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 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.05KNew |
$170K - $225K
|
2.05K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
2.03KNew |
$169K - $224K
|
2.03K
$230K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.03KNew |
$169K - $224K
|
2.03K
$230K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.99KNew |
$165K - $220K
|
1.99K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.99KNew |
$165K - $219K
|
1.99K
$225K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.94KNew |
$161K - $213K
|
1.94K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$218K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.92KNew |
$159K - $211K
|
1.92K
$217K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.91KNew |
$159K - $211K
|
1.91K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.91KNew |
$158K - $210K
|
1.91K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.9KNew |
$157K - $209K
|
1.9K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.9K+ 5.86% |
$157K - $209K
|
34.2K
$3.87M
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.9KNew |
$157K - $209K
|
1.9K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.88KNew |
$156K - $207K
|
1.88K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$210K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
1.85KNew |
$154K - $204K
|
1.85K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.85KNew |
$153K - $203K
|
1.85K
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.84KNew |
$153K - $203K
|
1.84K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.84KNew |
$152K - $202K
|
1.84K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.83K+ 0.83% |
$152K - $201K
|
222K
$25M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$152K - $201K
|
1.83K
$206K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.8K+ 8.78% |
$149K - $198K
|
22.3K
$2.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.75K+ 5.78% |
$145K - $193K
|
32.1K
$3.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.67K+ 39.95% |
$138K - $184K
|
5.84K
$660K
|
|
|
Jul 23, 2025
Q2 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
1.55K+ 3.11% |
$129K - $171K
|
51.4K
$5.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.46K+ 5.29% |
$121K - $161K
|
29.1K
$3.29M
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.43K+ 28.56% |
$119K - $158K
|
6.45K
$729K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.39K+ 47.21% |
$115K - $153K
|
4.33K
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.34K+ 202.88% |
$111K - $147K
|
2K
$226K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.31K+ 7.66% |
$108K - $144K
|
18.4K
$2.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.29K+ 0.76% |
$107K - $142K
|
171K
$19.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.29K+ 24.52% |
$107K - $142K
|
6.54K
$738K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.24K+ 21.99% |
$103K - $137K
|
6.89K
$778K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 56.53% |
$102K - $135K
|
3.4K
$384K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.22K+ 10.48% |
$101K - $134K
|
12.8K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.21K+ 25.32% |
$101K - $134K
|
6K
$678K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.19K+ 51.47% |
$98.5K - $131K
|
3.49K
$395K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.16K+ 15.16% |
$96.2K - $128K
|
8.81K
$995K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.14K+ 7.83% |
$94.7K - $126K
|
15.7K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.13KNew |
$93.8K - $125K
|
1.13K
$128K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.04KNew |
$86.6K - $115K
|
1.04K
$118K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.03K+ 0.88% |
$85.2K - $113K
|
117K
$13.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.02K+ 1.93% |
$84.5K - $112K
|
53.9K
$6.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1K+ 3.41% |
$83.2K - $110K
|
30.5K
$3.44M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
953+ 0.95% |
$79.1K - $105K
|
101K
$11.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
941+ 4.13% |
$78.1K - $104K
|
23.7K
$2.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
904+ 11.92% |
$75K - $99.5K
|
8.49K
$958K
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
874+ 4.9% |
$72.5K - $96.2K
|
18.7K
$2.11M
|