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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
34+ 0.87% |
$2.82K - $3.74K
|
3.95K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-116K- 89.57% |
$9.64M - $12.8M
|
13.5K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
421+ 16.81% |
$34.9K - $46.4K
|
2.93K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13.2K- 4.18% |
$1.09M - $1.45M
|
302K
$35.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
3.4K+ 55.02% |
$282K - $374K
|
9.58K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-246- 0.46% |
$20.4K - $27.1K
|
53.7K
$6.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.46K+ 0.68% |
$204K - $271K
|
363K
$43.2M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-474- 18.39% |
$39.3K - $52.2K
|
2.1K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
49+ 0.1% |
$4.07K - $5.39K
|
48.6K
$5.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
8.43KNew |
$699K - $928K
|
8.43K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-241- 1.48% |
$20K - $26.5K
|
16K
$1.91M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-12- 0.37% |
$996 - $1.32K
|
3.23K
$385K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.96KNew |
$162K - $216K
|
1.96K
$233K
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
332+ 6.71% |
$27.5K - $36.6K
|
5.28K
$628K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 65.77% |
$850K - $1.13M
|
25.8K
$3.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-28- 0.49% |
$2.32K - $3.08K
|
5.7K
$678K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.94K- 7.98% |
$161K - $214K
|
22.4K
$2.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-4.07K- 2.83% |
$338K - $448K
|
140K
$16.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
380+ 0.66% |
$31.5K - $41.8K
|
57.9K
$6.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-14K- 8.74% |
$1.16M - $1.54M
|
146K
$17.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.26% |
$83 - $110
|
391
$46.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
213K+ 13.19% |
$17.7M - $23.5M
|
1.83M
$218M
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-19.3K- 7.32% |
$1.6M - $2.13M
|
244K
$29.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-420- 5.53% |
$34.8K - $46.2K
|
7.18K
$854K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-15.1K- 44.39% |
$1.25M - $1.66M
|
18.9K
$2.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-228- 1.76% |
$18.9K - $25.1K
|
12.7K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-27- 1.06% |
$2.24K - $2.97K
|
2.51K
$299K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-6- 0.12% |
$498 - $661
|
4.91K
$585K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.7K- 2.91% |
$2.38M - $3.16M
|
958K
$114M
|
|
|
Aug 08, 2025
Q2 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3+ 0.05% |
$249 - $330
|
5.72K
$681K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-821- 10.71% |
$68.1K - $90.4K
|
6.85K
$815K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-180K- 5.21% |
$15M - $19.9M
|
3.29M
$391M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13K+ 1.99% |
$1.07M - $1.43M
|
664K
$79M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-332- 8.47% |
$27.5K - $36.6K
|
3.59K
$427K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.7K- 2.54% |
$1.39M - $1.84M
|
642K
$76.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-567- 4.67% |
$47K - $62.4K
|
11.6K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
22.1K+ 12.5% |
$1.83M - $2.43M
|
199K
$23.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.19K+ 7.94% |
$182K - $241K
|
29.8K
$3.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.19K+ 3.26% |
$265K - $351K
|
101K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.05% |
$249 - $330
|
5.72K
$680K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-588- 5.02% |
$48.8K - $64.7K
|
11.1K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-79- 3.49% |
$6.55K - $8.7K
|
2.19K
$260K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.72K- 26.45% |
$143K - $190K
|
4.79K
$570K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.28K+ 16.35% |
$107K - $141K
|
9.14K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
434+ 7.48% |
$36K - $47.8K
|
6.24K
$742K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-51- 1.09% |
$4.23K - $5.62K
|
4.65K
$553K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.01% |
$166 - $220
|
13.5K
$1.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$83 - $110
|
13.9K
$1.65M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
16.5KNew |
$1.37M - $1.82M
|
16.5K
$1.96M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
198+ 8.17% |
$16.4K - $21.8K
|
2.62K
$312K
|