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 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.49KNew |
$877K - $1.01M
|
9.49K
$1.07M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.09% |
$185 - $213
|
2.19K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
564+ 238.98% |
$52.1K - $60.2K
|
800
$90.4K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
204KNew |
$18.9M - $21.8M
|
204K
$23.1M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-45- 6.2% |
$4.16K - $4.8K
|
681
$76.9K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
12.6K+ 87.22% |
$1.16M - $1.34M
|
27K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.49K+ 11.7% |
$323K - $373K
|
33.4K
$3.77M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.2K- 18.01% |
$850K - $981K
|
41.9K
$4.73M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.7K+ 13.64% |
$7.37M - $8.51M
|
664K
$75M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-4.18K- 1.62% |
$387K - $446K
|
254K
$28.7M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-13.9K- 33.95% |
$1.28M - $1.48M
|
27K
$3.05M
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-10.5K- 5.42% |
$973K - $1.12M
|
184K
$20.7M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.72K+ 60.93% |
$251K - $290K
|
7.18K
$811K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-164- 1.26% |
$15.2K - $17.5K
|
12.8K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7.23K- 3.83% |
$668K - $771K
|
181K
$20.5M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
312+ 2.08% |
$28.8K - $33.3K
|
15.3K
$1.73M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-426- 7.08% |
$39.4K - $45.4K
|
5.59K
$632K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
51.8K+ 29.96% |
$4.79M - $5.53M
|
225K
$25.4M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
31+ 0.06% |
$2.87K - $3.31K
|
49.2K
$5.56M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-164- 1.31% |
$15.2K - $17.5K
|
12.3K
$1.39M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
353New |
$32.6K - $37.7K
|
353
$39.9K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-639- 3.39% |
$59.1K - $68.2K
|
18.2K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
6.08K+ 0.96% |
$562K - $648K
|
637K
$72M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.18K+ 29.65% |
$294K - $339K
|
13.9K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.2K+ 81.05% |
$203K - $235K
|
4.91K
$555K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9.17K- 3.71% |
$848K - $979K
|
238K
$26.9M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.26K- 3.21% |
$302K - $348K
|
98.4K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-75- 1.25% |
$6.93K - $8K
|
5.93K
$670K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
652+ 7.2% |
$60.3K - $69.6K
|
9.71K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-300- 0.84% |
$27.7K - $32K
|
35.6K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.08K- 3.07% |
$99.5K - $115K
|
34K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.11% |
$2.31K - $2.67K
|
23.8K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
8.2K+ 1.53% |
$758K - $875K
|
543K
$61.3M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.19% |
$925 - $1.07K
|
5.22K
$589K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.19KNew |
$203K - $234K
|
2.19K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38.7K- 16.69% |
$3.58M - $4.13M
|
193K
$21.8M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.62K- 51.5% |
$612K - $706K
|
6.23K
$704K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
551+ 6.65% |
$50.9K - $58.8K
|
8.83K
$998K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.56K+ 8.0% |
$422K - $487K
|
61.6K
$6.96M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-310- 6.18% |
$28.7K - $33.1K
|
4.7K
$531K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.57KNew |
$515K - $594K
|
5.57K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-247- 0.27% |
$22.8K - $26.4K
|
89.6K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-1.9K- 45.74% |
$176K - $203K
|
2.26K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
11.4K+ 298.71% |
$1.05M - $1.21M
|
15.2K
$1.71M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-750- 21.28% |
$69.3K - $80K
|
2.78K
$313K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-458- 2.45% |
$42.3K - $48.9K
|
18.2K
$2.06M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-70- 2.12% |
$6.47K - $7.47K
|
3.24K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
19.2K+ 262.69% |
$1.77M - $2.04M
|
26.5K
$2.99M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-2- 0.08% |
$185 - $213
|
2.38K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.5K+ 5.68% |
$969K - $1.12M
|
195K
$22M
|