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 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.5K- 2.63% |
$125K - $165K
|
55.7K
$6.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
205K+ 6.39% |
$17M - $22.6M
|
3.42M
$407M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.67K+ 40.73% |
$222K - $294K
|
9.23K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-233- 18.03% |
$19.3K - $25.7K
|
1.06K
$126K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
9.46K+ 103.91% |
$785K - $1.04M
|
18.6K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.83KNew |
$235K - $311K
|
2.83K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-124K- 22.8% |
$10.3M - $13.6M
|
419K
$49.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
2.19KNew |
$182K - $241K
|
2.19K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.05K- 13.15% |
$170K - $226K
|
13.5K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9+ 0.12% |
$747 - $991
|
7.66K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-9.85K- 5.5% |
$817K - $1.08M
|
169K
$20.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-56.2K- 6.98% |
$4.66M - $6.19M
|
749K
$89.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.94K+ 5.84% |
$575K - $764K
|
126K
$15M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
421+ 6.09% |
$34.9K - $46.4K
|
7.33K
$873K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.74M- 38.63% |
$144M - $191M
|
2.76M
$328M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-123- 3.65% |
$10.2K - $13.5K
|
3.24K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
1.85KNew |
$153K - $204K
|
1.85K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.21K- 1.97% |
$183K - $243K
|
110K
$13.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
710+ 27.6% |
$58.9K - $78.2K
|
3.28K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.09K+ 207.94% |
$671K - $891K
|
12K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
546+ 2.31% |
$45.3K - $60.1K
|
24.2K
$2.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
SELL
|
- |
-137- 3.7% |
$11.4K - $15.1K
|
3.56K
$424K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.28K- 0.4% |
$106K - $141K
|
322K
$38.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01K+ 2.33% |
$167K - $221K
|
88.3K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-1.77K- 14.28% |
$147K - $194K
|
10.6K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-532- 55.59% |
$44.1K - $58.6K
|
425
$50.6K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-259K- 5.75% |
$21.5M - $28.5M
|
4.25M
$506M
|
|
|
Aug 13, 2025
Q2 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-874K- 76.97% |
$72.5M - $96.2M
|
262K
$31.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.48K- 3.51% |
$538K - $714K
|
178K
$21.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
243+ 0.09% |
$20.2K - $26.8K
|
280K
$33.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.79K+ 4.19% |
$397K - $527K
|
119K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.92KNew |
$408K - $541K
|
4.92K
$585K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.14K- 4.26% |
$94.7K - $126K
|
25.7K
$3.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2.74K+ 16.05% |
$227K - $301K
|
19.8K
$2.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
12.7K+ 165.11% |
$1.05M - $1.4M
|
20.4K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.72K+ 21.68% |
$806K - $1.07M
|
54.5K
$6.49M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.24K+ 15.36% |
$352K - $467K
|
31.8K
$3.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.93K- 9.68% |
$409K - $542K
|
46K
$5.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.01KNew |
$167K - $221K
|
2.01K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-4.73K- 1.98% |
$392K - $520K
|
234K
$27.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.49K- 3.86% |
$124K - $164K
|
37.2K
$4.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
48+ 0.21% |
$3.98K - $5.28K
|
22.5K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.76K+ 54.51% |
$312K - $414K
|
10.7K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-7.14K- 28.8% |
$592K - $786K
|
17.7K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-11.8K- 7.37% |
$976K - $1.3M
|
148K
$17.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
78+ 0.98% |
$6.47K - $8.59K
|
8.08K
$961K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
223KNew |
$18.5M - $24.5M
|
223K
$26.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
2.2K+ 3.08% |
$182K - $242K
|
73.6K
$8.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
151K+ 1230.23% |
$12.5M - $16.6M
|
163K
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
10.2K+ 9.22% |
$845K - $1.12M
|
121K
$14.4M
|