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 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
625+ 3.56% |
$57.8K - $66.7K
|
18.2K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-94- 0.22% |
$8.69K - $10K
|
42.4K
$5.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
290New |
$26.8K - $30.9K
|
290
$34.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
915+ 5.89% |
$84.6K - $97.6K
|
16.5K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
60.2KNew |
$5.57M - $6.43M
|
60.2K
$7.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
391New |
$36.1K - $41.7K
|
391
$46.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
14K+ 38.77% |
$1.3M - $1.5M
|
50.2K
$5.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-1K- 21.47% |
$92.5K - $107K
|
3.66K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
68+ 0.5% |
$6.29K - $7.25K
|
13.8K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-361- 0.93% |
$33.4K - $38.5K
|
38.4K
$4.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
8.3KNew |
$767K - $886K
|
8.3K
$988K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.74KNew |
$253K - $292K
|
2.74K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
17K+ 22.55% |
$1.57M - $1.81M
|
92.4K
$11M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-83- 48.54% |
$7.67K - $8.86K
|
88
$10.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-415- 5.67% |
$38.4K - $44.3K
|
6.9K
$821K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
25New |
$2.31K - $2.67K
|
25
$2.98K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-4- 0.07% |
$370 - $427
|
5.62K
$669K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
100+ 3.86% |
$9.25K - $10.7K
|
2.69K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
75+ 15.63% |
$6.93K - $8K
|
555
$66K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.94KNew |
$179K - $207K
|
1.94K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8New |
$740 - $854
|
8
$952
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.03K- 61.14% |
$94.9K - $109K
|
652
$77.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-6- 0.18% |
$555 - $640
|
3.4K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
511+ 12.72% |
$47.2K - $54.5K
|
4.53K
$539K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
53+ 1.66% |
$4.9K - $5.65K
|
3.24K
$386K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-915- 7.72% |
$84.6K - $97.6K
|
10.9K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-90- 2.35% |
$8.32K - $9.6K
|
3.73K
$444K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-435- 11.22% |
$40.2K - $46.4K
|
3.44K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
463New |
$42.8K - $49.4K
|
463
$55.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-750- 21.89% |
$69.3K - $80K
|
2.68K
$318K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.8KNew |
$351K - $406K
|
3.8K
$452K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.1KNew |
$933K - $1.08M
|
10.1K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-550- 12.07% |
$50.8K - $58.7K
|
4.01K
$477K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-43.7K- 37.86% |
$4.04M - $4.66M
|
71.7K
$8.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-5.99K- 22.6% |
$553K - $639K
|
20.5K
$2.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-736- 6.27% |
$68K - $78.5K
|
11K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
46+ 4.49% |
$4.25K - $4.91K
|
1.07K
$127K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-414- 7.41% |
$38.3K - $44.2K
|
5.18K
$616K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-205- 3.26% |
$19K - $21.9K
|
6.09K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-387- 27.29% |
$35.8K - $41.3K
|
1.03K
$123K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
136+ 3.83% |
$12.6K - $14.5K
|
3.69K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
420+ 21.65% |
$38.8K - $44.8K
|
2.36K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27+ 0.43% |
$2.5K - $2.88K
|
6.32K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
278+ 11.12% |
$25.7K - $29.7K
|
2.78K
$331K
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.48K+ 5.04% |
$137K - $158K
|
30.9K
$3.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.45KNew |
$226K - $261K
|
2.45K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-630- 9.8% |
$58.2K - $67.2K
|
5.8K
$690K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
105New |
$9.71K - $11.2K
|
105
$12.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2- 0.9% |
$185 - $213
|
220
$26.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
204+ 3.91% |
$18.9K - $21.8K
|
5.43K
$646K
|