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 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
563+ 4.22% |
$53.2K - $59.4K
|
13.9K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
547+ 6.27% |
$51.7K - $57.7K
|
9.27K
$966K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
BUY
|
- |
543+ 1.07% |
$51.3K - $57.3K
|
51.1K
$5.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
537+ 3.38% |
$50.7K - $56.6K
|
16.4K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
525+ 125.9% |
$49.6K - $55.4K
|
942
$98.1K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
515+ 6.29% |
$48.6K - $54.3K
|
8.71K
$907K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
505+ 5.1% |
$47.7K - $53.3K
|
10.4K
$1.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
504+ 61.92% |
$47.6K - $53.2K
|
1.32K
$137K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
503+ 121.5% |
$47.5K - $53.1K
|
917
$95.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
493+ 24.7% |
$46.6K - $52K
|
2.49K
$259K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
467+ 1.5% |
$44.1K - $49.3K
|
31.6K
$3.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
432+ 0.72% |
$40.8K - $45.6K
|
60.2K
$6.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
430+ 21.52% |
$40.6K - $45.4K
|
2.43K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
423+ 2.75% |
$39.9K - $44.6K
|
15.8K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
416+ 16.49% |
$39.3K - $43.9K
|
2.94K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
411+ 2.83% |
$38.8K - $43.3K
|
14.9K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
400+ 4.06% |
$37.8K - $42.2K
|
10.2K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
393+ 1.05% |
$37.1K - $41.4K
|
37.8K
$3.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
391+ 4.51% |
$36.9K - $41.2K
|
9.07K
$945K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
390New |
$36.8K - $41.1K
|
390
$40.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
390New |
$36.8K - $41.1K
|
390
$40.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
388+ 0.52% |
$36.6K - $40.9K
|
75K
$7.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
363+ 1.11% |
$34.3K - $38.3K
|
33.2K
$3.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
360+ 13.16% |
$34K - $38K
|
3.1K
$322K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
355New |
$33.5K - $37.4K
|
355
$37K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
342+ 15.66% |
$32.3K - $36.1K
|
2.53K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
325+ 3.61% |
$30.7K - $34.3K
|
9.32K
$971K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
315+ 4.91% |
$29.7K - $33.2K
|
6.73K
$701K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
314+ 3.46% |
$29.7K - $33.1K
|
9.39K
$978K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
302+ 194.84% |
$28.5K - $31.9K
|
457
$47.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
296+ 0.79% |
$28K - $31.2K
|
37.7K
$3.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
295+ 0.95% |
$27.9K - $31.1K
|
31.4K
$3.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
287+ 8.87% |
$27.1K - $30.3K
|
3.52K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
257+ 0.23% |
$24.3K - $27.1K
|
114K
$11.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
256+ 0.17% |
$24.2K - $27K
|
152K
$15.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
255+ 4.96% |
$24.1K - $26.9K
|
5.4K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
250+ 2.52% |
$23.6K - $26.4K
|
10.2K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
244+ 23.69% |
$23K - $25.7K
|
1.27K
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
227+ 0.25% |
$21.4K - $23.9K
|
92.7K
$9.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
223New |
$21.1K - $23.5K
|
223
$23.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
222+ 1.18% |
$21K - $23.4K
|
19K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
218+ 0.04% |
$20.6K - $23K
|
578K
$60.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
218+ 2.47% |
$20.6K - $23K
|
9.05K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
214New |
$20.2K - $22.6K
|
214
$22.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
201+ 14.74% |
$19K - $21.2K
|
1.57K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
201+ 1.22% |
$19K - $21.2K
|
16.7K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
201+ 2.21% |
$19K - $21.2K
|
9.29K
$968K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
190+ 4.95% |
$17.9K - $20K
|
4.03K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
185+ 0.2% |
$17.5K - $19.5K
|
93.5K
$9.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
178+ 1.89% |
$16.8K - $18.8K
|
9.6K
$1M
|