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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
81.1K+ 770.17% |
$6.73M - $8.93M
|
91.6K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
77.9KNew |
$6.46M - $8.58M
|
77.9K
$8.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
64.4K+ 193.91% |
$5.35M - $7.09M
|
97.7K
$11M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
55.5KNew |
$4.6M - $6.11M
|
55.5K
$6.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
48.8K+ 75.18% |
$4.05M - $5.38M
|
114K
$12.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
37.6K+ 17.82% |
$3.12M - $4.14M
|
249K
$28.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
32.1K+ 69.64% |
$2.66M - $3.53M
|
78.2K
$8.83M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
30.2KNew |
$2.51M - $3.33M
|
30.2K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
29.1K+ 25.29% |
$2.41M - $3.2M
|
144K
$16.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
25.7K+ 5.72% |
$2.14M - $2.83M
|
476K
$53.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
25.4K+ 9.83% |
$2.11M - $2.8M
|
284K
$32.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
21.4K+ 7.89% |
$1.78M - $2.36M
|
293K
$33.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.6K+ 7.2% |
$1.54M - $2.04M
|
276K
$31.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16.4K+ 12.84% |
$1.36M - $1.8M
|
144K
$16.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
16.3K+ 81.09% |
$1.35M - $1.79M
|
36.3K
$4.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
14.2K+ 6.16% |
$1.18M - $1.57M
|
246K
$27.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
14.1K+ 1.67% |
$1.17M - $1.55M
|
860K
$97.1M
|
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
11K+ 162.85% |
$911K - $1.21M
|
17.7K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.9K+ 84.46% |
$903K - $1.2M
|
23.8K
$2.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.6K+ 142.27% |
$877K - $1.16M
|
18K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.4KNew |
$859K - $1.14M
|
10.4K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10KNew |
$832K - $1.1M
|
10K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
9.96KNew |
$826K - $1.1M
|
9.96K
$1.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.54K+ 163.8% |
$791K - $1.05M
|
15.4K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.5KNew |
$788K - $1.05M
|
9.5K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
9.44K+ 73.72% |
$783K - $1.04M
|
22.2K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
9.39KNew |
$779K - $1.03M
|
9.39K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.91K+ 1.47% |
$739K - $980K
|
616K
$69.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.63K+ 38.07% |
$716K - $950K
|
31.3K
$3.54M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
8.55K+ 234.52% |
$710K - $942K
|
12.2K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.86KNew |
$652K - $865K
|
7.86K
$887K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.81K+ 3.51% |
$648K - $860K
|
230K
$26M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.05K+ 300.51% |
$585K - $776K
|
9.4K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.93K+ 64.45% |
$575K - $763K
|
17.7K
$2M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6.93K+ 15.56% |
$575K - $763K
|
51.5K
$5.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
6.66K+ 6.27% |
$552K - $733K
|
113K
$12.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.58KNew |
$546K - $724K
|
6.58K
$743K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6.28K+ 16.42% |
$521K - $691K
|
44.5K
$5.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.78KNew |
$480K - $637K
|
5.78K
$653K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.37K+ 633.25% |
$445K - $591K
|
6.22K
$702K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.25KNew |
$435K - $578K
|
5.25K
$593K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.06K+ 13.39% |
$419K - $557K
|
42.8K
$4.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.04K+ 75.21% |
$418K - $555K
|
11.7K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.86K+ 12.52% |
$403K - $535K
|
43.7K
$4.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$390K - $518K
|
4.7K
$531K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.64K+ 2.8% |
$385K - $510K
|
170K
$19.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.52K+ 4.2% |
$375K - $498K
|
112K
$12.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
4.38KNew |
$364K - $483K
|
4.38K
$495K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.28K+ 59.64% |
$355K - $471K
|
11.4K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.25K+ 1.18% |
$352K - $468K
|
363K
$41.1M
|