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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.25KNew |
$435K - $578K
|
5.25K
$593K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.43K- 7.69% |
$118K - $157K
|
17.2K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5+ 0.02% |
$415 - $551
|
20.7K
$2.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.29K+ 24.52% |
$107K - $142K
|
6.54K
$738K
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.58KNew |
$546K - $724K
|
6.58K
$743K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
282+ 9.7% |
$23.4K - $31K
|
3.19K
$360K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.85K- 27.66% |
$154K - $204K
|
4.84K
$547K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
1+ 0.05% |
$83 - $110
|
2.19K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
4+ 0.12% |
$332 - $440
|
3.47K
$392K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.81K+ 3.51% |
$648K - $860K
|
230K
$26M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.89K- 20.16% |
$240K - $318K
|
11.5K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-392- 1.96% |
$32.5K - $43.2K
|
19.7K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.22K- 6.13% |
$101K - $135K
|
18.7K
$2.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.9KNew |
$157K - $209K
|
1.9K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-45- 1.53% |
$3.73K - $4.95K
|
2.9K
$328K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-26.8K- 8.39% |
$2.23M - $2.95M
|
293K
$33.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 13.16% |
$1.18M - $1.56M
|
93.7K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.31K+ 6.94% |
$191K - $254K
|
35.5K
$4.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-578- 4.51% |
$48K - $63.6K
|
12.2K
$1.38M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-41.5K- 53.3% |
$3.44M - $4.57M
|
36.4K
$4.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.02% |
$249 - $330
|
18.5K
$2.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.43K- 3.49% |
$201K - $267K
|
67K
$7.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.15K- 16.43% |
$179K - $237K
|
11K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.5KNew |
$788K - $1.05M
|
9.5K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-9.62K- 5.23% |
$798K - $1.06M
|
174K
$19.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-7.95K- 7.39% |
$659K - $875K
|
99.6K
$11.2M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.43K+ 28.56% |
$119K - $158K
|
6.45K
$729K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-1.67K- 5.17% |
$138K - $184K
|
30.6K
$3.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-566- 22.46% |
$47K - $62.3K
|
1.95K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-395- 0.78% |
$32.8K - $43.5K
|
50.2K
$5.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.87K- 23.05% |
$238K - $316K
|
9.58K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$215K - $285K
|
2.59K
$292K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-140- 1.55% |
$11.6K - $15.4K
|
8.92K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-72.9K- 9.05% |
$6.05M - $8.03M
|
733K
$82.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-75- 0.84% |
$6.22K - $8.26K
|
8.85K
$999K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16.4K+ 12.84% |
$1.36M - $1.8M
|
144K
$16.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.09% |
$249 - $330
|
3.17K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-121K- 40.7% |
$10M - $13.3M
|
176K
$19.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-95.1K- 57.8% |
$7.89M - $10.5M
|
69.4K
$7.84M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
42+ 11.8% |
$3.48K - $4.62K
|
398
$45K
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-701- 3.48% |
$58.2K - $77.2K
|
19.5K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-9- 0.02% |
$747 - $991
|
36.7K
$4.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
2+ 0.04% |
$166 - $220
|
4.95K
$559K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.9K+ 84.46% |
$903K - $1.2M
|
23.8K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-739- 17.48% |
$61.3K - $81.4K
|
3.49K
$394K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-14.3K- 8.6% |
$1.18M - $1.57M
|
151K
$17.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.33K- 1.29% |
$110K - $146K
|
101K
$11.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.13KNew |
$93.8K - $125K
|
1.13K
$128K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
81.1K+ 770.17% |
$6.73M - $8.93M
|
91.6K
$10.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-39.6K- 3.22% |
$3.28M - $4.36M
|
1.19M
$134M
|