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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
1.9K+ 2.61% |
$158K - $209K
|
74.9K
$8.91M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-331- 10.45% |
$27.5K - $36.4K
|
2.84K
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-326- 4.85% |
$27K - $35.9K
|
6.4K
$761K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.7K- 3.37% |
$224K - $297K
|
77.5K
$9.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.55K+ 2.16% |
$377K - $501K
|
215K
$25.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.73K+ 3.52% |
$227K - $301K
|
80.3K
$9.56M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.79K+ 9.74% |
$232K - $307K
|
31.4K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-420- 4.52% |
$34.8K - $46.2K
|
8.88K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
24.1K+ 330.18% |
$2M - $2.66M
|
31.5K
$3.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-178- 1.24% |
$14.8K - $19.6K
|
14.2K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12- 0.06% |
$996 - $1.32K
|
21.8K
$2.59M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.95K+ 20.51% |
$161K - $214K
|
11.4K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.57K+ 2.46% |
$130K - $173K
|
65.5K
$7.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5+ 0.03% |
$415 - $551
|
15.1K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.48K+ 21.59% |
$206K - $273K
|
14K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.89K- 8.7% |
$488K - $648K
|
61.8K
$7.35M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-1.01K- 1.38% |
$83.6K - $111K
|
71.9K
$8.56M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-641- 18.08% |
$53.2K - $70.6K
|
2.9K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-1.01K- 14.29% |
$83.8K - $111K
|
6.06K
$721K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
269+ 0.87% |
$22.3K - $29.6K
|
31.1K
$3.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-110- 0.87% |
$9.13K - $12.1K
|
12.6K
$1.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
512+ 80.25% |
$42.5K - $56.4K
|
1.15K
$137K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-860- 1.28% |
$71.3K - $94.7K
|
66.5K
$7.92M
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
3+ 0.13% |
$249 - $330
|
2.31K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-71.2K- 41.52% |
$5.91M - $7.84M
|
100K
$11.9M
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.95KNew |
$162K - $214K
|
1.95K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.27K- 4.02% |
$105K - $139K
|
30.3K
$3.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
29+ 0.27% |
$2.41K - $3.19K
|
10.7K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 6.88% |
$215K - $285K
|
35.1K
$4.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.29K+ 1.14% |
$273K - $362K
|
292K
$34.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$581 - $771
|
9.32K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.45K+ 19.47% |
$120K - $159K
|
8.87K
$1.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
37+ 0.01% |
$3.07K - $4.07K
|
581K
$69.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-207- 5.26% |
$17.2K - $22.8K
|
3.73K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.35KNew |
$112K - $148K
|
1.35K
$160K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.4K+ 42.48% |
$365K - $485K
|
14.8K
$1.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.92KNew |
$159K - $211K
|
1.92K
$228K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-941- 1.53% |
$78.1K - $104K
|
60.6K
$7.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-12.6K- 7.69% |
$1.05M - $1.39M
|
152K
$18.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.15% |
$830 - $1.1K
|
6.69K
$796K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$83 - $110
|
49.2K
$5.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
29+ 1.28% |
$2.41K - $3.19K
|
2.29K
$272K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.57KNew |
$213K - $283K
|
2.57K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2.6K- 1.41% |
$216K - $286K
|
182K
$21.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-466- 0.91% |
$38.7K - $51.3K
|
51K
$6.07M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
3+ 0.04% |
$249 - $330
|
7.11K
$846K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.58K+ 5.31% |
$131K - $174K
|
31.2K
$3.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-346- 30.01% |
$28.7K - $38.1K
|
807
$96K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-9.21K- 3.55% |
$764K - $1.01M
|
251K
$29.8M
|