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
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-36.4K- 6.91% |
$3.37M - $3.89M
|
491K
$50.8M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.24K- 4.39% |
$484K - $559K
|
114K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.49K+ 159.9% |
$323K - $372K
|
5.67K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-924- 1.29% |
$85.4K - $98.6K
|
71K
$7.34M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
865New |
$80K - $92.3K
|
865
$89.5K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
46.9K+ 55.84% |
$4.33M - $5M
|
131K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
16.3K+ 702.07% |
$1.51M - $1.74M
|
18.6K
$1.93M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.2K- 0.46% |
$111K - $128K
|
262K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.42K+ 38.17% |
$316K - $365K
|
12.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
272+ 10.21% |
$25.1K - $29K
|
2.94K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$92.5 - $107
|
2.2K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-843- 17.74% |
$77.9K - $89.9K
|
3.91K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.24K+ 2.48% |
$114K - $132K
|
51.2K
$5.29M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.34K+ 1.62% |
$678K - $783K
|
460K
$47.6M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11.8K+ 266.27% |
$1.09M - $1.26M
|
16.2K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.78K- 73.44% |
$164K - $189K
|
642
$66.4K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$180K - $208K
|
1.95K
$202K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.47K+ 551.66% |
$414K - $477K
|
5.29K
$547K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-46- 0.19% |
$4.25K - $4.91K
|
23.8K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-344- 2.05% |
$31.8K - $36.7K
|
16.4K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-959- 0.27% |
$88.7K - $102K
|
360K
$37.3M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-108- 1.45% |
$9.98K - $11.5K
|
7.36K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
48.4K+ 3.67% |
$4.47M - $5.16M
|
1.37M
$142M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.07K+ 1.59% |
$839K - $968K
|
581K
$60.1M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
138KNew |
$12.8M - $14.7M
|
138K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-300- 1.72% |
$27.7K - $32K
|
17.1K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-100- 0.17% |
$9.25K - $10.7K
|
57.7K
$5.97M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-141- 5.62% |
$13K - $15K
|
2.37K
$245K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.7K- 3.29% |
$1.82M - $2.1M
|
578K
$59.8M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.31K- 11.52% |
$213K - $246K
|
17.7K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-500- 16.63% |
$46.2K - $53.3K
|
2.51K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-961- 0.88% |
$88.8K - $103K
|
108K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.2K+ 7.39% |
$573K - $661K
|
90.1K
$9.31M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
511+ 6.38% |
$47.2K - $54.5K
|
8.52K
$881K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.69K+ 40.26% |
$711K - $821K
|
26.8K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-650- 1.9% |
$60.1K - $69.3K
|
33.6K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-387- 0.75% |
$35.8K - $41.3K
|
51.2K
$5.29M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
138+ 1.75% |
$12.8K - $14.7K
|
8K
$828K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.8K+ 4.02% |
$999K - $1.15M
|
279K
$28.9M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
485+ 0.49% |
$44.8K - $51.7K
|
98.6K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.21K+ 0.77% |
$204K - $235K
|
289K
$29.9M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-3.27K- 1.94% |
$302K - $348K
|
165K
$17.1M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.2K- 4.9% |
$941K - $1.09M
|
197K
$20.4M
|
|
|
May 13, 2025
Q1 2025
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-400- 23.64% |
$37K - $42.7K
|
1.29K
$134K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.15K+ 20.64% |
$476K - $549K
|
30.1K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.07M- 6.43% |
$98.7M - $114M
|
15.5M
$1.61B
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
144+ 4.05% |
$13.3K - $15.4K
|
3.7K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-799- 0.86% |
$73.9K - $85.2K
|
91.9K
$9.5M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
493+ 0.58% |
$45.6K - $52.6K
|
85.1K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.18K- 28.48% |
$479K - $552K
|
13K
$1.34M
|