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 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-764- 0.38% |
$63.4K - $84.1K
|
198K
$23.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-92- 2.81% |
$7.63K - $10.1K
|
3.19K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-7.83K- 22.44% |
$649K - $862K
|
27K
$3.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
2.34KNew |
$194K - $258K
|
2.34K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-468- 2.03% |
$38.8K - $51.5K
|
22.6K
$2.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-7.05K- 12.22% |
$585K - $776K
|
50.7K
$6.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-26- 0.5% |
$2.16K - $2.86K
|
5.19K
$618K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
864+ 3.43% |
$71.7K - $95.1K
|
26.1K
$3.1M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
1.79K+ 51.21% |
$149K - $197K
|
5.29K
$630K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
90+ 3.39% |
$7.47K - $9.91K
|
2.74K
$326K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$179K - $237K
|
2.15K
$256K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-49- 0.15% |
$4.07K - $5.39K
|
33.5K
$3.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.83KNew |
$235K - $311K
|
2.83K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$243K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.1K- 6.53% |
$755K - $1M
|
130K
$15.5M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-130K- 10.57% |
$10.8M - $14.3M
|
1.1M
$131M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-418- 2.46% |
$34.7K - $46K
|
16.6K
$1.97M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.71K+ 52.13% |
$142K - $188K
|
4.99K
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-252- 3.22% |
$20.9K - $27.7K
|
7.57K
$901K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-210- 2.29% |
$17.4K - $23.1K
|
8.97K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.5K+ 3.06% |
$207K - $275K
|
84.3K
$10M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
203+ 0.58% |
$16.8K - $22.4K
|
34.9K
$4.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
242+ 6.75% |
$20.1K - $26.6K
|
3.83K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-910- 8.07% |
$75.5K - $100K
|
10.4K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
527+ 11.93% |
$43.7K - $58K
|
4.95K
$589K
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
74+ 0.69% |
$6.14K - $8.15K
|
10.7K
$1.28M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-3.98K- 20.49% |
$331K - $439K
|
15.5K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.25K- 1.46% |
$103K - $137K
|
83.9K
$9.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
487+ 0.95% |
$40.4K - $53.6K
|
51.7K
$6.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
24+ 0.55% |
$1.99K - $2.64K
|
4.42K
$526K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.97KNew |
$164K - $217K
|
1.97K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.09% |
$166 - $220
|
2.19K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-6.99K- 34.94% |
$580K - $770K
|
13K
$1.55M
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-500- 0.84% |
$41.5K - $55.1K
|
59.2K
$7.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-228K- 44.34% |
$18.9M - $25.1M
|
286K
$34M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.06K+ 3526.67% |
$87.8K - $116K
|
1.09K
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
36.7KNew |
$3.04M - $4.04M
|
36.7K
$4.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.25K- 6.77% |
$104K - $138K
|
17.2K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.2KNew |
$183K - $242K
|
2.2K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.91K- 1.3% |
$242K - $321K
|
222K
$26.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
76.5K+ 1.39% |
$6.34M - $8.42M
|
5.57M
$663M
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5- 0.19% |
$415 - $551
|
2.67K
$318K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
90+ 0.53% |
$7.47K - $9.91K
|
17K
$2.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
29.8K+ 15.4% |
$2.47M - $3.28M
|
223K
$26.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-1.1K- 4.78% |
$91.1K - $121K
|
21.9K
$2.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-12K- 31.29% |
$995K - $1.32M
|
26.3K
$3.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.48K+ 4.1% |
$205K - $273K
|
62.8K
$7.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-992- 2.49% |
$82.3K - $109K
|
38.8K
$4.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.43K+ 7.78% |
$285K - $378K
|
47.5K
$5.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-43- 0.61% |
$3.57K - $4.73K
|
6.98K
$831K
|