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 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.38K+ 109.75% |
$197K - $262K
|
4.54K
$513K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.04K- 59.34% |
$335K - $445K
|
2.77K
$313K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
192+ 3.07% |
$15.9K - $21.1K
|
6.45K
$728K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-254- 2.98% |
$21.1K - $28K
|
8.27K
$934K
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1- 0.03% |
$83 - $110
|
3.27K
$369K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.86K- 3.33% |
$404K - $536K
|
141K
$15.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.2K+ 2.02% |
$598K - $793K
|
364K
$41.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
834+ 0.47% |
$69.2K - $91.8K
|
178K
$20.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
832+ 69.39% |
$69K - $91.6K
|
2.03K
$229K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.66KNew |
$220K - $292K
|
2.66K
$300K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 48.99% |
$6.06K - $8.04K
|
76
$8.58K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 10.85% |
$91.3K - $121K
|
9.04K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.13K- 8.82% |
$177K - $235K
|
22K
$2.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-295- 0.19% |
$24.5K - $32.5K
|
155K
$17.5M
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-100- 3.23% |
$8.3K - $11K
|
3K
$339K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
63K+ 19.17% |
$5.22M - $6.93M
|
391K
$44.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-35- 1.01% |
$2.9K - $3.85K
|
3.43K
$387K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
205K+ 572.22% |
$17M - $22.5M
|
240K
$27.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.39K+ 47.21% |
$115K - $153K
|
4.33K
$490K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-21.4K- 12.42% |
$1.78M - $2.36M
|
151K
$17M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-51- 1.08% |
$4.23K - $5.62K
|
4.66K
$526K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
115+ 1.0% |
$9.54K - $12.7K
|
11.6K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50K- 34.98% |
$4.14M - $5.5M
|
92.9K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-1.06K- 1.57% |
$87.8K - $116K
|
66.5K
$7.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.03KNew |
$169K - $224K
|
2.03K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-96.2K- 7.41% |
$7.98M - $10.6M
|
1.2M
$136M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.6K- 13.49% |
$2.46M - $3.26M
|
190K
$21.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-2.62K- 6.55% |
$217K - $288K
|
37.4K
$4.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.03% |
$83 - $110
|
3.12K
$352K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
27.6KNew |
$2.29M - $3.04M
|
27.6K
$3.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-220- 1.86% |
$18.3K - $24.2K
|
11.6K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.85KNew |
$153K - $203K
|
1.85K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-7.17K- 8.39% |
$595K - $790K
|
78.4K
$8.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
3.37KNew |
$279K - $370K
|
3.37K
$380K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.84KNew |
$152K - $202K
|
1.84K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.69% |
$2.41K - $3.19K
|
4.2K
$474K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-5.37K- 20.18% |
$446K - $592K
|
21.3K
$2.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.25K+ 1.18% |
$352K - $468K
|
363K
$41.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3+ 0.09% |
$249 - $330
|
3.21K
$362K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-140- 2.78% |
$11.6K - $15.4K
|
4.9K
$553K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-48- 0.21% |
$3.98K - $5.28K
|
23.2K
$2.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.99KNew |
$165K - $219K
|
1.99K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.6K+ 142.27% |
$877K - $1.16M
|
18K
$2.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-373- 1.33% |
$30.9K - $41.1K
|
27.7K
$3.13M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-37- 0.42% |
$3.07K - $4.07K
|
8.74K
$987K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-54- 13.2% |
$4.48K - $5.95K
|
355
$40.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
656+ 5.7% |
$54.4K - $72.2K
|
12.2K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.55K+ 3.11% |
$129K - $171K
|
51.4K
$5.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.29K+ 0.76% |
$107K - $142K
|
171K
$19.4M
|