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 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-20.8K- 17.6% |
$1.73M - $2.3M
|
97.6K
$11.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-372- 2.22% |
$30.9K - $41K
|
16.4K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-242- 20.12% |
$20.1K - $26.6K
|
961
$114K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$166 - $220
|
2.43K
$289K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
16+ 0.12% |
$1.33K - $1.76K
|
13.7K
$1.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-8.42K- 14.53% |
$699K - $927K
|
49.6K
$5.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 1.7% |
$2.07K - $2.75K
|
1.45K
$172K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-7.59K- 11.86% |
$630K - $836K
|
56.4K
$6.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
941+ 4.13% |
$78.1K - $104K
|
23.7K
$2.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.67K+ 39.95% |
$138K - $184K
|
5.84K
$695K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
637+ 23.14% |
$52.8K - $70.1K
|
3.39K
$403K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
34+ 6.24% |
$2.82K - $3.74K
|
579
$68.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-26- 1.34% |
$2.16K - $2.86K
|
1.91K
$227K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.14K+ 7.83% |
$94.7K - $126K
|
15.7K
$1.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.1% |
$415 - $551
|
4.84K
$576K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
319+ 2.02% |
$26.5K - $35.1K
|
16.1K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-682- 1.87% |
$56.6K - $75.1K
|
35.8K
$4.26M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.19K+ 2093.5% |
$347K - $461K
|
4.39K
$522K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.19K+ 51.47% |
$98.5K - $131K
|
3.49K
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.31K+ 7.66% |
$108K - $144K
|
18.4K
$2.19M
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-787- 1.55% |
$65.3K - $86.6K
|
50K
$5.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.22K+ 10.48% |
$101K - $134K
|
12.8K
$1.52M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
SELL
|
- |
-400- 5.26% |
$33.2K - $44K
|
7.21K
$858K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-19- 0.4% |
$1.58K - $2.09K
|
4.72K
$562K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25.7K+ 5.72% |
$2.14M - $2.83M
|
476K
$56.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-3.91K- 7.36% |
$325K - $431K
|
49.2K
$5.86M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
339+ 8.84% |
$28.1K - $37.3K
|
4.18K
$497K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-965- 1.32% |
$80.1K - $106K
|
72K
$8.57M
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.33K- 14.34% |
$111K - $147K
|
7.97K
$948K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
874+ 4.9% |
$72.5K - $96.2K
|
18.7K
$2.23M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-6.41K- 2.27% |
$532K - $706K
|
276K
$32.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-657- 18.98% |
$54.5K - $72.3K
|
2.81K
$334K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
953+ 0.95% |
$79.1K - $105K
|
101K
$12.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.05KNew |
$170K - $225K
|
2.05K
$243K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.98K- 7.66% |
$164K - $218K
|
23.9K
$2.84M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.08% |
$332 - $440
|
4.72K
$562K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.9KNew |
$157K - $209K
|
1.9K
$226K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-8.54K- 20.72% |
$708K - $940K
|
32.7K
$3.89M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
11K+ 162.85% |
$911K - $1.21M
|
17.7K
$2.11M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-24- 0.07% |
$1.99K - $2.64K
|
35.6K
$4.24M
|
|
| Q1 2025 | |||||||
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-353- 4.77% |
$32.6K - $37.7K
|
7.05K
$839K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-646- 6.27% |
$59.7K - $68.9K
|
9.66K
$1.15M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-33- 0.32% |
$3.05K - $3.52K
|
10.2K
$1.22M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22KNew |
$2.03M - $2.35M
|
22K
$2.62M
|
|
|
Aug 06, 2025
Q1 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-14- 0.11% |
$1.29K - $1.49K
|
13.1K
$1.56M
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-174- 0.82% |
$16.1K - $18.6K
|
21.1K
$2.51M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
855+ 14.56% |
$79K - $91.2K
|
6.73K
$801K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
44New |
$4.07K - $4.69K
|
44
$5.24K
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
2.55KNew |
$235K - $272K
|
2.55K
$303K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.25KClosed |
$577K - $666K
|
0
$0
|
|