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 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
11+ 0.04% |
$932 - $1.07K
|
24.9K
$2.43M
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
10+ 0.08% |
$848 - $971
|
12.7K
$1.24M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
8+ 1.97% |
$678 - $777
|
414
$40.4K
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$678 - $777
|
5.61K
$547K
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.1% |
$593 - $680
|
6.73K
$656K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
7+ 0.16% |
$593 - $680
|
4.28K
$417K
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
6+ 0.15% |
$509 - $583
|
4.07K
$397K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.1% |
$509 - $583
|
5.79K
$564K
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$509 - $583
|
3.47K
$338K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5+ 0.12% |
$424 - $486
|
4.01K
$391K
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.15% |
$339 - $389
|
2.74K
$267K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3+ 0.04% |
$254 - $291
|
7.68K
$748K
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.07% |
$170 - $194
|
2.97K
$289K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.16% |
$170 - $194
|
1.25K
$121K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.02% |
$170 - $194
|
9K
$877K
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
2+ 0.04% |
$170 - $194
|
5.22K
$509K
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2+ 0.01% |
$170 - $194
|
14.1K
$1.37M
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
2.99K
$292K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$84.8 - $97.1
|
2.27K
$221K
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
3.84K
$374K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.21% |
$84.8 - $97.1
|
469
$45.7K
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1+ 0.04% |
$84.8 - $97.1
|
2.77K
$270K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$84.8 - $97.1
|
817
$79.7K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$84.8 - $97.1
|
28K
$2.73M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.03% |
$84.8 - $97.1
|
2.95K
$288K
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$84.8 - $97.1
|
8.79K
$858K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.7M+ 47.0% |
$1.24B - $1.46B
|
49M
$4.78B
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.02M+ 35.18% |
$318M - $375M
|
15.4M
$1.5B
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.4M+ 60.61% |
$191M - $224M
|
6.37M
$621M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.96M+ 6.25% |
$156M - $183M
|
33.3M
$3.25B
|
|
Aug 13, 2024
Q2 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.55M+ 60.72% |
$123M - $145M
|
4.11M
$400M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.32M+ 7.41% |
$105M - $123M
|
19.1M
$1.87B
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1M+ 2.15% |
$79.4M - $93.5M
|
47.7M
$4.65B
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
955K+ 45.1% |
$75.7M - $89.1M
|
3.07M
$300M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
868K+ 51.94% |
$68.8M - $81M
|
2.54M
$248M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
857K+ 1301.9% |
$68M - $80M
|
923K
$90M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
775K+ 30.46% |
$61.5M - $72.3M
|
3.32M
$324M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
694K+ 87.62% |
$55M - $64.7M
|
1.49M
$145M
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
646K+ 248.63% |
$51.3M - $60.3M
|
906K
$88.4M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
557KNew |
$44.1M - $51.9M
|
557K
$54.3M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
509K+ 63.09% |
$40.4M - $47.5M
|
1.32M
$128M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
467K+ 6.78% |
$37.1M - $43.6M
|
7.36M
$718M
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
460K+ 250.62% |
$36.5M - $42.9M
|
644K
$62.8M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
453K+ 15.37% |
$36M - $42.3M
|
3.4M
$332M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
436K+ 41.79% |
$34.6M - $40.7M
|
1.48M
$144M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
396K+ 2.62% |
$31.4M - $37M
|
15.5M
$1.51B
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
377K+ 82.73% |
$29.9M - $35.2M
|
832K
$81.2M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
347K+ 9166.41% |
$27.6M - $32.4M
|
351K
$34.2M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
325K+ 141.3% |
$25.8M - $30.4M
|
556K
$54.2M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
296K+ 961.95% |
$23.4M - $27.6M
|
326K
$31.8M
|