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 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
39New |
$2.84K - $3.32K
|
39
$4.06K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
35+ 0.72% |
$2.55K - $2.98K
|
4.91K
$511K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
31+ 5.97% |
$2.26K - $2.64K
|
550
$57.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
21New |
$1.53K - $1.79K
|
21
$2.19K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7+ 0.7% |
$510 - $596
|
1.01K
$105K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$72.9 - $85.1
|
8.88K
$925K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.17% |
$72.9 - $85.1
|
579
$60.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
1New |
$72.9 - $85.1
|
1
$104
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
148KNew |
$9.71M - $11.1M
|
148K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
81KNew |
$5.33M - $6.11M
|
81K
$8.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
53K+ 1113.45% |
$3.49M - $4M
|
57.8K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
38.5KNew |
$2.53M - $2.9M
|
38.5K
$4.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
28.3K+ 12.86% |
$1.86M - $2.13M
|
248K
$25.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
25KNew |
$1.64M - $1.88M
|
25K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16KNew |
$1.05M - $1.21M
|
16K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.4K+ 137.28% |
$947K - $1.09M
|
24.9K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
13.7KNew |
$899K - $1.03M
|
13.7K
$1.42M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
11.9KNew |
$783K - $898K
|
11.9K
$1.24M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
10.9KNew |
$714K - $819K
|
10.9K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.4K+ 2.51% |
$684K - $784K
|
424K
$44.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
9.74KNew |
$640K - $734K
|
9.74K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
9KNew |
$592K - $679K
|
9K
$938K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.44KNew |
$555K - $637K
|
8.44K
$880K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.19K+ 9.84% |
$538K - $617K
|
91.4K
$9.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
7.39K+ 226.73% |
$486K - $557K
|
10.6K
$1.11M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.3KNew |
$480K - $550K
|
7.3K
$760K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.26K+ 59.43% |
$346K - $396K
|
14.1K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.16KNew |
$339K - $389K
|
5.16K
$538K
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5KNew |
$329K - $377K
|
5K
$521K
|
|
|
Jan 26, 2024
Q4 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
4.88KNew |
$321K - $368K
|
4.88K
$508K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.72KNew |
$310K - $356K
|
4.72K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
4.41KNew |
$290K - $333K
|
4.41K
$459K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
4.02KNew |
$264K - $303K
|
4.02K
$418K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.61KNew |
$237K - $272K
|
3.61K
$376K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.58KNew |
$236K - $270K
|
3.58K
$373K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
3.5KNew |
$230K - $264K
|
3.5K
$365K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.29KNew |
$216K - $248K
|
3.29K
$343K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.22KNew |
$212K - $243K
|
3.22K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
3.1KNew |
$204K - $234K
|
3.1K
$323K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3KNew |
$197K - $226K
|
3K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.82K+ 21.58% |
$185K - $213K
|
15.9K
$1.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$180K - $206K
|
2.74K
$285K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
2.7KNew |
$177K - $203K
|
2.7K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.69KNew |
$177K - $203K
|
2.69K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.67KNew |
$176K - $201K
|
2.67K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.33K+ 3112.0% |
$154K - $176K
|
2.41K
$251K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.28K+ 14.98% |
$150K - $172K
|
17.5K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.87K+ 9.44% |
$123K - $141K
|
21.6K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.18KNew |
$77.6K - $89K
|
1.18K
$123K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
877New |
$57.7K - $66.1K
|
877
$91.4K
|
|