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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-156K- 3.46% |
$14.4M - $16.6M
|
4.34M
$491M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-700- 5.38% |
$64.7K - $74.7K
|
12.3K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2+ 0.04% |
$185 - $213
|
4.83K
$546K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.02K+ 5.42% |
$186K - $215K
|
39.2K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 4.94% |
$233K - $269K
|
53.6K
$6.05M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-299K- 3.23% |
$27.6M - $31.9M
|
8.95M
$1.01B
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2+ 0.01% |
$185 - $213
|
20K
$2.26M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.03% |
$1.02K - $1.17K
|
34.3K
$3.87M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
13.5K+ 5.39% |
$1.25M - $1.44M
|
263K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.08K+ 0.28% |
$192K - $222K
|
735K
$83M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-36- 0.07% |
$3.33K - $3.84K
|
54.1K
$6.11M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.26K+ 6.92% |
$764K - $881K
|
128K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-64- 1.16% |
$5.92K - $6.83K
|
5.43K
$614K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
229+ 5.27% |
$21.2K - $24.4K
|
4.57K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-122- 3.93% |
$11.3K - $13K
|
2.98K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-959- 6.94% |
$88.7K - $102K
|
12.9K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.57K+ 123.14% |
$792K - $914K
|
15.5K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.03% |
$185 - $213
|
5.72K
$646K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-255- 7.17% |
$23.6K - $27.2K
|
3.3K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
115K+ 1.65% |
$10.6M - $12.3M
|
7.09M
$800M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 2.03% |
$4.16K - $4.8K
|
2.17K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-3.58K- 12.39% |
$331K - $382K
|
25.3K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
179KNew |
$16.6M - $19.1M
|
179K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-105- 0.46% |
$9.71K - $11.2K
|
22.6K
$2.55M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
21K+ 6.44% |
$1.94M - $2.24M
|
347K
$39.2M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.81K- 5.49% |
$167K - $193K
|
31.1K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
384+ 3.67% |
$35.5K - $41K
|
10.8K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
165K+ 93.1% |
$15.3M - $17.7M
|
343K
$38.8M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
180+ 8.04% |
$16.6K - $19.2K
|
2.42K
$273K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-4.17K- 14.96% |
$385K - $444K
|
23.7K
$2.67M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
13.5K+ 269.57% |
$1.24M - $1.44M
|
18.4K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.07K+ 11.13% |
$98.7K - $114K
|
10.7K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
43.6K+ 7.48% |
$4.03M - $4.65M
|
626K
$70.7M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-5.37K- 13.63% |
$497K - $573K
|
34K
$3.84M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-889- 7.95% |
$82.2K - $94.8K
|
10.3K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-165- 0.63% |
$15.3K - $17.6K
|
26K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-625- 0.87% |
$57.8K - $66.7K
|
71.3K
$8.05M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07M- 2.38% |
$98.9M - $114M
|
43.8M
$4.95B
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
280+ 71.79% |
$25.9K - $29.9K
|
670
$75.7K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
797+ 12.57% |
$73.7K - $85K
|
7.14K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-115- 0.17% |
$10.6K - $12.3K
|
66.5K
$7.51M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.08K+ 0.89% |
$100K - $116K
|
122K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-275- 5.78% |
$25.4K - $29.3K
|
4.49K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.77K- 2.49% |
$256K - $295K
|
108K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.82K+ 4.36% |
$538K - $621K
|
139K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
3.7KNew |
$342K - $395K
|
3.7K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.71K+ 54.94% |
$251K - $289K
|
7.65K
$864K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.03K- 4.59% |
$280K - $323K
|
62.9K
$7.11M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-56.9K- 44.49% |
$5.26M - $6.07M
|
71K
$8.02M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-22- 0.48% |
$2.03K - $2.35K
|
4.52K
$511K
|