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 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.45K- 9.19% |
$204K - $270K
|
24.2K
$2.74M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-1.02K- 0.86% |
$84.9K - $113K
|
118K
$13.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-33- 0.45% |
$2.74K - $3.63K
|
7.23K
$816K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
480+ 2.9% |
$39.8K - $52.8K
|
17K
$1.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.09KNew |
$174K - $230K
|
2.09K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.56K- 10.12% |
$793K - $1.05M
|
84.9K
$9.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$390K - $518K
|
4.7K
$531K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.86K+ 12.52% |
$403K - $535K
|
43.7K
$4.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-453- 10.63% |
$37.6K - $49.9K
|
3.81K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-88- 1.93% |
$7.3K - $9.69K
|
4.48K
$506K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-240- 2.82% |
$19.9K - $26.4K
|
8.28K
$935K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.75K+ 5.78% |
$145K - $193K
|
32.1K
$3.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
532+ 18.28% |
$44.1K - $58.6K
|
3.44K
$389K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-392- 74.1% |
$32.5K - $43.2K
|
137
$15.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.31K- 14.54% |
$109K - $144K
|
7.71K
$871K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
547+ 2.95% |
$45.4K - $60.2K
|
19.1K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-1.41K- 4.15% |
$117K - $155K
|
32.5K
$3.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-53- 1.19% |
$4.4K - $5.84K
|
4.4K
$497K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-743K- 56.44% |
$61.6M - $81.8M
|
573K
$64.7M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.55K+ 234.52% |
$710K - $942K
|
12.2K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
483+ 7.38% |
$40.1K - $53.2K
|
7.03K
$794K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4+ 0.08% |
$332 - $440
|
5K
$564K
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-32- 0.47% |
$2.65K - $3.52K
|
6.77K
$765K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.48K- 3.65% |
$205K - $273K
|
65.5K
$7.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-116- 4.31% |
$9.62K - $12.8K
|
2.58K
$291K
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-79.2K- 22.96% |
$6.57M - $8.72M
|
266K
$30M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-76.3K- 7.06% |
$6.33M - $8.4M
|
1.01M
$114M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-28- 0.63% |
$2.32K - $3.08K
|
4.45K
$502K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-48- 0.77% |
$3.98K - $5.28K
|
6.19K
$699K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.36KNew |
$196K - $260K
|
2.36K
$267K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9.72K- 30.59% |
$807K - $1.07M
|
22.1K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
29.1K+ 25.29% |
$2.41M - $3.2M
|
144K
$16.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 1.41% |
$13.4K - $17.8K
|
11.6K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
228+ 2.61% |
$18.9K - $25.1K
|
8.97K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.71K- 14.97% |
$142K - $188K
|
9.69K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
8+ 0.11% |
$664 - $881
|
7.14K
$807K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-859- 11.34% |
$71.3K - $94.6K
|
6.71K
$758K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
75+ 13.64% |
$6.22K - $8.26K
|
625
$70.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.86K- 5.84% |
$154K - $205K
|
30K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.11% |
$664 - $881
|
7.16K
$808K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.28K+ 59.64% |
$355K - $471K
|
11.4K
$1.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
66+ 0.08% |
$5.48K - $7.27K
|
79.9K
$9.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-129K- 91.53% |
$10.7M - $14.2M
|
11.9K
$1.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-375- 0.46% |
$31.1K - $41.3K
|
80.4K
$9.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.91KNew |
$159K - $211K
|
1.91K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14.2K- 7.1% |
$1.18M - $1.57M
|
186K
$21M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$237K - $314K
|
2.85K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.09K- 1.47% |
$174K - $230K
|
140K
$15.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-56- 0.56% |
$4.65K - $6.17K
|
9.97K
$1.13M
|