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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
31.7K+ 126.4% |
$2.51M - $2.96M
|
56.8K
$5.54M
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
31.5K+ 133.62% |
$2.49M - $2.94M
|
55K
$5.36M
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
31.1K+ 199.62% |
$2.47M - $2.9M
|
46.7K
$4.56M
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30.6K+ 10.47% |
$2.43M - $2.85M
|
323K
$31.5M
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
30.5K+ 16.85% |
$2.42M - $2.85M
|
212K
$20.7M
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
30.5K+ 1167.82% |
$2.42M - $2.84M
|
33.1K
$3.23M
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
29.9K+ 64.54% |
$2.37M - $2.79M
|
76.3K
$7.44M
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
29.8K+ 690.24% |
$2.37M - $2.78M
|
34.2K
$3.33M
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
29.2K+ 185.25% |
$2.32M - $2.73M
|
45K
$4.39M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
29K+ 60.54% |
$2.3M - $2.7M
|
76.8K
$7.49M
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
28.5KNew |
$2.26M - $2.66M
|
28.5K
$2.78M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28.4KNew |
$2.25M - $2.65M
|
28.4K
$2.76M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
28.1K+ 52.53% |
$2.23M - $2.62M
|
81.7K
$7.96M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.9K+ 1.63% |
$2.22M - $2.61M
|
1.74M
$170M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
27.4K+ 19.26% |
$2.17M - $2.55M
|
170K
$16.5M
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
27.3K+ 67.7% |
$2.17M - $2.55M
|
67.7K
$6.6M
|
|
Aug 05, 2024
Q2 2024
|
Florin Court Capital LLP
|
BUY
|
- |
26.6K+ 23.21% |
$2.11M - $2.48M
|
141K
$13.8M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
26.2K+ 69.18% |
$2.08M - $2.45M
|
64.1K
$6.25M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
25.3K+ 8.7% |
$2.01M - $2.36M
|
316K
$30.8M
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
24.4K+ 7.03% |
$1.94M - $2.28M
|
372K
$36.3M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24K+ 1.46% |
$1.9M - $2.24M
|
1.66M
$162M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.7K+ 20.83% |
$1.8M - $2.12M
|
132K
$12.9M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
22.5K+ 1.91% |
$1.78M - $2.09M
|
1.2M
$117M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22.1K+ 46.06% |
$1.76M - $2.07M
|
70.2K
$6.84M
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
22KNew |
$1.75M - $2.06M
|
22K
$2.15M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
PUT |
22KNew |
$1.74M - $2.05M
|
22K
$2.15M
|
|
Aug 07, 2024
Q2 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
22KNew |
$1.74M - $2.05M
|
22K
$2.15M
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
21.3K+ 102.54% |
$1.69M - $1.99M
|
42.1K
$4.11M
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
20.9K+ 12.67% |
$1.66M - $1.95M
|
186K
$18.1M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.1K+ 3.97% |
$1.6M - $1.88M
|
527K
$51.4M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.8K+ 20.82% |
$1.57M - $1.84M
|
115K
$11.2M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 8.92% |
$1.55M - $1.83M
|
239K
$23.3M
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
19.2KNew |
$1.52M - $1.79M
|
19.2K
$1.87M
|
|
Aug 06, 2024
Q2 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
19.1K+ 70.99% |
$1.51M - $1.78M
|
46K
$4.49M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
18.9K+ 18.26% |
$1.5M - $1.76M
|
122K
$11.9M
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
18.3K+ 111.0% |
$1.45M - $1.71M
|
34.8K
$3.39M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
18.2KNew |
$1.44M - $1.7M
|
18.2K
$1.78M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.5K+ 59.71% |
$1.39M - $1.63M
|
46.7K
$4.56M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.3K+ 73.29% |
$1.38M - $1.62M
|
41K
$4M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17.1K+ 21.19% |
$1.36M - $1.6M
|
97.9K
$9.55M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.1K+ 4.97% |
$1.36M - $1.6M
|
362K
$35.3M
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
17K+ 59.08% |
$1.34M - $1.58M
|
45.7K
$4.45M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
16.5K+ 57.72% |
$1.31M - $1.54M
|
45.1K
$4.4M
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16K+ 45.59% |
$1.27M - $1.49M
|
51.1K
$4.98M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15.9K+ 37.98% |
$1.26M - $1.48M
|
57.8K
$5.63M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
15.9K+ 1.33% |
$1.26M - $1.48M
|
1.21M
$118M
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
15.8K+ 21.69% |
$1.25M - $1.48M
|
88.7K
$8.65M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 6.82% |
$1.25M - $1.47M
|
247K
$24.1M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
15.7K+ 24.53% |
$1.25M - $1.47M
|
79.8K
$7.79M
|
|
Jul 23, 2024
Q2 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
15.7K+ 4.26% |
$1.24M - $1.46M
|
383K
$37.4M
|