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 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
735+ 7.85% |
$61K - $80.9K
|
10.1K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-26.1K- 5.62% |
$2.16M - $2.87M
|
438K
$52.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-108- 4.36% |
$8.96K - $11.9K
|
2.37K
$282K
|
|
|
Aug 04, 2025
Q2 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.49K+ 6.21% |
$123K - $163K
|
25.4K
$3.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.08K- 8.3% |
$89.5K - $119K
|
11.9K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$166 - $220
|
2.49K
$297K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.65K- 2.22% |
$302K - $401K
|
160K
$19.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$415 - $551
|
5.63K
$670K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-874- 2.63% |
$72.5K - $96.2K
|
32.4K
$3.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
329+ 1.22% |
$27.3K - $36.2K
|
27.3K
$3.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Univest Financial Corp
|
SELL
|
- |
-70- 1.84% |
$5.81K - $7.71K
|
3.74K
$445K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.73K- 2.85% |
$227K - $301K
|
93K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
8.45KNew |
$701K - $930K
|
8.45K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.1K- 4.63% |
$90.8K - $121K
|
22.5K
$2.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-206- 1.67% |
$17.1K - $22.7K
|
12.1K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-562- 2.69% |
$46.6K - $61.9K
|
20.3K
$2.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Hicks Capital Management LLC
Columbus, OH |
SELL
|
- |
-50- 0.25% |
$4.15K - $5.51K
|
20.3K
$2.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.3K+ 7.21% |
$357K - $473K
|
63.9K
$7.6M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
SELL
|
- |
-111- 1.29% |
$9.21K - $12.2K
|
8.47K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.06% |
$166 - $220
|
3.59K
$427K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-140K- 38.0% |
$11.6M - $15.4M
|
229K
$27.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.05K- 10.47% |
$253K - $336K
|
26.1K
$3.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.67KNew |
$554K - $735K
|
6.67K
$794K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.61KNew |
$300K - $398K
|
3.61K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.08K- 15.3% |
$89.6K - $119K
|
5.98K
$711K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
9.03KNew |
$749K - $994K
|
9.03K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
16+ 0.39% |
$1.33K - $1.76K
|
4.08K
$486K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-259- 7.8% |
$21.5K - $28.5K
|
3.06K
$364K
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-362- 8.76% |
$30K - $39.9K
|
3.77K
$449K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.38K- 1.14% |
$198K - $262K
|
207K
$24.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-890- 7.84% |
$73.8K - $98K
|
10.5K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.54KNew |
$211K - $280K
|
2.54K
$302K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-931- 5.1% |
$77.2K - $103K
|
17.3K
$2.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.45K+ 15.93% |
$286K - $380K
|
25.1K
$2.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4.46K- 3.65% |
$370K - $491K
|
118K
$14M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-1.34K- 4.11% |
$111K - $148K
|
31.3K
$3.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.05K+ 31.15% |
$585K - $776K
|
29.7K
$3.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-433- 1.13% |
$35.9K - $47.7K
|
37.8K
$4.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-735- 5.6% |
$61K - $80.9K
|
12.4K
$1.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.94K+ 2.84% |
$575K - $764K
|
251K
$29.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.66KNew |
$220K - $292K
|
2.66K
$316K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
71+ 1.05% |
$5.89K - $7.82K
|
6.8K
$809K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
600+ 14.39% |
$49.8K - $66.1K
|
4.77K
$568K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
705+ 8.48% |
$58.5K - $77.6K
|
9.02K
$1.07M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.34K- 2.29% |
$194K - $258K
|
99.9K
$11.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-39.8K- 76.49% |
$3.3M - $4.38M
|
12.2K
$1.46M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-392- 3.6% |
$32.5K - $43.2K
|
10.5K
$1.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-9.53K- 7.67% |
$790K - $1.05M
|
115K
$13.6M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
29.9K+ 143.06% |
$2.48M - $3.29M
|
50.8K
$6.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-93.8K- 14.99% |
$7.79M - $10.3M
|
532K
$63.3M
|