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 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.48K- 3.65% |
$205K - $273K
|
65.5K
$7.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-116- 4.31% |
$9.62K - $12.8K
|
2.58K
$306K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-79.2K- 22.96% |
$6.57M - $8.72M
|
266K
$31.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-76.3K- 7.06% |
$6.33M - $8.4M
|
1.01M
$120M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-28- 0.63% |
$2.32K - $3.08K
|
4.45K
$529K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-48- 0.77% |
$3.98K - $5.28K
|
6.19K
$736K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.36KNew |
$196K - $260K
|
2.36K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9.72K- 30.59% |
$807K - $1.07M
|
22.1K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
29.1K+ 25.29% |
$2.41M - $3.2M
|
144K
$17.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 1.41% |
$13.4K - $17.8K
|
11.6K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
228+ 2.61% |
$18.9K - $25.1K
|
8.97K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.71K- 14.97% |
$142K - $188K
|
9.69K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
8+ 0.11% |
$664 - $881
|
7.14K
$850K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-859- 11.34% |
$71.3K - $94.6K
|
6.71K
$799K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
75+ 13.64% |
$6.22K - $8.26K
|
625
$74.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.86K- 5.84% |
$154K - $205K
|
30K
$3.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.11% |
$664 - $881
|
7.16K
$852K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.28K+ 59.64% |
$355K - $471K
|
11.4K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
66+ 0.08% |
$5.48K - $7.27K
|
79.9K
$9.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-129K- 91.53% |
$10.7M - $14.2M
|
11.9K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-375- 0.46% |
$31.1K - $41.3K
|
80.4K
$9.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.91KNew |
$159K - $211K
|
1.91K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.2K- 7.1% |
$1.18M - $1.57M
|
186K
$22.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$237K - $314K
|
2.85K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.09K- 1.47% |
$174K - $230K
|
140K
$16.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-56- 0.56% |
$4.65K - $6.17K
|
9.97K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.34K- 20.35% |
$111K - $148K
|
5.25K
$624K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
37.6K+ 17.82% |
$3.12M - $4.14M
|
249K
$29.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-385- 2.87% |
$31.9K - $42.4K
|
13K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
618+ 3.78% |
$51.3K - $68K
|
17K
$2.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-200K- 8.06% |
$16.6M - $22M
|
2.28M
$271M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-133K- 5.6% |
$11M - $14.7M
|
2.24M
$267M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$249 - $330
|
10.8K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.39K- 11.88% |
$198K - $263K
|
17.7K
$2.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-17.2K- 38.17% |
$1.43M - $1.89M
|
27.8K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.86KNew |
$652K - $865K
|
7.86K
$935K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-108- 0.38% |
$8.96K - $11.9K
|
28.6K
$3.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-735- 1.52% |
$61K - $80.9K
|
47.6K
$5.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.24K+ 0.66% |
$186K - $246K
|
341K
$40.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-14- 0.2% |
$1.16K - $1.54K
|
7.03K
$836K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-4.88K- 7.74% |
$405K - $537K
|
58.1K
$6.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-432- 14.0% |
$35.8K - $47.6K
|
2.65K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-809- 3.83% |
$67.1K - $89.1K
|
20.3K
$2.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-677- 25.99% |
$56.2K - $74.5K
|
1.93K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-25.5K- 10.72% |
$2.11M - $2.8M
|
212K
$25.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-11.5K- 48.5% |
$956K - $1.27M
|
12.2K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.4KNew |
$859K - $1.14M
|
10.4K
$1.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
206+ 6.81% |
$17.1K - $22.7K
|
3.23K
$384K
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-3.83K- 3.33% |
$318K - $422K
|
111K
$13.2M
|