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 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.3K+ 1.72% |
$1.21M - $1.42M
|
903K
$88.1M
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
14.9K+ 77.79% |
$1.18M - $1.39M
|
34K
$3.32M
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
14.8K+ 81.74% |
$1.18M - $1.38M
|
33K
$3.21M
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
14.7K+ 62.85% |
$1.16M - $1.37M
|
38K
$3.71M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.6K+ 32.73% |
$1.16M - $1.36M
|
59.3K
$5.78M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14.6K+ 164.21% |
$1.16M - $1.36M
|
23.5K
$2.29M
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
14.4K+ 61.37% |
$1.14M - $1.34M
|
37.8K
$3.69M
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.2K+ 235.18% |
$1.13M - $1.33M
|
20.3K
$1.98M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
13.7K+ 5.02% |
$1.09M - $1.28M
|
288K
$28M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.7K+ 9.86% |
$1.01M - $1.18M
|
141K
$13.8M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.7K+ 2.4% |
$1.01M - $1.18M
|
541K
$52.8M
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
12.4K+ 145.87% |
$981K - $1.15M
|
20.9K
$2.03M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
12.1K+ 50.08% |
$957K - $1.13M
|
36.2K
$3.53M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12K+ 5.13% |
$950K - $1.12M
|
245K
$23.9M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.9K+ 63.86% |
$948K - $1.11M
|
30.7K
$2.99M
|
|
Aug 05, 2024
Q2 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
11.9K+ 65.02% |
$943K - $1.11M
|
30.2K
$2.94M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
11.8K+ 200.93% |
$939K - $1.1M
|
17.7K
$1.73M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
11.7K+ 20.21% |
$927K - $1.09M
|
69.6K
$6.78M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
11.6K+ 50.76% |
$918K - $1.08M
|
34.4K
$3.35M
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
11.3K+ 27.21% |
$893K - $1.05M
|
52.6K
$5.13M
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
11.2K+ 4.02% |
$885K - $1.04M
|
289K
$28.2M
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
11.1K+ 78.05% |
$879K - $1.03M
|
25.3K
$2.46M
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 152.18% |
$853K - $1M
|
17.8K
$1.74M
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
10.7K+ 82.46% |
$850K - $1M
|
23.7K
$2.31M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 6.69% |
$849K - $999K
|
171K
$16.6M
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
10.7K+ 1.93% |
$845K - $994K
|
562K
$54.8M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.6K+ 1.91% |
$838K - $986K
|
565K
$55.1M
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
10.5K+ 73.85% |
$836K - $983K
|
24.8K
$2.42M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.5K+ 8.78% |
$834K - $981K
|
130K
$12.7M
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
10.4KNew |
$823K - $968K
|
10.4K
$1.01M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.3K+ 9.27% |
$818K - $962K
|
122K
$11.9M
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
10.2K+ 290.01% |
$812K - $956K
|
13.8K
$1.34M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.93K+ 219.95% |
$788K - $927K
|
14.4K
$1.41M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.91KNew |
$786K - $925K
|
9.91K
$967K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.8K+ 3.42% |
$777K - $915K
|
297K
$28.9M
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
9.72K+ 8.33% |
$771K - $907K
|
126K
$12.3M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
9.7K+ 485.0% |
$769K - $905K
|
11.7K
$1.14M
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
9.69K+ 25.96% |
$768K - $904K
|
47K
$4.58M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.51K+ 62.89% |
$754K - $887K
|
24.6K
$2.4M
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
9.5K+ 6.46% |
$753K - $886K
|
156K
$15.3M
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
9.38K+ 26.2% |
$744K - $876K
|
45.2K
$4.41M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.34K+ 9.86% |
$741K - $871K
|
104K
$10.1M
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
9.34KNew |
$740K - $871K
|
9.34K
$910K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
9.18K+ 9.07% |
$728K - $856K
|
110K
$10.8M
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
9.1KNew |
$722K - $849K
|
9.1K
$888K
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
8.5KNew |
$674K - $793K
|
8.5K
$829K
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
7.97KNew |
$632K - $743K
|
7.97K
$777K
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
7.61K+ 14.27% |
$603K - $710K
|
60.9K
$5.94M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 47.56% |
$602K - $708K
|
23.6K
$2.3M
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
BUY
|
- |
7.58K+ 10.66% |
$601K - $707K
|
78.7K
$7.67M
|