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 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
2.19KNew |
$207K - $231K
|
2.19K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.09KNew |
$103K - $115K
|
1.09K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3.85K- 43.13% |
$364K - $406K
|
5.08K
$481K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-27- 3.22% |
$2.55K - $2.85K
|
811
$76.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-36- 1.14% |
$3.4K - $3.8K
|
3.13K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-21.5K- 3.47% |
$2.03M - $2.27M
|
598K
$56.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.86K- 6.68% |
$931K - $1.04M
|
138K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
12+ 0.31% |
$1.13K - $1.27K
|
3.95K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-235- 1.97% |
$22.2K - $24.8K
|
11.7K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.8K+ 32.51% |
$7.72M - $8.63M
|
333K
$31.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 2.0% |
$7.55K - $8.44K
|
3.92K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-22.9K- 13.29% |
$2.17M - $2.42M
|
150K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.5KNew |
$2.79M - $3.11M
|
29.5K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 1.16% |
$105K - $117K
|
94.8K
$8.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.05MNew |
$288M - $321M
|
3.05M
$289M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23.7K+ 10.4% |
$2.24M - $2.5M
|
251K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-40K- 5.02% |
$3.78M - $4.22M
|
758K
$71.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.45K+ 15.38% |
$420K - $470K
|
33.4K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.41K+ 3.6% |
$134K - $149K
|
40.7K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-7.18K- 10.04% |
$678K - $757K
|
64.3K
$6.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-1.3K- 28.54% |
$123K - $137K
|
3.25K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-968- 8.22% |
$91.4K - $102K
|
10.8K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-48- 1.01% |
$4.53K - $5.06K
|
4.69K
$444K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-23.6K- 48.4% |
$2.23M - $2.49M
|
25.2K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.19K- 3.89% |
$301K - $336K
|
78.8K
$7.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
81+ 1.12% |
$7.65K - $8.54K
|
7.29K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.72K- 1.39% |
$163K - $182K
|
122K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-29.4K- 10.52% |
$2.77M - $3.1M
|
250K
$23.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
42+ 1.2% |
$3.97K - $4.43K
|
3.56K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
15+ 0.19% |
$1.42K - $1.58K
|
7.86K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5- 0.04% |
$472 - $527
|
13.4K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
350+ 2.1% |
$33.1K - $36.9K
|
17K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
13.6KNew |
$1.29M - $1.44M
|
13.6K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-724- 8.84% |
$68.4K - $76.4K
|
7.47K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-221- 1.0% |
$20.9K - $23.3K
|
21.8K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
610+ 6.13% |
$57.6K - $64.3K
|
10.6K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
3.18KNew |
$300K - $335K
|
3.18K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
BUY
|
- |
86+ 2.92% |
$8.12K - $9.07K
|
3.03K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-13.5K- 4.96% |
$1.27M - $1.42M
|
258K
$24.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-406- 2.85% |
$38.3K - $42.8K
|
13.8K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.9K- 4.5% |
$179K - $200K
|
40.2K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.37K- 3.44% |
$129K - $144K
|
38.4K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
272+ 0.22% |
$25.7K - $28.7K
|
125K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 0.89% |
$3.21K - $3.59K
|
3.87K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-12K- 13.85% |
$1.14M - $1.27M
|
74.8K
$7.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
3.81K+ 4.92% |
$360K - $402K
|
81.2K
$7.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-422- 1.67% |
$39.8K - $44.5K
|
24.9K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
13KNew |
$1.23M - $1.37M
|
13K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
91.1KNew |
$8.6M - $9.61M
|
91.1K
$8.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
22.3KNew |
$2.11M - $2.35M
|
22.3K
$2.11M
|