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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-786Closed |
$27.6K - $34.9K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-356Closed |
$12.5K - $15.8K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.46KClosed |
$51.4K - $65K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Divergent Wealth Advisors
|
SELL
|
- |
-361Closed |
$12.7K - $16K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
40New |
$1.41K - $1.78K
|
40
$4.11K
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-79Closed |
$2.78K - $3.51K
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-304Closed |
$10.7K - $13.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
232KNew |
$9.42M - $10.3M
|
232K
$23.8M
|
|
|
Nov 14, 2018
Q3 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-75Closed |
$3.04K - $3.32K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-3.21KClosed |
$130K - $142K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.29KClosed |
$52.2K - $57K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-55Closed |
$2.23K - $2.44K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-845Closed |
$34.3K - $37.4K
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-450Closed |
$18.3K - $19.9K
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.06KClosed |
$124K - $136K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-1.63KClosed |
$61.5K - $68.3K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Sws Partners
|
SELL
|
- |
-70Closed |
$2.65K - $2.94K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-25.7KClosed |
$972K - $1.08M
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Gs Investments, Inc.
|
SELL
|
- |
-50Closed |
$1.89K - $2.1K
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-31.8KClosed |
$1.2M - $1.34M
|
0
$0
|
|
|
Aug 03, 2018
Q2 2018
|
Well Done, LLC
|
SELL
|
- |
-230Closed |
$8.7K - $9.66K
|
0
$0
|
|
|
Jul 30, 2018
Q2 2018
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-257Closed |
$9.72K - $10.8K
|
0
$0
|
|
|
Jul 17, 2018
Q2 2018
|
Central Bank & Trust CO
|
SELL
|
- |
-35Closed |
$1.32K - $1.47K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-17Closed |
$636 - $705
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Yale University
New Haven, CT |
SELL
|
- |
-1.67KClosed |
$62.5K - $69.4K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.37KClosed |
$51.2K - $56.8K
|
0
$0
|
|
|
Apr 30, 2018
Q1 2018
|
Forward Management, LLC
|
SELL
|
- |
-4Closed |
$150 - $166
|
0
$0
|
|
|
Apr 27, 2018
Q1 2018
|
Copperwynd Financial, LLC
|
SELL
|
- |
-12.3KClosed |
$461K - $511K
|
0
$0
|
|
|
Apr 26, 2018
Q1 2018
|
Brave Asset Management Inc
|
SELL
|
- |
-127Closed |
$4.75K - $5.27K
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-100Closed |
$3.74K - $4.15K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-3.67KClosed |
$137K - $152K
|
0
$0
|
|
|
Apr 09, 2018
Q1 2018
|
Trust CO
|
SELL
|
- |
-330Closed |
$12.3K - $13.7K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Allen Investment Management LLC
|
SELL
|
- |
-2.2KClosed |
$79.1K - $85.2K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Dec 06, 2018
Q3 2017
|
Bell Rock Capital LLC
|
SELL
|
- |
-86Closed |
$3.05K - $3.08K
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Bahl & Gaynor Inc
|
SELL
|
- |
-14.2KClosed |
$502K - $508K
|
0
$0
|
|
|
Nov 08, 2017
Q3 2017
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
301New |
$10.7K - $10.8K
|
301
$30.9K
|
|
| Q2 2017 | |||||||
|
Aug 18, 2017
Q2 2017
|
Archford Capital Strategies, LLC
|
BUY
|
- |
105New |
N/A
|
105
$10.8K
|
|
|
Aug 14, 2017
Q2 2017
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
205KNew |
N/A
|
205K
$21.1M
|
|