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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.6K+ 84.67% |
$209K - $280K
|
7.85K
$822K
|
|
|
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
$707K
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.95K+ 10.04% |
$113K - $152K
|
21.4K
$2.24M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
1.32KNew |
$76.5K - $102K
|
1.32K
$138K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
BUY
|
- |
1.22K+ 5.51% |
$71.1K - $95.1K
|
23.4K
$2.45M
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
955+ 0.52% |
$55.5K - $74.3K
|
186K
$19.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
848New |
$49.3K - $66K
|
848
$88.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
610+ 22.19% |
$35.5K - $47.5K
|
3.36K
$352K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
255New |
$14.8K - $19.8K
|
255
$26.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
132New |
$7.67K - $10.3K
|
132
$13.8K
|
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
128New |
$7.44K - $9.96K
|
128
$13.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
86+ 1.18% |
$5K - $6.69K
|
7.36K
$771K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69+ 59.48% |
$4.01K - $5.37K
|
185
$19.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
16+ 0.35% |
$930 - $1.24K
|
4.62K
$484K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
3+ 0.2% |
$174 - $233
|
1.5K
$157K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2+ 0.02% |
$116 - $156
|
10.2K
$1.07M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
1.07M+ 35477.84% |
$72.8M - $89.9M
|
1.07M
$112M
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
15.6KNew |
$1.06M - $1.31M
|
15.6K
$1.63M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
14.2KNew |
$972K - $1.2M
|
14.2K
$1.49M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1KNew |
$68.3K - $84.3K
|
1K
$105K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
900New |
$61.5K - $75.9K
|
900
$94.3K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
487+ 6.09% |
$33.3K - $41.1K
|
8.49K
$889K
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
72+ 1.0% |
$4.92K - $6.07K
|
7.27K
$762K
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.02K - $1.26K
|
15
$1.57K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
14.6KNew |
$1.07M - $1.24M
|
14.6K
$1.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4.62KNew |
$338K - $392K
|
4.62K
$484K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 43.08% |
$145K - $168K
|
6.57K
$688K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.28KNew |
$93.7K - $109K
|
1.28K
$134K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.01KNew |
$73.7K - $85.4K
|
1.01K
$105K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
596+ 23.84% |
$43.6K - $50.5K
|
3.1K
$324K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
460New |
$33.7K - $39K
|
460
$48.2K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
26.7KNew |
$1.95M - $2.11M
|
26.7K
$2.79M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
4.28KNew |
$312K - $338K
|
4.28K
$448K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.8KNew |
$278K - $301K
|
3.8K
$398K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$270K - $292K
|
3.7K
$388K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
452New |
$33K - $35.7K
|
452
$47.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
100New |
$7.3K - $7.9K
|
100
$10.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
67New |
$4.89K - $5.29K
|
67
$7.02K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.29KNew |
$613K - $677K
|
9.29K
$973K
|
|
|
Aug 17, 2021
Q2 2021
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
956New |
$63.1K - $69.6K
|
956
$100K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
525+ 300.0% |
$34.6K - $38.2K
|
700
$73.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
18+ 0.15% |
$1.19K - $1.31K
|
12K
$1.25M
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
St. Louis Trust CO
|
BUY
|
- |
33.5KNew |
$2.06M - $2.25M
|
33.5K
$3.51M
|
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
772New |
$47.4K - $51.9K
|
772
$80.9K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
55KNew |
$3.09M - $3.51M
|
55K
$5.76M
|
|
|
Feb 10, 2021
Q4 2020
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
27.9KNew |
$1.57M - $1.78M
|
27.9K
$2.92M
|
|
|
Jan 29, 2021
Q4 2020
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
27.4K+ 300.0% |
$1.54M - $1.75M
|
36.5K
$3.82M
|
|