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 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
406+ 0.88% |
$37.5K - $43.3K
|
46.7K
$4.91M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 0.66% |
$2.4K - $2.77K
|
3.9K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.9K- 6.64% |
$453K - $522K
|
68.9K
$7.24M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-786- 2.72% |
$72.7K - $83.9K
|
28.1K
$2.96M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-29K- 3.82% |
$2.68M - $3.09M
|
729K
$76.7M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.44KNew |
$318K - $366K
|
3.44K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.33K- 16.57% |
$215K - $248K
|
11.7K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
677New |
$62.6K - $72.2K
|
677
$71.2K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-190- 1.39% |
$17.6K - $20.3K
|
13.5K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.43KNew |
$225K - $259K
|
2.43K
$255K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.21K+ 79.9% |
$389K - $449K
|
9.47K
$995K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-20- 0.08% |
$1.85K - $2.13K
|
26.1K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.03KNew |
$95.3K - $110K
|
1.03K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-1.62K- 1.07% |
$149K - $172K
|
149K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-18.9K- 9.88% |
$1.75M - $2.02M
|
172K
$18.1M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.36K- 4.22% |
$126K - $145K
|
30.8K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-869- 2.7% |
$80.3K - $92.7K
|
31.3K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.13K+ 3.5% |
$104K - $120K
|
33.3K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
331+ 2.77% |
$30.6K - $35.3K
|
12.3K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
84.5K+ 9.37% |
$7.82M - $9.02M
|
987K
$104M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.48K+ 40.87% |
$414K - $478K
|
15.4K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
253K+ 7.89% |
$23.4M - $27M
|
3.47M
$364M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.92KNew |
$362K - $418K
|
3.92K
$412K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
322+ 4.32% |
$29.8K - $34.4K
|
7.78K
$817K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
415+ 3.79% |
$38.4K - $44.3K
|
11.4K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-242- 0.1% |
$22.4K - $25.8K
|
238K
$25M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
252+ 0.5% |
$23.3K - $26.9K
|
51.1K
$5.37M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.6K+ 4.17% |
$1.72M - $1.98M
|
464K
$48.7M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
32.6KNew |
$3.01M - $3.48M
|
32.6K
$3.43M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
18.6K+ 7.71% |
$1.72M - $1.98M
|
260K
$27.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
9.97K+ 8.23% |
$922K - $1.06M
|
131K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-125- 2.67% |
$11.6K - $13.3K
|
4.56K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.49KNew |
$877K - $1.01M
|
9.49K
$997K
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2K+ 25.01% |
$185K - $213K
|
9.98K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.09% |
$185 - $213
|
2.19K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
564+ 238.98% |
$52.1K - $60.2K
|
800
$84.1K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
204KNew |
$18.9M - $21.8M
|
204K
$21.5M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-45- 6.2% |
$4.16K - $4.8K
|
681
$71.6K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.6K+ 87.22% |
$1.16M - $1.34M
|
27K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.49K+ 11.7% |
$323K - $373K
|
33.4K
$3.51M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.2K- 18.01% |
$850K - $981K
|
41.9K
$4.4M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
5+ 0.12% |
$462 - $533
|
4.23K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.7K+ 13.64% |
$7.37M - $8.51M
|
664K
$69.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.18K- 1.62% |
$387K - $446K
|
254K
$26.7M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-13.9K- 33.95% |
$1.28M - $1.48M
|
27K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 5.42% |
$973K - $1.12M
|
184K
$19.3M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.72K+ 60.93% |
$251K - $290K
|
7.18K
$754K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-164- 1.26% |
$15.2K - $17.5K
|
12.8K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.23K- 3.83% |
$668K - $771K
|
181K
$19M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
312+ 2.08% |
$28.8K - $33.3K
|
15.3K
$1.61M
|