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 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.96K+ 17.59% |
$366K - $423K
|
26.5K
$2.99M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.71K- 20.31% |
$158K - $183K
|
6.73K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-953K- 35.88% |
$88.1M - $102M
|
1.7M
$192M
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.2K- 8.86% |
$111K - $128K
|
12.4K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.62K- 54.3% |
$427K - $493K
|
3.89K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-304- 11.68% |
$28.1K - $32.4K
|
2.3K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24K- 3.64% |
$2.22M - $2.56M
|
634K
$71.7M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.37K+ 38.96% |
$404K - $466K
|
15.6K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5+ 0.19% |
$462 - $533
|
2.68K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-369- 1.49% |
$34.1K - $39.4K
|
24.3K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-684- 6.99% |
$63.2K - $73K
|
9.11K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.47K+ 0.75% |
$136K - $157K
|
199K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
792+ 4.69% |
$73.2K - $84.5K
|
17.7K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.6K+ 265.73% |
$3.01M - $3.47M
|
44.8K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.7K- 0.3% |
$2.19M - $2.53M
|
7.95M
$898M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
467+ 52.83% |
$43.2K - $49.8K
|
1.35K
$153K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.25K+ 4.14% |
$301K - $347K
|
81.8K
$9.24M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-105- 0.57% |
$9.71K - $11.2K
|
18.3K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-11.7K- 3.38% |
$1.08M - $1.25M
|
335K
$37.9M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
241K+ 89.37% |
$22.2M - $25.7M
|
510K
$57.6M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.76K+ 14.86% |
$163K - $188K
|
13.6K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.64K+ 4.75% |
$244K - $282K
|
58.1K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-446- 0.42% |
$41.2K - $47.6K
|
106K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
45K+ 7.43% |
$4.16M - $4.8M
|
651K
$73.5M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-240- 1.9% |
$22.2K - $25.6K
|
12.4K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-11.7K- 14.06% |
$1.08M - $1.25M
|
71.4K
$8.06M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.6K+ 0.34% |
$518K - $597K
|
1.66M
$187M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
407+ 20.08% |
$37.6K - $43.4K
|
2.43K
$275K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
65+ 0.35% |
$6.01K - $6.93K
|
18.5K
$2.09M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91KNew |
$8.41M - $9.7M
|
91K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
200+ 1.26% |
$18.5K - $21.3K
|
16.1K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.51K+ 1.15% |
$602K - $695K
|
572K
$64.6M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-506- 1.78% |
$46.8K - $54K
|
27.9K
$3.16M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.87K- 13.98% |
$450K - $520K
|
30K
$3.39M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.43K+ 2004.05% |
$595K - $686K
|
6.75K
$763K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-983- 6.54% |
$90.9K - $105K
|
14K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.33% |
$2.31K - $2.67K
|
7.46K
$842K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
16+ 0.3% |
$1.48K - $1.71K
|
5.28K
$596K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-9.32K- 28.47% |
$862K - $995K
|
23.4K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-7- 0.14% |
$647 - $747
|
4.95K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.1% |
$277 - $320
|
2.98K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
109K+ 71.62% |
$10.1M - $11.6M
|
261K
$29.5M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.78K+ 29.28% |
$257K - $296K
|
12.3K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.22K- 0.43% |
$390K - $450K
|
985K
$111M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.53K- 3.72% |
$326K - $376K
|
91.3K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.05% |
$277 - $320
|
5.71K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10KNew |
$928K - $1.07M
|
10K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-379- 5.2% |
$35K - $40.4K
|
6.91K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
797+ 46.77% |
$73.7K - $85K
|
2.5K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
963+ 40.07% |
$89K - $103K
|
3.37K
$380K
|