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 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
144+ 1.65% |
$12.2K - $14K
|
8.89K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
133+ 5.42% |
$11.3K - $12.9K
|
2.59K
$270K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
132New |
$11.2K - $12.8K
|
132
$13.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
119+ 3.21% |
$10.1K - $11.6K
|
3.83K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
118+ 5.16% |
$10K - $11.5K
|
2.41K
$251K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
112+ 2.67% |
$9.49K - $10.9K
|
4.31K
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
110+ 0.28% |
$9.32K - $10.7K
|
39.2K
$4.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
109+ 4.37% |
$9.24K - $10.6K
|
2.6K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
106+ 4.68% |
$8.99K - $10.3K
|
2.37K
$247K
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
105+ 0.4% |
$8.9K - $10.2K
|
26.1K
$2.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
102+ 0.67% |
$8.65K - $9.91K
|
15.4K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
101+ 0.18% |
$8.56K - $9.81K
|
54.8K
$5.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
97+ 2.85% |
$8.22K - $9.42K
|
3.5K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
95+ 0.28% |
$8.05K - $9.23K
|
34.6K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
BUY
|
- |
94+ 2.12% |
$7.97K - $9.13K
|
4.53K
$472K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
94+ 1.02% |
$7.97K - $9.13K
|
9.31K
$970K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
93+ 0.33% |
$7.88K - $9.03K
|
28.4K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
92+ 0.59% |
$7.8K - $8.94K
|
15.8K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
88New |
$7.46K - $8.55K
|
88
$9.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
83+ 0.7% |
$7.04K - $8.06K
|
12K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
82New |
$6.95K - $7.96K
|
82
$8.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
81New |
$6.87K - $7.87K
|
81
$8.44K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
79+ 0.69% |
$6.7K - $7.67K
|
11.6K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
74+ 2.39% |
$6.27K - $7.19K
|
3.17K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
73+ 0.28% |
$6.19K - $7.09K
|
26K
$2.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
70+ 0.14% |
$5.93K - $6.8K
|
51.6K
$5.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
68+ 14.5% |
$5.76K - $6.6K
|
537
$56K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
64+ 1.08% |
$5.43K - $6.22K
|
6K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
64+ 0.08% |
$5.43K - $6.22K
|
79.8K
$8.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
64+ 1.87% |
$5.43K - $6.22K
|
3.49K
$363K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
62New |
$5.26K - $6.02K
|
62
$6.46K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
61+ 0.46% |
$5.17K - $5.92K
|
13.3K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
55+ 0.71% |
$4.66K - $5.34K
|
7.85K
$818K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
46+ 0.85% |
$3.9K - $4.47K
|
5.47K
$569K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
45New |
$3.81K - $4.37K
|
45
$4.69K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
43+ 0.03% |
$3.65K - $4.18K
|
156K
$16.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.14% |
$2.8K - $3.21K
|
23.8K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
29+ 0.9% |
$2.46K - $2.82K
|
3.24K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
28+ 4.86% |
$2.37K - $2.72K
|
604
$62.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
27+ 61.36% |
$2.29K - $2.62K
|
71
$7.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 2.03% |
$2.2K - $2.53K
|
1.31K
$136K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
24+ 15.89% |
$2.03K - $2.33K
|
175
$18.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
18New |
$1.53K - $1.75K
|
18
$1.88K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
12+ 0.15% |
$1.02K - $1.17K
|
7.92K
$825K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.06% |
$763 - $874
|
14.4K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
8+ 0.1% |
$678 - $777
|
8.02K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8+ 0.03% |
$678 - $777
|
23.1K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6+ 0.01% |
$509 - $583
|
58.5K
$6.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
6+ 0.14% |
$509 - $583
|
4.19K
$436K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.15% |
$339 - $389
|
2.74K
$285K
|