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 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.36KNew |
$296K - $316K
|
4.36K
$456K
|
|
|
Oct 24, 2023
Q3 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
3.53KNew |
$240K - $256K
|
3.53K
$370K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.94KNew |
$200K - $214K
|
2.94K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.41K+ 2.1% |
$96K - $103K
|
68.5K
$7.17M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.39KNew |
$94.7K - $101K
|
1.39K
$146K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.22K+ 15.85% |
$82.8K - $88.4K
|
8.9K
$932K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.2K+ 4.62% |
$81.7K - $87.2K
|
27.2K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.12K+ 20.65% |
$75.9K - $81K
|
6.52K
$682K
|
|
|
Oct 20, 2023
Q3 2023
|
Security National Bank
|
BUY
|
- |
972+ 10.74% |
$66.1K - $70.6K
|
10K
$1.05M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
612New |
$41.6K - $44.5K
|
612
$64.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
250+ 4.71% |
$17K - $18.2K
|
5.56K
$583K
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
206+ 6.73% |
$14K - $15K
|
3.27K
$342K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
205+ 3.96% |
$14K - $14.9K
|
5.38K
$563K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
200New |
$13.6K - $14.5K
|
200
$21K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
163New |
$11.1K - $11.8K
|
163
$17.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
54+ 1.52% |
$3.67K - $3.92K
|
3.6K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
49New |
$3.33K - $3.56K
|
49
$5.13K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
36+ 0.24% |
$2.45K - $2.62K
|
15K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
28New |
$1.91K - $2.03K
|
28
$2.93K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
17New |
$1.16K - $1.24K
|
17
$1.78K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$476 - $509
|
7
$733
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1+ 0.03% |
$68.1 - $72.7
|
3.3K
$346K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
25.1KNew |
$1.58M - $1.77M
|
25.1K
$2.63M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
25KNew |
$1.58M - $1.76M
|
25K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
22.3KNew |
$1.41M - $1.57M
|
22.3K
$2.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
8.61KNew |
$544K - $607K
|
8.61K
$902K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.78KNew |
$302K - $337K
|
4.78K
$501K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.71KNew |
$298K - $332K
|
4.71K
$493K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.38KNew |
$277K - $308K
|
4.38K
$458K
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.3KNew |
$271K - $303K
|
4.3K
$450K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.44KNew |
$217K - $242K
|
3.44K
$360K
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.2KNew |
$202K - $226K
|
3.2K
$335K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$325K
|
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.04KNew |
$192K - $214K
|
3.04K
$318K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.02KNew |
$191K - $213K
|
3.02K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
3KNew |
$190K - $211K
|
3K
$314K
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
3KNew |
$190K - $211K
|
3K
$314K
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
2.86KNew |
$180K - $201K
|
2.86K
$299K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 21.18% |
$112K - $125K
|
10.2K
$1.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$94.8K - $106K
|
1.5K
$157K
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 40.01% |
$85.5K - $95.3K
|
4.73K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.06KNew |
$66.8K - $74.5K
|
1.06K
$111K
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
814+ 20.06% |
$51.5K - $57.4K
|
4.87K
$510K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
814+ 14.86% |
$51.5K - $57.4K
|
6.29K
$659K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
700New |
$44.2K - $49.3K
|
700
$73.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
496New |
$31.4K - $35K
|
496
$52K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
246+ 7.75% |
$15.5K - $17.3K
|
3.42K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
200+ 4.15% |
$12.6K - $14.1K
|
5.02K
$526K
|
|