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 |
---|---|---|---|---|---|---|---|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-96.9K- 40.62% |
$8.96M - $10.3M
|
142K
$16.9M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
195New |
$18K - $20.8K
|
195
$23.2K
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
145+ 11.09% |
$13.4K - $15.5K
|
1.45K
$173K
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.1% |
$92.5 - $107
|
1.01K
$120K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
284New |
$26.3K - $30.3K
|
284
$33.8K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-6.86K- 37.54% |
$634K - $732K
|
11.4K
$1.36M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
562+ 10.6% |
$52K - $60K
|
5.87K
$698K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
641+ 4.25% |
$59.3K - $68.4K
|
15.7K
$1.87M
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.75K- 6.38% |
$347K - $400K
|
55K
$6.55M
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.64K- 2.09% |
$521K - $601K
|
264K
$31.4M
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$303K - $349K
|
3.28K
$390K
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
202+ 0.5% |
$18.7K - $21.6K
|
40.4K
$4.81M
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-61- 1.55% |
$5.64K - $6.51K
|
3.88K
$462K
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.28K+ 1.59% |
$211K - $243K
|
146K
$17.3M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-25- 1.02% |
$2.31K - $2.67K
|
2.43K
$289K
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
26+ 0.25% |
$2.4K - $2.77K
|
10.3K
$1.23M
|
|
May 15, 2025
Q1 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-215- 3.3% |
$19.9K - $22.9K
|
6.3K
$750K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.18K+ 2.98% |
$664K - $766K
|
248K
$29.5M
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-662- 21.62% |
$61.2K - $70.6K
|
2.4K
$286K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-152K- 12.59% |
$14M - $16.2M
|
1.05M
$125M
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
5.5K+ 18.64% |
$508K - $587K
|
35K
$4.17M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
255+ 3.87% |
$23.6K - $27.2K
|
6.84K
$814K
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-4.03K- 65.3% |
$373K - $430K
|
2.14K
$255K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45+ 2.78% |
$4.16K - $4.8K
|
1.66K
$198K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 6.65% |
$305K - $352K
|
52.9K
$6.29M
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
14.3KNew |
$1.33M - $1.53M
|
14.3K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.45KNew |
$319K - $368K
|
3.45K
$410K
|
|
May 15, 2025
Q1 2025
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-1.29K- 11.44% |
$119K - $138K
|
9.98K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
175+ 10.8% |
$16.2K - $18.7K
|
1.8K
$214K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.37KNew |
$219K - $253K
|
2.37K
$282K
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1K- 28.57% |
$92.5K - $107K
|
2.5K
$298K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.37K- 33.14% |
$404K - $466K
|
8.81K
$1.05M
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
44.3KNew |
$4.1M - $4.73M
|
44.3K
$5.27M
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-6.24K- 45.53% |
$577K - $666K
|
7.47K
$889K
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4K+ 158.59% |
$370K - $427K
|
6.52K
$776K
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.09KNew |
$841K - $970K
|
9.09K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-216- 5.76% |
$20K - $23K
|
3.54K
$421K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
916+ 113.65% |
$84.7K - $97.7K
|
1.72K
$205K
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
280+ 4.16% |
$25.9K - $29.9K
|
7.01K
$834K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-13.2K- 24.45% |
$1.22M - $1.41M
|
40.9K
$4.86M
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.84KNew |
$355K - $409K
|
3.84K
$456K
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.26K- 2.69% |
$116K - $134K
|
45.6K
$5.42M
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-304- 11.68% |
$28.1K - $32.4K
|
2.3K
$273K
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-105- 0.57% |
$9.71K - $11.2K
|
18.3K
$2.18M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.53K- 3.72% |
$326K - $376K
|
91.3K
$10.9M
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
797+ 46.77% |
$73.7K - $85K
|
2.5K
$298K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.8K+ 340.48% |
$6.18M - $7.13M
|
86.4K
$10.3M
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
100+ 4.21% |
$9.25K - $10.7K
|
2.48K
$295K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-59- 1.09% |
$5.45K - $6.29K
|
5.37K
$639K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
106+ 3.99% |
$9.8K - $11.3K
|
2.76K
$328K
|