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 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-48.3K- 8.41% |
$4.46M - $5.15M
|
525K
$54.4M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.86K+ 6.5% |
$265K - $305K
|
46.9K
$4.86M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
149K+ 8.02% |
$13.8M - $15.9M
|
2.01M
$208M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-61- 1.55% |
$5.64K - $6.51K
|
3.88K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.28K+ 1.59% |
$211K - $243K
|
146K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.5K- 8.96% |
$786K - $907K
|
86.3K
$8.94M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 1.02% |
$2.31K - $2.67K
|
2.43K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
26+ 0.25% |
$2.4K - $2.77K
|
10.3K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-215- 3.3% |
$19.9K - $22.9K
|
6.3K
$653K
|
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
62.6K+ 21.69% |
$5.79M - $6.68M
|
351K
$36.4M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.18K+ 2.98% |
$664K - $766K
|
248K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39.2K+ 10.63% |
$3.62M - $4.18M
|
408K
$42.2M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-400- 0.24% |
$37K - $42.7K
|
170K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
36K+ 9.27% |
$3.33M - $3.84M
|
424K
$43.9M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-662- 21.62% |
$61.2K - $70.6K
|
2.4K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
2.05K+ 19.05% |
$189K - $219K
|
12.8K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-119- 0.18% |
$11K - $12.7K
|
67.4K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-3K- 46.13% |
$278K - $320K
|
3.51K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.95K+ 96.75% |
$272K - $314K
|
5.99K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
273K+ 1.47% |
$25.2M - $29.1M
|
18.8M
$1.95B
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
309K+ 0.95% |
$28.6M - $33M
|
32.9M
$3.41B
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
12.6K+ 2133.05% |
$1.16M - $1.34M
|
13.2K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-28.8K- 6.79% |
$2.66M - $3.07M
|
395K
$40.9M
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
5+ 0.1% |
$462 - $533
|
4.92K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-152K- 12.59% |
$14M - $16.2M
|
1.05M
$109M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-927- 4.33% |
$85.7K - $98.9K
|
20.5K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
5.5K+ 18.64% |
$508K - $587K
|
35K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
255+ 3.87% |
$23.6K - $27.2K
|
6.84K
$708K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.18K+ 1.33% |
$294K - $339K
|
241K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$92.5 - $107
|
819
$84.8K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-5.74K- 22.78% |
$530K - $612K
|
19.4K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-567- 15.25% |
$52.4K - $60.5K
|
3.15K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
10.8K+ 39.45% |
$994K - $1.15M
|
38K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-4.03K- 65.3% |
$373K - $430K
|
2.14K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3.35K- 50.58% |
$310K - $358K
|
3.28K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
11+ 0.07% |
$1.02K - $1.17K
|
15.3K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
304+ 1.67% |
$28.1K - $32.4K
|
18.5K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.05K+ 5.37% |
$190K - $219K
|
40.3K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
102K+ 74.85% |
$9.42M - $10.9M
|
238K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45+ 2.78% |
$4.16K - $4.8K
|
1.66K
$172K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-11K- 44.6% |
$1.02M - $1.18M
|
13.7K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
847+ 11.47% |
$78.3K - $90.4K
|
8.23K
$853K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
85.3K+ 2.73% |
$7.89M - $9.1M
|
3.21M
$333M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-282K- 8.11% |
$26.1M - $30.1M
|
3.2M
$331M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 6.65% |
$305K - $352K
|
52.9K
$5.48M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
14.3KNew |
$1.33M - $1.53M
|
14.3K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.97K- 0.16% |
$552K - $637K
|
3.66M
$379M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.45KNew |
$319K - $368K
|
3.45K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
64.8K+ 5.47% |
$5.99M - $6.91M
|
1.25M
$129M
|
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.29K- 11.44% |
$119K - $138K
|
9.98K
$1.03M
|