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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
194KNew |
$18.3M - $20.4M
|
194K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
133K+ 90.78% |
$12.6M - $14.1M
|
280K
$29.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
115KNew |
$10.9M - $12.2M
|
115K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
110KNew |
$10.4M - $11.6M
|
110K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
101K+ 56.04% |
$9.56M - $10.7M
|
282K
$29.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
101KNew |
$9.53M - $10.6M
|
101K
$10.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
88.3KNew |
$8.34M - $9.32M
|
88.3K
$9.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
84.5KNew |
$7.98M - $8.91M
|
84.5K
$8.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
81.2KNew |
$7.67M - $8.57M
|
81.2K
$8.46M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
75.7KNew |
$7.15M - $7.99M
|
75.7K
$7.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
72.9K+ 132.55% |
$6.88M - $7.69M
|
128K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
63.2KNew |
$5.97M - $6.67M
|
63.2K
$6.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
62.1KNew |
$5.86M - $6.54M
|
62.1K
$6.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
53KNew |
$5M - $5.59M
|
53K
$5.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
51.6K+ 95.07% |
$4.88M - $5.45M
|
106K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
47.9K+ 79.99% |
$4.52M - $5.05M
|
108K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
44.9KNew |
$4.24M - $4.74M
|
44.9K
$4.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
44.6KNew |
$4.21M - $4.71M
|
44.6K
$4.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
43KNew |
$4.07M - $4.54M
|
43K
$4.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
37.2K+ 3.23% |
$3.52M - $3.93M
|
1.19M
$124M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
35.8K+ 17.05% |
$3.38M - $3.77M
|
246K
$25.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
32.4K+ 15.54% |
$3.06M - $3.42M
|
241K
$25.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
31.7K+ 94.78% |
$2.99M - $3.34M
|
65.1K
$6.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
30.2KNew |
$2.85M - $3.19M
|
30.2K
$3.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
29.5KNew |
$2.79M - $3.11M
|
29.5K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.3K+ 18.22% |
$2.67M - $2.98M
|
183K
$19.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.8K+ 22.51% |
$2.63M - $2.94M
|
151K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
26.2KNew |
$2.47M - $2.76M
|
26.2K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
24.7KNew |
$2.33M - $2.6M
|
24.7K
$2.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
23.2KNew |
$2.19M - $2.45M
|
23.2K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$2.18M - $2.43M
|
23.1K
$2.4M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
22.7K+ 4.44% |
$2.14M - $2.4M
|
535K
$55.7M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
21.8KNew |
$2.06M - $2.3M
|
21.8K
$2.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
18.8K+ 22.92% |
$1.78M - $1.98M
|
101K
$10.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
18.5K+ 1.8% |
$1.75M - $1.95M
|
1.05M
$109M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.7K+ 11.39% |
$1.67M - $1.87M
|
173K
$18M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
17.4KNew |
$1.64M - $1.84M
|
17.4K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16.8K+ 8.21% |
$1.58M - $1.77M
|
221K
$23M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
16.5K+ 50.81% |
$1.56M - $1.74M
|
48.9K
$5.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
16K+ 47.13% |
$1.51M - $1.69M
|
50K
$5.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 0.41% |
$1.48M - $1.65M
|
3.82M
$398M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
15.2K+ 20.69% |
$1.43M - $1.6M
|
88.4K
$9.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
15K+ 4.66% |
$1.41M - $1.58M
|
337K
$35.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
14.9KNew |
$1.41M - $1.57M
|
14.9K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.9K+ 1.04% |
$1.41M - $1.57M
|
1.44M
$150M
|
|
|
Jan 29, 2025
Q4 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
14.8K+ 51.95% |
$1.39M - $1.56M
|
43.2K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
14.6K+ 3.87% |
$1.38M - $1.54M
|
393K
$40.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
14.6KNew |
$1.38M - $1.54M
|
14.6K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
14.4KNew |
$1.36M - $1.52M
|
14.4K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
14K+ 426.36% |
$1.32M - $1.48M
|
17.3K
$1.8M
|