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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
100+ 1.75% |
$7.93K - $9.33K
|
5.8K
$566K
|
|
Aug 13, 2024
Q2 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
95New |
$7.53K - $8.86K
|
95
$9.26K
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
91+ 3.38% |
$7.22K - $8.49K
|
2.78K
$271K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
84+ 13.88% |
$6.66K - $7.84K
|
689
$67.2K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
81New |
$6.42K - $7.56K
|
81
$7.9K
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
74+ 2.14% |
$5.87K - $6.9K
|
3.53K
$344K
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
74+ 2.03% |
$5.87K - $6.9K
|
3.73K
$363K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 11.82% |
$5.16K - $6.07K
|
615
$60K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
65+ 1.56% |
$5.16K - $6.07K
|
4.24K
$414K
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
62New |
$4.92K - $5.79K
|
62
$6.05K
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
55+ 0.76% |
$4.36K - $5.13K
|
7.25K
$707K
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
53+ 1.65% |
$4.2K - $4.95K
|
3.26K
$318K
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
47+ 0.67% |
$3.73K - $4.39K
|
7.04K
$686K
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
37+ 0.08% |
$2.93K - $3.45K
|
49.3K
$4.81M
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
36+ 0.04% |
$2.86K - $3.36K
|
82.7K
$8.07M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
34+ 0.33% |
$2.7K - $3.17K
|
10.3K
$1.01M
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
27+ 0.26% |
$2.14K - $2.52K
|
10.5K
$1.02M
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26+ 3.15% |
$2.06K - $2.43K
|
852
$83.1K
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
21+ 0.34% |
$1.67K - $1.96K
|
6.15K
$599K
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
20+ 0.09% |
$1.59K - $1.87K
|
23.1K
$2.25M
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 0.51% |
$1.59K - $1.87K
|
3.93K
$383K
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.08% |
$1.51K - $1.77K
|
23.7K
$2.31M
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
19+ 0.42% |
$1.51K - $1.77K
|
4.55K
$444K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
16+ 0.16% |
$1.27K - $1.49K
|
10.1K
$984K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
15+ 0.6% |
$1.19K - $1.4K
|
2.53K
$247K
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
13+ 0.47% |
$1.03K - $1.21K
|
2.8K
$273K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
10+ 0.03% |
$793 - $933
|
31.2K
$3.05M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8+ 0.13% |
$634 - $746
|
6.36K
$621K
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6+ 0.03% |
$476 - $560
|
20.5K
$1.99M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.03% |
$317 - $373
|
14.4K
$1.4M
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
4+ 0.1% |
$317 - $373
|
4.18K
$408K
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.08% |
$238 - $280
|
3.88K
$379K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$238 - $280
|
4.28K
$418K
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.02% |
$238 - $280
|
19.8K
$1.93M
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$238 - $280
|
9.3K
$907K
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3+ 0.03% |
$238 - $280
|
9.69K
$945K
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$159 - $187
|
2.62K
$256K
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.04% |
$159 - $187
|
4.59K
$448K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.06% |
$159 - $187
|
3.26K
$318K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.46% |
$159 - $187
|
440
$42.9K
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.08% |
$159 - $187
|
2.36K
$231K
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.74K
$267K
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.68K
$261K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
2+ 0.04% |
$159 - $187
|
5.71K
$556K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$159 - $187
|
2.75K
$268K
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
18.8K
$1.83M
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.02% |
$79.3 - $93.3
|
5.99K
$584K
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1+ 0.01% |
$79.3 - $93.3
|
14.5K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
1+ 0.06% |
$79.3 - $93.3
|
1.81K
$177K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$79.3 - $93.3
|
2.99K
$291K
|