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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.37K+ 7.63% |
$774K - $893K
|
118K
$10.7M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.08% |
$92.5 - $107
|
1.25K
$114K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-5.25K- 9.18% |
$485K - $560K
|
51.9K
$4.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
495+ 300.0% |
$45.8K - $52.8K
|
660
$60.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-19- 0.74% |
$1.76K - $2.03K
|
2.54K
$231K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-400- 4.29% |
$37K - $42.7K
|
8.92K
$812K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
742+ 6.92% |
$68.6K - $79.2K
|
11.5K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.58K+ 0.35% |
$238K - $275K
|
747K
$68M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-645- 2.4% |
$59.6K - $68.8K
|
26.2K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
44+ 6.2% |
$4.07K - $4.69K
|
754
$68.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-5.45K- 86.54% |
$504K - $582K
|
848
$77.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.09K+ 117.16% |
$378K - $436K
|
7.58K
$690K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
865New |
$80K - $92.3K
|
865
$78.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.33% |
$740 - $854
|
2.41K
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 21.26% |
$111K - $128K
|
6.84K
$622K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
211+ 2.07% |
$19.5K - $22.5K
|
10.4K
$945K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-276K- 20.35% |
$25.5M - $29.5M
|
1.08M
$98.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.57K+ 40.61% |
$237K - $274K
|
8.89K
$809K
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-10.6K- 77.28% |
$982K - $1.13M
|
3.12K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-928- 8.44% |
$85.8K - $99K
|
10.1K
$916K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.5KNew |
$1.25M - $1.45M
|
13.5K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-159- 0.64% |
$14.7K - $17K
|
24.5K
$2.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55New |
$5.08K - $5.87K
|
55
$5K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
75.1K+ 196.12% |
$6.94M - $8.01M
|
113K
$10.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-311- 1.02% |
$28.8K - $33.2K
|
30.1K
$2.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-100- 1.43% |
$9.25K - $10.7K
|
6.91K
$628K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-80K- 98.48% |
$7.39M - $8.53M
|
1.23K
$112K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-27.2K- 7.93% |
$2.51M - $2.9M
|
315K
$28.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
6.62K+ 5.72% |
$612K - $706K
|
122K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.88K+ 4.33% |
$451K - $520K
|
118K
$10.7M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
889+ 1.77% |
$82.2K - $94.8K
|
51K
$4.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
489K+ 59.07% |
$45.2M - $52.1M
|
1.32M
$120M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
2+ 0.05% |
$185 - $213
|
3.71K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-200- 5.98% |
$18.5K - $21.3K
|
3.14K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.6K+ 11.59% |
$1.81M - $2.09M
|
189K
$17.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-14- 0.16% |
$1.29K - $1.49K
|
8.52K
$775K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
82.8K+ 39.66% |
$7.65M - $8.83M
|
291K
$26.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
528+ 0.31% |
$48.8K - $56.3K
|
171K
$15.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-590- 8.06% |
$54.5K - $62.9K
|
6.73K
$613K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
35+ 1.39% |
$3.24K - $3.73K
|
2.55K
$232K
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
12+ 57.14% |
$1.11K - $1.28K
|
33
$3K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.79K+ 62.0% |
$442K - $511K
|
12.5K
$1.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
5+ 0.04% |
$462 - $533
|
11.6K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
680+ 0.44% |
$62.9K - $72.5K
|
155K
$14.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
579+ 0.61% |
$53.5K - $61.8K
|
95.7K
$8.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-49.8K- 79.48% |
$4.61M - $5.32M
|
12.9K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
430+ 45.65% |
$39.8K - $45.9K
|
1.37K
$125K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-32.5K- 4.22% |
$3.01M - $3.47M
|
738K
$67.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 35.86% |
$253K - $292K
|
10.4K
$943K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-2.08K- 4.04% |
$192K - $222K
|
49.4K
$4.49M
|