Latest Institutional Purchases of Ishares S&P 500 Growth ETF (IVW)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.5MNew |
$425M - $475M
|
4.5M
$420M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.45MNew |
$326M - $364M
|
3.45M
$322M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
3.05MNew |
$288M - $321M
|
3.05M
$285M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26M+ 14.39% |
$213M - $238M
|
17.9M
$1.67B
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.04M+ 49.72% |
$98.1M - $110M
|
3.13M
$292M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1M+ 6.41% |
$94.4M - $105M
|
16.6M
$1.55B
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
765K+ 1.73% |
$72.2M - $80.7M
|
44.9M
$4.19B
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
316K+ 116.15% |
$29.8M - $33.3M
|
588K
$54.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
248K+ 148.17% |
$23.4M - $26.1M
|
415K
$38.7M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
247K+ 15.33% |
$23.3M - $26M
|
1.86M
$173M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
243K+ 25.32% |
$23M - $25.7M
|
1.2M
$112M
|
|
|
Feb 13, 2025
Q4 2024
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
211KNew |
$19.9M - $22.2M
|
211K
$19.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
209KNew |
$19.7M - $22M
|
209K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
199K+ 24415.48% |
$18.8M - $21M
|
200K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
194KNew |
$18.3M - $20.4M
|
194K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
187K+ 2.4% |
$17.6M - $19.7M
|
7.98M
$745M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
186K+ 356.81% |
$17.6M - $19.6M
|
238K
$22.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
174KNew |
$16.4M - $18.3M
|
174K
$16.2M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
153KNew |
$14.5M - $16.2M
|
153K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
151KNew |
$14.2M - $15.9M
|
151K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
149K+ 2.8% |
$14.1M - $15.7M
|
5.48M
$511M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
140KNew |
$13.2M - $14.7M
|
140K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
139K+ 60.07% |
$13.1M - $14.7M
|
370K
$34.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
135K+ 6812.83% |
$12.7M - $14.2M
|
137K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
133K+ 90.78% |
$12.6M - $14.1M
|
280K
$26.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
130K+ 307.06% |
$12.3M - $13.7M
|
172K
$16.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
129KNew |
$12.2M - $13.6M
|
129K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
118K+ 3.61% |
$11.1M - $12.4M
|
3.39M
$316M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
115KNew |
$10.9M - $12.2M
|
115K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
113KNew |
$10.7M - $12M
|
113K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
110K+ 167.66% |
$10.4M - $11.6M
|
175K
$16.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
110KNew |
$10.4M - $11.6M
|
110K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
106K+ 13.38% |
$10.1M - $11.2M
|
902K
$84.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
101K+ 56.04% |
$9.56M - $10.7M
|
282K
$26.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
101KNew |
$9.53M - $10.6M
|
101K
$9.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
97.3K+ 41.46% |
$9.19M - $10.3M
|
332K
$31M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
95.3K+ 3.72% |
$9M - $10.1M
|
2.66M
$248M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
92.6K+ 148.76% |
$8.74M - $9.76M
|
155K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
91.1KNew |
$8.6M - $9.61M
|
91.1K
$8.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
89.1KNew |
$8.42M - $9.4M
|
89.1K
$8.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
88.3KNew |
$8.34M - $9.32M
|
88.3K
$8.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
84.5KNew |
$7.98M - $8.91M
|
84.5K
$7.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84.2K+ 16.14% |
$7.95M - $8.88M
|
606K
$56.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
83K+ 17.19% |
$7.84M - $8.75M
|
566K
$52.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.8K+ 32.51% |
$7.72M - $8.63M
|
333K
$31.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
81.2KNew |
$7.67M - $8.57M
|
81.2K
$7.58M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
75.7KNew |
$7.15M - $7.99M
|
75.7K
$7.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
72.9K+ 132.55% |
$6.88M - $7.69M
|
128K
$11.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
71.9KNew |
$6.79M - $7.58M
|
71.9K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70K+ 13.82% |
$6.61M - $7.38M
|
576K
$53.8M
|