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 |
---|---|---|---|---|---|---|---|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.78KNew |
$302K - $337K
|
4.78K
$466K
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.71KNew |
$298K - $332K
|
4.71K
$459K
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4.38KNew |
$277K - $308K
|
4.38K
$427K
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
4.3KNew |
$271K - $303K
|
4.3K
$419K
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.44KNew |
$217K - $242K
|
3.44K
$335K
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.2KNew |
$202K - $226K
|
3.2K
$312K
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$302K
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
3.1KNew |
$196K - $218K
|
3.1K
$302K
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.04KNew |
$192K - $214K
|
3.04K
$296K
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.02KNew |
$191K - $213K
|
3.02K
$295K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
PUT |
3KNew |
$190K - $211K
|
3K
$293K
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
3KNew |
$190K - $211K
|
3K
$293K
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
2.93KNew |
$185K - $206K
|
2.93K
$286K
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.86KNew |
$181K - $202K
|
2.86K
$279K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.88K+ 28.95% |
$119K - $132K
|
8.37K
$816K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.78K+ 21.18% |
$112K - $125K
|
10.2K
$991K
|
|
Aug 11, 2023
Q2 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.5K+ 27.02% |
$94.8K - $106K
|
7.05K
$688K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$94.8K - $106K
|
1.5K
$146K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 40.01% |
$85.5K - $95.3K
|
4.73K
$461K
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.06KNew |
$66.8K - $74.5K
|
1.06K
$103K
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
814+ 20.06% |
$51.5K - $57.4K
|
4.87K
$475K
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
814+ 14.86% |
$51.5K - $57.4K
|
6.29K
$614K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
700New |
$44.2K - $49.3K
|
700
$68.3K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
496New |
$31.4K - $35K
|
496
$48.4K
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
246+ 7.75% |
$15.5K - $17.3K
|
3.42K
$334K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
200+ 4.15% |
$12.6K - $14.1K
|
5.02K
$489K
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
148New |
$9.36K - $10.4K
|
148
$14.4K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
142New |
$8.98K - $10K
|
142
$13.8K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
70New |
$4.42K - $4.93K
|
70
$6.83K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
45+ 2.11% |
$2.84K - $3.17K
|
2.18K
$212K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4+ 0.09% |
$253 - $282
|
4.31K
$420K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.18% |
$126 - $141
|
1.11K
$108K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
881KNew |
$50.4M - $56.3M
|
881K
$85.9M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
248KNew |
$14.2M - $15.9M
|
248K
$24.2M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
82.7KNew |
$4.73M - $5.28M
|
82.7K
$8.06M
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.72M - $1.92M
|
30K
$2.93M
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
26K+ 5.92% |
$1.49M - $1.66M
|
465K
$45.4M
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6.95KNew |
$398K - $444K
|
6.95K
$678K
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.26M
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
5.3K+ 69.39% |
$304K - $339K
|
12.9K
$1.26M
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.6KNew |
$264K - $294K
|
4.6K
$449K
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
4.21KNew |
$241K - $269K
|
4.21K
$411K
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
3.61KNew |
$207K - $231K
|
3.61K
$352K
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
3.33KNew |
$191K - $213K
|
3.33K
$325K
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
3.31KNew |
$189K - $211K
|
3.31K
$322K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
2K+ 200.0% |
$115K - $128K
|
3K
$293K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.42K+ 175.78% |
$81K - $90.4K
|
2.22K
$216K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
928New |
$53.1K - $59.3K
|
928
$90.5K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
756+ 1.09% |
$43.3K - $48.3K
|
69.8K
$6.81M
|
|
May 02, 2023
Q1 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
545New |
$31.2K - $34.8K
|
545
$53.1K
|