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 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-598- 4.78% |
$49.6K - $65.8K
|
11.9K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-738- 2.83% |
$61.2K - $81.3K
|
25.4K
$3.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-59- 1.94% |
$4.89K - $6.5K
|
2.99K
$356K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
SELL
|
- |
-565- 21.76% |
$46.9K - $62.2K
|
2.03K
$242K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-164- 5.62% |
$13.6K - $18.1K
|
2.75K
$327K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
168KNew |
$13.9M - $18.5M
|
168K
$20M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-49.7K- 4.22% |
$4.12M - $5.47M
|
1.13M
$134M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.96K+ 60.6% |
$163K - $216K
|
5.2K
$618K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
52+ 11.69% |
$4.31K - $5.73K
|
497
$59.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.56K- 5.0% |
$212K - $281K
|
48.5K
$5.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-14.5K- 41.09% |
$1.2M - $1.59M
|
20.7K
$2.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-260- 6.72% |
$21.6K - $28.6K
|
3.61K
$429K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-5- 0.25% |
$415 - $551
|
2.01K
$239K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$230K
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 76.98% |
$323K - $429K
|
8.96K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13K+ 47.18% |
$1.07M - $1.43M
|
40.4K
$4.81M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
518+ 51800.0% |
$43K - $57K
|
519
$61.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.61K+ 33.93% |
$548K - $727K
|
26.1K
$3.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.77K+ 12.07% |
$478K - $635K
|
53.5K
$6.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
27K+ 1589.65% |
$2.24M - $2.98M
|
28.7K
$3.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.36K+ 1.87% |
$113K - $150K
|
74.2K
$8.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.59K- 42.18% |
$132K - $175K
|
2.19K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-139- 4.29% |
$11.5K - $15.3K
|
3.1K
$369K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
100+ 3.54% |
$8.3K - $11K
|
2.92K
$348K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.52K+ 61.33% |
$292K - $387K
|
9.25K
$1.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-52.7K- 35.29% |
$4.37M - $5.8M
|
96.6K
$11.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-250- 1.34% |
$20.7K - $27.5K
|
18.4K
$2.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-8.4K- 41.11% |
$697K - $925K
|
12K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-10.6K- 15.83% |
$877K - $1.16M
|
56.2K
$6.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.56K+ 7.39% |
$379K - $502K
|
66.3K
$7.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
3K+ 34.29% |
$249K - $330K
|
11.8K
$1.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
954+ 12.2% |
$79.1K - $105K
|
8.77K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-1.15K- 8.18% |
$95.6K - $127K
|
12.9K
$1.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$83 - $110
|
2.27K
$271K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-22- 0.74% |
$1.83K - $2.42K
|
2.96K
$352K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.7M- 5.62% |
$224M - $298M
|
45.4M
$5.4B
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-30.7K- 21.95% |
$2.54M - $3.38M
|
109K
$13M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.9K- 13.27% |
$489K - $649K
|
38.5K
$4.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
53.6K+ 348.58% |
$4.45M - $5.9M
|
69K
$8.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
538+ 5.27% |
$44.6K - $59.2K
|
10.7K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
125New |
$10.4K - $13.8K
|
125
$14.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-101- 0.27% |
$8.38K - $11.1K
|
37.7K
$4.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-163- 2.53% |
$13.5K - $17.9K
|
6.27K
$747K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-567- 2.83% |
$47K - $62.4K
|
19.5K
$2.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.45K+ 9.57% |
$120K - $160K
|
16.6K
$1.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-431- 0.23% |
$35.8K - $47.5K
|
190K
$22.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.5K+ 1.1% |
$457K - $606K
|
507K
$60.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-474- 2.79% |
$39.3K - $52.2K
|
16.5K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-480- 4.65% |
$39.8K - $52.8K
|
9.83K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-173- 1.52% |
$14.4K - $19K
|
11.2K
$1.34M
|