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
|
Cheviot Value Management, LLC
|
BUY
|
- |
93+ 193.75% |
$7.72K - $10.2K
|
141
$16.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-86- 3.42% |
$7.13K - $9.47K
|
2.43K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
129+ 4.33% |
$10.7K - $14.2K
|
3.11K
$370K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
18K+ 139.79% |
$1.49M - $1.98M
|
30.8K
$3.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.68K+ 0.74% |
$554K - $736K
|
914K
$109M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
10+ 0.01% |
$830 - $1.1K
|
122K
$14.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.7KNew |
$3.13M - $4.15M
|
37.7K
$4.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.22KNew |
$184K - $244K
|
2.22K
$264K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.69K- 0.5% |
$306K - $406K
|
731K
$87M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-933- 2.64% |
$77.4K - $103K
|
34.4K
$4.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
98.8K+ 65.98% |
$8.2M - $10.9M
|
249K
$29.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.84K- 1.57% |
$235K - $312K
|
177K
$21.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-513- 6.73% |
$42.6K - $56.5K
|
7.11K
$846K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
29.9K+ 5.22% |
$2.48M - $3.29M
|
602K
$71.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-18.7K- 17.37% |
$1.55M - $2.06M
|
88.9K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
804+ 3.04% |
$66.7K - $88.5K
|
27.3K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
158+ 1.83% |
$13.1K - $17.4K
|
8.81K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-2.76K- 1.21% |
$229K - $304K
|
226K
$26.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.7K+ 3.39% |
$141K - $188K
|
51.9K
$6.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.76K- 18.56% |
$229K - $304K
|
12.1K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.17K+ 3.5% |
$180K - $239K
|
64.2K
$7.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
44+ 0.15% |
$3.65K - $4.84K
|
30K
$3.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-590- 6.31% |
$48.9K - $65K
|
8.75K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-24.9K- 10.09% |
$2.07M - $2.74M
|
222K
$26.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-533- 4.65% |
$44.2K - $58.7K
|
10.9K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
528+ 1.74% |
$43.8K - $58.1K
|
30.9K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
11.4K+ 13.55% |
$945K - $1.25M
|
95.5K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-9.75K- 52.78% |
$809K - $1.07M
|
8.72K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
484+ 0.05% |
$40.2K - $53.3K
|
985K
$117M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.52K+ 15.12% |
$126K - $167K
|
11.6K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-60- 1.26% |
$4.98K - $6.61K
|
4.71K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-23.8K- 8.65% |
$1.97M - $2.62M
|
251K
$29.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.85K- 23.0% |
$236K - $314K
|
9.54K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
17.4K+ 51.95% |
$1.44M - $1.91M
|
50.9K
$6.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-11- 0.14% |
$913 - $1.21K
|
7.94K
$945K
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-35- 0.95% |
$2.9K - $3.85K
|
3.67K
$436K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.29KNew |
$107K - $142K
|
1.29K
$154K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
1.93KNew |
$160K - $212K
|
1.93K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.7K- 13.01% |
$972K - $1.29M
|
78.3K
$9.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.5K+ 87.24% |
$954K - $1.27M
|
24.7K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
58.6K+ 32.05% |
$4.86M - $6.45M
|
241K
$28.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-708- 21.24% |
$58.7K - $78K
|
2.63K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.06KNew |
$171K - $227K
|
2.06K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 29.87% |
$83K - $110K
|
2.35K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.05K+ 3.88% |
$86.7K - $115K
|
28K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.11% |
$2.16K - $2.86K
|
23.9K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
50.2K+ 21.09% |
$4.17M - $5.53M
|
288K
$34.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-12.9K- 16.07% |
$1.07M - $1.42M
|
67.5K
$8.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-294- 6.43% |
$24.4K - $32.4K
|
4.28K
$509K
|