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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.33K+ 18.04% |
$282K - $323K
|
21.8K
$2.12M
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.07K+ 4.92% |
$261K - $299K
|
65.5K
$6.39M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.06K+ 5.57% |
$259K - $297K
|
57.9K
$5.65M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.88K+ 17.8% |
$244K - $279K
|
19K
$1.86M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.56K+ 101.99% |
$217K - $249K
|
5.08K
$495K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.52K+ 35928.57% |
$213K - $244K
|
2.52K
$246K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.5K+ 8.75% |
$212K - $243K
|
31.1K
$3.03M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.47K+ 1.55% |
$209K - $240K
|
162K
$15.8M
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.45KNew |
$208K - $238K
|
2.45K
$239K
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
2.43K+ 7.84% |
$206K - $236K
|
33.4K
$3.26M
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.42KNew |
$205K - $235K
|
2.42K
$236K
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.42KNew |
$205K - $235K
|
2.42K
$236K
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
2.29K+ 1.68% |
$194K - $223K
|
139K
$13.5M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $218K
|
2.24K
$219K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2.24KNew |
$190K - $217K
|
2.24K
$218K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.23K+ 103.67% |
$189K - $217K
|
4.39K
$428K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.21KNew |
$188K - $215K
|
2.21K
$216K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 1.47% |
$162K - $186K
|
132K
$12.8M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.6K+ 34.76% |
$136K - $156K
|
6.22K
$606K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.55K+ 5.19% |
$131K - $151K
|
31.4K
$3.06M
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.55K+ 19.61% |
$131K - $150K
|
9.43K
$920K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.52KNew |
$129K - $148K
|
1.52K
$149K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.41K+ 8.91% |
$120K - $137K
|
17.3K
$1.68M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.29K+ 0.67% |
$109K - $125K
|
194K
$18.9M
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.23K+ 7.07% |
$104K - $119K
|
18.6K
$1.81M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 1.17% |
$99.1K - $114K
|
101K
$9.85M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.08K+ 28.58% |
$91.1K - $104K
|
4.84K
$472K
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.06K+ 0.62% |
$90.1K - $103K
|
173K
$16.8M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1K+ 18.67% |
$84.8K - $97.1K
|
6.36K
$620K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
972+ 24.43% |
$82.4K - $94.4K
|
4.95K
$483K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
960+ 1.85% |
$81.4K - $93.2K
|
52.9K
$5.16M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
893+ 9.91% |
$75.7K - $86.7K
|
9.9K
$966K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
880+ 0.45% |
$74.6K - $85.5K
|
198K
$19.3M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
756+ 10.36% |
$64.1K - $73.4K
|
8.06K
$786K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
BUY
|
- |
735+ 8.81% |
$62.3K - $71.4K
|
9.07K
$885K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
691New |
$58.6K - $67.1K
|
691
$67.4K
|
|
Oct 15, 2024
Q3 2024
|
Enzi Wealth
Austin, TX |
BUY
|
- |
685+ 14.04% |
$58.1K - $66.5K
|
5.56K
$543K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
673+ 0.3% |
$57.1K - $65.4K
|
228K
$22.3M
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
667+ 0.4% |
$56.5K - $64.8K
|
166K
$16.2M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
661+ 4.47% |
$56K - $64.2K
|
15.4K
$1.51M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
647+ 1.76% |
$54.8K - $62.8K
|
37.3K
$3.64M
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
578+ 1.18% |
$49K - $56.1K
|
49.6K
$4.84M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
570+ 96.28% |
$48.3K - $55.4K
|
1.16K
$113K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
569+ 2.16% |
$48.2K - $55.3K
|
26.9K
$2.63M
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
552+ 8.87% |
$46.8K - $53.6K
|
6.78K
$661K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
460+ 8.87% |
$39K - $44.7K
|
5.65K
$551K
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
441+ 13.65% |
$37.4K - $42.8K
|
3.67K
$358K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
438+ 1.39% |
$37.1K - $42.5K
|
32K
$3.12M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
405+ 1.09% |
$34.3K - $39.3K
|
37.4K
$3.65M
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
372+ 1.9% |
$31.5K - $36.1K
|
20K
$1.95M
|