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 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.05% |
$339 - $389
|
7.81K
$814K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.11% |
$254 - $291
|
2.63K
$274K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.29% |
$170 - $194
|
703
$73.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.01% |
$170 - $194
|
33.4K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.07% |
$170 - $194
|
3.02K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$170 - $194
|
5.22K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.01% |
$170 - $194
|
14.1K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
4.75K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
3.62K
$377K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1+ 0.04% |
$84.8 - $97.1
|
2.68K
$279K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$84.8 - $97.1
|
755
$78.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1+ 0.02% |
$84.8 - $97.1
|
4.11K
$428K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.55M+ 60.72% |
$123M - $145M
|
4.11M
$428M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
156K+ 2.88% |
$12.4M - $14.6M
|
5.59M
$583M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
100KNew |
$7.97M - $9.38M
|
100K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
36.5K+ 19.06% |
$2.89M - $3.4M
|
228K
$23.7M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
34.4KNew |
$2.73M - $3.21M
|
34.4K
$3.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
22KNew |
$1.74M - $2.05M
|
22K
$2.29M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$1.08M - $1.27M
|
13.6K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
11.2K+ 4.02% |
$885K - $1.04M
|
289K
$30.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.23KNew |
$573K - $674K
|
7.23K
$753K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
6.83KNew |
$542K - $637K
|
6.83K
$712K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.76KNew |
$536K - $630K
|
6.76K
$704K
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6.43KNew |
$510K - $600K
|
6.43K
$670K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
5.85K+ 111.23% |
$464K - $546K
|
11.1K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.73KNew |
$455K - $535K
|
5.73K
$597K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
5.56K+ 15.63% |
$441K - $519K
|
41.1K
$4.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
5KNew |
$397K - $467K
|
5K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.67KNew |
$370K - $436K
|
4.67K
$487K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.61KNew |
$366K - $430K
|
4.61K
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.4KNew |
$349K - $411K
|
4.4K
$459K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.01KNew |
$318K - $375K
|
4.01K
$418K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.6K+ 50.08% |
$286K - $336K
|
10.8K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
3.52KNew |
$279K - $328K
|
3.52K
$366K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3.46KNew |
$274K - $322K
|
3.46K
$360K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.42KNew |
$271K - $319K
|
3.42K
$357K
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
3.27KNew |
$259K - $305K
|
3.27K
$341K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.12KNew |
$247K - $291K
|
3.12K
$325K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
3.08KNew |
$244K - $287K
|
3.08K
$320K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.06KNew |
$243K - $286K
|
3.06K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
3.04KNew |
$241K - $284K
|
3.04K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.04KNew |
$241K - $283K
|
3.04K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.74KNew |
$217K - $256K
|
2.74K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.45KNew |
$194K - $228K
|
2.45K
$255K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
2.44KNew |
$194K - $228K
|
2.44K
$255K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.38KNew |
$189K - $222K
|
2.38K
$248K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.38KNew |
$188K - $222K
|
2.38K
$248K
|
|
|
Jul 17, 2024
Q2 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
2.36KNew |
$187K - $220K
|
2.36K
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
2.34KNew |
$186K - $219K
|
2.34K
$244K
|
|