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 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5.18K- 28.48% |
$479K - $552K
|
13K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.12K+ 8.8% |
$473K - $546K
|
63.2K
$6.55M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-25.4K- 6.8% |
$2.34M - $2.71M
|
347K
$36M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.68K+ 47.04% |
$710K - $819K
|
24K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
64.2K+ 40.05% |
$5.93M - $6.84M
|
224K
$23.2M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
35.2KNew |
$3.25M - $3.76M
|
35.2K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.14K- 5.55% |
$198K - $228K
|
36.5K
$3.78M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-48- 0.3% |
$4.44K - $5.12K
|
16K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-627- 0.79% |
$58K - $66.9K
|
78.6K
$8.14M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-196- 8.43% |
$18.1K - $20.9K
|
2.13K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
880+ 4.73% |
$81.4K - $93.9K
|
19.5K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-5- 0.03% |
$462 - $533
|
14.7K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.6K- 6.02% |
$1.63M - $1.88M
|
274K
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-3.07K- 13.06% |
$284K - $327K
|
20.4K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Progressive Investment Management Corp
|
SELL
|
- |
-400- 2.78% |
$37K - $42.7K
|
14K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-598- 2.58% |
$55.3K - $63.8K
|
22.6K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
550+ 4.51% |
$50.8K - $58.7K
|
12.7K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.8K- 1.68% |
$166K - $192K
|
105K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-6- 0.1% |
$555 - $640
|
6.18K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 6.04% |
$2.79M - $3.22M
|
529K
$54.8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-17.6K- 5.72% |
$1.63M - $1.88M
|
290K
$30.1M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
602New |
$55.7K - $64.2K
|
602
$62.4K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
435+ 1.61% |
$40.2K - $46.4K
|
27.4K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
11K+ 3.18% |
$1.02M - $1.17M
|
357K
$37M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-41.4K- 3.26% |
$3.83M - $4.42M
|
1.23M
$127M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
233+ 0.19% |
$21.5K - $24.9K
|
124K
$12.9M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$92.5 - $107
|
1.06K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.1K- 6.29% |
$1.12M - $1.29M
|
180K
$18.7M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-45K- 34.26% |
$4.16M - $4.8M
|
86.4K
$8.95M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-156K- 3.46% |
$14.4M - $16.6M
|
4.34M
$450M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-700- 5.38% |
$64.7K - $74.7K
|
12.3K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
2+ 0.04% |
$185 - $213
|
4.83K
$501K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
2.02K+ 5.42% |
$186K - $215K
|
39.2K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.52K+ 4.94% |
$233K - $269K
|
53.6K
$5.55M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-299K- 3.23% |
$27.6M - $31.9M
|
8.95M
$927M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2+ 0.01% |
$185 - $213
|
20K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.03% |
$1.02K - $1.17K
|
34.3K
$3.55M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
13.5K+ 5.39% |
$1.25M - $1.44M
|
263K
$27.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.08K+ 0.28% |
$192K - $222K
|
735K
$76.1M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-36- 0.07% |
$3.33K - $3.84K
|
54.1K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.26K+ 6.92% |
$764K - $881K
|
128K
$13.2M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-64- 1.16% |
$5.92K - $6.83K
|
5.43K
$563K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
229+ 5.27% |
$21.2K - $24.4K
|
4.57K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-122- 3.93% |
$11.3K - $13K
|
2.98K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-959- 6.94% |
$88.7K - $102K
|
12.9K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.57K+ 123.14% |
$792K - $914K
|
15.5K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.03% |
$185 - $213
|
5.72K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-255- 7.17% |
$23.6K - $27.2K
|
3.3K
$342K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
115K+ 1.65% |
$10.6M - $12.3M
|
7.09M
$734M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 2.03% |
$4.16K - $4.8K
|
2.17K
$225K
|