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 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
7.23KNew |
$573K - $674K
|
7.23K
$705K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.13K+ 69.23% |
$566K - $665K
|
17.4K
$1.7M
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
7.13KNew |
$566K - $665K
|
7.13K
$695K
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
6.99K+ 28.91% |
$555K - $652K
|
31.2K
$3.04M
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.97K+ 64.32% |
$553K - $650K
|
17.8K
$1.74M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
6.9K+ 0.72% |
$547K - $644K
|
964K
$94M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.86K+ 5.04% |
$544K - $640K
|
143K
$13.9M
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
6.83KNew |
$542K - $637K
|
6.83K
$666K
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.76KNew |
$536K - $630K
|
6.76K
$659K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.72K+ 32.78% |
$533K - $627K
|
27.2K
$2.66M
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
6.64K+ 61.08% |
$527K - $620K
|
17.5K
$1.71M
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
6.63K+ 53.78% |
$526K - $618K
|
18.9K
$1.85M
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.56K+ 29.4% |
$520K - $612K
|
28.9K
$2.82M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.52K+ 1.0% |
$517K - $608K
|
657K
$64.1M
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
6.43KNew |
$510K - $600K
|
6.43K
$627K
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
BUY
|
- |
6.4KNew |
$508K - $597K
|
6.4K
$624K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6.33K+ 56.06% |
$502K - $590K
|
17.6K
$1.72M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.24K+ 65.73% |
$495K - $583K
|
15.7K
$1.54M
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
6.2K+ 19.68% |
$492K - $579K
|
37.7K
$3.68M
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.91KNew |
$469K - $551K
|
5.91K
$576K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
5.85K+ 111.23% |
$464K - $546K
|
11.1K
$1.08M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.83K+ 6.11% |
$462K - $544K
|
101K
$9.87M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
5.73KNew |
$455K - $535K
|
5.73K
$559K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.68K+ 105.79% |
$451K - $530K
|
11.1K
$1.08M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.63K+ 1.86% |
$447K - $526K
|
308K
$30M
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
5.56K+ 15.63% |
$441K - $519K
|
41.1K
$4.01M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.31K+ 37.79% |
$421K - $496K
|
19.4K
$1.89M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
5.15K+ 21.92% |
$409K - $481K
|
28.7K
$2.79M
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5.12K+ 75.74% |
$406K - $477K
|
11.9K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.05K+ 6.44% |
$400K - $471K
|
83.4K
$8.14M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.04K+ 77.64% |
$400K - $470K
|
11.5K
$1.12M
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
5.03KNew |
$399K - $470K
|
5.03K
$491K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
5KNew |
$397K - $467K
|
5K
$488K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.95K+ 1.65% |
$392K - $462K
|
305K
$29.8M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.92KNew |
$390K - $459K
|
4.92K
$479K
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.86K+ 32.86% |
$386K - $454K
|
19.7K
$1.92M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.86K+ 0.63% |
$386K - $454K
|
778K
$75.9M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.83K+ 2.5% |
$383K - $451K
|
198K
$19.3M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.8K+ 2.43% |
$381K - $448K
|
202K
$19.7M
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
BUY
|
- |
4.71K+ 40.38% |
$373K - $439K
|
16.4K
$1.6M
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
4.69KNew |
$372K - $438K
|
4.69K
$457K
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
4.67KNew |
$370K - $436K
|
4.67K
$455K
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
4.61K+ 43.41% |
$366K - $430K
|
15.2K
$1.49M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.61KNew |
$366K - $430K
|
4.61K
$449K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.57K+ 9.84% |
$363K - $427K
|
51K
$4.98M
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.52KNew |
$359K - $422K
|
4.52K
$441K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.52K+ 13.28% |
$359K - $422K
|
38.6K
$3.76M
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.47K+ 71.59% |
$355K - $417K
|
10.7K
$1.05M
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.47KNew |
$354K - $417K
|
4.47K
$436K
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
4.4KNew |
$349K - $411K
|
4.4K
$429K
|