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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
20New |
$1.13K - $1.27K
|
20
$2.07K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
332New |
$18.8K - $21.1K
|
332
$34.4K
|
|
| Q3 2022 | |||||||
|
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-69.3K- 88.93% |
$4.01M - $4.95M
|
8.62K
$893K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
45New |
$2.6K - $3.21K
|
45
$4.66K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19.8K+ 7.79% |
$1.15M - $1.41M
|
274K
$28.4M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300+ 45.45% |
$17.4K - $21.4K
|
960
$99.4K
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-21.2KClosed |
$1.23M - $1.52M
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$57.9 - $71.4
|
4.3K
$446K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
868+ 8.9% |
$50.2K - $62K
|
10.6K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
62+ 3.57% |
$3.59K - $4.43K
|
1.8K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-17.5KClosed |
$1.01M - $1.25M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.72K+ 27.79% |
$157K - $194K
|
12.5K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
130K+ 52.06% |
$7.49M - $9.25M
|
378K
$39.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-286- 7.63% |
$16.5K - $20.4K
|
3.46K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-1.4K- 4.78% |
$80.8K - $99.8K
|
27.8K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-801- 52.94% |
$46.3K - $57.2K
|
712
$73.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.68K+ 111.95% |
$271K - $334K
|
8.85K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-252- 5.21% |
$14.6K - $18K
|
4.58K
$475K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-515- 5.87% |
$29.8K - $36.8K
|
8.26K
$855K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.5K- 10.5% |
$726K - $896K
|
107K
$11.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-627K- 90.52% |
$36.2M - $44.8M
|
65.6K
$6.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
12.7KNew |
$737K - $910K
|
12.7K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.83K+ 8.76% |
$279K - $345K
|
59.9K
$6.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-486- 25.16% |
$28.1K - $34.7K
|
1.45K
$150K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
24.5KNew |
$1.42M - $1.75M
|
24.5K
$2.54M
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
970+ 12.5% |
$56.1K - $69.3K
|
8.73K
$905K
|
|
|
Nov 03, 2022
Q3 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-288- 7.05% |
$16.7K - $20.6K
|
3.8K
$393K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
301+ 2.17% |
$17.4K - $21.5K
|
14.1K
$1.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.35KNew |
$309K - $382K
|
5.35K
$554K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-179- 35.73% |
$10.4K - $12.8K
|
322
$33.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.3K+ 69.63% |
$191K - $236K
|
8.05K
$834K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.91K+ 50.26% |
$110K - $136K
|
5.71K
$591K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-325- 1.95% |
$18.8K - $23.2K
|
16.4K
$1.69M
|
|
|
Oct 31, 2022
Q3 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-73- 0.22% |
$4.22K - $5.21K
|
32.6K
$3.38M
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-669Closed |
$38.7K - $47.8K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-196- 80.33% |
$11.3K - $14K
|
48
$4.97K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
178New |
$10.3K - $12.7K
|
178
$18.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-138- 30.0% |
$7.98K - $9.86K
|
322
$33.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-566- 2.42% |
$32.7K - $40.4K
|
22.9K
$2.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.2KNew |
$532K - $657K
|
9.2K
$953K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
900+ 1500.0% |
$52.1K - $64.3K
|
960
$99.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
146+ 3.04% |
$8.45K - $10.4K
|
4.95K
$512K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-150- 13.94% |
$8.68K - $10.7K
|
926
$95.9K
|
|
|
Oct 14, 2022
Q3 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-702- 2.84% |
$40.6K - $50.1K
|
24K
$2.49M
|
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
SELL
|
- |
-83.2K- 63.15% |
$4.81M - $5.94M
|
48.5K
$5.03M
|
|
| 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
$1.06M
|
|
|
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
|
|