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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.3KNew |
$217K - $242K
|
2.3K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.29K+ 0.97% |
$216K - $241K
|
238K
$24.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.27K+ 1.49% |
$214K - $239K
|
154K
$16.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.25K+ 5.73% |
$212K - $237K
|
41.4K
$4.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.24KNew |
$211K - $236K
|
2.24K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.22K+ 3.96% |
$209K - $234K
|
58.1K
$6.09M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.2K+ 2.18% |
$208K - $232K
|
103K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.18K+ 26.69% |
$206K - $230K
|
10.3K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.17K+ 7.96% |
$205K - $229K
|
29.4K
$3.08M
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.14KNew |
$202K - $225K
|
2.14K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.13KNew |
$201K - $225K
|
2.13K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.12KNew |
$201K - $224K
|
2.12K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
2.09KNew |
$197K - $220K
|
2.09K
$219K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.09KNew |
$197K - $220K
|
2.09K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.08K+ 8.65% |
$197K - $220K
|
26.2K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.08K+ 0.8% |
$196K - $219K
|
260K
$27.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
2.07KNew |
$196K - $218K
|
2.07K
$217K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
2.06KNew |
$195K - $218K
|
2.06K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.05K+ 2.15% |
$194K - $216K
|
97.5K
$10.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.05K+ 11.74% |
$194K - $216K
|
19.5K
$2.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.05K+ 0.98% |
$193K - $216K
|
211K
$22.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
2.04KNew |
$193K - $216K
|
2.04K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.04KNew |
$193K - $215K
|
2.04K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2K+ 1.49% |
$189K - $211K
|
136K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
2KNew |
$189K - $211K
|
2K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2KNew |
$188K - $210K
|
2K
$209K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.99KNew |
$188K - $210K
|
1.99K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.94KNew |
$183K - $205K
|
1.94K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.88K+ 83.44% |
$177K - $198K
|
4.13K
$433K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.86K+ 2.49% |
$176K - $196K
|
76.7K
$8.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.85K+ 9.44% |
$175K - $195K
|
21.5K
$2.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.69K+ 21.76% |
$160K - $178K
|
9.46K
$990K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.65K+ 3.96% |
$156K - $174K
|
43.3K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.47K+ 4.81% |
$139K - $155K
|
32K
$3.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.45K+ 29.94% |
$137K - $153K
|
6.29K
$658K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.44K+ 16.71% |
$136K - $152K
|
10.1K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.42K+ 18.48% |
$134K - $150K
|
9.11K
$954K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.41K+ 67.17% |
$133K - $149K
|
3.51K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.4K+ 1.88% |
$132K - $147K
|
75.8K
$7.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.39K+ 0.78% |
$131K - $147K
|
181K
$18.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 5.18% |
$130K - $146K
|
28K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 2575.47% |
$129K - $144K
|
1.42K
$149K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.36K+ 12.76% |
$128K - $143K
|
12K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.35K+ 18.36% |
$128K - $143K
|
8.72K
$913K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.35K+ 8.72% |
$127K - $142K
|
16.8K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.34K+ 0.67% |
$126K - $141K
|
200K
$20.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.3K+ 6.99% |
$123K - $137K
|
19.9K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.29K+ 14.65% |
$122K - $136K
|
10.1K
$1.06M
|