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 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.3K- 14.68% |
$191K - $253K
|
13.4K
$1.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.54K+ 163.8% |
$791K - $1.05M
|
15.4K
$1.73M
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-298- 2.32% |
$24.7K - $32.8K
|
12.6K
$1.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-193- 40.98% |
$16K - $21.2K
|
278
$31.4K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-164- 13.14% |
$13.6K - $18.1K
|
1.08K
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$218K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-3K- 9.68% |
$249K - $330K
|
28K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2- 0.03% |
$166 - $220
|
5.99K
$676K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.46K- 2.39% |
$121K - $161K
|
59.7K
$6.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
13+ 0.38% |
$1.08K - $1.43K
|
3.44K
$389K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.03K+ 0.88% |
$85.2K - $113K
|
117K
$13.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
810+ 27.61% |
$67.2K - $89.2K
|
3.74K
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.34K+ 202.88% |
$111K - $147K
|
2K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-22- 0.21% |
$1.83K - $2.42K
|
10.6K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
30.2KNew |
$2.51M - $3.33M
|
30.2K
$3.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
222+ 1.44% |
$18.4K - $24.4K
|
15.7K
$1.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2+ 0.02% |
$166 - $220
|
9.71K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.83K+ 0.83% |
$152K - $201K
|
222K
$25M
|
|
|
Jul 16, 2025
Q2 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-393- 11.75% |
$32.6K - $43.3K
|
2.95K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.13% |
$581 - $771
|
5.3K
$598K
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-9- 0.38% |
$747 - $991
|
2.39K
$270K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.07% |
$249 - $330
|
4.28K
$483K
|
|
|
Jul 15, 2025
Q2 2025
|
Kwmg, LLC
|
BUY
|
- |
2.48K+ 1.02% |
$206K - $273K
|
245K
$27.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.05% |
$498 - $661
|
11K
$1.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.06K+ 13.39% |
$419K - $557K
|
42.8K
$4.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2+ 0.03% |
$166 - $220
|
7.91K
$893K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
48+ 1.85% |
$3.98K - $5.28K
|
2.64K
$298K
|
|
|
Jul 15, 2025
Q2 2025
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-396- 8.42% |
$32.9K - $43.6K
|
4.31K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
22+ 0.55% |
$1.83K - $2.42K
|
4.05K
$457K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
14.1K+ 1.67% |
$1.17M - $1.55M
|
860K
$97.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
334+ 1.28% |
$27.7K - $36.8K
|
26.5K
$2.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.9K- 1.48% |
$907K - $1.2M
|
727K
$82.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.22K- 0.49% |
$101K - $134K
|
248K
$28M
|
|
|
Jul 15, 2025
Q2 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-10- 0.13% |
$830 - $1.1K
|
7.63K
$862K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-193- 0.31% |
$16K - $21.2K
|
62K
$7.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-671- 11.74% |
$55.7K - $73.9K
|
5.04K
$570K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-2.25K- 6.96% |
$187K - $248K
|
30.1K
$3.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.73K- 4.87% |
$641K - $851K
|
151K
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-28- 1.21% |
$2.32K - $3.08K
|
2.29K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-157K- 65.15% |
$13M - $17.3M
|
83.9K
$9.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
14.2K+ 6.16% |
$1.18M - $1.57M
|
246K
$27.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.07% |
$332 - $440
|
6.12K
$691K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.35KNew |
$195K - $259K
|
2.35K
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20.9K- 55.28% |
$1.73M - $2.3M
|
16.9K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-787- 3.37% |
$65.3K - $86.6K
|
22.6K
$2.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.63K+ 38.07% |
$716K - $950K
|
31.3K
$3.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-924- 1.53% |
$76.7K - $102K
|
59.3K
$6.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-32K- 90.36% |
$2.65M - $3.52M
|
3.41K
$386K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.29K- 21.85% |
$273K - $362K
|
11.8K
$1.33M
|