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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
3.66KNew |
$267K - $311K
|
3.66K
$357K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
PUT |
3.6K+ 100.0% |
$262K - $307K
|
7.2K
$702K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.55KNew |
$259K - $303K
|
3.55K
$346K
|
|
May 01, 2024
Q1 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
3.43KNew |
$250K - $292K
|
3.43K
$334K
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.27KNew |
$238K - $278K
|
3.27K
$319K
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.25KNew |
$237K - $277K
|
3.25K
$317K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.01KNew |
$219K - $256K
|
3.01K
$294K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
2.84K+ 1822.44% |
$207K - $242K
|
3K
$292K
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.78KNew |
$203K - $237K
|
2.78K
$271K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.78KNew |
$203K - $237K
|
2.78K
$271K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.77KNew |
$202K - $236K
|
2.77K
$270K
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
2.65KNew |
$193K - $225K
|
2.65K
$258K
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.61KNew |
$190K - $222K
|
2.61K
$254K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.6KNew |
$189K - $221K
|
2.6K
$253K
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
2.6KNew |
$189K - $221K
|
2.6K
$253K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.56KNew |
$187K - $218K
|
2.56K
$250K
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
2.54KNew |
$185K - $216K
|
2.54K
$248K
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.54KNew |
$185K - $216K
|
2.54K
$248K
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2.53KNew |
$185K - $216K
|
2.53K
$247K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
2.48KNew |
$181K - $211K
|
2.48K
$242K
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.48K+ 9.14% |
$180K - $211K
|
29.6K
$2.89M
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
2.46KNew |
$179K - $209K
|
2.46K
$240K
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.43KNew |
$177K - $207K
|
2.43K
$237K
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.41KNew |
$176K - $206K
|
2.41K
$235K
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
2.41KNew |
$176K - $205K
|
2.41K
$235K
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.39KNew |
$174K - $203K
|
2.39K
$233K
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.38KNew |
$173K - $202K
|
2.38K
$232K
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.37KNew |
$173K - $202K
|
2.37K
$231K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.19K+ 37.62% |
$160K - $186K
|
8.01K
$781K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 35.5% |
$85.1K - $99.4K
|
4.46K
$435K
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
1.04K+ 18.91% |
$75.5K - $88.2K
|
6.52K
$635K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1K+ 37.0% |
$72.9K - $85.1K
|
3.7K
$361K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
872+ 114.89% |
$63.5K - $74.2K
|
1.63K
$159K
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
800New |
$58.3K - $68.1K
|
800
$78K
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
747+ 17.81% |
$54.4K - $63.6K
|
4.94K
$482K
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
686+ 2.48% |
$50K - $58.4K
|
28.3K
$2.76M
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
659+ 1.48% |
$48K - $56.1K
|
45.1K
$4.4M
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
645+ 1.41% |
$47K - $54.9K
|
46.3K
$4.51M
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
632+ 10.41% |
$46.1K - $53.8K
|
6.71K
$654K
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
530+ 1.06% |
$38.6K - $45.1K
|
50.7K
$4.94M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
462+ 154.0% |
$33.7K - $39.3K
|
762
$74.3K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
460New |
$33.5K - $39.2K
|
460
$44.9K
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
403New |
$29.4K - $34.3K
|
403
$39.3K
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
380+ 4.2% |
$27.7K - $32.4K
|
9.44K
$920K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
230+ 1.88% |
$16.8K - $19.6K
|
12.4K
$1.21M
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
157+ 9.19% |
$11.4K - $13.4K
|
1.87K
$182K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
135+ 1.96% |
$9.84K - $11.5K
|
7.01K
$684K
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
122+ 4.09% |
$8.89K - $10.4K
|
3.1K
$303K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
118New |
$8.6K - $10K
|
118
$11.5K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
112+ 0.93% |
$8.16K - $9.54K
|
12.1K
$1.18M
|