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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2020
Q1 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-3KClosed |
$108K - $158K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-8Closed |
$289 - $421
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.92KClosed |
$69.4K - $101K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-270Closed |
$9.76K - $14.2K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-1.52KClosed |
$55.1K - $80.2K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.7KClosed |
$134K - $195K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-9.2KClosed |
$332K - $484K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-48.6KClosed |
$1.76M - $2.56M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-5.64KClosed |
$204K - $297K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-100KClosed |
$3.61M - $5.27M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.16KNew |
$41.9K - $61K
|
1.16K
$131K
|
|
|
May 04, 2020
Q1 2020
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.95KClosed |
$251K - $366K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-30.8KClosed |
$1.11M - $1.62M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-2.18KClosed |
$78.9K - $115K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-2.54KClosed |
$91.6K - $133K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-6.79KClosed |
$245K - $358K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Apexium Financial, LP
|
SELL
|
- |
-1.52KClosed |
$55.1K - $80.2K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Diversified Investment Strategies, LLC
|
SELL
|
- |
-1.68KClosed |
$60.8K - $88.6K
|
0
$0
|
|
|
Apr 13, 2020
Q1 2020
|
Camden Capital, LLC
|
SELL
|
PUT |
-600Closed |
$21.7K - $31.6K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Confluence Investment Management LLC
|
SELL
|
- |
-108KClosed |
$3.9M - $5.68M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-591KClosed |
$25.8M - $28.7M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-10.2KClosed |
$447K - $497K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-550Closed |
$24K - $26.7K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-6.4KClosed |
$280K - $311K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.28KClosed |
$55.8K - $62K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Banco Santander, S.A.
|
SELL
|
- |
-78.5KClosed |
$3.43M - $3.82M
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
274New |
$12K - $13.3K
|
274
$30.9K
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-416Closed |
$18.2K - $20.2K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Optimum Investment Advisors
|
SELL
|
- |
-130Closed |
$5.68K - $6.32K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Roof Eidam & Maycock
|
SELL
|
- |
-516Closed |
$22.6K - $25.1K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-109Closed |
$4.77K - $5.3K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Dec 03, 2019
Q3 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-163Closed |
$7.09K - $7.54K
|
0
$0
|
|
|
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.07KClosed |
$177K - $188K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.63KClosed |
$158K - $168K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-113KClosed |
$4.93M - $5.25M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-45Closed |
$1.96K - $2.08K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-160Closed |
$6.96K - $7.4K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-100Closed |
$4.35K - $4.63K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.19% |
$43.5 - $46.3
|
514
$58.1K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-77Closed |
$3.23K - $3.49K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.02KClosed |
$210K - $227K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-249Closed |
$10.4K - $11.3K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.3KClosed |
$54.5K - $58.8K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-100Closed |
$4.2K - $4.53K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-4Closed |
$168 - $181
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-9Closed |
$378 - $407
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Iron Financial, LLC
|
SELL
|
- |
-1.3KClosed |
$54.7K - $59K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-392Closed |
$14.4K - $17K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Requisite Capital Management, LLC
|
SELL
|
- |
-3.18KClosed |
$117K - $138K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-10KClosed |
$366K - $433K
|
0
$0
|
|