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 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.02% |
$249 - $330
|
14.7K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
420+ 3.29% |
$34.8K - $46.2K
|
13.2K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-967- 5.3% |
$80.2K - $106K
|
17.3K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
9.39KNew |
$779K - $1.03M
|
9.39K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
13+ 0.2% |
$1.08K - $1.43K
|
6.48K
$731K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 1.09% |
$2.07K - $2.75K
|
2.28K
$257K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-172- 1.05% |
$14.3K - $18.9K
|
16.3K
$1.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-76- 0.44% |
$6.3K - $8.37K
|
17.1K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-423K- 56.57% |
$35.1M - $46.5M
|
325K
$36.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.74K- 3.56% |
$393K - $522K
|
128K
$14.5M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
2.2KNew |
$182K - $242K
|
2.2K
$248K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
432+ 0.64% |
$35.8K - $47.6K
|
68.1K
$7.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
27+ 0.09% |
$2.24K - $2.97K
|
28.8K
$3.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-143- 1.42% |
$11.9K - $15.7K
|
9.92K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.74K- 8.97% |
$144K - $191K
|
17.6K
$1.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-183- 1.99% |
$15.2K - $20.1K
|
9K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-89- 0.88% |
$7.38K - $9.8K
|
9.98K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-450- 3.02% |
$37.3K - $49.5K
|
14.5K
$1.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-9.05K- 68.99% |
$751K - $997K
|
4.07K
$460K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
323+ 1.22% |
$26.8K - $35.6K
|
26.7K
$3.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-190K- 26.76% |
$15.8M - $20.9M
|
520K
$58.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$210K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.61K- 5.86% |
$300K - $398K
|
58.1K
$6.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10KNew |
$832K - $1.1M
|
10K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-300- 3.84% |
$24.9K - $33K
|
7.52K
$849K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.57K- 28.88% |
$213K - $283K
|
6.32K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.3K+ 81.09% |
$1.35M - $1.79M
|
36.3K
$4.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.76K+ 29.02% |
$312K - $414K
|
16.7K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
64.4K+ 193.91% |
$5.35M - $7.09M
|
97.7K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-39- 0.06% |
$3.24K - $4.29K
|
66.5K
$7.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-601- 0.84% |
$49.9K - $66.2K
|
71.1K
$8.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.39K+ 3.6% |
$281K - $373K
|
97.5K
$11M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-70- 2.88% |
$5.81K - $7.71K
|
2.36K
$267K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-150- 4.59% |
$12.4K - $16.5K
|
3.12K
$352K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-528- 2.26% |
$43.8K - $58.1K
|
22.8K
$2.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-26.3K- 13.94% |
$2.18M - $2.89M
|
162K
$18.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.52K+ 4.2% |
$375K - $498K
|
112K
$12.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
34+ 0.33% |
$2.82K - $3.74K
|
10.3K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.09KNew |
$173K - $230K
|
2.09K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.94KNew |
$161K - $213K
|
1.94K
$219K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 56.53% |
$102K - $135K
|
3.4K
$384K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.11K+ 20.6% |
$175K - $232K
|
12.3K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$166 - $220
|
2.75K
$310K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-652- 2.32% |
$54.1K - $71.8K
|
27.5K
$3.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$83 - $110
|
820
$92.6K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-709- 10.21% |
$58.8K - $78.1K
|
6.23K
$704K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-109- 1.0% |
$9.04K - $12K
|
10.7K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-453- 2.32% |
$37.6K - $49.9K
|
19.1K
$2.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.17K+ 31.71% |
$180K - $239K
|
9.01K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-20.8K- 17.6% |
$1.73M - $2.3M
|
97.6K
$11M
|