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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
8+ 0.09% |
$664 - $881
|
9.07K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.2K+ 16.47% |
$99.1K - $132K
|
8.45K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.11K+ 19.56% |
$92K - $122K
|
6.78K
$807K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.2K- 11.11% |
$99.9K - $133K
|
9.63K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.94KNew |
$161K - $213K
|
1.94K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7- 0.05% |
$581 - $771
|
13.6K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
689+ 10.35% |
$57.2K - $75.9K
|
7.35K
$874K
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
11.9K+ 11.13% |
$988K - $1.31M
|
119K
$14.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
413+ 268.18% |
$34.3K - $45.5K
|
567
$67.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
112New |
$9.29K - $12.3K
|
112
$13.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.23K- 22.03% |
$765K - $1.02M
|
32.7K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.27K- 21.36% |
$189K - $250K
|
8.37K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-20- 0.46% |
$1.66K - $2.2K
|
4.35K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1K+ 18.97% |
$83.1K - $110K
|
6.28K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-87.8K- 2.02% |
$7.28M - $9.66M
|
4.26M
$507M
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-139- 2.59% |
$11.5K - $15.3K
|
5.23K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
SELL
|
- |
-27- 3.2% |
$2.24K - $2.97K
|
817
$97.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-467- 34.57% |
$38.7K - $51.4K
|
884
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-191- 1.05% |
$15.8K - $21K
|
18K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
75.7K+ 11.94% |
$6.28M - $8.34M
|
710K
$84.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.06% |
$166 - $220
|
3.15K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.02% |
$83 - $110
|
4.44K
$528K
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
209+ 2.53% |
$17.3K - $23K
|
8.48K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.23K+ 0.63% |
$102K - $135K
|
197K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.4KNew |
$1.03M - $1.37M
|
12.4K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-37.1K- 12.83% |
$3.08M - $4.08M
|
252K
$30M
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.49KNew |
$206K - $274K
|
2.49K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.6K+ 3.38% |
$1.29M - $1.71M
|
476K
$56.6M
|
|
|
Aug 14, 2025
Q2 2025
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-47.2K- 50.0% |
$3.91M - $5.19M
|
47.2K
$5.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-525- 5.18% |
$43.6K - $57.8K
|
9.6K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-22.4K- 14.92% |
$1.85M - $2.46M
|
128K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
707+ 13.38% |
$58.7K - $77.8K
|
5.99K
$713K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.55K- 0.21% |
$295K - $391K
|
1.66M
$197M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
77.6K+ 47.34% |
$6.43M - $8.54M
|
241K
$28.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-186- 1.65% |
$15.4K - $20.5K
|
11.1K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-3.55K- 15.68% |
$294K - $390K
|
19.1K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
365+ 5.18% |
$30.3K - $40.2K
|
7.42K
$883K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
457New |
$37.9K - $50.3K
|
457
$54.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-981- 0.91% |
$81.4K - $108K
|
107K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-100- 3.03% |
$8.3K - $11K
|
3.2K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
135+ 1.83% |
$11.2K - $14.9K
|
7.5K
$892K
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.07% |
$415 - $551
|
6.75K
$803K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
300+ 3.75% |
$24.9K - $33K
|
8.3K
$988K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60.6K+ 30.52% |
$5.03M - $6.67M
|
259K
$30.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-170- 1.0% |
$14.1K - $18.7K
|
16.9K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.66K+ 53.22% |
$221K - $293K
|
7.65K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-169- 0.1% |
$14K - $18.6K
|
165K
$19.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
368+ 1.76% |
$30.5K - $40.5K
|
21.3K
$2.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.09KNew |
$256K - $340K
|
3.09K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-183- 0.9% |
$15.2K - $20.1K
|
20.2K
$2.4M
|