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 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
34.6KNew |
$3.2M - $3.69M
|
34.6K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-585- 2.73% |
$54.1K - $62.4K
|
20.9K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
161+ 5.18% |
$14.9K - $17.2K
|
3.27K
$297K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.41K+ 19.78% |
$130K - $150K
|
8.54K
$777K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-519K- 98.92% |
$47.9M - $55.3M
|
5.65K
$514K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.64K- 9.79% |
$151K - $175K
|
15.1K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
12.1K+ 45.55% |
$1.12M - $1.29M
|
38.6K
$3.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-280- 2.92% |
$25.9K - $29.9K
|
9.32K
$848K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-365- 10.53% |
$33.7K - $38.9K
|
3.1K
$282K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.96KNew |
$366K - $422K
|
3.96K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1K- 4.75% |
$92.6K - $107K
|
20.1K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.64K+ 31.86% |
$336K - $388K
|
15.1K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
709+ 11.37% |
$65.5K - $75.6K
|
6.94K
$632K
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$92.5 - $107
|
4.64K
$422K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
19+ 0.11% |
$1.76K - $2.03K
|
16.7K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-563- 8.72% |
$52K - $60.1K
|
5.89K
$536K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 3.53% |
$112K - $130K
|
35.6K
$3.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-100- 2.14% |
$9.25K - $10.7K
|
4.58K
$417K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.99K+ 8.59% |
$277K - $319K
|
37.8K
$3.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
111+ 0.35% |
$10.3K - $11.8K
|
32.1K
$2.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-548- 2.56% |
$50.7K - $58.5K
|
20.9K
$1.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-342- 0.55% |
$31.6K - $36.5K
|
62.2K
$5.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.55K- 16.64% |
$143K - $165K
|
7.77K
$707K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-137- 0.99% |
$12.7K - $14.6K
|
13.7K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-936- 3.73% |
$86.5K - $99.9K
|
24.1K
$2.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-26- 0.28% |
$2.4K - $2.77K
|
9.17K
$834K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-4.1K- 5.57% |
$379K - $437K
|
69.6K
$6.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-852- 11.21% |
$78.8K - $90.9K
|
6.75K
$614K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-8.72K- 6.86% |
$806K - $930K
|
118K
$10.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-46- 2.0% |
$4.25K - $4.91K
|
2.25K
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-28.1K- 27.65% |
$2.6M - $3M
|
73.5K
$6.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
839+ 0.76% |
$77.6K - $89.5K
|
111K
$10.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-28- 0.29% |
$2.59K - $2.99K
|
9.52K
$866K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
5+ 0.12% |
$462 - $533
|
4.08K
$371K
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-416- 58.35% |
$38.5K - $44.4K
|
297
$27K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-5.12K- 3.82% |
$473K - $546K
|
129K
$11.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
217+ 1.54% |
$20.1K - $23.2K
|
14.3K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
335+ 5.37% |
$31K - $35.7K
|
6.58K
$598K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
148New |
$13.7K - $15.8K
|
148
$13.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-101- 4.14% |
$9.34K - $10.8K
|
2.34K
$213K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
81+ 0.8% |
$7.49K - $8.64K
|
10.2K
$930K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$555 - $640
|
5.62K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-386- 9.14% |
$35.7K - $41.2K
|
3.84K
$349K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.1K+ 14.37% |
$102K - $118K
|
8.78K
$799K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.85K- 14.01% |
$356K - $411K
|
23.6K
$2.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-99- 2.42% |
$9.15K - $10.6K
|
3.99K
$363K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
881+ 1.18% |
$81.4K - $94K
|
75.6K
$6.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
232+ 1.67% |
$21.4K - $24.8K
|
14.1K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-262- 0.79% |
$24.2K - $28K
|
32.9K
$3M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
249+ 6.54% |
$23K - $26.6K
|
4.06K
$369K
|