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
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
498+ 5.94% |
$41.3K - $54.8K
|
8.88K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-77- 0.17% |
$6.39K - $8.48K
|
45.3K
$5.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
74+ 15.38% |
$6.14K - $8.15K
|
555
$66K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.75K- 41.62% |
$311K - $413K
|
5.26K
$626K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.03K+ 29.7% |
$85.4K - $113K
|
4.5K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.17K- 2.17% |
$595K - $789K
|
323K
$38.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-25- 0.34% |
$2.07K - $2.75K
|
7.43K
$884K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
SELL
|
- |
-1.14K- 1.8% |
$94.3K - $125K
|
62.1K
$7.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-3.08K- 16.35% |
$255K - $339K
|
15.8K
$1.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.02KNew |
$168K - $223K
|
2.02K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.16% |
$83 - $110
|
87
$10.4K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
150+ 1.14% |
$12.4K - $16.5K
|
13.4K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.1K+ 475.51% |
$922K - $1.22M
|
13.4K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.2KNew |
$265K - $352K
|
3.2K
$381K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
270New |
$22.4K - $29.7K
|
270
$32.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.5K- 8.67% |
$373K - $495K
|
47.4K
$5.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32.7K- 6.84% |
$2.71M - $3.6M
|
446K
$53.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-21.9K- 19.01% |
$1.82M - $2.41M
|
93.5K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-12.4K- 13.1% |
$1.03M - $1.37M
|
82.3K
$9.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.85K+ 5.26% |
$236K - $313K
|
57K
$6.78M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-40- 4.98% |
$3.32K - $4.4K
|
764
$90.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-3.94K- 1.13% |
$327K - $433K
|
343K
$40.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.68K+ 28.05% |
$222K - $295K
|
12.2K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-280- 1.37% |
$23.2K - $30.8K
|
20.2K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
77.8K+ 4.19% |
$6.46M - $8.57M
|
1.93M
$230M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-15.2K- 7.81% |
$1.26M - $1.68M
|
180K
$21.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.74K- 3.25% |
$144K - $192K
|
51.9K
$6.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 11.05% |
$107K - $142K
|
10.4K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$166 - $220
|
1.6K
$191K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-231- 1.41% |
$19.2K - $25.4K
|
16.2K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-26- 0.62% |
$2.16K - $2.86K
|
4.18K
$497K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-702- 28.27% |
$58.2K - $77.3K
|
1.78K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27.4K+ 4.13% |
$2.27M - $3.02M
|
692K
$82.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
31.3K+ 19.0% |
$2.6M - $3.45M
|
196K
$23.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-539- 3.05% |
$44.7K - $59.3K
|
17.1K
$2.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4KNew |
$332K - $440K
|
4K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96.7K+ 5.43% |
$8.02M - $10.6M
|
1.88M
$223M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-726- 1.58% |
$60.2K - $79.9K
|
45.2K
$5.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
115K+ 346.07% |
$9.58M - $12.7M
|
149K
$17.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.22K- 6.73% |
$267K - $354K
|
44.6K
$5.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-9.74K- 5.3% |
$808K - $1.07M
|
174K
$20.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.7K- 8.02% |
$1.3M - $1.73M
|
180K
$21.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.57K- 9.52% |
$296K - $393K
|
34K
$4.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-117K- 95.8% |
$9.71M - $12.9M
|
5.13K
$610K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
594+ 3.65% |
$49.3K - $65.4K
|
16.9K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.62K- 10.57% |
$134K - $178K
|
13.7K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.31K+ 6.32% |
$191K - $254K
|
38.8K
$4.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.28KNew |
$189K - $250K
|
2.28K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47.7K+ 14.17% |
$3.96M - $5.25M
|
384K
$45.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
49+ 1.55% |
$4.07K - $5.39K
|
3.2K
$381K
|