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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
9KNew |
$592K - $679K
|
9K
$1.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8.44KNew |
$555K - $637K
|
8.44K
$1M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.19K+ 9.84% |
$538K - $617K
|
91.4K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
7.39K+ 226.73% |
$486K - $557K
|
10.6K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5.26K+ 59.43% |
$346K - $396K
|
14.1K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
5.16KNew |
$339K - $389K
|
5.16K
$614K
|
|
|
Jan 26, 2024
Q4 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
4.88KNew |
$321K - $368K
|
4.88K
$580K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
4.72KNew |
$310K - $356K
|
4.72K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
4.41KNew |
$290K - $333K
|
4.41K
$525K
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
3.61KNew |
$237K - $272K
|
3.61K
$429K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.58KNew |
$236K - $270K
|
3.58K
$426K
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
3.29KNew |
$216K - $248K
|
3.29K
$391K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
3.22KNew |
$212K - $243K
|
3.22K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
3.1KNew |
$204K - $234K
|
3.1K
$369K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
3KNew |
$197K - $226K
|
3K
$357K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.82K+ 21.58% |
$185K - $213K
|
15.9K
$1.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$180K - $206K
|
2.74K
$325K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
2.7KNew |
$177K - $203K
|
2.7K
$321K
|
|
|
Jan 18, 2024
Q4 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.69KNew |
$177K - $203K
|
2.69K
$320K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.28K+ 14.98% |
$150K - $172K
|
17.5K
$2.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.87K+ 9.44% |
$123K - $141K
|
21.6K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.18KNew |
$77.6K - $89K
|
1.18K
$140K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
835New |
$54.9K - $63K
|
835
$99.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
720New |
$47.4K - $54.3K
|
720
$85.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
599+ 1361.36% |
$39.4K - $45.2K
|
643
$76.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
497+ 2.28% |
$32.7K - $37.5K
|
22.3K
$2.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
435+ 1.14% |
$28.6K - $32.8K
|
38.6K
$4.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
391New |
$25.7K - $29.5K
|
391
$46.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
354+ 6.61% |
$23.3K - $26.7K
|
5.71K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
334New |
$22K - $25.2K
|
334
$39.7K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
299+ 29900.0% |
$19.7K - $22.5K
|
300
$35.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
265New |
$17.4K - $20K
|
265
$31.5K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
244New |
$16.1K - $18.4K
|
244
$29K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
211+ 4.95% |
$13.9K - $15.9K
|
4.48K
$533K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
197New |
$13K - $14.9K
|
197
$23.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
177+ 0.67% |
$11.6K - $13.3K
|
26.6K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
149New |
$9.8K - $11.2K
|
149
$17.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
105New |
$6.91K - $7.92K
|
105
$12.5K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
50+ 0.16% |
$3.29K - $3.77K
|
30.8K
$3.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
23New |
$1.51K - $1.73K
|
23
$2.74K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$1.38K - $1.58K
|
21
$2.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20New |
$1.32K - $1.51K
|
20
$2.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
BUY
|
- |
10New |
$658 - $754
|
10
$1.19K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3+ 0.02% |
$197 - $226
|
12.7K
$1.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.65% |
$197 - $226
|
462
$55K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.46% |
$65.8 - $75.4
|
219
$26.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
80.6K+ 216.42% |
$5.49M - $5.86M
|
118K
$14M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
24.5K+ 16.22% |
$1.67M - $1.78M
|
176K
$20.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
19.3K+ 14.68% |
$1.31M - $1.4M
|
151K
$17.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.94KNew |
$404K - $431K
|
5.94K
$707K
|
|