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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.57KNew |
$204K - $240K
|
2.57K
$251K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.5K+ 2.48% |
$198K - $233K
|
103K
$10M
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
2.45KNew |
$194K - $229K
|
2.45K
$239K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.45KNew |
$194K - $228K
|
2.45K
$238K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.44KNew |
$194K - $228K
|
2.44K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.42K+ 11.45% |
$192K - $226K
|
23.6K
$2.3M
|
|
Jul 25, 2024
Q2 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
2.38K+ 1.23% |
$189K - $222K
|
196K
$19.1M
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.38KNew |
$189K - $222K
|
2.38K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$232K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$232K
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
2.38K+ 39.74% |
$188K - $222K
|
8.36K
$815K
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.36KNew |
$187K - $220K
|
2.36K
$230K
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.34KNew |
$186K - $219K
|
2.34K
$229K
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.34KNew |
$186K - $218K
|
2.34K
$228K
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.33KNew |
$185K - $218K
|
2.33K
$228K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$185K - $217K
|
2.33K
$227K
|
|
Jul 19, 2024
Q2 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
2.32KNew |
$184K - $216K
|
2.32K
$226K
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.3K+ 82.52% |
$183K - $215K
|
5.1K
$497K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$220K
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.26KNew |
$179K - $211K
|
2.26K
$220K
|
|
Jul 30, 2024
Q2 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
2.25KNew |
$179K - $210K
|
2.25K
$220K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.25K+ 62.55% |
$178K - $210K
|
5.84K
$570K
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.25KNew |
$178K - $209K
|
2.25K
$219K
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.24KNew |
$178K - $209K
|
2.24K
$218K
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
2.23KNew |
$177K - $208K
|
2.23K
$217K
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.22KNew |
$176K - $207K
|
2.22K
$217K
|
|
Jul 15, 2024
Q2 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
2.2KNew |
$174K - $205K
|
2.2K
$214K
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
2.19KNew |
$174K - $204K
|
2.19K
$213K
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
2.18KNew |
$173K - $204K
|
2.18K
$213K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.18K+ 32.38% |
$173K - $203K
|
8.91K
$869K
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.17KNew |
$172K - $202K
|
2.17K
$211K
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.17K+ 36.0% |
$172K - $202K
|
8.18K
$798K
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.16KNew |
$172K - $202K
|
2.16K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.14K+ 0.62% |
$170K - $200K
|
349K
$34.1M
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.13K+ 52.22% |
$169K - $198K
|
6.19K
$604K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
2.1K+ 5.24% |
$166K - $196K
|
42.2K
$4.11M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.09K+ 63.47% |
$165K - $195K
|
5.37K
$524K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.07K+ 22.51% |
$164K - $194K
|
11.3K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.99K+ 1.37% |
$158K - $186K
|
147K
$14.3M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.97K+ 91.96% |
$156K - $183K
|
4.1K
$400K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.97K+ 1.97% |
$156K - $183K
|
102K
$9.93M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.89KNew |
$150K - $177K
|
1.89K
$185K
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
1.87K+ 16.35% |
$149K - $175K
|
13.3K
$1.3M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.87K+ 41.16% |
$148K - $174K
|
6.41K
$625K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.84K+ 60.05% |
$146K - $172K
|
4.91K
$479K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.78K+ 13.35% |
$141K - $166K
|
15.1K
$1.48M
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.74K+ 0.5% |
$138K - $163K
|
350K
$34.1M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.73KNew |
$137K - $161K
|
1.73K
$168K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.65K+ 11.91% |
$131K - $154K
|
15.5K
$1.51M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.65K+ 61.33% |
$131K - $154K
|
4.34K
$423K
|