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 07, 2025
Q1 2025
|
Financially Speaking Inc
Greenwood Village, CO |
SELL
|
- |
-58.6K- 99.94% |
$5.42M - $6.25M
|
34
$4.05K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
169New |
$15.6K - $18K
|
169
$20.1K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-6.2K- 70.14% |
$573K - $661K
|
2.64K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-48- 1.02% |
$4.44K - $5.12K
|
4.64K
$552K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 0.66% |
$2.4K - $2.77K
|
3.9K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.44KNew |
$318K - $366K
|
3.44K
$409K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
677New |
$62.6K - $72.2K
|
677
$80.6K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.43KNew |
$225K - $259K
|
2.43K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.03KNew |
$95.3K - $110K
|
1.03K
$123K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-869- 2.7% |
$80.3K - $92.7K
|
31.3K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.92KNew |
$362K - $418K
|
3.92K
$466K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
564+ 238.98% |
$52.1K - $60.2K
|
800
$95.2K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
204KNew |
$18.9M - $21.8M
|
204K
$24.3M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-45- 6.2% |
$4.16K - $4.8K
|
681
$81K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.72K+ 60.93% |
$251K - $290K
|
7.18K
$854K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-426- 7.08% |
$39.4K - $45.4K
|
5.59K
$666K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
353New |
$32.6K - $37.7K
|
353
$42K
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.2K+ 81.05% |
$203K - $235K
|
4.91K
$585K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-300- 0.84% |
$27.7K - $32K
|
35.6K
$4.23M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.62K- 51.5% |
$612K - $706K
|
6.23K
$742K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.56K+ 8.0% |
$422K - $487K
|
61.6K
$7.33M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-310- 6.18% |
$28.7K - $33.1K
|
4.7K
$560K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.57KNew |
$515K - $594K
|
5.57K
$663K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-750- 21.28% |
$69.3K - $80K
|
2.78K
$330K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
19.2K+ 262.69% |
$1.77M - $2.04M
|
26.5K
$3.15M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-500- 4.87% |
$46.2K - $53.3K
|
9.76K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-22.6K- 70.11% |
$2.09M - $2.41M
|
9.64K
$1.15M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-46- 1.37% |
$4.25K - $4.91K
|
3.32K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.42K- 15.6% |
$131K - $152K
|
7.69K
$915K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
290New |
$26.8K - $30.9K
|
290
$34.5K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-125- 0.34% |
$11.6K - $13.3K
|
36.7K
$4.36M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-396- 9.57% |
$36.6K - $42.2K
|
3.74K
$445K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.18% |
$92.5 - $107
|
551
$65.6K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
SELL
|
- |
-13.7K- 79.11% |
$1.27M - $1.46M
|
3.62K
$430K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-352- 14.04% |
$32.5K - $37.6K
|
2.16K
$256K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
125+ 6.31% |
$11.6K - $13.3K
|
2.11K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-401- 1.63% |
$37.1K - $42.8K
|
24.3K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
673+ 2.87% |
$62.2K - $71.8K
|
24.1K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-16.4K- 75.97% |
$1.51M - $1.75M
|
5.18K
$616K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-650- 40.25% |
$60.1K - $69.3K
|
965
$115K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
79+ 0.3% |
$7.3K - $8.43K
|
26.1K
$3.11M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.34KNew |
$309K - $356K
|
3.34K
$397K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-1- 0.2% |
$92.5 - $107
|
511
$60.8K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.21K- 22.99% |
$204K - $236K
|
7.41K
$882K
|
|
|
Apr 30, 2025
Q1 2025
|
Harvey Capital Management Inc
|
SELL
|
- |
-25- 0.36% |
$2.31K - $2.67K
|
6.98K
$830K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
155+ 0.5% |
$14.3K - $16.5K
|
31.1K
$3.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-858- 25.88% |
$79.3K - $91.5K
|
2.46K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
452New |
$41.8K - $48.2K
|
452
$53.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-136- 1.75% |
$12.6K - $14.5K
|
7.64K
$909K
|