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 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
680+ 0.44% |
$62.9K - $72.5K
|
155K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
677New |
$62.6K - $72.2K
|
677
$76.5K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
673+ 2.87% |
$62.2K - $71.8K
|
24.1K
$2.72M
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
665+ 17.49% |
$61.5K - $70.9K
|
4.47K
$505K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
654+ 22.31% |
$60.5K - $69.8K
|
3.59K
$405K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
652+ 7.2% |
$60.3K - $69.6K
|
9.71K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
641+ 4.25% |
$59.3K - $68.4K
|
15.7K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
638New |
$59K - $68.1K
|
638
$72.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
625+ 3.56% |
$57.8K - $66.7K
|
18.2K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
611+ 10.83% |
$56.5K - $65.2K
|
6.25K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
602New |
$55.7K - $64.2K
|
602
$68K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
601+ 21.88% |
$55.6K - $64.1K
|
3.35K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
579+ 0.61% |
$53.5K - $61.8K
|
95.7K
$10.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
573+ 26.88% |
$53K - $61.1K
|
2.71K
$306K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
567+ 4.23% |
$52.4K - $60.5K
|
14K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
564+ 238.98% |
$52.1K - $60.2K
|
800
$90.4K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
562+ 10.6% |
$52K - $60K
|
5.87K
$662K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
551+ 6.65% |
$50.9K - $58.8K
|
8.83K
$998K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
550+ 4.51% |
$50.8K - $58.7K
|
12.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
543+ 5.6% |
$50.2K - $57.9K
|
10.2K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
528+ 0.31% |
$48.8K - $56.3K
|
171K
$19.3M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
518+ 4.81% |
$47.9K - $55.3K
|
11.3K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
511+ 6.38% |
$47.2K - $54.5K
|
8.52K
$962K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
511+ 12.72% |
$47.2K - $54.5K
|
4.53K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
505+ 1.69% |
$46.7K - $53.9K
|
30.4K
$3.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
500+ 1.66% |
$46.2K - $53.3K
|
30.7K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
493+ 0.58% |
$45.6K - $52.6K
|
85.1K
$9.62M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
492New |
$45.5K - $52.5K
|
492
$55.6K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
485+ 0.49% |
$44.8K - $51.7K
|
98.6K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
467+ 52.83% |
$43.2K - $49.8K
|
1.35K
$153K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
466+ 6.39% |
$43.1K - $49.7K
|
7.76K
$877K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
463New |
$42.8K - $49.4K
|
463
$52.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
452New |
$41.8K - $48.2K
|
452
$51.1K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
435+ 1.61% |
$40.2K - $46.4K
|
27.4K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
434+ 6.89% |
$40.1K - $46.3K
|
6.73K
$760K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
430+ 45.65% |
$39.8K - $45.9K
|
1.37K
$155K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
424+ 19.51% |
$39.2K - $45.2K
|
2.6K
$293K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
422+ 2.62% |
$39K - $45K
|
16.5K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
420+ 21.65% |
$38.8K - $44.8K
|
2.36K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
415+ 3.79% |
$38.4K - $44.3K
|
11.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
407+ 20.08% |
$37.6K - $43.4K
|
2.43K
$275K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
406+ 0.88% |
$37.5K - $43.3K
|
46.7K
$5.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
403+ 18.58% |
$37.3K - $43K
|
2.57K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
401+ 2.57% |
$37.1K - $42.8K
|
16K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
391New |
$36.1K - $41.7K
|
391
$44.2K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
387+ 12.56% |
$35.8K - $41.3K
|
3.47K
$392K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
384+ 3.67% |
$35.5K - $41K
|
10.8K
$1.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
378+ 13.31% |
$34.9K - $40.3K
|
3.22K
$363K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
369+ 329.46% |
$34.1K - $39.4K
|
481
$54.3K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
353New |
$32.6K - $37.7K
|
353
$39.9K
|