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 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
163+ 0.09% |
$15.4K - $17.2K
|
178K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.04K+ 10.11% |
$382K - $426K
|
44K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.8K- 5.6% |
$1.02M - $1.14M
|
183K
$17.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
24.4K+ 3.91% |
$2.3M - $2.57M
|
649K
$62.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-99.2K- 15.22% |
$9.37M - $10.5M
|
553K
$53.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.76K- 4.93% |
$166K - $186K
|
34K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
8.33K+ 55.79% |
$787K - $878K
|
23.3K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19.3K- 6.84% |
$1.82M - $2.04M
|
263K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.11K+ 0.59% |
$293K - $328K
|
527K
$50.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.4K+ 262.05% |
$2.69M - $3M
|
39.3K
$3.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-266- 3.11% |
$25.1K - $28.1K
|
8.28K
$799K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84.2K+ 16.14% |
$7.95M - $8.88M
|
606K
$58.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.66K+ 73.31% |
$345K - $386K
|
8.65K
$835K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
36+ 0.2% |
$3.4K - $3.8K
|
18.3K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.14K+ 25.69% |
$202K - $225K
|
10.5K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.41K- 12.11% |
$322K - $359K
|
24.7K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
685+ 15.91% |
$64.7K - $72.2K
|
4.99K
$482K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.6KNew |
$246K - $274K
|
2.6K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
29+ 1.74% |
$2.74K - $3.06K
|
1.69K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
4.19KNew |
$396K - $442K
|
4.19K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
140KNew |
$13.2M - $14.7M
|
140K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
3.05KNew |
$288K - $322K
|
3.05K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
6.1KNew |
$576K - $643K
|
6.1K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
5.97KNew |
$563K - $629K
|
5.97K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
32.7KNew |
$3.09M - $3.45M
|
32.7K
$3.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.84K- 2.88% |
$174K - $194K
|
62.2K
$6M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
180+ 4.21% |
$17K - $19K
|
4.46K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
2K+ 13.47% |
$189K - $211K
|
16.9K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
247K+ 15.33% |
$23.3M - $26M
|
1.86M
$179M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.83K- 4.18% |
$550K - $615K
|
133K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-108- 1.91% |
$10.2K - $11.4K
|
5.56K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-45- 0.16% |
$4.25K - $4.75K
|
28.6K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-936- 3.64% |
$88.4K - $98.7K
|
24.8K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.47K- 2.43% |
$139K - $155K
|
58.9K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.04K+ 8.54% |
$382K - $426K
|
51.4K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.06K+ 5.01% |
$99.6K - $111K
|
22.1K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-75.2K- 5.59% |
$7.1M - $7.93M
|
1.27M
$123M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.52K+ 27.29% |
$616K - $688K
|
30.4K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
57.9K+ 1.94% |
$5.47M - $6.11M
|
3.04M
$293M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-21.8K- 8.43% |
$2.06M - $2.3M
|
237K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-89.8K- 2.39% |
$8.48M - $9.48M
|
3.67M
$354M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-43K- 23.97% |
$4.06M - $4.54M
|
137K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 8.95% |
$139K - $156K
|
15K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-504K- 6.74% |
$47.6M - $53.2M
|
6.97M
$673M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.29K+ 5.03% |
$594K - $663K
|
131K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
7.98KNew |
$754K - $842K
|
7.98K
$771K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
7.8K+ 37.82% |
$737K - $823K
|
28.4K
$2.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
918+ 23.94% |
$86.7K - $96.8K
|
4.75K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
688+ 3.15% |
$65K - $72.6K
|
22.5K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
97.3K+ 41.46% |
$9.19M - $10.3M
|
332K
$32M
|