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 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
52.4K+ 342.42% |
$4.35M - $5.77M
|
67.7K
$8.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-120- 5.12% |
$9.96K - $13.2K
|
2.22K
$265K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
549+ 11.36% |
$45.5K - $60.4K
|
5.38K
$641K
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-303- 3.83% |
$25.1K - $33.4K
|
7.61K
$905K
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-170- 2.14% |
$14.1K - $18.7K
|
7.76K
$924K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.44K- 5.32% |
$286K - $379K
|
61.2K
$7.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-107- 2.06% |
$8.88K - $11.8K
|
5.09K
$605K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-386K- 53.71% |
$32M - $42.5M
|
332K
$39.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-728K- 16.28% |
$60.4M - $80.2M
|
3.75M
$446M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.55K- 60.24% |
$461K - $611K
|
3.67K
$436K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.38K+ 109.75% |
$197K - $262K
|
4.54K
$540K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.04K- 59.34% |
$335K - $445K
|
2.77K
$330K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
192+ 3.07% |
$15.9K - $21.1K
|
6.45K
$767K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-254- 2.98% |
$21.1K - $28K
|
8.27K
$984K
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1- 0.03% |
$83 - $110
|
3.27K
$389K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.86K- 3.33% |
$404K - $536K
|
141K
$16.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.2K+ 2.02% |
$598K - $793K
|
364K
$43.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
834+ 0.47% |
$69.2K - $91.8K
|
178K
$21.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
832+ 69.39% |
$69K - $91.6K
|
2.03K
$242K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.66KNew |
$220K - $292K
|
2.66K
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 48.99% |
$6.06K - $8.04K
|
76
$9.04K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 10.85% |
$91.3K - $121K
|
9.04K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.13K- 8.82% |
$177K - $235K
|
22K
$2.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-295- 0.19% |
$24.5K - $32.5K
|
155K
$18.4M
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-100- 3.23% |
$8.3K - $11K
|
3K
$357K
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
63K+ 19.17% |
$5.22M - $6.93M
|
391K
$46.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-35- 1.01% |
$2.9K - $3.85K
|
3.43K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
205K+ 572.22% |
$17M - $22.5M
|
240K
$28.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.39K+ 47.21% |
$115K - $153K
|
4.33K
$516K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-21.4K- 12.42% |
$1.78M - $2.36M
|
151K
$18M
|
|
|
Jul 24, 2025
Q2 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-51- 1.08% |
$4.23K - $5.62K
|
4.66K
$554K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
115+ 1.0% |
$9.54K - $12.7K
|
11.6K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50K- 34.98% |
$4.14M - $5.5M
|
92.9K
$11.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-1.06K- 1.57% |
$87.8K - $116K
|
66.5K
$7.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.03KNew |
$169K - $224K
|
2.03K
$242K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-96.2K- 7.41% |
$7.98M - $10.6M
|
1.2M
$143M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.6K- 13.49% |
$2.46M - $3.26M
|
190K
$22.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-2.62K- 6.55% |
$217K - $288K
|
37.4K
$4.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.03% |
$83 - $110
|
3.12K
$371K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
27.6KNew |
$2.29M - $3.04M
|
27.6K
$3.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 0.96% |
$88.4K - $117K
|
110K
$13.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
41.9K+ 94.37% |
$3.48M - $4.61M
|
86.3K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 4.65% |
$584K - $775K
|
145K
$17.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.1K+ 21.02% |
$174K - $231K
|
12.1K
$1.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.1KNew |
$506K - $671K
|
6.1K
$726K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-79- 0.87% |
$6.55K - $8.7K
|
9.01K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.87KNew |
$404K - $536K
|
4.87K
$579K
|
|
|
Jul 24, 2025
Q2 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.54K- 8.97% |
$377K - $500K
|
46.1K
$5.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.14K- 0.89% |
$177K - $235K
|
238K
$28.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-70- 1.48% |
$5.81K - $7.71K
|
4.67K
$556K
|