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 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71.3K+ 36.86% |
$5.92M - $7.85M
|
265K
$31.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
485+ 9.11% |
$40.2K - $53.4K
|
5.81K
$691K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.17K+ 0.75% |
$96.6K - $128K
|
156K
$18.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-35- 0.59% |
$2.9K - $3.85K
|
5.95K
$708K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
617+ 5.67% |
$51.2K - $67.9K
|
11.5K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-45.4K- 24.95% |
$3.77M - $5M
|
137K
$16.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10.8K- 10.49% |
$900K - $1.19M
|
92.6K
$11M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
360+ 1.36% |
$29.9K - $39.6K
|
26.8K
$3.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.83K- 37.96% |
$235K - $312K
|
4.63K
$550K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$166 - $220
|
10.1K
$1.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.42K+ 6.5% |
$698K - $926K
|
138K
$16.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-140- 4.78% |
$11.6K - $15.4K
|
2.79K
$332K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.04% |
$83 - $110
|
2.84K
$337K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
10+ 0.02% |
$830 - $1.1K
|
53K
$6.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
204+ 7.31% |
$16.9K - $22.5K
|
3K
$356K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
359+ 1.94% |
$29.8K - $39.5K
|
18.9K
$2.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
122+ 0.26% |
$10.1K - $13.4K
|
46.9K
$5.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-30.1K- 10.36% |
$2.5M - $3.31M
|
260K
$31M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-400- 15.05% |
$33.2K - $44K
|
2.26K
$269K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.5K+ 53.99% |
$869K - $1.15M
|
29.9K
$3.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-258- 0.78% |
$21.4K - $28.4K
|
32.9K
$3.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.33K- 0.21% |
$110K - $146K
|
636K
$75.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
790+ 1.21% |
$65.5K - $87K
|
66.1K
$7.87M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.03K- 2.37% |
$85.8K - $114K
|
42.6K
$5.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.25K- 10.61% |
$104K - $138K
|
10.5K
$1.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33.5K- 11.59% |
$2.78M - $3.69M
|
255K
$30.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.02K- 8.05% |
$168K - $223K
|
23.1K
$2.75M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-242- 11.03% |
$20.1K - $26.6K
|
1.95K
$232K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.21K+ 4.25% |
$266K - $353K
|
78.6K
$9.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
2.03KNew |
$169K - $224K
|
2.03K
$242K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-135- 0.56% |
$11.2K - $14.9K
|
24K
$2.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.47K+ 5.44% |
$703K - $932K
|
164K
$19.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
103+ 0.38% |
$8.54K - $11.3K
|
27.4K
$3.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
151K+ 94.54% |
$12.5M - $16.6M
|
311K
$37M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-230- 1.48% |
$19.1K - $25.3K
|
15.3K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-4.84K- 2.07% |
$402K - $533K
|
229K
$27.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-133K- 2.47% |
$11M - $14.6M
|
5.24M
$624M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.02K+ 1.93% |
$84.5K - $112K
|
53.9K
$6.41M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-91.1K- 75.02% |
$7.56M - $10M
|
30.3K
$3.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.16K+ 15.16% |
$96.2K - $128K
|
8.81K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.05K- 84.65% |
$86.9K - $115K
|
190
$22.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-296- 2.13% |
$24.6K - $32.6K
|
13.6K
$1.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-964- 0.65% |
$80K - $106K
|
148K
$17.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-69- 0.3% |
$5.72K - $7.6K
|
22.6K
$2.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-203- 0.28% |
$16.8K - $22.4K
|
73.5K
$8.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
23.7K+ 11.6% |
$1.97M - $2.61M
|
228K
$27.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6+ 0.11% |
$498 - $661
|
5.24K
$623K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.97K+ 15.16% |
$329K - $437K
|
30.2K
$3.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
729+ 16.32% |
$60.5K - $80.3K
|
5.2K
$618K
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-9.01K- 5.14% |
$747K - $992K
|
166K
$19.8M
|