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 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-599- 8.31% |
$49.7K - $65.9K
|
6.61K
$786K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.13K+ 166.29% |
$343K - $455K
|
6.61K
$787K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.97K+ 10.09% |
$247K - $327K
|
32.4K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.46K+ 5.29% |
$121K - $161K
|
29.1K
$3.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.23K- 15.69% |
$102K - $136K
|
6.62K
$788K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
225+ 3.74% |
$18.7K - $24.8K
|
6.25K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$332 - $440
|
4.08K
$486K
|
|
|
Jul 16, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-6.21K- 5.02% |
$515K - $683K
|
117K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
58+ 1.3% |
$4.81K - $6.39K
|
4.51K
$537K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1K+ 3.41% |
$83.2K - $110K
|
30.5K
$3.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Amarillo National Bank
|
SELL
|
- |
-2.13K- 0.68% |
$177K - $234K
|
313K
$37.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
591+ 1.86% |
$49K - $65.1K
|
32.4K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-403- 5.57% |
$33.4K - $44.4K
|
6.83K
$812K
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-848- 19.82% |
$70.4K - $93.4K
|
3.43K
$408K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.2K+ 101.23% |
$349K - $463K
|
8.36K
$994K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.05K+ 300.51% |
$585K - $776K
|
9.4K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-93- 0.28% |
$7.72K - $10.2K
|
32.8K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
367+ 655.36% |
$30.4K - $40.4K
|
423
$50.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.74K+ 2.61% |
$311K - $412K
|
147K
$17.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-121- 26.42% |
$10K - $13.3K
|
337
$40.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
20+ 0.78% |
$1.66K - $2.2K
|
2.57K
$306K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.64K+ 2.8% |
$385K - $510K
|
170K
$20.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-31.4K- 7.13% |
$2.61M - $3.46M
|
409K
$48.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-249- 2.87% |
$20.7K - $27.4K
|
8.42K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-124- 1.52% |
$10.3K - $13.7K
|
8.03K
$956K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-60- 2.34% |
$4.98K - $6.61K
|
2.5K
$298K
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 0.99% |
$307K - $408K
|
378K
$44.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.3K- 14.68% |
$191K - $253K
|
13.4K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.54K+ 163.8% |
$791K - $1.05M
|
15.4K
$1.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 2.32% |
$24.7K - $32.8K
|
12.6K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-193- 40.98% |
$16K - $21.2K
|
278
$33.1K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-164- 13.14% |
$13.6K - $18.1K
|
1.08K
$129K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$230K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-3K- 9.68% |
$249K - $330K
|
28K
$3.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2- 0.03% |
$166 - $220
|
5.99K
$712K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.46K- 2.39% |
$121K - $161K
|
59.7K
$7.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
13+ 0.38% |
$1.08K - $1.43K
|
3.44K
$409K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.03K+ 0.88% |
$85.2K - $113K
|
117K
$13.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
810+ 27.61% |
$67.2K - $89.2K
|
3.74K
$446K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.34K+ 202.88% |
$111K - $147K
|
2K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-22- 0.21% |
$1.83K - $2.42K
|
10.6K
$1.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
30.2KNew |
$2.51M - $3.33M
|
30.2K
$3.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
222+ 1.44% |
$18.4K - $24.4K
|
15.7K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2+ 0.02% |
$166 - $220
|
9.71K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.83K+ 0.83% |
$152K - $201K
|
222K
$26.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-393- 11.75% |
$32.6K - $43.3K
|
2.95K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.13% |
$581 - $771
|
5.3K
$630K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-9- 0.38% |
$747 - $991
|
2.39K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.07% |
$249 - $330
|
4.28K
$509K
|