 51.42% |
$40.1K - $44.8K
|
600
$62.1K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-295- 6.11% |
$18.6K - $20.8K
|
4.53K
$469K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.38KNew |
$277K - $308K
|
4.38K
$453K
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-672- 13.14% |
$42.5K - $47.4K
|
4.44K
$460K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-623- 15.02% |
$39.4K - $43.9K
|
3.53K
$365K
|