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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
487+ 6.09% |
$33.3K - $41.1K
|
8.49K
$905K
|
|
|
May 10, 2022
Q1 2022
|
Meridian Management CO
|
BUY
|
- |
72+ 1.0% |
$4.92K - $6.07K
|
7.27K
$775K
|
|
|
Apr 22, 2022
Q1 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.02K - $1.26K
|
15
$1.6K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
14.6KNew |
$1.07M - $1.24M
|
14.6K
$1.56M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
4.62KNew |
$338K - $392K
|
4.62K
$492K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.98K+ 43.08% |
$145K - $168K
|
6.57K
$700K
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
1.28KNew |
$93.7K - $109K
|
1.28K
$136K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.01KNew |
$73.7K - $85.4K
|
1.01K
$107K
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
596+ 23.84% |
$43.6K - $50.5K
|
3.1K
$330K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
460New |
$33.7K - $39K
|
460
$49K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
26.7KNew |
$1.95M - $2.11M
|
26.7K
$2.84M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
4.28KNew |
$312K - $338K
|
4.28K
$456K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.8KNew |
$278K - $301K
|
3.8K
$406K
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$270K - $292K
|
3.7K
$395K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
452New |
$33K - $35.7K
|
452
$48.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
100New |
$7.3K - $7.9K
|
100
$10.7K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
PUT |
67New |
$4.89K - $5.29K
|
67
$7.14K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.29KNew |
$613K - $677K
|
9.29K
$991K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
525+ 300.0% |
$34.6K - $38.2K
|
700
$74.6K
|
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
18+ 0.15% |
$1.19K - $1.31K
|
12K
$1.28M
|
|
| Q1 2021 | |||||||
|
Apr 27, 2021
Q1 2021
|
St. Louis Trust CO
|
BUY
|
- |
33.5KNew |
$2.06M - $2.25M
|
33.5K
$3.57M
|
|
|
Apr 22, 2021
Q1 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
772New |
$47.4K - $51.9K
|
772
$82.3K
|
|
| Q4 2020 | |||||||
|
Mar 26, 2021
Q4 2020
|
Bard Financial Services, Inc.
|
BUY
|
- |
55KNew |
$3.09M - $3.51M
|
55K
$5.86M
|
|
|
Feb 10, 2021
Q4 2020
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
27.9KNew |
$1.57M - $1.78M
|
27.9K
$2.97M
|
|
|
Jan 29, 2021
Q4 2020
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
27.4K+ 300.0% |
$1.54M - $1.75M
|
36.5K
$3.89M
|
|
|
Feb 10, 2021
Q4 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
21.6K+ 300.0% |
$1.22M - $1.38M
|
28.9K
$3.08M
|
|
|
Feb 16, 2021
Q4 2020
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
12.4K+ 300.0% |
$697K - $792K
|
16.6K
$1.77M
|
|
|
Feb 08, 2021
Q4 2020
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
10.7K+ 300.0% |
$603K - $686K
|
14.3K
$1.53M
|
|
|
Feb 10, 2021
Q4 2020
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
8.7K+ 300.0% |
$489K - $555K
|
11.6K
$1.24M
|
|
|
Nov 07, 2023
Q4 2020
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7.38K+ 270.13% |
$415K - $471K
|
10.1K
$1.08M
|
|
|
Jan 27, 2021
Q4 2020
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
7.05K+ 300.0% |
$396K - $450K
|
9.4K
$1M
|
|
|
Feb 10, 2021
Q4 2020
|
Harvey Capital Management Inc
|
BUY
|
- |
5.25K+ 300.0% |
$295K - $335K
|
7K
$746K
|
|
|
Feb 10, 2021
Q4 2020
|
Gamble Jones Investment Counsel
|
BUY
|
- |
2.98K+ 300.0% |
$167K - $190K
|
3.97K
$424K
|
|
|
Feb 10, 2021
Q4 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.49K+ 435.67% |
$83.7K - $95.1K
|
1.83K
$195K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.02KNew |
$57.3K - $65.1K
|
1.02K
$109K
|
|
|
Jan 29, 2021
Q4 2020
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
932New |
$52.4K - $59.5K
|
932
$99.4K
|
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
825+ 300.0% |
$46.3K - $52.7K
|
1.1K
$117K
|
|
|
Feb 09, 2021
Q4 2020
|
Rice Partnership, LLC
|
BUY
|
- |
501+ 300.0% |
$28.1K - $32K
|
668
$71.2K
|
|
|
Jan 11, 2021
Q4 2020
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
367+ 300.82% |
$20.6K - $23.4K
|
489
$52.1K
|
|
|
Jan 20, 2021
Q4 2020
|
Ogorek Anthony Joseph
|
BUY
|
- |
246+ 300.0% |
$13.8K - $15.7K
|
328
$35K
|
|
|
Jan 26, 2021
Q4 2020
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
117+ 300.0% |
$6.57K - $7.47K
|
156
$16.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
84New |
$4.72K - $5.36K
|
84
$8.96K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.91KNew |
$100K - $119K
|
1.91K
$204K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.73KNew |
$90.8K - $108K
|
1.73K
$185K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.84K+ 15.55% |
$270K - $359K
|
50.8K
$5.41M
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.58KNew |
$62.2K - $82.7K
|
1.58K
$168K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
36New |
$1.42K - $1.89K
|
36
$3.84K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
1.4KNew |
$50.6K - $73.7K
|
1.4K
$149K
|
|
|
May 08, 2020
Q1 2020
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.16KNew |
$41.9K - $61K
|
1.16K
$123K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
274New |
$12K - $13.3K
|
274
$29.2K
|
|