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 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
894+ 2.29% |
$70.9K - $83.4K
|
40K
$3.9M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
884+ 16.73% |
$70.1K - $82.5K
|
6.17K
$602K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
883+ 8.62% |
$70K - $82.4K
|
11.1K
$1.09M
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
880+ 21.17% |
$69.8K - $82.1K
|
5.04K
$491K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
850+ 2.54% |
$67.4K - $79.3K
|
34.3K
$3.34M
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
844+ 2.61% |
$66.9K - $78.8K
|
33.1K
$3.23M
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
806+ 5.53% |
$63.9K - $75.2K
|
15.4K
$1.5M
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
802New |
$63.6K - $74.8K
|
802
$78.2K
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
784+ 1.49% |
$62.2K - $73.2K
|
53.3K
$5.2M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
774+ 9.15% |
$61.4K - $72.2K
|
9.23K
$900K
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
756+ 25.31% |
$60K - $70.5K
|
3.74K
$365K
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
746+ 15.03% |
$59.2K - $69.6K
|
5.71K
$557K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
704+ 1.14% |
$55.8K - $65.7K
|
62.3K
$6.08M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
701New |
$55.6K - $65.4K
|
701
$68.4K
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
700+ 52.08% |
$55.5K - $65.3K
|
2.04K
$199K
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
690+ 1.75% |
$54.7K - $64.4K
|
40K
$3.9M
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
673+ 0.82% |
$53.4K - $62.8K
|
82.9K
$8.08M
|
|
Aug 14, 2024
Q2 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
650+ 24.81% |
$51.6K - $60.7K
|
3.27K
$319K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
634+ 17.34% |
$50.3K - $59.2K
|
4.29K
$418K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
620+ 8.28% |
$49.2K - $57.9K
|
8.11K
$790K
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
612+ 15.72% |
$48.5K - $57.1K
|
4.51K
$439K
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
611+ 3.73% |
$48.5K - $57K
|
17K
$1.66M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
600+ 7.93% |
$47.6K - $56K
|
8.17K
$796K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
591+ 0.38% |
$46.9K - $55.1K
|
157K
$15.3M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
590+ 1.72% |
$46.8K - $55.1K
|
34.9K
$3.4M
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
582+ 13.21% |
$46.2K - $54.3K
|
4.99K
$486K
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
572+ 4.66% |
$45.4K - $53.4K
|
12.8K
$1.25M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
550+ 2.16% |
$43.6K - $51.3K
|
26K
$2.53M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
521+ 6.33% |
$41.3K - $48.6K
|
8.75K
$853K
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
500New |
$39.7K - $46.7K
|
500
$48.8K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
494+ 0.72% |
$39.2K - $46.1K
|
69.5K
$6.77M
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
482+ 1.0% |
$38.2K - $45K
|
48.7K
$4.75M
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
450+ 5.4% |
$35.7K - $42K
|
8.78K
$856K
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
425+ 2.46% |
$33.7K - $39.7K
|
17.7K
$1.73M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
421+ 5.3% |
$33.4K - $39.3K
|
8.37K
$816K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
418+ 1.93% |
$33.2K - $39K
|
22.1K
$2.16M
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
413New |
$32.8K - $38.5K
|
413
$40.3K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
380New |
$30.1K - $35.5K
|
380
$37.1K
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
377+ 1.03% |
$29.9K - $35.2K
|
37K
$3.6M
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
369New |
$29.3K - $34.4K
|
369
$36K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
364+ 7.11% |
$28.9K - $34K
|
5.49K
$535K
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
358+ 0.57% |
$28.4K - $33.4K
|
63.1K
$6.15M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
352+ 4.31% |
$27.9K - $32.8K
|
8.52K
$831K
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
349+ 9.57% |
$27.7K - $32.6K
|
4K
$390K
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
348+ 7.29% |
$27.6K - $32.5K
|
5.12K
$500K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
348+ 6.94% |
$27.6K - $32.5K
|
5.36K
$523K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
332+ 3.6% |
$26.3K - $31K
|
9.55K
$931K
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
330+ 6.75% |
$26.2K - $30.8K
|
5.22K
$509K
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
328+ 0.99% |
$26K - $30.6K
|
33.3K
$3.25M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
327+ 0.93% |
$25.9K - $30.5K
|
35.6K
$3.47M
|