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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
697+ 2.21% |
$64.4K - $74.4K
|
32.3K
$3.39M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.2K- 28.89% |
$111K - $128K
|
2.94K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
505+ 1.69% |
$46.7K - $53.9K
|
30.4K
$3.19M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-656- 8.01% |
$60.6K - $70K
|
7.53K
$792K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
333K+ 184.34% |
$30.8M - $35.5M
|
513K
$53.9M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
10K+ 146.58% |
$928K - $1.07M
|
16.9K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
280K+ 4.4% |
$25.9M - $29.9M
|
6.64M
$698M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.13% |
$185 - $213
|
1.6K
$168K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-4.09K- 9.64% |
$378K - $436K
|
38.3K
$4.03M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
857+ 7.06% |
$79.2K - $91.4K
|
13K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-130- 0.17% |
$12K - $13.9K
|
77.6K
$8.16M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-29- 0.25% |
$2.68K - $3.09K
|
11.7K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-657- 3.72% |
$60.7K - $70.1K
|
17K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.58K+ 44.73% |
$146K - $168K
|
5.1K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-32- 2.05% |
$2.96K - $3.41K
|
1.53K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.96KNew |
$366K - $422K
|
3.96K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.07K+ 3.93% |
$561K - $647K
|
160K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.04% |
$277 - $320
|
7.82K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-22.3K- 11.22% |
$2.06M - $2.38M
|
177K
$18.6M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.57K- 8.27% |
$422K - $487K
|
50.7K
$5.32M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
638New |
$59K - $68.1K
|
638
$67.1K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-6.93K- 78.67% |
$641K - $740K
|
1.88K
$198K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
7.53K+ 93.48% |
$696K - $803K
|
15.6K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-26.1K- 5.89% |
$2.41M - $2.78M
|
416K
$43.8M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-12.4K- 2.74% |
$1.15M - $1.32M
|
441K
$46.3M
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.61K+ 7.23% |
$149K - $172K
|
23.9K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.81K+ 32.31% |
$352K - $407K
|
15.6K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-6.74K- 5.26% |
$623K - $719K
|
121K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-264- 0.78% |
$24.4K - $28.2K
|
33.8K
$3.55M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.4KNew |
$1.15M - $1.33M
|
12.4K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.82K+ 10.33% |
$168K - $194K
|
19.4K
$2.04M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.23K+ 8.7% |
$483K - $558K
|
65.3K
$6.87M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-518- 99.81% |
$47.9K - $55.3K
|
1
$105
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
20.5K+ 70.66% |
$1.89M - $2.18M
|
49.4K
$5.2M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-41.5K- 1.47% |
$3.83M - $4.42M
|
2.78M
$292M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.2K+ 8.09% |
$1.04M - $1.2M
|
150K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-878- 0.61% |
$81.2K - $93.7K
|
144K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-5.4K- 33.12% |
$499K - $576K
|
10.9K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.92K- 8.92% |
$362K - $418K
|
40K
$4.2M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-8- 0.07% |
$740 - $854
|
11.6K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.02% |
$185 - $213
|
10.4K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
192K+ 253.38% |
$17.7M - $20.5M
|
268K
$28.1M
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.13KNew |
$382K - $441K
|
4.13K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.93K+ 5.6% |
$641K - $740K
|
131K
$13.7M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.14K- 0.69% |
$105K - $121K
|
164K
$17.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.56K+ 1.27% |
$144K - $166K
|
125K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.87K- 3.65% |
$358K - $413K
|
102K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-5- 0.11% |
$462 - $533
|
4.45K
$468K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.45K- 2.19% |
$134K - $154K
|
64.6K
$6.79M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.05% |
$555 - $640
|
12.4K
$1.31M
|