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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.06K+ 4.66% |
$174K - $200K
|
46.2K
$4.81M
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.99K+ 8.4% |
$169K - $193K
|
25.7K
$2.68M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
1.9KNew |
$161K - $185K
|
1.9K
$198K
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.76K+ 11.82% |
$149K - $171K
|
16.7K
$1.74M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.65KNew |
$139K - $160K
|
1.65K
$171K
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.55K+ 30.23% |
$132K - $151K
|
6.69K
$697K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 19.61% |
$131K - $150K
|
9.43K
$983K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.52KNew |
$129K - $148K
|
1.52K
$159K
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.51K+ 9.82% |
$128K - $147K
|
16.9K
$1.76M
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.5K+ 13.04% |
$127K - $146K
|
13K
$1.36M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.46K+ 30.91% |
$124K - $142K
|
6.18K
$644K
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.44K+ 66.62% |
$122K - $140K
|
3.61K
$376K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.41K+ 8.91% |
$120K - $137K
|
17.3K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
BUY
|
- |
1.39K+ 133.08% |
$118K - $135K
|
2.43K
$253K
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
1.3K+ 51.96% |
$110K - $126K
|
3.81K
$396K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29K+ 0.67% |
$109K - $125K
|
194K
$20.2M
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 2.34% |
$107K - $123K
|
55.5K
$5.78M
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.25K+ 44.95% |
$106K - $121K
|
4.03K
$420K
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.24K+ 3.26% |
$105K - $120K
|
39.2K
$4.09M
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.21K+ 16.63% |
$102K - $117K
|
8.46K
$881K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.19K+ 1.05% |
$101K - $115K
|
114K
$11.9M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.17K+ 16.45% |
$98.9K - $113K
|
8.26K
$861K
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.13K+ 7.31% |
$96K - $110K
|
16.6K
$1.73M
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
1.1K+ 1.44% |
$92.8K - $106K
|
77.3K
$8.06M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1K+ 18.67% |
$84.8K - $97.1K
|
6.36K
$662K
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
973+ 3.29% |
$82.5K - $94.5K
|
30.6K
$3.18M
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
926+ 0.48% |
$78.5K - $89.9K
|
194K
$20.2M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
844+ 4.85% |
$71.5K - $82K
|
18.3K
$1.9M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
831+ 0.46% |
$70.4K - $80.7K
|
180K
$18.7M
|
|
Nov 14, 2024
Q3 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
790+ 24.17% |
$67K - $76.7K
|
4.06K
$423K
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
764+ 3.71% |
$64.8K - $74.2K
|
21.4K
$2.23M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
756+ 15.41% |
$64.1K - $73.4K
|
5.66K
$590K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
737+ 5.69% |
$62.5K - $71.6K
|
13.7K
$1.43M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
710+ 1.07% |
$60.2K - $69K
|
67.3K
$7.01M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
691New |
$58.6K - $67.1K
|
691
$72K
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
683+ 9.1% |
$57.9K - $66.3K
|
8.19K
$854K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
669New |
$56.7K - $65K
|
669
$69.7K
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
661+ 4.47% |
$56K - $64.2K
|
15.4K
$1.61M
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
642+ 25.14% |
$54.4K - $62.4K
|
3.2K
$333K
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
640New |
$54.3K - $62.2K
|
640
$66.7K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
635New |
$53.8K - $61.7K
|
635
$66.2K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
620+ 5.03% |
$52.6K - $60.2K
|
12.9K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
599+ 2.11% |
$50.8K - $58.2K
|
29K
$3.02M
|
|
Nov 05, 2024
Q3 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
587+ 18.65% |
$49.8K - $57K
|
3.73K
$389K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
581+ 15.69% |
$49.3K - $56.4K
|
4.28K
$446K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
578+ 6.74% |
$49K - $56.1K
|
9.15K
$953K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
570+ 96.28% |
$48.3K - $55.4K
|
1.16K
$121K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
548+ 22.8% |
$46.5K - $53.2K
|
2.95K
$308K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
547+ 2.55% |
$46.4K - $53.1K
|
22K
$2.29M
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
542+ 4.25% |
$45.9K - $52.6K
|
13.3K
$1.39M
|