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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
335+ 8.04% |
$28.4K - $32.5K
|
4.5K
$439K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
334New |
$28.3K - $32.4K
|
334
$32.6K
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
322+ 5.8% |
$27.3K - $31.3K
|
5.87K
$572K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
320+ 0.21% |
$27.1K - $31.1K
|
153K
$14.9M
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
283+ 1.88% |
$24K - $27.5K
|
15.4K
$1.5M
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
280+ 1.4% |
$23.7K - $27.2K
|
20.3K
$1.98M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
280+ 9.57% |
$23.7K - $27.2K
|
3.21K
$313K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
273+ 5.98% |
$23.1K - $26.5K
|
4.84K
$472K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
273+ 2.72% |
$23.1K - $26.5K
|
10.3K
$1M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
265+ 20.08% |
$22.5K - $25.7K
|
1.59K
$155K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
252+ 14.45% |
$21.4K - $24.5K
|
2K
$195K
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
209+ 0.1% |
$17.7K - $20.3K
|
206K
$20.1M
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
208+ 8.51% |
$17.6K - $20.2K
|
2.65K
$259K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
202+ 4.51% |
$17.1K - $19.6K
|
4.68K
$456K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
190+ 18.06% |
$16.1K - $18.5K
|
1.24K
$121K
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
183+ 0.73% |
$15.5K - $17.8K
|
25.2K
$2.46M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
181+ 78.35% |
$15.3K - $17.6K
|
412
$40.2K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
175+ 3.23% |
$14.8K - $17K
|
5.6K
$546K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
170New |
$14.4K - $16.5K
|
170
$16.6K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
158+ 5.25% |
$13.4K - $15.3K
|
3.17K
$309K
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
157+ 1.38% |
$13.3K - $15.2K
|
11.6K
$1.13M
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
155+ 1.81% |
$13.1K - $15.1K
|
8.73K
$852K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
153+ 1.12% |
$13K - $14.9K
|
13.8K
$1.35M
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
142+ 1.49% |
$12K - $13.8K
|
9.7K
$946K
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
109+ 4.37% |
$9.24K - $10.6K
|
2.6K
$254K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
102+ 3.37% |
$8.65K - $9.91K
|
3.13K
$305K
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
97+ 2.85% |
$8.22K - $9.42K
|
3.5K
$341K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
95+ 0.28% |
$8.05K - $9.23K
|
34.6K
$3.37M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
91+ 1.2% |
$7.71K - $8.84K
|
7.64K
$745K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
84+ 0.81% |
$7.12K - $8.16K
|
10.4K
$1.02M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
83+ 0.31% |
$7.04K - $8.06K
|
27.2K
$2.65M
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
75+ 0.45% |
$6.36K - $7.28K
|
16.8K
$1.64M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
70+ 0.14% |
$5.93K - $6.8K
|
51.6K
$5.04M
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
68+ 14.5% |
$5.76K - $6.6K
|
537
$52.4K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
61+ 3.71% |
$5.17K - $5.92K
|
1.71K
$166K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
47+ 0.48% |
$3.98K - $4.57K
|
9.93K
$968K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
45New |
$3.81K - $4.37K
|
45
$4.39K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
43+ 0.03% |
$3.65K - $4.18K
|
156K
$15.2M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
40+ 13.47% |
$3.39K - $3.89K
|
337
$32.9K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
35+ 0.21% |
$2.97K - $3.4K
|
16.5K
$1.61M
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
26+ 2.03% |
$2.2K - $2.53K
|
1.31K
$128K
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25+ 0.15% |
$2.12K - $2.43K
|
16.7K
$1.63M
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
15+ 0.15% |
$1.27K - $1.46K
|
10.2K
$997K
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
14+ 0.35% |
$1.19K - $1.36K
|
4.01K
$391K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
13+ 0.51% |
$1.1K - $1.26K
|
2.55K
$249K
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.13% |
$1.1K - $1.26K
|
9.68K
$944K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
12+ 0.15% |
$1.02K - $1.17K
|
7.92K
$772K
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.15% |
$932 - $1.07K
|
7.13K
$696K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.12% |
$932 - $1.07K
|
9.19K
$896K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.12% |
$932 - $1.07K
|
9K
$878K
|