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 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-3.2K- 5.5% |
$265K - $352K
|
54.9K
$6.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
51.6KNew |
$4.28M - $5.68M
|
51.6K
$6.14M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
2.51K+ 20.36% |
$208K - $277K
|
14.9K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.76K+ 1.67% |
$312K - $413K
|
229K
$27.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.92K- 3.67% |
$159K - $211K
|
50.4K
$6M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.69KNew |
$472K - $627K
|
5.69K
$677K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-220- 3.37% |
$18.3K - $24.2K
|
6.31K
$750K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.17K+ 8.05% |
$512K - $680K
|
82.8K
$9.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-249- 1.95% |
$20.7K - $27.4K
|
12.5K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
114K+ 4219.15% |
$9.47M - $12.6M
|
117K
$13.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2K+ 1.84% |
$166K - $220K
|
110K
$13.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
342+ 0.89% |
$28.4K - $37.7K
|
38.6K
$4.6M
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4.93K- 3.96% |
$409K - $543K
|
120K
$14.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.87K+ 11.41% |
$736K - $977K
|
86.6K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
126+ 2.69% |
$10.5K - $13.9K
|
4.81K
$573K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
276+ 2.11% |
$22.9K - $30.4K
|
13.3K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-51.3K- 10.38% |
$4.26M - $5.65M
|
443K
$52.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-174- 7.7% |
$14.4K - $19.2K
|
2.09K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.6KNew |
$299K - $397K
|
3.6K
$429K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-10.4K- 21.12% |
$866K - $1.15M
|
39K
$4.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-805- 1.28% |
$66.8K - $88.6K
|
62.1K
$7.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.59MNew |
$132M - $175M
|
1.59M
$189M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.57K+ 6.97% |
$296K - $393K
|
54.8K
$6.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-110- 0.43% |
$9.13K - $12.1K
|
25.2K
$3M
|
|
|
Aug 07, 2025
Q2 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-363- 2.09% |
$30.1K - $40K
|
17K
$2.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-457- 3.01% |
$37.9K - $50.3K
|
14.7K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.89K- 5.31% |
$157K - $208K
|
33.7K
$4.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-447- 4.61% |
$37.1K - $49.2K
|
9.26K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.05% |
$498 - $661
|
12.4K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-178- 1.71% |
$14.8K - $19.6K
|
10.2K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.13K+ 0.63% |
$591K - $784K
|
1.14M
$135M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-382- 5.51% |
$31.7K - $42.1K
|
6.55K
$780K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$332 - $440
|
3.5K
$417K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
239+ 5.79% |
$19.8K - $26.3K
|
4.37K
$520K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.86K+ 33.68% |
$154K - $204K
|
7.36K
$876K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.15K+ 8.99% |
$95.7K - $127K
|
14K
$1.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
131+ 1.21% |
$10.9K - $14.4K
|
10.9K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
138+ 4.25% |
$11.4K - $15.2K
|
3.39K
$403K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-13K- 3.87% |
$1.08M - $1.43M
|
322K
$38.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-23.3K- 26.04% |
$1.94M - $2.57M
|
66.3K
$7.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
51.9KNew |
$4.31M - $5.72M
|
51.9K
$6.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-189- 0.74% |
$15.7K - $20.8K
|
25.3K
$3.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-2.85K- 4.7% |
$236K - $313K
|
57.8K
$6.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.62K- 1.22% |
$549K - $729K
|
537K
$63.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
9.59KNew |
$796K - $1.06M
|
9.59K
$1.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-80- 0.51% |
$6.64K - $8.81K
|
15.6K
$1.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.65K- 1.01% |
$220K - $292K
|
259K
$30.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
5.06KNew |
$420K - $557K
|
5.06K
$602K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2- 0.04% |
$166 - $220
|
4.52K
$538K
|
|
|
Aug 07, 2025
Q2 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-557- 4.5% |
$46.2K - $61.3K
|
11.8K
$1.41M
|