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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.63K- 0.59% |
$135K - $180K
|
275K
$32.7M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
2.31K+ 90.79% |
$191K - $254K
|
4.85K
$577K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
171K+ 9.04% |
$14.2M - $18.9M
|
2.07M
$246M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
11.4KNew |
$943K - $1.25M
|
11.4K
$1.35M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-49.6K- 37.89% |
$4.11M - $5.46M
|
81.2K
$9.67M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
182New |
$15.1K - $20K
|
182
$21.7K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.07KNew |
$421K - $559K
|
5.07K
$604K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
46.7KNew |
$3.87M - $5.14M
|
46.7K
$5.55M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
52.9K+ 20.15% |
$4.39M - $5.82M
|
315K
$37.5M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
722+ 1.24% |
$59.9K - $79.5K
|
58.9K
$7.01M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-883K- 64.53% |
$73.3M - $97.3M
|
486K
$57.8M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.8K- 23.41% |
$150K - $199K
|
5.9K
$702K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.68K+ 281.21% |
$637K - $845K
|
10.4K
$1.24M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.37KNew |
$197K - $261K
|
2.37K
$282K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
698+ 42.48% |
$57.9K - $76.8K
|
2.34K
$279K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.99KNew |
$165K - $219K
|
1.99K
$237K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-4.04K- 61.03% |
$335K - $444K
|
2.58K
$307K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-115K- 45.2% |
$9.54M - $12.7M
|
139K
$16.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-73K- 50.51% |
$6.05M - $8.03M
|
71.5K
$8.51M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-92- 69.7% |
$7.63K - $10.1K
|
40
$4.76K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-407- 8.39% |
$33.8K - $44.8K
|
4.44K
$529K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
17+ 0.27% |
$1.41K - $1.87K
|
6.41K
$763K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.2K+ 4.5% |
$348K - $462K
|
97.6K
$11.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-23.4K- 48.74% |
$1.94M - $2.57M
|
24.6K
$2.93M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.03% |
$830 - $1.1K
|
34.3K
$4.08M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.04K+ 25.78% |
$85.9K - $114K
|
5.05K
$601K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.05M+ 3.2% |
$87.4M - $116M
|
34M
$4.05B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-48.3K- 21.53% |
$4.01M - $5.32M
|
176K
$20.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-227K- 44.47% |
$18.8M - $25M
|
283K
$33.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.45K- 17.55% |
$203K - $270K
|
11.5K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-357- 0.14% |
$29.6K - $39.3K
|
263K
$31.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
124+ 1.08% |
$10.3K - $13.7K
|
11.6K
$1.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-19.5K- 34.88% |
$1.62M - $2.15M
|
36.4K
$4.34M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
120+ 0.22% |
$9.96K - $13.2K
|
54.3K
$6.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.36K- 9.21% |
$112K - $149K
|
13.4K
$1.59M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
83.8K+ 48.04% |
$6.95M - $9.22M
|
258K
$30.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-141- 1.51% |
$11.7K - $15.5K
|
9.2K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-16- 0.05% |
$1.33K - $1.76K
|
31.1K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-250- 0.15% |
$20.7K - $27.5K
|
169K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.04% |
$83 - $110
|
2.37K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
132K+ 61.55% |
$11M - $14.5M
|
347K
$41.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.3K- 81.58% |
$1.02M - $1.35M
|
2.78K
$330K
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
12.8KNew |
$1.06M - $1.41M
|
12.8K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.17KNew |
$263K - $349K
|
3.17K
$377K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-114K- 1.28% |
$9.5M - $12.6M
|
8.83M
$1.05B
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-9.78K- 11.01% |
$811K - $1.08M
|
79.1K
$9.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
43.6K+ 10.68% |
$3.61M - $4.8M
|
451K
$53.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-528- 10.57% |
$43.8K - $58.1K
|
4.47K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.38K- 35.97% |
$114K - $152K
|
2.45K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.05K- 3.12% |
$87.1K - $116K
|
32.6K
$3.88M
|