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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
4.28KNew |
$312K - $338K
|
4.28K
$440K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.92KClosed |
$140K - $151K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
100New |
$7.3K - $7.9K
|
100
$10.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-952- 2.27% |
$69.5K - $75.2K
|
41.1K
$4.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-25.8KClosed |
$1.88M - $2.04M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-5.46KClosed |
$398K - $431K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-2.27KClosed |
$165K - $179K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mkp Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-188KClosed |
$13.7M - $14.9M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
452New |
$33K - $35.7K
|
452
$46.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
67New |
$4.89K - $5.29K
|
67
$6.88K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.32KClosed |
$388K - $420K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.55KClosed |
$113K - $122K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Core Alternative Capital
|
SELL
|
- |
-5.1KClosed |
$373K - $403K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.82KClosed |
$206K - $222K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.13KClosed |
$229K - $247K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.8KNew |
$278K - $301K
|
3.8K
$391K
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-515Closed |
$37.6K - $40.7K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$270K - $292K
|
3.7K
$380K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
26.7KNew |
$1.95M - $2.11M
|
26.7K
$2.74M
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-564Closed |
$41.2K - $44.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 17, 2021
Q2 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
956New |
$63.1K - $69.6K
|
956
$98.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-999Closed |
$65.9K - $72.7K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-49.2KClosed |
$3.24M - $3.58M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-296Closed |
$19.5K - $21.6K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-9.1KClosed |
$600K - $663K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
525+ 300.0% |
$34.6K - $38.2K
|
700
$71.9K
|
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.6KClosed |
$106K - $116K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-200Closed |
$13.2K - $14.6K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.2KClosed |
$409K - $451K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
18+ 0.15% |
$1.19K - $1.31K
|
12K
$1.23M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.29KNew |
$613K - $677K
|
9.29K
$955K
|
|
|
Jul 14, 2021
Q2 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.26KClosed |
$215K - $237K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-870- 5.18% |
$57.4K - $63.3K
|
15.9K
$1.64M
|
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-140Closed |
$9.23K - $10.2K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
267+ 2.32% |
$17.6K - $19.4K
|
11.8K
$1.21M
|
|
| Q1 2021 | |||||||
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-72Closed |
$4.42K - $4.84K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.23KClosed |
$75.7K - $82.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100Closed |
$6.14K - $6.73K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-3.99KClosed |
$245K - $268K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.38KClosed |
$85K - $93.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-479Closed |
$29.4K - $32.2K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-3.77KClosed |
$232K - $253K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-177KClosed |
$10.9M - $11.9M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-8.41KClosed |
$517K - $565K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-168Closed |
$10.3K - $11.3K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-101Closed |
$6.2K - $6.79K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-7.71KClosed |
$474K - $519K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-3.76KClosed |
$231K - $253K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.8KClosed |
$233K - $256K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-39.9K- 58.18% |
$2.45M - $2.68M
|
28.7K
$2.94M
|
|