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 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-1.37K- 36.77% |
$113K - $150K
|
2.35K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
140+ 1.11% |
$11.6K - $15.4K
|
12.8K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-734- 1.35% |
$60.9K - $80.8K
|
53.7K
$6.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-570- 4.75% |
$47.3K - $62.8K
|
11.4K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-182- 1.25% |
$15.1K - $20K
|
14.3K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.09K+ 0.98% |
$174K - $230K
|
216K
$25.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-472- 29.61% |
$39.2K - $52K
|
1.12K
$134K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-3.67K- 14.88% |
$304K - $404K
|
21K
$2.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
202+ 0.97% |
$16.8K - $22.2K
|
21.1K
$2.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-8.11K- 10.72% |
$672K - $892K
|
67.5K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-14.7K- 11.38% |
$1.22M - $1.62M
|
115K
$13.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-48- 0.81% |
$3.98K - $5.28K
|
5.86K
$697K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-698- 19.9% |
$57.9K - $76.8K
|
2.81K
$334K
|
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-494- 7.27% |
$41K - $54.4K
|
6.3K
$750K
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
2.4K+ 78.37% |
$199K - $264K
|
5.47K
$651K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-2.51K- 7.09% |
$208K - $276K
|
32.9K
$3.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-2.08K- 2.82% |
$172K - $229K
|
71.5K
$8.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-978- 1.61% |
$81.1K - $108K
|
59.7K
$7.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
55.5KNew |
$4.6M - $6.11M
|
55.5K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.88K- 61.67% |
$156K - $207K
|
1.17K
$139K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5- 0.03% |
$415 - $551
|
18.5K
$2.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
48.8K+ 75.18% |
$4.05M - $5.38M
|
114K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
32.1K+ 69.64% |
$2.66M - $3.53M
|
78.2K
$9.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.01K- 4.87% |
$83.7K - $111K
|
19.7K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.24K+ 6.2% |
$269K - $356K
|
55.5K
$6.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.21K+ 25.32% |
$101K - $134K
|
6K
$714K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 5.86% |
$157K - $209K
|
34.2K
$4.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.25KNew |
$435K - $578K
|
5.25K
$624K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.43K- 7.69% |
$118K - $157K
|
17.2K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5+ 0.02% |
$415 - $551
|
20.7K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.29K+ 24.52% |
$107K - $142K
|
6.54K
$778K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.58KNew |
$546K - $724K
|
6.58K
$783K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
282+ 9.7% |
$23.4K - $31K
|
3.19K
$379K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.85K- 27.66% |
$154K - $204K
|
4.84K
$576K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$83 - $110
|
2.19K
$261K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$332 - $440
|
3.47K
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.81K+ 3.51% |
$648K - $860K
|
230K
$27.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.89K- 20.16% |
$240K - $318K
|
11.5K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-392- 1.96% |
$32.5K - $43.2K
|
19.7K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.22K- 6.13% |
$101K - $135K
|
18.7K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.9KNew |
$157K - $209K
|
1.9K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-45- 1.53% |
$3.73K - $4.95K
|
2.9K
$345K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-26.8K- 8.39% |
$2.23M - $2.95M
|
293K
$34.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 13.16% |
$1.18M - $1.56M
|
93.7K
$11.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.31K+ 6.94% |
$191K - $254K
|
35.5K
$4.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-578- 4.51% |
$48K - $63.6K
|
12.2K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-41.5K- 53.3% |
$3.44M - $4.57M
|
36.4K
$4.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.02% |
$249 - $330
|
18.5K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.43K- 3.49% |
$201K - $267K
|
67K
$7.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.15K- 16.43% |
$179K - $237K
|
11K
$1.3M
|