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 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.45K- 2.19% |
$134K - $154K
|
64.6K
$7.3M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.05% |
$555 - $640
|
12.4K
$1.4M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-25- 0.85% |
$2.31K - $2.67K
|
2.93K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 12.23% |
$55.5K - $64K
|
4.31K
$486K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.32K- 0.82% |
$214K - $247K
|
281K
$31.8M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.11% |
$277 - $320
|
2.75K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-458- 4.3% |
$42.3K - $48.9K
|
10.2K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-20.6K- 2.72% |
$1.9M - $2.19M
|
734K
$82.9M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
401+ 2.57% |
$37.1K - $42.8K
|
16K
$1.81M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
145+ 3.51% |
$13.4K - $15.5K
|
4.28K
$483K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-2.63K- 6.42% |
$243K - $280K
|
38.3K
$4.33M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.02K- 11.72% |
$94.3K - $109K
|
7.68K
$868K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-78- 0.56% |
$7.21K - $8.32K
|
13.9K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 8.23% |
$108K - $124K
|
15.3K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.99KNew |
$462K - $533K
|
4.99K
$564K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-110- 0.44% |
$10.2K - $11.7K
|
24.8K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-100- 1.78% |
$9.25K - $10.7K
|
5.51K
$622K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-34- 1.57% |
$3.14K - $3.63K
|
2.13K
$240K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.96K- 8.62% |
$459K - $529K
|
52.6K
$5.94M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-196- 3.86% |
$18.1K - $20.9K
|
4.89K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.38K- 14.21% |
$127K - $147K
|
8.32K
$940K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.2K- 12.81% |
$1.41M - $1.62M
|
103K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.06K+ 9.28% |
$468K - $540K
|
59.6K
$6.73M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
16+ 0.42% |
$1.48K - $1.71K
|
3.81K
$430K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-646- 6.27% |
$59.7K - $68.9K
|
9.66K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-19- 0.25% |
$1.76K - $2.03K
|
7.67K
$866K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
48+ 0.18% |
$4.44K - $5.12K
|
26.3K
$2.97M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
43+ 0.24% |
$3.98K - $4.59K
|
18.2K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-85- 0.32% |
$7.86K - $9.07K
|
26.1K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
SELL
|
- |
-4- 0.07% |
$370 - $427
|
5.73K
$647K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
23+ 0.04% |
$2.13K - $2.45K
|
59.7K
$6.75M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
908+ 1.77% |
$83.9K - $96.9K
|
52.3K
$5.91M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-701- 0.73% |
$64.8K - $74.8K
|
95.4K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
48New |
$4.44K - $5.12K
|
48
$5.42K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
712+ 15.29% |
$65.8K - $76K
|
5.37K
$606K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-18.3K- 79.55% |
$1.7M - $1.96M
|
4.72K
$533K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-100- 2.0% |
$9.25K - $10.7K
|
4.9K
$554K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.92K+ 6.03% |
$917K - $1.06M
|
174K
$19.7M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
41+ 0.27% |
$3.79K - $4.37K
|
15K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
39+ 0.9% |
$3.61K - $4.16K
|
4.39K
$496K
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
937+ 1.54% |
$86.6K - $100K
|
61.7K
$6.97M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.67K+ 2.2% |
$524K - $604K
|
264K
$29.8M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-134- 0.93% |
$12.4K - $14.3K
|
14.3K
$1.62M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.62KNew |
$335K - $387K
|
3.62K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-39.2K- 46.35% |
$3.63M - $4.19M
|
45.4K
$5.13M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.13K+ 1.31% |
$105K - $121K
|
87.3K
$9.86M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
14+ 0.08% |
$1.29K - $1.49K
|
17.3K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.22K- 4.87% |
$206K - $237K
|
43.4K
$4.9M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.63KNew |
$336K - $387K
|
3.63K
$410K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
172K+ 11.91% |
$15.9M - $18.4M
|
1.62M
$183M
|