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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.93KClosed |
$200K - $247K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.07M+ 35477.84% |
$72.8M - $89.9M
|
1.07M
$110M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.88KClosed |
$128K - $159K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-3.13KClosed |
$214K - $264K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Granger Management LLC
|
SELL
|
- |
-2.51KClosed |
$172K - $212K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-200Closed |
$13.7K - $16.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-2- 0.03% |
$137 - $169
|
7.14K
$733K
|
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-54.1KClosed |
$3.7M - $4.56M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.02K - $1.26K
|
15
$1.54K
|
|
|
Apr 22, 2022
Q1 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-1.98K- 10.8% |
$135K - $167K
|
16.3K
$1.68M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.42KClosed |
$370K - $457K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
SELL
|
- |
-13.6KClosed |
$932K - $1.15M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-4.42KClosed |
$302K - $372K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.6KClosed |
$178K - $219K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.68KClosed |
$183K - $226K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-2KClosed |
$137K - $169K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-3.3KClosed |
$226K - $279K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-359Closed |
$24.5K - $30.3K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
SELL
|
- |
-3.06MClosed |
$209M - $258M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
14.2KNew |
$972K - $1.2M
|
14.2K
$1.46M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.93KClosed |
$268K - $331K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1.2KClosed |
$82K - $101K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
First Community Trust Na
|
SELL
|
- |
-30- 7.5% |
$2.05K - $2.53K
|
370
$38K
|
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-3.33KClosed |
$228K - $281K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
460New |
$33.7K - $39K
|
460
$47.3K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.28KNew |
$93.7K - $109K
|
1.28K
$132K
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4.62KNew |
$338K - $392K
|
4.62K
$475K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-128Closed |
$9.37K - $10.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-5.13KClosed |
$376K - $435K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-400- 4.76% |
$29.3K - $33.9K
|
8K
$822K
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
424New |
$31K - $36K
|
424
$43.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-12.5KClosed |
$918K - $1.06M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-72Closed |
$5.27K - $6.11K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.41KClosed |
$103K - $120K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-150- 3.75% |
$11K - $12.7K
|
3.85K
$396K
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7.94KClosed |
$581K - $673K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.32KClosed |
$243K - $282K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-28- 8.38% |
$2.05K - $2.37K
|
306
$31.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.83K- 33.88% |
$207K - $240K
|
5.52K
$568K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
596+ 23.84% |
$43.6K - $50.5K
|
3.1K
$318K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 43.08% |
$145K - $168K
|
6.57K
$675K
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-41KClosed |
$3M - $3.48M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-7.07KClosed |
$517K - $600K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.01KNew |
$73.7K - $85.4K
|
1.01K
$103K
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-140Closed |
$10.2K - $11.9K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.05KClosed |
$223K - $259K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-752Closed |
$55K - $63.8K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
14.6KNew |
$1.07M - $1.24M
|
14.6K
$1.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Addison Capital CO
|
SELL
|
- |
-8.12KClosed |
$594K - $689K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-36Closed |
$2.63K - $3.05K
|
0
$0
|
|