Latest Institutional Transactions on Ishares S&P 500 Growth ETF (IVW)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
153KNew |
$14.5M - $16.2M
|
153K
$14.8M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.1KNew |
$104K - $116K
|
1.1K
$106K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
300New |
$28.3K - $31.6K
|
300
$29K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-332- 7.99% |
$31.4K - $35K
|
3.82K
$369K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.17K- 4.6% |
$205K - $229K
|
45K
$4.35M
|
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
1.6K+ 25.81% |
$151K - $168K
|
7.78K
$751K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-43.9K- 98.29% |
$4.14M - $4.63M
|
763
$73.7K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-513- 7.36% |
$48.4K - $54.1K
|
6.46K
$623K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-15.4K- 12.28% |
$1.45M - $1.62M
|
110K
$10.6M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
4.49K+ 23.96% |
$424K - $473K
|
23.2K
$2.24M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
512New |
$48.3K - $54K
|
512
$49.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
35.3KNew |
$3.34M - $3.73M
|
35.3K
$3.41M
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-85- 3.94% |
$8.03K - $8.96K
|
2.07K
$200K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.06KNew |
$667K - $745K
|
7.06K
$682K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
32.3KNew |
$3.05M - $3.4M
|
32.3K
$3.11M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
23+ 0.1% |
$2.17K - $2.43K
|
22K
$2.12M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.59K+ 24.72% |
$717K - $801K
|
38.3K
$3.7M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
28.5KNew |
$2.69M - $3M
|
28.5K
$2.75M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-83.7K- 36.69% |
$7.91M - $8.83M
|
144K
$13.9M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
364+ 9.11% |
$34.4K - $38.4K
|
4.36K
$421K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
806New |
$76.1K - $85K
|
806
$77.8K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26.6K+ 27.4% |
$2.51M - $2.81M
|
124K
$11.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
722+ 0.52% |
$68.2K - $76.1K
|
139K
$13.4M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.53KNew |
$333K - $372K
|
3.53K
$341K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.2K+ 1.22% |
$207K - $232K
|
183K
$17.6M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.4KNew |
$226K - $253K
|
2.4K
$231K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.65K- 2.31% |
$533K - $595K
|
239K
$23M
|
|
|
Feb 19, 2025
Q4 2024
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
14.9KNew |
$1.41M - $1.57M
|
14.9K
$1.44M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-160- 3.44% |
$15.1K - $16.9K
|
4.49K
$433K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.34KNew |
$220K - $246K
|
2.34K
$225K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
3.74KNew |
$353K - $394K
|
3.74K
$361K
|
|
|
Feb 19, 2025
Q4 2024
|
Three Cord True Wealth Management, LLC
Beaver, PA |
BUY
|
- |
3.61KNew |
$341K - $381K
|
3.61K
$348K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12+ 0.08% |
$1.13K - $1.27K
|
14.5K
$1.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-16.6K- 3.77% |
$1.57M - $1.75M
|
424K
$40.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
719+ 2.06% |
$67.9K - $75.8K
|
35.7K
$3.44M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$9.44K - $10.5K
|
100
$9.65K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-1.26K- 1.67% |
$119K - $133K
|
74.2K
$7.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11K- 3.7% |
$1.04M - $1.16M
|
288K
$27.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
174+ 4.99% |
$16.4K - $18.4K
|
3.66K
$353K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
7.03KNew |
$664K - $741K
|
7.03K
$678K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.69K- 1.46% |
$254K - $284K
|
181K
$17.5M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
6.96K+ 182.94% |
$657K - $734K
|
10.8K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-226K- 92.48% |
$21.4M - $23.9M
|
18.4K
$1.77M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
17.3KNew |
$1.64M - $1.83M
|
17.3K
$1.67M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
18.2KNew |
$1.71M - $1.92M
|
18.2K
$1.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
9.2KNew |
$869K - $970K
|
9.2K
$888K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-12.1K- 65.33% |
$1.14M - $1.28M
|
6.43K
$620K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
746+ 0.63% |
$70.4K - $78.7K
|
119K
$11.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
3.32KNew |
$313K - $350K
|
3.32K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.4K+ 26.28% |
$1.07M - $1.2M
|
54.5K
$5.26M
|