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 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-21- 0.65% |
$1.98K - $2.21K
|
3.23K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.04KNew |
$193K - $215K
|
2.04K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 3.05% |
$967K - $1.08M
|
326K
$31.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-116K- 42.02% |
$11M - $12.2M
|
160K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
302+ 40.21% |
$28.5K - $31.9K
|
1.05K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5.46K- 2.49% |
$516K - $576K
|
214K
$20.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.01K- 2.08% |
$190K - $212K
|
94.8K
$9.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-26- 0.03% |
$2.46K - $2.74K
|
83.9K
$8.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-522- 1.6% |
$49.3K - $55.1K
|
32.1K
$3.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.7KNew |
$1.11M - $1.23M
|
11.7K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.47K+ 29.87% |
$233K - $260K
|
10.7K
$1.04M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
SELL
|
- |
-1.01K- 2.13% |
$95K - $106K
|
46.1K
$4.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-181- 3.87% |
$17.1K - $19.1K
|
4.5K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.33K+ 25.65% |
$315K - $352K
|
16.3K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.17K+ 23.95% |
$205K - $229K
|
11.2K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.09K+ 2.7% |
$292K - $326K
|
117K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
186K+ 356.81% |
$17.6M - $19.6M
|
238K
$23M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.15K- 12.96% |
$392K - $437K
|
27.8K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
900+ 3.45% |
$85K - $94.9K
|
27K
$2.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.88KNew |
$366K - $409K
|
3.88K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-533- 82.64% |
$50.3K - $56.2K
|
112
$10.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
196+ 9.21% |
$18.5K - $20.7K
|
2.32K
$224K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.2K+ 104.78% |
$1.53M - $1.71M
|
31.6K
$3.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.36K+ 8.82% |
$601K - $671K
|
78.5K
$7.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-6.21K- 11.31% |
$586K - $655K
|
48.7K
$4.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.81K+ 90.03% |
$265K - $296K
|
5.93K
$572K
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
2.64KNew |
$249K - $278K
|
2.64K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.56K+ 3329.18% |
$808K - $902K
|
8.81K
$851K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.65% |
$94.4 - $105
|
155
$15K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
4.77KNew |
$451K - $503K
|
4.77K
$461K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
3.47K+ 1.79% |
$328K - $366K
|
197K
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
25+ 0.56% |
$2.36K - $2.64K
|
4.46K
$431K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
95.3K+ 3.72% |
$9M - $10.1M
|
2.66M
$256M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.04K+ 3.38% |
$570K - $637K
|
184K
$17.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
316K+ 116.15% |
$29.8M - $33.3M
|
588K
$56.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-379- 4.17% |
$35.8K - $40K
|
8.7K
$840K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$94.4 - $105
|
1.06K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.53K+ 35.31% |
$711K - $794K
|
28.9K
$2.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1M+ 6.41% |
$94.4M - $105M
|
16.6M
$1.6B
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
975+ 22.73% |
$92.1K - $103K
|
5.26K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-762K- 1.64% |
$72M - $80.4M
|
45.7M
$4.41B
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
2.02KNew |
$190K - $213K
|
2.02K
$195K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-82- 0.45% |
$7.74K - $8.65K
|
18.2K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.3K- 19.15% |
$406K - $454K
|
18.2K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-125- 3.38% |
$11.8K - $13.2K
|
3.58K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-574- 2.15% |
$54.2K - $60.5K
|
26.1K
$2.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-92.5K- 89.98% |
$8.74M - $9.76M
|
10.3K
$994K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
248K+ 148.17% |
$23.4M - $26.1M
|
415K
$40M
|