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 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.03% |
$472 - $527
|
19.8K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.04% |
$472 - $527
|
11.6K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
5+ 0.05% |
$472 - $527
|
9.7K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5+ 0.12% |
$472 - $527
|
4.07K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.15% |
$378 - $422
|
2.74K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.07% |
$378 - $422
|
6.11K
$640K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.14% |
$378 - $422
|
2.93K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.1% |
$378 - $422
|
4.01K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.14% |
$283 - $316
|
2.15K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.05% |
$283 - $316
|
5.71K
$598K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$283 - $316
|
10.3K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.05% |
$283 - $316
|
5.72K
$599K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$283 - $316
|
2.42K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.08% |
$283 - $316
|
3.72K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.12% |
$283 - $316
|
2.54K
$266K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.13% |
$283 - $316
|
2.32K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
3+ 0.11% |
$283 - $316
|
2.64K
$277K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$189 - $211
|
2.49K
$261K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 20.0% |
$189 - $211
|
12
$1.26K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$189 - $211
|
8.1K
$849K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.16% |
$189 - $211
|
1.25K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.01% |
$189 - $211
|
19K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$189 - $211
|
2.74K
$287K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1+ 0.0% |
$94.4 - $105
|
20K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1+ 0.02% |
$94.4 - $105
|
6.3K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$94.4 - $105
|
2.51K
$263K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$94.4 - $105
|
12.5K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$94.4 - $105
|
2.27K
$238K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.14% |
$94.4 - $105
|
716
$75K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.18% |
$94.4 - $105
|
550
$57.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$94.4 - $105
|
3.73K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$94.4 - $105
|
2.18K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1+ 0.0% |
$94.4 - $105
|
29.4K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$94.4 - $105
|
5.9K
$618K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$94.4 - $105
|
28K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$94.4 - $105
|
2.99K
$314K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.02% |
$94.4 - $105
|
4.2K
$439K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$94.4 - $105
|
818
$85.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$94.4 - $105
|
470
$49.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
861KNew |
$73M - $83.7M
|
861K
$90.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
426K+ 5.79% |
$36.1M - $41.4M
|
7.79M
$816M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
407K+ 12852.1% |
$34.5M - $39.5M
|
410K
$42.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
381K+ 1091.17% |
$32.3M - $37M
|
416K
$43.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
366KNew |
$31.1M - $35.6M
|
366K
$38.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
256K+ 1.66% |
$21.7M - $24.9M
|
15.7M
$1.64B
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
164KNew |
$13.9M - $15.9M
|
164K
$17.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
146K+ 11.33% |
$12.4M - $14.2M
|
1.44M
$151M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
131K+ 33.37% |
$11.1M - $12.7M
|
524K
$54.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
130K+ 375.75% |
$11M - $12.6M
|
164K
$17.2M
|
|