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 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
158+ 4.02% |
$8.96K - $10K
|
4.09K
$426K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
142New |
$8.06K - $9.03K
|
142
$14.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
100+ 0.87% |
$5.67K - $6.36K
|
11.5K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
83New |
$4.71K - $5.28K
|
83
$8.65K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
76New |
$4.31K - $4.83K
|
76
$7.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
48+ 100.0% |
$2.72K - $3.05K
|
96
$10K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
20New |
$1.13K - $1.27K
|
20
$2.08K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.11% |
$113 - $127
|
1.76K
$183K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$56.7 - $63.6
|
1
$104
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
130K+ 52.06% |
$7.49M - $9.25M
|
378K
$39.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
24.5KNew |
$1.42M - $1.75M
|
24.5K
$2.56M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
19.8K+ 7.79% |
$1.15M - $1.41M
|
274K
$28.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
12.7KNew |
$737K - $910K
|
12.7K
$1.33M
|
|
|
Oct 24, 2022
Q3 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
9.2KNew |
$532K - $657K
|
9.2K
$958K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.35KNew |
$309K - $382K
|
5.35K
$557K
|
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
4.83K+ 8.76% |
$279K - $345K
|
59.9K
$6.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
4.68K+ 111.95% |
$271K - $334K
|
8.85K
$922K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.3K+ 69.63% |
$191K - $236K
|
8.05K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.72K+ 27.79% |
$157K - $194K
|
12.5K
$1.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.91K+ 50.26% |
$110K - $136K
|
5.71K
$595K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
1.76KNew |
$102K - $125K
|
1.76K
$183K
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
970+ 12.5% |
$56.1K - $69.3K
|
8.73K
$910K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
900+ 1500.0% |
$52.1K - $64.3K
|
960
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
868+ 8.9% |
$50.2K - $62K
|
10.6K
$1.11M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
301+ 2.17% |
$17.4K - $21.5K
|
14.1K
$1.47M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
300+ 45.45% |
$17.4K - $21.4K
|
960
$100K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
178New |
$10.3K - $12.7K
|
178
$18.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
146+ 3.04% |
$8.45K - $10.4K
|
4.95K
$515K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
62+ 3.57% |
$3.59K - $4.43K
|
1.8K
$187K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
45New |
$2.6K - $3.21K
|
45
$4.69K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$57.9 - $71.4
|
4.3K
$448K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
50.1KNew |
$2.91M - $3.9M
|
50.1K
$5.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
19.4KNew |
$1.13M - $1.51M
|
19.4K
$2.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
13.1KNew |
$762K - $1.02M
|
13.1K
$1.37M
|
|
|
Aug 12, 2022
Q2 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
10.3KNew |
$599K - $802K
|
10.3K
$1.07M
|
|
|
Jul 15, 2022
Q2 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
8.74KNew |
$508K - $680K
|
8.74K
$911K
|
|
|
Aug 08, 2022
Q2 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
8.39KNew |
$488K - $653K
|
8.39K
$874K
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.67KNew |
$271K - $363K
|
4.67K
$486K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.68KNew |
$214K - $286K
|
3.68K
$383K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.6K+ 84.67% |
$209K - $280K
|
7.85K
$818K
|
|
|
Aug 12, 2022
Q2 2022
|
Winslow Capital Management, LLC
Minneapolis, MN |
BUY
|
- |
2.76K+ 29.65% |
$160K - $214K
|
12.1K
$1.26M
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.46K+ 57.23% |
$143K - $191K
|
6.75K
$704K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.95K+ 10.04% |
$113K - $152K
|
21.4K
$2.22M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.32KNew |
$76.5K - $102K
|
1.32K
$137K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.22K+ 5.51% |
$71.1K - $95.1K
|
23.4K
$2.44M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
955+ 0.52% |
$55.5K - $74.3K
|
186K
$19.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
848New |
$49.3K - $66K
|
848
$88.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
610+ 22.19% |
$35.5K - $47.5K
|
3.36K
$350K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
255New |
$14.8K - $19.8K
|
255
$26.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
132New |
$7.67K - $10.3K
|
132
$13.8K
|
|