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 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
359+ 1.94% |
$29.8K - $39.5K
|
18.9K
$2.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
355+ 3.1% |
$29.5K - $39.1K
|
11.8K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
353+ 10.53% |
$29.3K - $38.9K
|
3.71K
$441K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
342+ 0.89% |
$28.4K - $37.7K
|
38.6K
$4.6M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
339+ 8.84% |
$28.1K - $37.3K
|
4.18K
$497K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
334+ 1.28% |
$27.7K - $36.8K
|
26.5K
$3.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
332+ 6.71% |
$27.5K - $36.6K
|
5.28K
$628K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
332+ 1.03% |
$27.5K - $36.6K
|
32.4K
$3.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
331New |
$27.5K - $36.4K
|
331
$39.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
329+ 1.22% |
$27.3K - $36.2K
|
27.3K
$3.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
328+ 11.07% |
$27.2K - $36.1K
|
3.29K
$392K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
323+ 1.22% |
$26.8K - $35.6K
|
26.7K
$3.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
319+ 2.02% |
$26.5K - $35.1K
|
16.1K
$1.92M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
305+ 10.4% |
$25.3K - $33.6K
|
3.24K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
304+ 6.4% |
$25.2K - $33.5K
|
5.05K
$601K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
303+ 1.52% |
$25.1K - $33.4K
|
20.3K
$2.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
301+ 0.59% |
$25K - $33.1K
|
51.6K
$6.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
300+ 3.75% |
$24.9K - $33K
|
8.3K
$988K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
298+ 3.24% |
$24.7K - $32.8K
|
9.51K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
294+ 12.08% |
$24.4K - $32.4K
|
2.73K
$325K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
282+ 9.7% |
$23.4K - $31K
|
3.19K
$379K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
276+ 2.11% |
$22.9K - $30.4K
|
13.3K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
270New |
$22.4K - $29.7K
|
270
$32.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
269+ 0.87% |
$22.3K - $29.6K
|
31.1K
$3.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
247+ 5.5% |
$20.5K - $27.2K
|
4.74K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
243+ 0.09% |
$20.2K - $26.8K
|
280K
$33.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
242+ 6.75% |
$20.1K - $26.6K
|
3.83K
$455K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
239+ 5.79% |
$19.8K - $26.3K
|
4.37K
$520K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
232+ 1.87% |
$19.2K - $25.5K
|
12.6K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
228+ 2.61% |
$18.9K - $25.1K
|
8.97K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
225+ 3.74% |
$18.7K - $24.8K
|
6.25K
$743K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
222+ 1.44% |
$18.4K - $24.4K
|
15.7K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
218+ 0.64% |
$18.1K - $24K
|
34K
$4.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
218+ 0.89% |
$18.1K - $24K
|
24.8K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
209+ 2.53% |
$17.3K - $23K
|
8.48K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
206+ 6.81% |
$17.1K - $22.7K
|
3.23K
$384K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
204+ 7.73% |
$16.9K - $22.5K
|
2.84K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
204+ 7.31% |
$16.9K - $22.5K
|
3K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
203+ 0.58% |
$16.8K - $22.4K
|
34.9K
$4.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
202+ 0.97% |
$16.8K - $22.2K
|
21.1K
$2.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
201+ 0.62% |
$16.7K - $22.1K
|
32.7K
$3.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
198+ 8.17% |
$16.4K - $21.8K
|
2.62K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
197+ 10.91% |
$16.3K - $21.7K
|
2K
$238K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
192+ 3.07% |
$15.9K - $21.1K
|
6.45K
$767K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
182New |
$15.1K - $20K
|
182
$21.7K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
163+ 0.35% |
$13.5K - $17.9K
|
46.4K
$5.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 1.41% |
$13.4K - $17.8K
|
11.6K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
161+ 1.05% |
$13.4K - $17.7K
|
15.5K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
158+ 1.83% |
$13.1K - $17.4K
|
8.81K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
150+ 1.14% |
$12.4K - $16.5K
|
13.4K
$1.59M
|