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 |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.89K- 0.68% |
$174K - $201K
|
276K
$28.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
653K+ 16.98% |
$60.3M - $69.6M
|
4.5M
$467M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-7.01K- 30.13% |
$648K - $748K
|
16.3K
$1.69M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6.61K+ 4.32% |
$611K - $705K
|
160K
$16.6M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.86K- 52.88% |
$264K - $305K
|
2.55K
$264K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.41K- 8.26% |
$777K - $897K
|
93.4K
$9.69M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
145+ 11.09% |
$13.4K - $15.5K
|
1.45K
$151K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.53K- 4.77% |
$141K - $163K
|
30.5K
$3.17M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
136K+ 58.68% |
$12.6M - $14.6M
|
369K
$38.3M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.1% |
$92.5 - $107
|
1.01K
$105K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
284New |
$26.3K - $30.3K
|
284
$29.5K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.86K- 37.54% |
$634K - $732K
|
11.4K
$1.19M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-40.7K- 40.14% |
$3.76M - $4.34M
|
60.7K
$6.3M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.37K+ 8.48% |
$219K - $253K
|
30.3K
$3.15M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.02% |
$185 - $213
|
8.65K
$898K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.1K+ 12.28% |
$379K - $438K
|
37.5K
$3.89M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.55K+ 2.95% |
$144K - $166K
|
54.2K
$5.63M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
567+ 4.23% |
$52.4K - $60.5K
|
14K
$1.45M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
289+ 6.33% |
$26.7K - $30.8K
|
4.85K
$504K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.65K- 0.84% |
$707K - $816K
|
907K
$94.2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-13.1K- 5.76% |
$1.21M - $1.4M
|
215K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
364K+ 1083.41% |
$33.7M - $38.9M
|
398K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.8K+ 16.85% |
$2.02M - $2.33M
|
151K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-412- 1.02% |
$38.1K - $44K
|
40.2K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
562+ 10.6% |
$52K - $60K
|
5.87K
$609K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-116- 2.94% |
$10.7K - $12.4K
|
3.83K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-100- 0.3% |
$9.25K - $10.7K
|
33.7K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
641+ 4.25% |
$59.3K - $68.4K
|
15.7K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-4.84K- 3.91% |
$447K - $516K
|
119K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
256+ 0.69% |
$23.7K - $27.3K
|
37.2K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-47.7K- 34.94% |
$4.41M - $5.09M
|
88.8K
$9.22M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 6.38% |
$347K - $400K
|
55K
$5.71M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-157K- 91.26% |
$14.5M - $16.8M
|
15.1K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
9.34KNew |
$864K - $997K
|
9.34K
$970K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.85K- 0.56% |
$171K - $197K
|
330K
$34.3M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
26.4KNew |
$2.44M - $2.82M
|
26.4K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.64K- 2.09% |
$521K - $601K
|
264K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-91- 40.81% |
$8.41K - $9.71K
|
132
$13.7K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-208- 0.98% |
$19.2K - $22.2K
|
20.9K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.28K+ 72.59% |
$673K - $777K
|
17.3K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-342- 5.37% |
$31.6K - $36.5K
|
6.02K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
424+ 19.51% |
$39.2K - $45.2K
|
2.6K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-5.95K- 1.69% |
$550K - $635K
|
345K
$35.8M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.1K+ 1.23% |
$287K - $331K
|
254K
$26.4M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$303K - $349K
|
3.28K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
202+ 0.5% |
$18.7K - $21.6K
|
40.4K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.3K- 8.41% |
$4.46M - $5.15M
|
525K
$54.5M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.86K+ 6.5% |
$265K - $305K
|
46.9K
$4.87M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
149K+ 8.02% |
$13.8M - $15.9M
|
2.01M
$208M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-61- 1.55% |
$5.64K - $6.51K
|
3.88K
$403K
|