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 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
81.1KNew |
$7.66M - $8.56M
|
81.1K
$9.16M
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.78KNew |
$263K - $293K
|
2.78K
$314K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.73KNew |
$352K - $393K
|
3.73K
$421K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
23.1KNew |
$2.18M - $2.44M
|
23.1K
$2.61M
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-272- 6.34% |
$25.7K - $28.7K
|
4.02K
$453K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
23.3KNew |
$2.2M - $2.46M
|
23.3K
$2.64M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.1KNew |
$104K - $116K
|
1.1K
$124K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
300New |
$28.3K - $31.6K
|
300
$33.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.06KNew |
$667K - $745K
|
7.06K
$797K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
23+ 0.1% |
$2.17K - $2.43K
|
22K
$2.48M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-83.7K- 36.69% |
$7.91M - $8.83M
|
144K
$16.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.53KNew |
$333K - $372K
|
3.53K
$399K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-160- 3.44% |
$15.1K - $16.9K
|
4.49K
$507K
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
3.74KNew |
$353K - $394K
|
3.74K
$422K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100New |
$9.44K - $10.5K
|
100
$11.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
7.03KNew |
$664K - $741K
|
7.03K
$794K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
6.96K+ 182.94% |
$657K - $734K
|
10.8K
$1.22M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
9.2KNew |
$869K - $970K
|
9.2K
$1.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-12.1K- 65.33% |
$1.14M - $1.28M
|
6.43K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-97- 2.32% |
$9.16K - $10.2K
|
4.09K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.45K- 34.71% |
$326K - $364K
|
6.49K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-202- 9.4% |
$19.1K - $21.3K
|
1.95K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.86K+ 38.82% |
$176K - $196K
|
6.66K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.19K+ 14.08% |
$113K - $126K
|
9.67K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
103+ 1.48% |
$9.73K - $10.9K
|
7.05K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-669- 3.19% |
$63.2K - $70.6K
|
20.3K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5- 0.21% |
$472 - $527
|
2.4K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.92KNew |
$653K - $730K
|
6.92K
$782K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
4.75KNew |
$449K - $501K
|
4.75K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 38.11% |
$115K - $128K
|
1.98K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
17KNew |
$1.61M - $1.79M
|
17K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2.97KNew |
$281K - $314K
|
2.97K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
433+ 12.42% |
$40.9K - $45.7K
|
3.92K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-126- 20.1% |
$11.9K - $13.3K
|
501
$56.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.01K+ 53.85% |
$189K - $212K
|
5.73K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
162+ 5.79% |
$15.3K - $17.1K
|
2.96K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
121New |
$11.4K - $12.8K
|
121
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
65New |
$6.14K - $6.86K
|
65
$7.34K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-75- 0.8% |
$7.08K - $7.91K
|
9.31K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.9K- 93.73% |
$1.88M - $2.09M
|
1.33K
$150K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
567New |
$53.5K - $59.8K
|
567
$64K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
604New |
$57K - $63.7K
|
604
$68.2K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
13.2KNew |
$1.25M - $1.39M
|
13.2K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79- 25.82% |
$7.46K - $8.33K
|
227
$25.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-304- 23.38% |
$28.7K - $32.1K
|
996
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-174- 1.69% |
$16.4K - $18.4K
|
10.1K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.09KNew |
$103K - $115K
|
1.09K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-3.85K- 43.13% |
$364K - $406K
|
5.08K
$573K
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-80- 2.0% |
$7.55K - $8.44K
|
3.92K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
29.5KNew |
$2.79M - $3.11M
|
29.5K
$3.33M
|