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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-83.2K- 63.15% |
$4.81M - $5.94M
|
48.5K
$4.6M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.76KNew |
$102K - $125K
|
1.76K
$166K
|
|
| Q2 2022 | |||||||
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2+ 0.02% |
$116 - $156
|
10.2K
$972K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2KClosed |
$116K - $156K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-40.2KClosed |
$2.33M - $3.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-3.3KClosed |
$192K - $257K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.66KClosed |
$155K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
255New |
$14.8K - $19.8K
|
255
$24.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.67KNew |
$271K - $363K
|
4.67K
$443K
|
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.57KClosed |
$324K - $434K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.73KClosed |
$159K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
610+ 22.19% |
$35.5K - $47.5K
|
3.36K
$318K
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.19K- 6.82% |
$68.9K - $92.2K
|
16.2K
$1.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-972Closed |
$56.5K - $75.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-5.93KClosed |
$345K - $462K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-2.71KClosed |
$157K - $211K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.95K+ 10.04% |
$113K - $152K
|
21.4K
$2.02M
|
|
|
Aug 12, 2022
Q2 2022
|
Rex Capital Advisors, LLC
Providence, RI |
SELL
|
- |
-2.65KClosed |
$154K - $206K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Edgewood Management LLC
Greenwich, CT |
SELL
|
- |
-43KClosed |
$2.5M - $3.34M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
50.1KNew |
$2.91M - $3.9M
|
50.1K
$4.75M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-6KClosed |
$349K - $467K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
10.3KNew |
$599K - $802K
|
10.3K
$978K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.2% |
$174 - $233
|
1.5K
$142K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-212Closed |
$12.3K - $16.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-7.06KClosed |
$411K - $550K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 6.25% |
$14.5K - $19.5K
|
3.75K
$356K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
13.1KNew |
$762K - $1.02M
|
13.1K
$1.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.82KClosed |
$164K - $219K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.72KClosed |
$158K - $212K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
955+ 0.52% |
$55.5K - $74.3K
|
186K
$17.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-1.03K- 2.01% |
$59.9K - $80.1K
|
50.1K
$4.75M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
19.4KNew |
$1.13M - $1.51M
|
19.4K
$1.84M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.55K- 5.92% |
$265K - $354K
|
72.4K
$6.86M
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$214K - $286K
|
3.68K
$348K
|
|
|
Aug 09, 2022
Q2 2022
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-1.1K- 7.34% |
$63.8K - $85.3K
|
13.8K
$1.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-124KClosed |
$7.2M - $9.64M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-2.74KClosed |
$159K - $213K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.27KClosed |
$190K - $255K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.22K- 24.07% |
$70.6K - $94.5K
|
3.83K
$363K
|
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.39KNew |
$488K - $653K
|
8.39K
$795K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
848New |
$49.3K - $66K
|
848
$80.4K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.55K- 9.67% |
$90.1K - $121K
|
14.5K
$1.37M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.46K+ 57.23% |
$143K - $191K
|
6.75K
$640K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.6K+ 84.67% |
$209K - $280K
|
7.85K
$744K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69+ 59.48% |
$4.01K - $5.37K
|
185
$17.5K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-653- 35.28% |
$38K - $50.8K
|
1.2K
$114K
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-157KClosed |
$9.13M - $12.2M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-2.75KClosed |
$160K - $214K
|
0
$0
|
|