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 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
2.48K+ 1.02% |
$206K - $273K
|
245K
$29.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.05% |
$498 - $661
|
11K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.06K+ 13.39% |
$419K - $557K
|
42.8K
$5.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$166 - $220
|
7.91K
$941K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
48+ 1.85% |
$3.98K - $5.28K
|
2.64K
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-396- 8.42% |
$32.9K - $43.6K
|
4.31K
$513K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
22+ 0.55% |
$1.83K - $2.42K
|
4.05K
$482K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
14.1K+ 1.67% |
$1.17M - $1.55M
|
860K
$102M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
334+ 1.28% |
$27.7K - $36.8K
|
26.5K
$3.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.9K- 1.48% |
$907K - $1.2M
|
727K
$86.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.22K- 0.49% |
$101K - $134K
|
248K
$29.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.13% |
$830 - $1.1K
|
7.63K
$908K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-193- 0.31% |
$16K - $21.2K
|
62K
$7.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-671- 11.74% |
$55.7K - $73.9K
|
5.04K
$600K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-2.25K- 6.96% |
$187K - $248K
|
30.1K
$3.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.73K- 4.87% |
$641K - $851K
|
151K
$18M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-28- 1.21% |
$2.32K - $3.08K
|
2.29K
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-157K- 65.15% |
$13M - $17.3M
|
83.9K
$9.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
14.2K+ 6.16% |
$1.18M - $1.57M
|
246K
$29.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.07% |
$332 - $440
|
6.12K
$728K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.35KNew |
$195K - $259K
|
2.35K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20.9K- 55.28% |
$1.73M - $2.3M
|
16.9K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-787- 3.37% |
$65.3K - $86.6K
|
22.6K
$2.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.63K+ 38.07% |
$716K - $950K
|
31.3K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-924- 1.53% |
$76.7K - $102K
|
59.3K
$7.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-32K- 90.36% |
$2.65M - $3.52M
|
3.41K
$406K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.29K- 21.85% |
$273K - $362K
|
11.8K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
6+ 0.25% |
$498 - $661
|
2.41K
$287K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-102- 4.01% |
$8.46K - $11.2K
|
2.44K
$291K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5.4K- 1.03% |
$448K - $595K
|
517K
$61.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-21.3K- 23.84% |
$1.77M - $2.35M
|
68.2K
$8.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.91KNew |
$158K - $210K
|
1.91K
$227K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-67- 2.16% |
$5.56K - $7.38K
|
3.03K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-15- 0.07% |
$1.24K - $1.65K
|
21.4K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$152K - $201K
|
1.83K
$217K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-623- 1.26% |
$51.7K - $68.6K
|
48.7K
$5.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-152- 0.44% |
$12.6K - $16.7K
|
34.4K
$4.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.17K- 11.7% |
$429K - $569K
|
39K
$4.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.09% |
$664 - $881
|
9.18K
$1.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
332+ 1.03% |
$27.5K - $36.6K
|
32.4K
$3.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.6K+ 7.2% |
$1.54M - $2.04M
|
276K
$32.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
418+ 8.81% |
$34.7K - $46K
|
5.16K
$614K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-400- 12.8% |
$33.2K - $44K
|
2.72K
$324K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
57+ 2.07% |
$4.73K - $6.28K
|
2.81K
$335K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-62.5K- 87.41% |
$5.19M - $6.88M
|
9K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-827- 2.32% |
$68.6K - $91.1K
|
34.8K
$4.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
684+ 0.66% |
$56.7K - $75.3K
|
105K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.24K+ 21.99% |
$103K - $137K
|
6.89K
$820K
|
|
|
Jul 14, 2025
Q2 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-35.7K- 34.66% |
$2.97M - $3.94M
|
67.4K
$8.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-315K- 7.98% |
$26.1M - $34.6M
|
3.63M
$432M
|