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 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.57KNew |
$213K - $283K
|
2.57K
$305K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$33.2K - $44K
|
400
$47.6K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 9.54% |
$164K - $218K
|
22.7K
$2.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-8- 0.15% |
$664 - $881
|
5.16K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.03K+ 6.74% |
$417K - $553K
|
79.6K
$9.47M
|
|
|
Jul 29, 2025
Q2 2025
|
United Bank
|
BUY
|
- |
2.28K+ 4.58% |
$189K - $251K
|
52.1K
$6.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
15.5K+ 12.23% |
$1.29M - $1.71M
|
142K
$16.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.88KNew |
$405K - $537K
|
4.88K
$580K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
91.6K+ 632.34% |
$7.6M - $10.1M
|
106K
$12.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-5.24K- 6.27% |
$434K - $576K
|
78.2K
$9.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.1K- 2.13% |
$174K - $231K
|
96.3K
$11.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-396- 0.72% |
$32.9K - $43.6K
|
54.6K
$6.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.11% |
$415 - $551
|
4.45K
$529K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 0.41% |
$94.1K - $125K
|
276K
$32.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
7.24K+ 0.67% |
$601K - $797K
|
1.08M
$129M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-27.8K- 4.04% |
$2.31M - $3.06M
|
660K
$78.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
2KNew |
$166K - $221K
|
2K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-7.12K- 57.8% |
$590K - $783K
|
5.2K
$618K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-808- 8.77% |
$67K - $89K
|
8.41K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
8.02K+ 0.29% |
$665K - $882K
|
2.79M
$332M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.41K- 9.02% |
$117K - $155K
|
14.2K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
83+ 3.57% |
$6.89K - $9.14K
|
2.41K
$286K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-450- 9.66% |
$37.3K - $49.5K
|
4.21K
$501K
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-38- 1.21% |
$3.15K - $4.18K
|
3.09K
$368K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4+ 0.05% |
$332 - $440
|
7.77K
$924K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-1.61K- 3.93% |
$133K - $177K
|
39.2K
$4.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-14.3K- 54.81% |
$1.19M - $1.58M
|
11.8K
$1.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-3.91K- 1.16% |
$325K - $431K
|
335K
$39.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-804- 2.38% |
$66.7K - $88.5K
|
33K
$3.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-4.26K- 46.68% |
$353K - $468K
|
4.86K
$578K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.45KNew |
$452K - $600K
|
5.45K
$649K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2K+ 58.72% |
$166K - $221K
|
5.41K
$644K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.65K- 9.36% |
$303K - $402K
|
35.4K
$4.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-367- 17.83% |
$30.4K - $40.4K
|
1.69K
$201K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.63KNew |
$384K - $510K
|
4.63K
$551K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 2.17% |
$167K - $221K
|
94.7K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-1.09K- 4.02% |
$90.7K - $120K
|
26.1K
$3.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
SELL
|
- |
-13K- 33.69% |
$1.08M - $1.43M
|
25.6K
$3.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
355+ 3.1% |
$29.5K - $39.1K
|
11.8K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-379- 15.17% |
$31.4K - $41.7K
|
2.12K
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.12KNew |
$176K - $234K
|
2.12K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.53K- 27.35% |
$375K - $498K
|
12K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-753- 22.81% |
$62.5K - $82.9K
|
2.55K
$303K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-10.3K- 3.67% |
$856K - $1.14M
|
271K
$32.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-1.76K- 1.49% |
$146K - $194K
|
116K
$13.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-15.6K- 60.69% |
$1.29M - $1.71M
|
10.1K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
2.14K+ 39.45% |
$178K - $236K
|
7.57K
$900K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 0.13% |
$83 - $110
|
757
$90.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.99K+ 56.56% |
$165K - $219K
|
5.52K
$657K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-7.98K- 0.78% |
$662K - $879K
|
1.02M
$121M
|