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 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
8.02K+ 0.29% |
$665K - $882K
|
2.79M
$332M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
7.86KNew |
$652K - $865K
|
7.86K
$935K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
7.81K+ 3.51% |
$648K - $860K
|
230K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
7.76K+ 187.5% |
$644K - $854K
|
11.9K
$1.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
7.69K+ 141.58% |
$638K - $847K
|
13.1K
$1.56M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.68K+ 281.21% |
$637K - $845K
|
10.4K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
7.24K+ 0.67% |
$601K - $797K
|
1.08M
$129M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
7.2K+ 2.02% |
$598K - $793K
|
364K
$43.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
7.13K+ 0.63% |
$591K - $784K
|
1.14M
$135M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
7.05K+ 300.51% |
$585K - $776K
|
9.4K
$1.12M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.05K+ 31.15% |
$585K - $776K
|
29.7K
$3.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.98K+ 54.98% |
$579K - $769K
|
19.7K
$2.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.94K+ 5.84% |
$575K - $764K
|
126K
$15M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.94K+ 2.84% |
$575K - $764K
|
251K
$29.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
6.93K+ 64.45% |
$575K - $763K
|
17.7K
$2.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6.93K+ 15.56% |
$575K - $763K
|
51.5K
$6.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.76K+ 114.01% |
$561K - $744K
|
12.7K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.75K+ 17.76% |
$560K - $743K
|
44.8K
$5.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.68K+ 0.74% |
$554K - $736K
|
914K
$109M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.67KNew |
$554K - $735K
|
6.67K
$794K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
6.66K+ 6.27% |
$552K - $733K
|
113K
$13.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
6.61K+ 33.93% |
$548K - $727K
|
26.1K
$3.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Valpey Financial Services, LLC
Concord, NH |
BUY
|
- |
6.58KNew |
$546K - $724K
|
6.58K
$783K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
6.28K+ 16.42% |
$521K - $691K
|
44.5K
$5.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.25K+ 8.14% |
$519K - $688K
|
83K
$9.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
6.17K+ 8.05% |
$512K - $680K
|
82.8K
$9.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.16K+ 7.29% |
$511K - $678K
|
90.7K
$10.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.1KNew |
$506K - $671K
|
6.1K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
5.8K+ 10.23% |
$481K - $639K
|
62.5K
$7.44M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
5.79KNew |
$480K - $637K
|
5.79K
$689K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
5.78KNew |
$480K - $637K
|
5.78K
$688K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
5.77K+ 12.07% |
$478K - $635K
|
53.5K
$6.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.69KNew |
$472K - $627K
|
5.69K
$677K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
5.5K+ 1.1% |
$457K - $606K
|
507K
$60.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.45KNew |
$452K - $600K
|
5.45K
$649K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.37K+ 633.25% |
$445K - $591K
|
6.22K
$740K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.25KNew |
$435K - $578K
|
5.25K
$624K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.09K+ 3.47% |
$422K - $560K
|
152K
$18M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
5.07KNew |
$421K - $559K
|
5.07K
$604K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
5.06KNew |
$420K - $557K
|
5.06K
$602K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.06K+ 13.39% |
$419K - $557K
|
42.8K
$5.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.04K+ 75.21% |
$418K - $555K
|
11.7K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.03K+ 6.74% |
$417K - $553K
|
79.6K
$9.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.92KNew |
$408K - $541K
|
4.92K
$585K
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.88KNew |
$405K - $537K
|
4.88K
$580K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.87KNew |
$404K - $536K
|
4.87K
$579K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.86K+ 12.52% |
$403K - $535K
|
43.7K
$5.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.79K+ 4.19% |
$397K - $527K
|
119K
$14.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$390K - $518K
|
4.7K
$560K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
4.64K+ 2.8% |
$385K - $510K
|
170K
$20.3M
|