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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.65K+ 7.01% |
$220K - $292K
|
40.5K
$4.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-259- 1.51% |
$21.5K - $28.5K
|
16.9K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.4K- 18.01% |
$116K - $154K
|
6.37K
$694K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.11K+ 21.06% |
$175K - $232K
|
12.1K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-5.65K- 11.14% |
$468K - $622K
|
45K
$4.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
94+ 0.88% |
$7.8K - $10.3K
|
10.8K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.77K- 11.32% |
$479K - $635K
|
45.2K
$4.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-2.47K- 4.37% |
$205K - $272K
|
54.1K
$5.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-354- 11.82% |
$29.4K - $39K
|
2.64K
$288K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-350- 2.17% |
$29K - $38.5K
|
15.8K
$1.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-9.44K- 4.87% |
$783K - $1.04M
|
185K
$20.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
6K+ 5.1% |
$498K - $660K
|
124K
$13.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
34+ 0.17% |
$2.82K - $3.74K
|
20.4K
$2.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.78K- 1.1% |
$314K - $417K
|
342K
$37.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-25.9K- 50.29% |
$2.15M - $2.85M
|
25.6K
$2.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-162K- 43.99% |
$13.5M - $17.9M
|
207K
$22.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-34.5K- 74.68% |
$2.86M - $3.8M
|
11.7K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 3.51% |
$97.5K - $129K
|
32.3K
$3.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-395- 17.54% |
$32.8K - $43.5K
|
1.86K
$202K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-335- 1.29% |
$27.8K - $36.9K
|
25.7K
$2.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.83K- 10.03% |
$318K - $422K
|
34.4K
$3.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.93K+ 64.45% |
$575K - $763K
|
17.7K
$1.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-225- 4.76% |
$18.7K - $24.8K
|
4.5K
$490K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.55K- 4.23% |
$129K - $171K
|
35K
$3.82M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.8K+ 8.78% |
$149K - $198K
|
22.3K
$2.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-85- 1.38% |
$7.05K - $9.36K
|
6.06K
$660K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
695New |
$57.7K - $76.5K
|
695
$75.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-96- 2.37% |
$7.96K - $10.6K
|
3.96K
$432K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
298+ 3.24% |
$24.7K - $32.8K
|
9.51K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
76+ 0.87% |
$6.3K - $8.37K
|
8.83K
$962K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-100- 0.83% |
$8.3K - $11K
|
11.9K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.91K+ 1.47% |
$739K - $980K
|
616K
$67.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
74New |
$6.14K - $8.15K
|
74
$8.06K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-487- 5.28% |
$40.4K - $53.6K
|
8.74K
$952K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.43K- 1.36% |
$367K - $487K
|
322K
$35.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-8.86K- 13.54% |
$735K - $976K
|
56.6K
$6.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
116+ 2.4% |
$9.62K - $12.8K
|
4.95K
$540K
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
77.9KNew |
$6.46M - $8.58M
|
77.9K
$8.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
118+ 0.11% |
$9.79K - $13K
|
108K
$11.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.96KNew |
$826K - $1.1M
|
9.96K
$1.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
416+ 13.25% |
$34.5K - $45.8K
|
3.56K
$387K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-4.12K- 40.38% |
$342K - $453K
|
6.08K
$662K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-386- 1.92% |
$32K - $42.5K
|
19.7K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.99KNew |
$165K - $220K
|
1.99K
$217K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.26K- 27.49% |
$270K - $359K
|
8.6K
$937K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-21- 0.45% |
$1.74K - $2.31K
|
4.66K
$507K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
3.9K+ 35.99% |
$323K - $429K
|
14.7K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.14KNew |
$177K - $235K
|
2.14K
$233K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-307- 3.28% |
$25.5K - $33.8K
|
9.06K
$987K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.19KNew |
$182K - $241K
|
2.19K
$239K
|