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 |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
276K+ 61.38% |
$21.9M - $25.7M
|
725K
$70.7M
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
255K+ 46.17% |
$20.2M - $23.8M
|
807K
$78.7M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
253K+ 42.85% |
$20.1M - $23.6M
|
845K
$82.4M
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
240K+ 74.47% |
$19M - $22.4M
|
561K
$54.7M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
236K+ 6.55% |
$18.7M - $22M
|
3.84M
$374M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
215KNew |
$17.1M - $20.1M
|
215K
$21M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
204KNew |
$16.2M - $19.1M
|
204K
$19.9M
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
199K+ 50.29% |
$15.8M - $18.6M
|
594K
$58M
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
199K+ 155.94% |
$15.7M - $18.5M
|
326K
$31.8M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
179K+ 87.08% |
$14.2M - $16.7M
|
386K
$37.6M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
178K+ 22.6% |
$14.1M - $16.6M
|
965K
$94.1M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
167K+ 62.57% |
$13.2M - $15.5M
|
433K
$42.2M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
166K+ 2.28% |
$13.2M - $15.5M
|
7.45M
$727M
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
166KNew |
$13.2M - $15.5M
|
166K
$16.2M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
164K+ 44.34% |
$13M - $15.3M
|
534K
$52.1M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
157KNew |
$12.5M - $14.7M
|
157K
$15.3M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
156K+ 2.88% |
$12.4M - $14.6M
|
5.59M
$545M
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
BUY
|
- |
142K+ 1826.79% |
$11.3M - $13.3M
|
150K
$14.6M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
138K+ 435.86% |
$11M - $12.9M
|
170K
$16.6M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
135K+ 27.04% |
$10.7M - $12.6M
|
635K
$61.9M
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
134K+ 70.55% |
$10.6M - $12.5M
|
324K
$31.6M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133K+ 95.79% |
$10.6M - $12.4M
|
272K
$26.5M
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
130K+ 68.74% |
$10.3M - $12.1M
|
318K
$31M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
129K+ 77.62% |
$10.3M - $12.1M
|
296K
$28.9M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
129K+ 11.09% |
$10.2M - $12M
|
1.29M
$126M
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
128K+ 59.7% |
$10.2M - $12M
|
343K
$33.5M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
125K+ 50.83% |
$9.9M - $11.7M
|
371K
$36.1M
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
122K+ 27.19% |
$9.66M - $11.4M
|
570K
$55.6M
|
|
Aug 07, 2024
Q2 2024
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
119KNew |
$9.47M - $11.1M
|
119K
$11.6M
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
115K+ 106.31% |
$9.14M - $10.7M
|
224K
$21.8M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
109K+ 57.04% |
$8.65M - $10.2M
|
300K
$29.3M
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
100KNew |
$7.97M - $9.38M
|
100K
$9.8M
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
99K+ 223.35% |
$7.85M - $9.24M
|
143K
$14M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
91.1KNew |
$7.23M - $8.5M
|
91.1K
$8.89M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
90.7K+ 97.52% |
$7.19M - $8.46M
|
184K
$17.9M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
90.4KNew |
$7.17M - $8.44M
|
90.4K
$8.82M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
90.4K+ 92.84% |
$7.17M - $8.44M
|
188K
$18.3M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
90K+ 110.02% |
$7.14M - $8.4M
|
172K
$16.8M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88.8K+ 83.2% |
$7.04M - $8.28M
|
195K
$19.1M
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
88KNew |
$6.98M - $8.21M
|
88K
$8.58M
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
87.4K+ 47.45% |
$6.93M - $8.16M
|
272K
$26.5M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
86.9K+ 527.94% |
$6.9M - $8.11M
|
103K
$10.1M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
85.8K+ 153.87% |
$6.81M - $8.01M
|
142K
$13.8M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
84.5K+ 272.33% |
$6.7M - $7.89M
|
116K
$11.3M
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
80.5K+ 36.08% |
$6.38M - $7.51M
|
303K
$29.6M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
80K+ 44.46% |
$6.34M - $7.46M
|
260K
$25.3M
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
79.1K+ 40.82% |
$6.27M - $7.38M
|
273K
$26.6M
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
75.4K+ 1231.19% |
$5.98M - $7.04M
|
81.5K
$7.95M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
74.7K+ 178.4% |
$5.93M - $6.97M
|
117K
$11.4M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
74.3K+ 292.75% |
$5.89M - $6.93M
|
99.6K
$9.72M
|