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 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
1.03KNew |
$97.5K - $109K
|
1.03K
$123K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1.01K+ 174.35% |
$95K - $106K
|
1.58K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
999New |
$94.3K - $105K
|
999
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
918+ 23.94% |
$86.7K - $96.8K
|
4.75K
$566K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
917+ 14.84% |
$86.6K - $96.7K
|
7.1K
$844K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
805New |
$76K - $84.9K
|
805
$95.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
800New |
$75.5K - $84.4K
|
800
$95.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
696+ 2.21% |
$65.7K - $73.4K
|
32.1K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
604New |
$57K - $63.7K
|
604
$71.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
592New |
$55.9K - $62.4K
|
592
$70.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
567New |
$53.5K - $59.8K
|
567
$67.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
504+ 61.92% |
$47.6K - $53.2K
|
1.32K
$157K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
424+ 0.78% |
$40K - $44.7K
|
54.9K
$6.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
355New |
$33.5K - $37.4K
|
355
$42.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
302+ 40.21% |
$28.5K - $31.9K
|
1.05K
$125K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
302+ 194.84% |
$28.5K - $31.9K
|
457
$54.4K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
300New |
$28.3K - $31.6K
|
300
$35.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
296+ 5.91% |
$28K - $31.2K
|
5.31K
$631K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
273New |
$25.8K - $28.8K
|
273
$32.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244+ 23.69% |
$23K - $25.7K
|
1.27K
$152K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
240New |
$22.7K - $25.3K
|
240
$28.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
214New |
$20.2K - $22.6K
|
214
$25.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
201+ 2.21% |
$19K - $21.2K
|
9.29K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
121New |
$11.4K - $12.8K
|
121
$14.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
112New |
$10.6K - $11.8K
|
112
$13.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
104+ 2.02% |
$9.82K - $11K
|
5.25K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
103+ 1.48% |
$9.73K - $10.9K
|
7.05K
$839K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$9.44K - $10.5K
|
100
$11.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
71New |
$6.7K - $7.49K
|
71
$8.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
65New |
$6.14K - $6.86K
|
65
$7.74K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59+ 2.27% |
$5.57K - $6.22K
|
2.66K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
48New |
$4.53K - $5.06K
|
48
$5.71K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
39+ 1.01% |
$3.68K - $4.11K
|
3.89K
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
27+ 0.31% |
$2.55K - $2.85K
|
8.88K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
26+ 5.99% |
$2.46K - $2.74K
|
460
$54.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
25+ 0.56% |
$2.36K - $2.64K
|
4.46K
$531K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 20.0% |
$189 - $211
|
12
$1.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1+ 0.02% |
$94.4 - $105
|
4.11K
$489K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.65% |
$94.4 - $105
|
155
$18.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$94.4 - $105
|
3.73K
$444K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
PUT |
366KNew |
$31.1M - $35.6M
|
366K
$43.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
118KNew |
$10M - $11.5M
|
118K
$14.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
38.5KNew |
$3.26M - $3.73M
|
38.5K
$4.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
26.4K+ 34.16% |
$2.24M - $2.56M
|
104K
$12.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
21.8K+ 4.1% |
$1.84M - $2.11M
|
552K
$65.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
12.2KNew |
$1.04M - $1.19M
|
12.2K
$1.45M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.5KNew |
$972K - $1.11M
|
11.5K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8.85KNew |
$750K - $860K
|
8.85K
$1.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.21KNew |
$696K - $797K
|
8.21K
$976K
|
|
|
Nov 14, 2024
Q3 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
8.09KNew |
$686K - $786K
|
8.09K
$963K
|
|