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 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4.37K- 3.65% |
$404K - $466K
|
115K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
6.45K+ 37.3% |
$597K - $689K
|
23.8K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.33K+ 151.89% |
$123K - $142K
|
2.2K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-5.31K- 50.09% |
$491K - $567K
|
5.29K
$548K
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-3.75K- 1.88% |
$347K - $400K
|
196K
$20.3M
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-738- 0.59% |
$68.2K - $78.7K
|
124K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
53.9K+ 20.63% |
$4.98M - $5.75M
|
315K
$32.6M
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.3K- 39.78% |
$213K - $245K
|
3.48K
$361K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.3K- 2.96% |
$5.02M - $5.79M
|
1.78M
$184M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-468- 9.03% |
$43.3K - $49.9K
|
4.72K
$489K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5K+ 2.9% |
$462K - $533K
|
178K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
102New |
$9.43K - $10.9K
|
102
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-12K- 4.63% |
$1.11M - $1.28M
|
247K
$25.6M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.52K+ 2.74% |
$141K - $162K
|
57K
$5.91M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
3.08K+ 741.11% |
$285K - $329K
|
3.5K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.6K+ 0.25% |
$1.26M - $1.45M
|
5.49M
$569M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-18.4K- 35.95% |
$1.7M - $1.97M
|
32.9K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147K+ 4.35% |
$13.6M - $15.7M
|
3.53M
$366M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-240- 3.29% |
$22.2K - $25.6K
|
7.05K
$730K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-415- 1.03% |
$38.4K - $44.3K
|
39.8K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-1.1K- 2.86% |
$102K - $117K
|
37.3K
$3.87M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
895+ 0.72% |
$82.7K - $95.5K
|
126K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.79K+ 1.24% |
$166K - $191K
|
146K
$15.1M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-282- 1.47% |
$26.1K - $30.1K
|
18.9K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
20+ 0.62% |
$1.85K - $2.13K
|
3.25K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
8+ 0.09% |
$740 - $854
|
9.22K
$955K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.9K+ 45.7% |
$730K - $843K
|
25.2K
$2.61M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-213- 0.41% |
$19.7K - $22.7K
|
52.2K
$5.41M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
28+ 8.54% |
$2.59K - $2.99K
|
356
$36.9K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.2K+ 7.18% |
$850K - $981K
|
137K
$14.2M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.37K- 12.97% |
$127K - $146K
|
9.18K
$951K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.1K+ 4.86% |
$101K - $117K
|
23.6K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.23K- 9.68% |
$576K - $664K
|
58.1K
$6.02M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
10.7K+ 27.35% |
$990K - $1.14M
|
49.9K
$5.16M
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.84K- 0.56% |
$262K - $302K
|
501K
$51.9M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
387+ 12.56% |
$35.8K - $41.3K
|
3.47K
$359K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-963- 1.08% |
$89K - $103K
|
88.3K
$9.15M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 29.46% |
$1.07M - $1.24M
|
50.9K
$5.27M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-39.9K- 81.62% |
$3.69M - $4.26M
|
8.99K
$931K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
BUY
|
- |
770+ 11.27% |
$71.2K - $82.2K
|
7.6K
$787K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$92.5 - $107
|
3.67K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
252K+ 3909.64% |
$23.3M - $26.9M
|
259K
$26.8M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.65K+ 1.22% |
$800K - $923K
|
718K
$74.4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
256+ 3.48% |
$23.7K - $27.3K
|
7.62K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-238- 1.38% |
$22K - $25.4K
|
17K
$1.76M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-104- 0.8% |
$9.61K - $11.1K
|
12.9K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.29K+ 2.39% |
$211K - $244K
|
97.9K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-57- 0.22% |
$5.27K - $6.08K
|
25.8K
$2.67M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
697+ 2.21% |
$64.4K - $74.4K
|
32.3K
$3.34M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.2K- 28.89% |
$111K - $128K
|
2.94K
$305K
|