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 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
407+ 20.08% |
$37.6K - $43.4K
|
2.43K
$252K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
65+ 0.35% |
$6.01K - $6.93K
|
18.5K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91KNew |
$8.41M - $9.7M
|
91K
$9.42M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
200+ 1.26% |
$18.5K - $21.3K
|
16.1K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.51K+ 1.15% |
$602K - $695K
|
572K
$59.3M
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-506- 1.78% |
$46.8K - $54K
|
27.9K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-4.87K- 13.98% |
$450K - $520K
|
30K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.43K+ 2004.05% |
$595K - $686K
|
6.75K
$700K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-983- 6.54% |
$90.9K - $105K
|
14K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.33% |
$2.31K - $2.67K
|
7.46K
$772K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
16+ 0.3% |
$1.48K - $1.71K
|
5.28K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
SELL
|
- |
-9.32K- 28.47% |
$862K - $995K
|
23.4K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
SELL
|
- |
-7- 0.14% |
$647 - $747
|
4.95K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.1% |
$277 - $320
|
2.98K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
109K+ 71.62% |
$10.1M - $11.6M
|
261K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.78K+ 29.28% |
$257K - $296K
|
12.3K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.22K- 0.43% |
$390K - $450K
|
985K
$102M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.53K- 3.72% |
$326K - $376K
|
91.3K
$9.46M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.05% |
$277 - $320
|
5.71K
$592K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10KNew |
$928K - $1.07M
|
10K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-379- 5.2% |
$35K - $40.4K
|
6.91K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
797+ 46.77% |
$73.7K - $85K
|
2.5K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
963+ 40.07% |
$89K - $103K
|
3.37K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.94K+ 106.88% |
$549K - $633K
|
11.5K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.7K+ 71.0% |
$157K - $181K
|
4.09K
$423K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-417- 0.34% |
$38.6K - $44.5K
|
122K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.64K+ 28.32% |
$152K - $175K
|
7.43K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-531- 14.84% |
$49.1K - $56.7K
|
3.05K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.23K- 9.52% |
$299K - $345K
|
30.7K
$3.18M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-241- 4.81% |
$22.3K - $25.7K
|
4.77K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-162- 0.57% |
$15K - $17.3K
|
28.4K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.55K+ 2.2% |
$328K - $378K
|
165K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
3.62K+ 3.14% |
$335K - $386K
|
119K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.83K- 9.3% |
$262K - $302K
|
27.6K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-360- 1.01% |
$33.3K - $38.4K
|
35.3K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
283K+ 9.33% |
$26.2M - $30.2M
|
3.32M
$344M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.09% |
$277 - $320
|
3.25K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.14K+ 3.52% |
$106K - $122K
|
33.6K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66.8K+ 340.48% |
$6.18M - $7.13M
|
86.4K
$8.95M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
56.7KNew |
$5.24M - $6.05M
|
56.7K
$5.87M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
100+ 4.21% |
$9.25K - $10.7K
|
2.48K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-104K- 31.21% |
$9.58M - $11.1M
|
228K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-59- 1.09% |
$5.45K - $6.29K
|
5.37K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-11.9KClosed |
$1.1M - $1.27M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
106+ 3.99% |
$9.8K - $11.3K
|
2.76K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
29.2K+ 18.89% |
$2.7M - $3.12M
|
184K
$19.1M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-453K- 77.74% |
$41.9M - $48.3M
|
130K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-269- 12.97% |
$24.9K - $28.7K
|
1.81K
$187K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.49KNew |
$415K - $479K
|
4.49K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-183KClosed |
$16.9M - $19.5M
|
0
$0
|