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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
180K+ 14.43% |
$15.3M - $17.5M
|
1.43M
$139M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
104K+ 60.27% |
$8.84M - $10.1M
|
277K
$27M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98.3K+ 53.1% |
$8.33M - $9.55M
|
283K
$27.6M
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
93.9K+ 1079.28% |
$7.96M - $9.12M
|
103K
$10M
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
74.1KNew |
$6.28M - $7.2M
|
74.1K
$7.23M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
61.6K+ 9950.89% |
$5.22M - $5.98M
|
62.2K
$6.07M
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
48.3K+ 141.48% |
$4.1M - $4.7M
|
82.5K
$8.05M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
47.2KNew |
$4M - $4.58M
|
47.2K
$4.6M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
40K+ 761.33% |
$3.39M - $3.88M
|
45.2K
$4.41M
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
37.8KNew |
$3.2M - $3.67M
|
37.8K
$3.68M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 4.1% |
$1.84M - $2.11M
|
552K
$53.8M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
20.9K+ 58.49% |
$1.77M - $2.03M
|
56.5K
$5.51M
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
20.3K+ 49.2% |
$1.72M - $1.97M
|
61.6K
$6.01M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
20.1K+ 21.56% |
$1.71M - $1.95M
|
113K
$11.1M
|
|
Oct 21, 2024
Q3 2024
|
Financial Life Advisors
|
BUY
|
- |
16.4K+ 4.53% |
$1.39M - $1.59M
|
378K
$36.9M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
16.3K+ 101.22% |
$1.38M - $1.59M
|
32.4K
$3.16M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
16.1K+ 27.14% |
$1.36M - $1.56M
|
75.4K
$7.36M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16K+ 3.26% |
$1.35M - $1.55M
|
506K
$49.4M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 8.81% |
$1.21M - $1.39M
|
177K
$17.2M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 13.82% |
$1.11M - $1.27M
|
108K
$10.5M
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
12.7KNew |
$1.07M - $1.23M
|
12.7K
$1.24M
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$972K - $1.11M
|
11.5K
$1.12M
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.8KNew |
$912K - $1.05M
|
10.8K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10K+ 52.11% |
$852K - $976K
|
29.3K
$2.86M
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
10K+ 33.29% |
$850K - $974K
|
40.2K
$3.92M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
9.83K+ 5.83% |
$833K - $955K
|
178K
$17.4M
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
9.19KNew |
$779K - $892K
|
9.19K
$896K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.16K+ 3.13% |
$777K - $890K
|
302K
$29.4M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
8.72K+ 19.31% |
$739K - $847K
|
53.9K
$5.26M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.29K+ 12.47% |
$703K - $806K
|
74.8K
$7.29M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.21KNew |
$696K - $797K
|
8.21K
$800K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.98K+ 33.04% |
$677K - $775K
|
32.1K
$3.13M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.31K+ 80.88% |
$620K - $710K
|
16.4K
$1.59M
|
|
Oct 11, 2024
Q3 2024
|
Stegner Investment Associates Inc.
|
BUY
|
- |
7.18K+ 1.13% |
$608K - $697K
|
641K
$62.5M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.91K+ 4.24% |
$586K - $671K
|
170K
$16.6M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.86K+ 0.32% |
$582K - $666K
|
2.16M
$211M
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.38K+ 145.8% |
$541K - $620K
|
10.8K
$1.05M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.2K+ 1.25% |
$526K - $602K
|
504K
$49.1M
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.52K+ 4.15% |
$468K - $536K
|
139K
$13.5M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.49K+ 172.84% |
$465K - $533K
|
8.66K
$845K
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.32KNew |
$451K - $516K
|
5.32K
$518K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.03K+ 6.71% |
$426K - $489K
|
80K
$7.8M
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.97K+ 166.1% |
$421K - $483K
|
7.96K
$776K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.84K+ 46.17% |
$410K - $470K
|
15.3K
$1.49M
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
4.45K+ 0.6% |
$377K - $432K
|
750K
$73.1M
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.8KNew |
$322K - $369K
|
3.8K
$370K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.79K+ 21.01% |
$321K - $368K
|
21.8K
$2.13M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.78KNew |
$321K - $368K
|
3.78K
$369K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.68KNew |
$312K - $357K
|
3.68K
$359K
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.4K+ 18.89% |
$288K - $331K
|
21.4K
$2.09M
|