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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
689+ 10.35% |
$57.2K - $75.9K
|
7.35K
$874K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
684+ 0.66% |
$56.7K - $75.3K
|
105K
$12.5M
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
656+ 5.7% |
$54.4K - $72.2K
|
12.2K
$1.45M
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
637+ 23.14% |
$52.8K - $70.1K
|
3.39K
$403K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
618+ 3.78% |
$51.3K - $68K
|
17K
$2.02M
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
617+ 5.67% |
$51.2K - $67.9K
|
11.5K
$1.37M
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
600+ 14.39% |
$49.8K - $66.1K
|
4.77K
$568K
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
594+ 3.65% |
$49.3K - $65.4K
|
16.9K
$2.01M
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
591+ 1.86% |
$49K - $65.1K
|
32.4K
$3.86M
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
572+ 1.86% |
$47.5K - $63K
|
31.3K
$3.73M
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
549+ 11.36% |
$45.5K - $60.4K
|
5.38K
$641K
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
547+ 2.95% |
$45.4K - $60.2K
|
19.1K
$2.27M
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
546+ 2.31% |
$45.3K - $60.1K
|
24.2K
$2.88M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
543+ 5.51% |
$45K - $59.8K
|
10.4K
$1.24M
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
538+ 5.27% |
$44.6K - $59.2K
|
10.7K
$1.28M
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
532+ 18.28% |
$44.1K - $58.6K
|
3.44K
$410K
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
528+ 1.74% |
$43.8K - $58.1K
|
30.9K
$3.68M
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
527+ 11.93% |
$43.7K - $58K
|
4.95K
$589K
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
518+ 51800.0% |
$43K - $57K
|
519
$61.8K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
512+ 80.25% |
$42.5K - $56.4K
|
1.15K
$137K
|
|
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
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
488+ 0.81% |
$40.5K - $53.7K
|
60.4K
$7.19M
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
487+ 0.95% |
$40.4K - $53.6K
|
51.7K
$6.15M
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
485+ 9.11% |
$40.2K - $53.4K
|
5.81K
$691K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
484+ 0.05% |
$40.2K - $53.3K
|
985K
$117M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
483+ 7.38% |
$40.1K - $53.2K
|
7.03K
$836K
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
480+ 2.9% |
$39.8K - $52.8K
|
17K
$2.03M
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
479+ 0.61% |
$39.7K - $52.7K
|
78.6K
$9.36M
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
457New |
$37.9K - $50.3K
|
457
$54.4K
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
451+ 7.64% |
$37.4K - $49.7K
|
6.36K
$757K
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
450+ 5.27% |
$37.3K - $49.5K
|
8.99K
$1.07M
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
445+ 6.18% |
$36.9K - $49K
|
7.65K
$910K
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
434+ 7.48% |
$36K - $47.8K
|
6.24K
$742K
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
432+ 0.64% |
$35.8K - $47.6K
|
68.1K
$8.11M
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
421+ 6.09% |
$34.9K - $46.4K
|
7.33K
$873K
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
421+ 16.81% |
$34.9K - $46.4K
|
2.93K
$348K
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
421+ 19.55% |
$34.9K - $46.4K
|
2.58K
$306K
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
420+ 3.29% |
$34.8K - $46.2K
|
13.2K
$1.57M
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
418+ 8.81% |
$34.7K - $46K
|
5.16K
$614K
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
416+ 13.25% |
$34.5K - $45.8K
|
3.56K
$423K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
413+ 268.18% |
$34.3K - $45.5K
|
567
$67.5K
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
408+ 18.84% |
$33.8K - $44.9K
|
2.57K
$306K
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$33.2K - $44K
|
400
$47.6K
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
399+ 1.07% |
$33.1K - $43.9K
|
37.7K
$4.49M
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
381+ 15.74% |
$31.6K - $41.9K
|
2.8K
$333K
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
380+ 0.66% |
$31.5K - $41.8K
|
57.9K
$6.89M
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
368+ 1.76% |
$30.5K - $40.5K
|
21.3K
$2.53M
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
367+ 655.36% |
$30.4K - $40.4K
|
423
$50.3K
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
365+ 5.18% |
$30.3K - $40.2K
|
7.42K
$883K
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
360+ 1.36% |
$29.9K - $39.6K
|
26.8K
$3.19M
|