Latest Institutional Purchases of Ishares S&P 500 Growth ETF (IVW)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.35M+ 5.14% |
$217M - $251M
|
48.1M
$4.99B
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
1.81M+ 4023.57% |
$168M - $193M
|
1.86M
$193M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
989K+ 5.51% |
$91.4M - $106M
|
18.9M
$1.97B
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
747K+ 192.5% |
$69.1M - $79.7M
|
1.14M
$118M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
710KNew |
$65.6M - $75.7M
|
710K
$73.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
653K+ 16.98% |
$60.3M - $69.6M
|
4.5M
$467M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
624K+ 341.55% |
$57.6M - $66.5M
|
806K
$83.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
489K+ 59.07% |
$45.2M - $52.1M
|
1.32M
$137M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
364K+ 1083.41% |
$33.7M - $38.9M
|
398K
$41.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
333K+ 184.34% |
$30.8M - $35.5M
|
513K
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
309K+ 0.95% |
$28.6M - $33M
|
32.9M
$3.42B
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
283K+ 9.33% |
$26.2M - $30.2M
|
3.32M
$345M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
280K+ 4.4% |
$25.9M - $29.9M
|
6.64M
$689M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
273K+ 1.47% |
$25.2M - $29.1M
|
18.8M
$1.95B
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
253K+ 7.89% |
$23.4M - $27M
|
3.47M
$360M
|
|
|
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 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
241K+ 89.37% |
$22.2M - $25.7M
|
510K
$52.9M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
204KNew |
$18.9M - $21.8M
|
204K
$21.2M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
192K+ 253.38% |
$17.7M - $20.5M
|
268K
$27.8M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
179KNew |
$16.6M - $19.1M
|
179K
$18.6M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
172K+ 11.91% |
$15.9M - $18.4M
|
1.62M
$168M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
166KNew |
$15.3M - $17.7M
|
166K
$17.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
165K+ 93.1% |
$15.3M - $17.7M
|
343K
$35.6M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
164K+ 214.17% |
$15.2M - $17.5M
|
241K
$25M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
153K+ 14.88% |
$14.1M - $16.3M
|
1.18M
$122M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
150K+ 273.1% |
$13.8M - $16M
|
204K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
149K+ 8.02% |
$13.8M - $15.9M
|
2.01M
$208M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
147K+ 4.35% |
$13.6M - $15.7M
|
3.53M
$367M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
146K+ 732.3% |
$13.5M - $15.6M
|
166K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
138KNew |
$12.8M - $14.7M
|
138K
$14.3M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
136K+ 58.68% |
$12.6M - $14.6M
|
369K
$38.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
134K+ 1832.15% |
$12.4M - $14.3M
|
141K
$14.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
126K+ 74.33% |
$11.7M - $13.5M
|
296K
$30.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
125K+ 3.29% |
$11.6M - $13.4M
|
3.94M
$409M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
115K+ 1.65% |
$10.6M - $12.3M
|
7.09M
$736M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
109K+ 71.62% |
$10.1M - $11.6M
|
261K
$27.1M
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
102K+ 74.85% |
$9.42M - $10.9M
|
238K
$24.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
92.5K+ 4.89% |
$8.55M - $9.87M
|
1.98M
$206M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91.4K+ 32.96% |
$8.45M - $9.75M
|
369K
$38.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
91KNew |
$8.41M - $9.7M
|
91K
$9.44M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
88.2K+ 58.27% |
$8.16M - $9.41M
|
240K
$24.9M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
85.8K+ 11.93% |
$7.93M - $9.15M
|
805K
$83.6M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
85.3K+ 2.73% |
$7.89M - $9.1M
|
3.21M
$334M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
84.5K+ 9.37% |
$7.82M - $9.02M
|
987K
$102M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
82.8K+ 39.66% |
$7.65M - $8.83M
|
291K
$30.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
82.2K+ 14.26% |
$7.6M - $8.77M
|
659K
$68.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
80.2K+ 28.45% |
$7.41M - $8.55M
|
362K
$37.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
79.7K+ 13.64% |
$7.37M - $8.51M
|
664K
$69M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
75.8K+ 43.45% |
$7.01M - $8.09M
|
250K
$26M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
75.1K+ 196.12% |
$6.94M - $8.01M
|
113K
$11.8M
|