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 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.13KClosed |
$63.5K - $72.1K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-39Closed |
$2.19K - $2.49K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-62Closed |
$3.48K - $3.96K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.7K+ 300.0% |
$489K - $555K
|
11.6K
$1.38M
|
|
|
Feb 10, 2021
Q4 2020
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.98K+ 300.0% |
$167K - $190K
|
3.97K
$473K
|
|
|
Feb 10, 2021
Q4 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
21.6K+ 300.0% |
$1.22M - $1.38M
|
28.9K
$3.43M
|
|
|
Feb 10, 2021
Q4 2020
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
27.9KNew |
$1.57M - $1.78M
|
27.9K
$3.32M
|
|
|
Feb 10, 2021
Q4 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 435.67% |
$83.7K - $95.1K
|
1.83K
$218K
|
|
|
Feb 09, 2021
Q4 2020
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.7KClosed |
$95.3K - $108K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Rice Partnership, LLC
|
BUY
|
- |
501+ 300.0% |
$28.1K - $32K
|
668
$79.5K
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-2Closed |
$112 - $128
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
10.7K+ 300.0% |
$603K - $686K
|
14.3K
$1.7M
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.02KNew |
$57.3K - $65.1K
|
1.02K
$121K
|
|
|
Feb 02, 2021
Q4 2020
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-843Closed |
$47.4K - $53.8K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-122Closed |
$6.85K - $7.79K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
932New |
$52.4K - $59.5K
|
932
$111K
|
|
|
Jan 29, 2021
Q4 2020
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
27.4K+ 300.0% |
$1.54M - $1.75M
|
36.5K
$4.34M
|
|
|
Jan 27, 2021
Q4 2020
|
Smart Money Group LLC
|
SELL
|
- |
-3.58KClosed |
$201K - $228K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
7.05K+ 300.0% |
$396K - $450K
|
9.4K
$1.12M
|
|
|
Jan 26, 2021
Q4 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
117+ 300.0% |
$6.57K - $7.47K
|
156
$18.6K
|
|
|
Jan 19, 2021
Q4 2020
|
Sequent Asset Management, LLC
|
SELL
|
- |
-4.4KClosed |
$247K - $281K
|
0
$0
|
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
367+ 300.82% |
$20.6K - $23.4K
|
489
$58.2K
|
|
| Q3 2020 | |||||||
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-373- 15.22% |
$19.6K - $23.3K
|
2.08K
$247K
|
|
|
Nov 18, 2022
Q3 2020
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-965Closed |
$50.6K - $60.2K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-14.6KClosed |
$765K - $911K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.73KNew |
$90.8K - $108K
|
1.73K
$206K
|
|
|
Nov 13, 2020
Q3 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-28Closed |
$1.47K - $1.75K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-383Closed |
$20.1K - $23.9K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Ckw Financial Group
|
SELL
|
- |
-50Closed |
$2.62K - $3.12K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-367Closed |
$19.2K - $22.9K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.12KClosed |
$58.6K - $69.8K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-89Closed |
$4.67K - $5.56K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.91KNew |
$100K - $119K
|
1.91K
$228K
|
|
|
Oct 14, 2020
Q3 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-18.2KClosed |
$952K - $1.13M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Cordasco Financial Network
|
SELL
|
- |
-52Closed |
$2.73K - $3.25K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.84K+ 15.55% |
$270K - $359K
|
50.8K
$6.04M
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.58KNew |
$62.2K - $82.7K
|
1.58K
$187K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-268Closed |
$10.6K - $14.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.2KClosed |
$86.9K - $115K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-58.5KClosed |
$2.31M - $3.07M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Asset Management Inc
|
SELL
|
- |
-30.4KClosed |
$1.2M - $1.6M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-200Closed |
$7.9K - $10.5K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-139Closed |
$5.49K - $7.29K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
36New |
$1.42K - $1.89K
|
36
$4.28K
|
|
|
Aug 06, 2020
Q2 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.58KClosed |
$260K - $345K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-8KClosed |
$316K - $420K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3Closed |
$119 - $157
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-238Closed |
$9.4K - $12.5K
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.93KClosed |
$76.1K - $101K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.29KClosed |
$90.5K - $120K
|
0
$0
|
|