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 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
303+ 1.52% |
$25.1K - $33.4K
|
20.3K
$2.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
140+ 0.92% |
$11.6K - $15.4K
|
15.4K
$1.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
50+ 0.31% |
$4.15K - $5.51K
|
16K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
234K+ 44.21% |
$19.4M - $25.8M
|
763K
$90.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$174K - $231K
|
2.1K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-3- 0.1% |
$249 - $330
|
3.12K
$372K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.74K- 7.34% |
$559K - $742K
|
85.1K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
247+ 5.5% |
$20.5K - $27.2K
|
4.74K
$564K
|
|
|
Aug 12, 2025
Q2 2025
|
Barings LLC
|
BUY
|
- |
212K+ 644.06% |
$17.6M - $23.3M
|
244K
$29.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.36K- 37.1% |
$113K - $150K
|
2.31K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-20- 0.55% |
$1.66K - $2.2K
|
3.59K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-100- 2.3% |
$8.3K - $11K
|
4.24K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-657- 3.74% |
$54.5K - $72.3K
|
16.9K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.33KNew |
$193K - $256K
|
2.33K
$277K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-26.3K- 7.58% |
$2.18M - $2.9M
|
321K
$38.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-53- 0.39% |
$4.4K - $5.84K
|
13.5K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
399+ 1.07% |
$33.1K - $43.9K
|
37.7K
$4.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.01K+ 1.59% |
$167K - $221K
|
128K
$15.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8.91K+ 10.09% |
$739K - $981K
|
97.2K
$11.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
488+ 0.81% |
$40.5K - $53.7K
|
60.4K
$7.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-873- 4.61% |
$72.4K - $96.1K
|
18.1K
$2.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.01KNew |
$167K - $221K
|
2.01K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-60.6K- 87.99% |
$5.03M - $6.67M
|
8.27K
$984K
|
|
|
Aug 12, 2025
Q2 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-5.67K- 8.38% |
$470K - $624K
|
62K
$7.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-300K- 1.59% |
$24.9M - $33.1M
|
18.6M
$2.22B
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
479+ 0.61% |
$39.7K - $52.7K
|
78.6K
$9.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-691- 2.78% |
$57.3K - $76.1K
|
24.2K
$2.88M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.93K- 10.91% |
$160K - $213K
|
15.8K
$1.88M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.56K+ 14.85% |
$296K - $392K
|
27.6K
$3.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.21KNew |
$266K - $353K
|
3.21K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
36K+ 289.76% |
$2.99M - $3.97M
|
48.5K
$5.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-37.1K- 14.18% |
$3.08M - $4.09M
|
225K
$26.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-22K- 4.48% |
$1.82M - $2.42M
|
469K
$55.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-53.9K- 25.09% |
$4.47M - $5.94M
|
161K
$19.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-42K- 37.05% |
$3.49M - $4.63M
|
71.4K
$8.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
763K+ 11334.67% |
$63.3M - $84M
|
770K
$91.6M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.47KNew |
$371K - $493K
|
4.47K
$532K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.1K+ 11.32% |
$174K - $231K
|
20.6K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-102K- 24.42% |
$8.44M - $11.2M
|
315K
$37.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-161- 7.2% |
$13.4K - $17.7K
|
2.08K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.09K- 3.1% |
$90.4K - $120K
|
34.1K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
13.8K+ 15.98% |
$1.15M - $1.52M
|
100K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
381+ 15.74% |
$31.6K - $41.9K
|
2.8K
$333K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-808- 10.39% |
$67K - $89K
|
6.97K
$829K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-425- 2.66% |
$35.3K - $46.8K
|
15.6K
$1.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.54M - $2.05M
|
18.6K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
204+ 7.73% |
$16.9K - $22.5K
|
2.84K
$338K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
177K+ 1093.98% |
$14.7M - $19.5M
|
194K
$23M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.09K+ 3.47% |
$422K - $560K
|
152K
$18M
|