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 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
322+ 3.27% |
$25.5K - $30K
|
10.2K
$993K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
316+ 6.44% |
$25.1K - $29.5K
|
5.23K
$510K
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
312+ 1.73% |
$24.7K - $29.1K
|
18.3K
$1.79M
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
309+ 2.41% |
$24.5K - $28.8K
|
13.1K
$1.28M
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
307+ 6.91% |
$24.3K - $28.6K
|
4.75K
$463K
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
303+ 6.27% |
$24K - $28.3K
|
5.14K
$501K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
300+ 4.32% |
$23.8K - $28K
|
7.25K
$707K
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
296+ 5.63% |
$23.5K - $27.6K
|
5.55K
$541K
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
291+ 6.45% |
$23.1K - $27.2K
|
4.81K
$469K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
289+ 5.63% |
$22.9K - $27K
|
5.42K
$528K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
271+ 7.31% |
$21.5K - $25.3K
|
3.98K
$388K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
270+ 1.4% |
$21.4K - $25.2K
|
19.5K
$1.91M
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
261+ 13.04% |
$20.7K - $24.4K
|
2.26K
$221K
|
|
Jul 16, 2024
Q2 2024
|
Mcia Inc
|
BUY
|
- |
256+ 8.83% |
$20.3K - $23.9K
|
3.16K
$308K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
250+ 1.56% |
$19.8K - $23.3K
|
16.3K
$1.58M
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
249+ 1.54% |
$19.7K - $23.2K
|
16.4K
$1.6M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
241+ 3.32% |
$19.1K - $22.5K
|
7.51K
$732K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
238+ 0.89% |
$18.9K - $22.2K
|
26.9K
$2.62M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
234+ 5.15% |
$18.6K - $21.8K
|
4.78K
$466K
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
231New |
$18.3K - $21.6K
|
231
$22.5K
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
227+ 1.6% |
$18K - $21.2K
|
14.4K
$1.41M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
227+ 1.59% |
$18K - $21.2K
|
14.5K
$1.42M
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
223+ 0.58% |
$17.7K - $20.8K
|
38.7K
$3.78M
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
220+ 0.52% |
$17.4K - $20.5K
|
42.8K
$4.18M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
217+ 0.12% |
$17.2K - $20.2K
|
181K
$17.6M
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
208+ 0.66% |
$16.5K - $19.4K
|
31.7K
$3.09M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
202New |
$16K - $18.8K
|
202
$19.7K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
199+ 91.28% |
$15.8K - $18.6K
|
417
$40.7K
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
181+ 2.83% |
$14.4K - $16.9K
|
6.59K
$642K
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
180+ 3.15% |
$14.3K - $16.8K
|
5.9K
$575K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
178+ 4.42% |
$14.1K - $16.6K
|
4.2K
$410K
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
175+ 0.16% |
$13.9K - $16.3K
|
113K
$11M
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
167+ 7.81% |
$13.2K - $15.6K
|
2.31K
$225K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
163+ 1.87% |
$12.9K - $15.2K
|
8.86K
$864K
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
158+ 0.08% |
$12.5K - $14.7K
|
193K
$18.8M
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
157+ 0.79% |
$12.5K - $14.6K
|
20.1K
$1.96M
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
156+ 56.12% |
$12.4K - $14.6K
|
434
$42.3K
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
138+ 5.63% |
$10.9K - $12.9K
|
2.59K
$252K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
135+ 37.09% |
$10.7K - $12.6K
|
499
$48.7K
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
132+ 0.37% |
$10.5K - $12.3K
|
35.9K
$3.5M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
130+ 0.49% |
$10.3K - $12.1K
|
26.9K
$2.62M
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
124+ 0.74% |
$9.83K - $11.6K
|
17K
$1.66M
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
123+ 4.26% |
$9.76K - $11.5K
|
3.01K
$294K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
123New |
$9.76K - $11.5K
|
123
$12K
|
|
Jul 24, 2024
Q2 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
122+ 0.99% |
$9.68K - $11.4K
|
12.4K
$1.21M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
115+ 3.06% |
$9.12K - $10.7K
|
3.88K
$378K
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
110+ 1.69% |
$8.72K - $10.3K
|
6.63K
$646K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
108+ 0.52% |
$8.57K - $10.1K
|
20.7K
$2.02M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$8.09K - $9.52K
|
102
$9.95K
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
101+ 1.05% |
$8.01K - $9.42K
|
9.68K
$944K
|