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 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
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
522+ 126.39% |
$44.2K - $50.7K
|
935
$97.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
500+ 9.93% |
$42.4K - $48.6K
|
5.53K
$577K
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
500+ 0.75% |
$42.4K - $48.6K
|
66.8K
$6.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
498+ 338.78% |
$42.2K - $48.4K
|
645
$67.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
478+ 2.94% |
$40.5K - $46.4K
|
16.7K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
474+ 130.22% |
$40.2K - $46K
|
838
$87.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
460+ 8.87% |
$39K - $44.7K
|
5.65K
$588K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
448+ 2.52% |
$38K - $43.5K
|
18.2K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
441+ 2.6% |
$37.4K - $42.8K
|
17.4K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
439+ 0.53% |
$37.2K - $42.6K
|
83.9K
$8.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
432+ 8.1% |
$36.6K - $42K
|
5.76K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
420+ 14.71% |
$35.6K - $40.8K
|
3.28K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
419+ 10.43% |
$35.5K - $40.7K
|
4.44K
$462K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
381+ 2.5% |
$32.3K - $37K
|
15.6K
$1.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
375+ 20.11% |
$31.8K - $36.4K
|
2.24K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
360+ 3.32% |
$30.5K - $35K
|
11.2K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
360New |
$30.5K - $35K
|
360
$37.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
353+ 4.97% |
$29.9K - $34.3K
|
7.46K
$777K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
339+ 2.33% |
$28.7K - $32.9K
|
14.9K
$1.55M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
339+ 1.79% |
$28.7K - $32.9K
|
19.3K
$2.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
335+ 8.04% |
$28.4K - $32.5K
|
4.5K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
334New |
$28.3K - $32.4K
|
334
$34.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
328+ 0.4% |
$27.8K - $31.9K
|
82K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
320+ 17.51% |
$27.1K - $31.1K
|
2.15K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
320+ 4.83% |
$27.1K - $31.1K
|
6.95K
$724K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
300+ 3.59% |
$25.4K - $29.1K
|
8.67K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
287+ 5.22% |
$24.3K - $27.9K
|
5.79K
$603K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
273+ 2.72% |
$23.1K - $26.5K
|
10.3K
$1.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
267+ 0.74% |
$22.6K - $25.9K
|
36.4K
$3.79M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
265+ 20.08% |
$22.5K - $25.7K
|
1.59K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
256+ 3.53% |
$21.7K - $24.9K
|
7.51K
$782K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
245+ 7.02% |
$20.8K - $23.8K
|
3.74K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
227+ 1.08% |
$19.2K - $22K
|
21.3K
$2.21M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
219+ 19.62% |
$18.6K - $21.3K
|
1.34K
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
200+ 4.17% |
$17K - $19.4K
|
5K
$521K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
194+ 3.95% |
$16.4K - $18.8K
|
5.11K
$532K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
180+ 29.27% |
$15.3K - $17.5K
|
795
$82.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
174+ 4.93% |
$14.7K - $16.9K
|
3.7K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
171+ 0.38% |
$14.5K - $16.6K
|
44.7K
$4.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
164+ 2.07% |
$13.9K - $15.9K
|
8.1K
$844K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
155+ 1.81% |
$13.1K - $15.1K
|
8.73K
$910K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
151+ 1.13% |
$12.8K - $14.7K
|
13.5K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
150+ 1.82% |
$12.7K - $14.6K
|
8.41K
$876K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150+ 1.71% |
$12.7K - $14.6K
|
8.93K
$930K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
149New |
$12.6K - $14.5K
|
149
$15.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
145New |
$12.3K - $14.1K
|
145
$15.1K
|