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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
385+ 0.58% |
$35.6K - $41.1K
|
66.6K
$6.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.94K+ 3.59% |
$642K - $741K
|
200K
$18.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-480- 14.67% |
$44.4K - $51.2K
|
2.79K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
202+ 1.96% |
$18.7K - $21.6K
|
10.5K
$958K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.64K+ 90.75% |
$521K - $602K
|
11.9K
$1.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 11.88% |
$87.8K - $101K
|
8.95K
$814K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
791+ 7.32% |
$73.1K - $84.4K
|
11.6K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
6.27K+ 3.71% |
$580K - $669K
|
175K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
442+ 4.25% |
$40.9K - $47.2K
|
10.9K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-3.38K- 5.85% |
$313K - $361K
|
54.4K
$4.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
53+ 0.68% |
$4.9K - $5.65K
|
7.87K
$716K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
6.88KNew |
$636K - $733K
|
6.88K
$626K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
5+ 0.02% |
$462 - $533
|
25.9K
$2.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.31K+ 9.68% |
$768K - $886K
|
94.1K
$8.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-206- 1.04% |
$19K - $22K
|
19.5K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-142- 3.94% |
$13.1K - $15.1K
|
3.46K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.11K+ 1.48% |
$288K - $332K
|
214K
$19.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-5.87K- 2.94% |
$542K - $626K
|
194K
$17.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
694+ 0.96% |
$64.2K - $74K
|
72.6K
$6.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6.39K- 8.43% |
$591K - $682K
|
69.5K
$6.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-399- 4.22% |
$36.9K - $42.6K
|
9.06K
$824K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.09% |
$740 - $854
|
9.02K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-285- 2.48% |
$26.3K - $30.4K
|
11.2K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
96+ 0.21% |
$8.88K - $10.2K
|
46.1K
$4.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
125K+ 3.29% |
$11.6M - $13.4M
|
3.94M
$359M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-36- 2.39% |
$3.33K - $3.84K
|
1.47K
$134K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-893- 9.87% |
$82.6K - $95.3K
|
8.16K
$742K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-7- 0.16% |
$647 - $747
|
4.39K
$399K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-72- 1.11% |
$6.66K - $7.68K
|
6.41K
$583K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-169- 2.25% |
$15.6K - $18K
|
7.35K
$669K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-680- 10.05% |
$62.9K - $72.5K
|
6.09K
$554K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.48K+ 13.82% |
$322K - $371K
|
28.7K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.04K- 0.1% |
$96.2K - $111K
|
1.03M
$93.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
156+ 5.66% |
$14.4K - $16.6K
|
2.91K
$265K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
86+ 0.99% |
$7.95K - $9.18K
|
8.74K
$795K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.13K+ 6.83% |
$196K - $227K
|
33.2K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.4K+ 32.96% |
$8.45M - $9.75M
|
369K
$33.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-258- 36.03% |
$23.9K - $27.5K
|
458
$41.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
96+ 0.25% |
$8.88K - $10.2K
|
37.8K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-15- 0.34% |
$1.39K - $1.6K
|
4.44K
$404K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-135- 3.9% |
$12.5K - $14.4K
|
3.33K
$303K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
909+ 1.22% |
$84K - $97K
|
75.4K
$6.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
417+ 17.83% |
$38.6K - $44.5K
|
2.76K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.7K- 49.49% |
$249K - $288K
|
2.75K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-49- 0.45% |
$4.53K - $5.23K
|
10.8K
$987K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-26K- 2.25% |
$2.4M - $2.77M
|
1.13M
$103M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
64.9KNew |
$6M - $6.93M
|
64.9K
$5.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.54K- 30.73% |
$234K - $270K
|
5.71K
$520K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
13+ 0.4% |
$1.2K - $1.39K
|
3.23K
$294K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
34.6KNew |
$3.2M - $3.69M
|
34.6K
$3.15M
|