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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 0.07% |
$647 - $747
|
9.56K
$885K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6.26K+ 20.73% |
$579K - $668K
|
36.5K
$3.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-480- 0.95% |
$44.4K - $51.2K
|
50.2K
$4.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3K+ 5.6% |
$278K - $320K
|
56.6K
$5.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-234- 2.27% |
$21.6K - $25K
|
10.1K
$932K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.0% |
$92.5 - $107
|
28.1K
$2.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6.41K- 14.38% |
$593K - $684K
|
38.2K
$3.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
907+ 64.83% |
$83.9K - $96.8K
|
2.31K
$213K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-125- 3.16% |
$11.6K - $13.3K
|
3.83K
$354K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
573+ 26.88% |
$53K - $61.1K
|
2.71K
$250K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-581- 3.15% |
$53.7K - $62K
|
17.8K
$1.65M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-12- 0.07% |
$1.11K - $1.28K
|
18.2K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
378+ 13.31% |
$34.9K - $40.3K
|
3.22K
$298K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-224- 0.41% |
$20.7K - $23.9K
|
55K
$5.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.54K+ 37.94% |
$234K - $271K
|
9.22K
$853K
|
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
707+ 17.62% |
$65.4K - $75.4K
|
4.72K
$437K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.19K+ 9.01% |
$110K - $127K
|
14.4K
$1.33M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
519K+ 9183.0% |
$47.9M - $55.3M
|
524K
$48.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-16- 5.19% |
$1.48K - $1.71K
|
292
$27K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
526+ 12.48% |
$48.6K - $56.1K
|
4.74K
$439K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-3.14K- 29.28% |
$290K - $334K
|
7.57K
$701K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
665+ 17.49% |
$61.5K - $70.9K
|
4.47K
$413K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-904- 0.2% |
$83.6K - $96.4K
|
450K
$41.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
288+ 10.1% |
$26.6K - $30.7K
|
3.14K
$291K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
5.19K+ 55.24% |
$479K - $553K
|
14.6K
$1.35M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.12% |
$555 - $640
|
4.84K
$447K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-13.8K- 4.59% |
$1.28M - $1.47M
|
287K
$26.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
127New |
$11.7K - $13.5K
|
127
$11.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
12+ 0.19% |
$1.11K - $1.28K
|
6.46K
$598K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
492New |
$45.5K - $52.5K
|
492
$45.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
242+ 5.17% |
$22.4K - $25.8K
|
4.92K
$456K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.7K- 2.62% |
$250K - $288K
|
100K
$9.3M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-382- 24.1% |
$35.3K - $40.8K
|
1.2K
$111K
|
|
| Q4 2024 | |||||||
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
81.1KNew |
$7.66M - $8.56M
|
81.1K
$7.51M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.78KNew |
$263K - $293K
|
2.78K
$257K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-383- 5.87% |
$36.2K - $40.4K
|
6.15K
$569K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.63KNew |
$248K - $277K
|
2.63K
$243K
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
8.23KNew |
$777K - $868K
|
8.23K
$762K
|
|
|
Mar 25, 2025
Q4 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-6.84K- 8.33% |
$646K - $721K
|
75.3K
$6.97M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-151- 1.89% |
$14.3K - $15.9K
|
7.82K
$724K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.73KNew |
$352K - $393K
|
3.73K
$345K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
8.28KNew |
$782K - $873K
|
8.28K
$766K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
191KNew |
$18.1M - $20.2M
|
191K
$17.7M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-16.6K- 41.92% |
$1.57M - $1.76M
|
23.1K
$2.13M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
57.5K+ 10.66% |
$5.43M - $6.06M
|
597K
$55.2M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.6K+ 26.49% |
$1.66M - $1.85M
|
83.9K
$7.77M
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
23.1KNew |
$2.18M - $2.44M
|
23.1K
$2.14M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-272- 6.34% |
$25.7K - $28.7K
|
4.02K
$372K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
23.3KNew |
$2.2M - $2.46M
|
23.3K
$2.16M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
153KNew |
$14.5M - $16.2M
|
153K
$14.2M
|
|