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 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
834+ 0.47% |
$69.2K - $91.8K
|
178K
$20.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
832+ 69.39% |
$69K - $91.6K
|
2.03K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
810+ 27.61% |
$67.2K - $89.2K
|
3.74K
$423K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
729+ 16.32% |
$60.5K - $80.3K
|
5.2K
$587K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
695New |
$57.7K - $76.5K
|
695
$78.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
684+ 0.66% |
$56.7K - $75.3K
|
105K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
656+ 5.7% |
$54.4K - $72.2K
|
12.2K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
637+ 23.14% |
$52.8K - $70.1K
|
3.39K
$383K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
618+ 3.78% |
$51.3K - $68K
|
17K
$1.92M
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
591+ 1.86% |
$49K - $65.1K
|
32.4K
$3.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
549+ 11.36% |
$45.5K - $60.4K
|
5.38K
$608K
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
547+ 2.95% |
$45.4K - $60.2K
|
19.1K
$2.15M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
543+ 5.51% |
$45K - $59.8K
|
10.4K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
532+ 18.28% |
$44.1K - $58.6K
|
3.44K
$389K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
483+ 7.38% |
$40.1K - $53.2K
|
7.03K
$794K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
480+ 2.9% |
$39.8K - $52.8K
|
17K
$1.93M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
450+ 5.27% |
$37.3K - $49.5K
|
8.99K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
432+ 0.64% |
$35.8K - $47.6K
|
68.1K
$7.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
421+ 19.55% |
$34.9K - $46.4K
|
2.58K
$291K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
420+ 3.29% |
$34.8K - $46.2K
|
13.2K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
418+ 8.81% |
$34.7K - $46K
|
5.16K
$583K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
416+ 13.25% |
$34.5K - $45.8K
|
3.56K
$402K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
367+ 655.36% |
$30.4K - $40.4K
|
423
$47.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
353+ 10.53% |
$29.3K - $38.9K
|
3.71K
$418K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
339+ 8.84% |
$28.1K - $37.3K
|
4.18K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
334+ 1.28% |
$27.7K - $36.8K
|
26.5K
$2.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
332+ 1.03% |
$27.5K - $36.6K
|
32.4K
$3.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
331New |
$27.5K - $36.4K
|
331
$37.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
323+ 1.22% |
$26.8K - $35.6K
|
26.7K
$3.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
319+ 2.02% |
$26.5K - $35.1K
|
16.1K
$1.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
305+ 10.4% |
$25.3K - $33.6K
|
3.24K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
298+ 3.24% |
$24.7K - $32.8K
|
9.51K
$1.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
282+ 9.7% |
$23.4K - $31K
|
3.19K
$360K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
232+ 1.87% |
$19.2K - $25.5K
|
12.6K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
228+ 2.61% |
$18.9K - $25.1K
|
8.97K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
225+ 3.74% |
$18.7K - $24.8K
|
6.25K
$706K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
222+ 1.44% |
$18.4K - $24.4K
|
15.7K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
218+ 0.89% |
$18.1K - $24K
|
24.8K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
206+ 6.81% |
$17.1K - $22.7K
|
3.23K
$365K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
202+ 0.97% |
$16.8K - $22.2K
|
21.1K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
197+ 10.91% |
$16.3K - $21.7K
|
2K
$226K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
192+ 3.07% |
$15.9K - $21.1K
|
6.45K
$728K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
163+ 0.35% |
$13.5K - $17.9K
|
46.4K
$5.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
162+ 1.41% |
$13.4K - $17.8K
|
11.6K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
161+ 1.05% |
$13.4K - $17.7K
|
15.5K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
145+ 0.09% |
$12K - $16K
|
155K
$17.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
BUY
|
- |
140+ 1.11% |
$11.6K - $15.4K
|
12.8K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
118+ 0.11% |
$9.79K - $13K
|
108K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
116+ 2.4% |
$9.62K - $12.8K
|
4.95K
$559K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
115+ 1.0% |
$9.54K - $12.7K
|
11.6K
$1.31M
|