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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.49KNew |
$415K - $479K
|
4.49K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-924- 1.29% |
$85.4K - $98.6K
|
71K
$8.45M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
865New |
$80K - $92.3K
|
865
$103K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
16.3K+ 702.07% |
$1.51M - $1.74M
|
18.6K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
272+ 10.21% |
$25.1K - $29K
|
2.94K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-843- 17.74% |
$77.9K - $89.9K
|
3.91K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.78K- 73.44% |
$164K - $189K
|
642
$76.4K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$180K - $208K
|
1.95K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-46- 0.19% |
$4.25K - $4.91K
|
23.8K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-300- 1.72% |
$27.7K - $32K
|
17.1K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-500- 16.63% |
$46.2K - $53.3K
|
2.51K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.18K- 28.48% |
$479K - $552K
|
13K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-196- 8.43% |
$18.1K - $20.9K
|
2.13K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-400- 2.78% |
$37K - $42.7K
|
14K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
602New |
$55.7K - $64.2K
|
602
$71.6K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
435+ 1.61% |
$40.2K - $46.4K
|
27.4K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.02K+ 5.42% |
$186K - $215K
|
39.2K
$4.66M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.26K+ 6.92% |
$764K - $881K
|
128K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 2.03% |
$4.16K - $4.8K
|
2.17K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-3.58K- 12.39% |
$331K - $382K
|
25.3K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-105- 0.46% |
$9.71K - $11.2K
|
22.6K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
165K+ 93.1% |
$15.3M - $17.7M
|
343K
$40.8M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-165- 0.63% |
$15.3K - $17.6K
|
26K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.07M- 2.38% |
$98.9M - $114M
|
43.8M
$5.21B
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-115- 0.17% |
$10.6K - $12.3K
|
66.5K
$7.92M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-275- 5.78% |
$25.4K - $29.3K
|
4.49K
$534K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-100- 2.85% |
$9.25K - $10.7K
|
3.41K
$406K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-575- 7.82% |
$53.2K - $61.3K
|
6.78K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1New |
$92.5 - $107
|
1
$119
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.31K- 50.09% |
$491K - $567K
|
5.29K
$630K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.3K- 39.78% |
$213K - $245K
|
3.48K
$414K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-468- 9.03% |
$43.3K - $49.9K
|
4.72K
$561K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$9.43K - $10.9K
|
102
$12.1K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8+ 0.09% |
$740 - $854
|
9.22K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
28+ 8.54% |
$2.59K - $2.99K
|
356
$42.4K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-57- 0.22% |
$5.27K - $6.08K
|
25.8K
$3.07M
|
|
|
May 09, 2025
Q1 2025
|
Wallington Asset Management, LLC
|
SELL
|
- |
-656- 8.01% |
$60.6K - $70K
|
7.53K
$897K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-32- 2.05% |
$2.96K - $3.41K
|
1.53K
$182K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-600- 12.23% |
$55.5K - $64K
|
4.31K
$512K
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-34- 1.57% |
$3.14K - $3.63K
|
2.13K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-196- 3.86% |
$18.1K - $20.9K
|
4.89K
$582K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.38K- 14.21% |
$127K - $147K
|
8.32K
$990K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-18.3K- 79.55% |
$1.7M - $1.96M
|
4.72K
$561K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-100- 2.0% |
$9.25K - $10.7K
|
4.9K
$584K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.62KNew |
$335K - $387K
|
3.62K
$431K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.13K+ 1.31% |
$105K - $121K
|
87.3K
$10.4M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.63KNew |
$336K - $387K
|
3.63K
$432K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-26- 3.01% |
$2.4K - $2.77K
|
838
$99.7K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-55- 1.59% |
$5.08K - $5.87K
|
3.4K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-55- 0.49% |
$5.08K - $5.87K
|
11.3K
$1.34M
|