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 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-37.5K- 16.83% |
$3.11M - $4.13M
|
186K
$22.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.2K+ 2.7% |
$933K - $1.24M
|
428K
$50.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-202- 1.8% |
$16.8K - $22.2K
|
11K
$1.31M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.23K+ 28.84% |
$102K - $136K
|
5.51K
$656K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.59K- 1.61% |
$132K - $175K
|
97K
$11.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-20.5K- 53.47% |
$1.7M - $2.26M
|
17.8K
$2.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
328+ 11.07% |
$27.2K - $36.1K
|
3.29K
$392K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1.02K+ 5.38% |
$84.6K - $112K
|
20K
$2.38M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.1K- 3.14% |
$1.5M - $2M
|
560K
$66.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
10+ 0.29% |
$830 - $1.1K
|
3.51K
$418K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.26K- 16.57% |
$270K - $359K
|
16.4K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-810- 4.44% |
$67.2K - $89.2K
|
17.4K
$2.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
3+ 0.08% |
$249 - $330
|
3.6K
$429K
|
|
|
Aug 05, 2025
Q2 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
SELL
|
- |
-2.74K- 8.49% |
$227K - $302K
|
29.5K
$3.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-486- 2.43% |
$40.3K - $53.5K
|
19.5K
$2.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.07K+ 2.3% |
$88.9K - $118K
|
47.8K
$5.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.71K- 3.47% |
$474K - $629K
|
159K
$18.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-99.8K- 5.86% |
$8.28M - $11M
|
1.6M
$191M
|
|
|
Aug 05, 2025
Q2 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
19.3K+ 82.42% |
$1.6M - $2.13M
|
42.7K
$5.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-55- 0.16% |
$4.56K - $6.06K
|
33.9K
$4.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.75K- 5.51% |
$145K - $193K
|
30K
$3.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.98K+ 54.98% |
$579K - $769K
|
19.7K
$2.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.84KNew |
$153K - $203K
|
1.84K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.52K- 34.19% |
$292K - $388K
|
6.78K
$806K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.07% |
$83 - $110
|
1.37K
$163K
|
|
|
Aug 05, 2025
Q2 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
37.5K+ 18.2% |
$3.11M - $4.13M
|
243K
$29M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
41+ 1.31% |
$3.4K - $4.51K
|
3.17K
$377K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.09K- 1.61% |
$340K - $451K
|
250K
$29.7M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.51K- 2.33% |
$540K - $717K
|
273K
$32.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
5.79KNew |
$480K - $637K
|
5.79K
$689K
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.11% |
$249 - $330
|
2.75K
$327K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-490- 8.21% |
$40.7K - $53.9K
|
5.48K
$652K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-3.73K- 24.65% |
$310K - $411K
|
11.4K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.9K- 4.18% |
$406K - $539K
|
112K
$13.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-780- 2.35% |
$64.7K - $85.9K
|
32.4K
$3.85M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
380K+ 104.42% |
$31.5M - $41.8M
|
744K
$88.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
451+ 7.64% |
$37.4K - $49.7K
|
6.36K
$757K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
704+ 1.86% |
$58.4K - $77.5K
|
38.5K
$4.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
11+ 0.28% |
$913 - $1.21K
|
3.97K
$472K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
38K+ 14.21% |
$3.16M - $4.19M
|
306K
$36.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.41K- 2.14% |
$366K - $485K
|
202K
$24M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
130+ 19.4% |
$10.8K - $14.3K
|
800
$95.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
24+ 0.52% |
$1.99K - $2.64K
|
4.66K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
15K+ 22.74% |
$1.24M - $1.65M
|
80.8K
$9.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$83 - $110
|
45.1K
$5.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.4K+ 67.22% |
$1.03M - $1.37M
|
30.8K
$3.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
18.2K+ 13.88% |
$1.51M - $2.01M
|
149K
$17.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
15.9K+ 2.1% |
$1.32M - $1.75M
|
774K
$92.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.81K- 7.5% |
$150K - $199K
|
22.3K
$2.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.95KNew |
$162K - $215K
|
1.95K
$232K
|