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 |
---|---|---|---|---|---|---|---|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.65KNew |
$240K - $276K
|
3.65K
$356K
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.61KNew |
$237K - $272K
|
3.61K
$352K
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.58KNew |
$236K - $270K
|
3.58K
$350K
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$230K - $264K
|
3.5K
$341K
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.36KNew |
$221K - $253K
|
3.36K
$328K
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.33KNew |
$219K - $251K
|
3.33K
$325K
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.29KNew |
$216K - $248K
|
3.29K
$321K
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.22KNew |
$212K - $243K
|
3.22K
$314K
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
3.1KNew |
$204K - $234K
|
3.1K
$303K
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
3.03KNew |
$199K - $228K
|
3.03K
$295K
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3KNew |
$197K - $226K
|
3K
$292K
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.82K+ 21.58% |
$185K - $213K
|
15.9K
$1.55M
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$180K - $206K
|
2.74K
$267K
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
2.7KNew |
$177K - $203K
|
2.7K
$263K
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.69KNew |
$177K - $203K
|
2.69K
$263K
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.67KNew |
$176K - $201K
|
2.67K
$261K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.38KNew |
$157K - $179K
|
2.38K
$232K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.33K+ 3112.0% |
$154K - $176K
|
2.41K
$235K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.28K+ 14.98% |
$150K - $172K
|
17.5K
$1.7M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.87K+ 9.44% |
$123K - $141K
|
21.6K
$2.11M
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.54K+ 6.02% |
$101K - $116K
|
27K
$2.63M
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.18KNew |
$77.6K - $89K
|
1.18K
$115K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.12KNew |
$73.4K - $84.1K
|
1.12K
$109K
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
877New |
$57.7K - $66.1K
|
877
$85.5K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
835New |
$54.9K - $63K
|
835
$81.4K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
720New |
$47.4K - $54.3K
|
720
$70.2K
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
599+ 1361.36% |
$39.4K - $45.2K
|
643
$62.7K
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
497+ 2.28% |
$32.7K - $37.5K
|
22.3K
$2.18M
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
467New |
$30.7K - $35.2K
|
467
$45.5K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
452New |
$29.7K - $34.1K
|
452
$44.1K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
435+ 1.14% |
$28.6K - $32.8K
|
38.6K
$3.76M
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
399+ 327.05% |
$26.2K - $30.1K
|
521
$50.8K
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
391New |
$25.7K - $29.5K
|
391
$38.1K
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
354+ 6.61% |
$23.3K - $26.7K
|
5.71K
$556K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
334New |
$22K - $25.2K
|
334
$32.6K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
299+ 29900.0% |
$19.7K - $22.5K
|
300
$29.3K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
299+ 5.37% |
$19.7K - $22.5K
|
5.87K
$573K
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
268+ 3.78% |
$17.6K - $20.2K
|
7.36K
$718K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
265New |
$17.4K - $20K
|
265
$25.8K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
244New |
$16.1K - $18.4K
|
244
$23.8K
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
225+ 1.07% |
$14.8K - $17K
|
21.2K
$2.07M
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
211+ 4.95% |
$13.9K - $15.9K
|
4.48K
$436K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$13K - $14.9K
|
197
$19.2K
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
177+ 0.67% |
$11.6K - $13.3K
|
26.6K
$2.59M
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
155+ 4.75% |
$10.2K - $11.7K
|
3.42K
$334K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
149New |
$9.8K - $11.2K
|
149
$14.5K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
105New |
$6.91K - $7.92K
|
105
$10.2K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
76+ 8.6% |
$5K - $5.73K
|
960
$93.6K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
53New |
$3.49K - $4K
|
53
$5.17K
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
50+ 0.16% |
$3.29K - $3.77K
|
30.8K
$3.01M
|