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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10KNew |
$928K - $1.07M
|
10K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
10K+ 146.58% |
$928K - $1.07M
|
16.9K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
9.97K+ 8.23% |
$922K - $1.06M
|
131K
$13.6M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.92K+ 6.03% |
$917K - $1.06M
|
174K
$18M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
9.49KNew |
$877K - $1.01M
|
9.49K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
9.34KNew |
$864K - $997K
|
9.34K
$966K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.3K+ 12.37% |
$860K - $992K
|
84.5K
$8.74M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.2K+ 7.18% |
$850K - $981K
|
137K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.09KNew |
$841K - $970K
|
9.09K
$940K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.07K+ 1.59% |
$839K - $968K
|
581K
$60.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.02K+ 51.21% |
$834K - $962K
|
26.6K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
8.95K+ 8.44% |
$827K - $954K
|
115K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8.89K+ 16.73% |
$822K - $948K
|
62K
$6.41M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.65K+ 1.22% |
$800K - $923K
|
718K
$74.3M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.57K+ 123.14% |
$792K - $914K
|
15.5K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
8.52KNew |
$787K - $909K
|
8.52K
$881K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.38KNew |
$775K - $894K
|
8.38K
$867K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
8.37K+ 7.63% |
$774K - $893K
|
118K
$12.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.31K+ 9.68% |
$768K - $886K
|
94.1K
$9.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
8.3KNew |
$767K - $886K
|
8.3K
$858K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
8.26K+ 6.92% |
$764K - $881K
|
128K
$13.2M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
8.2K+ 1.53% |
$758K - $875K
|
543K
$56.2M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.9K+ 45.7% |
$730K - $843K
|
25.2K
$2.61M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.69K+ 40.26% |
$711K - $821K
|
26.8K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.68K+ 47.04% |
$710K - $819K
|
24K
$2.48M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
7.53K+ 93.48% |
$696K - $803K
|
15.6K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.34K+ 3.9% |
$679K - $784K
|
196K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.34K+ 1.62% |
$678K - $783K
|
460K
$47.6M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.28K+ 72.59% |
$673K - $777K
|
17.3K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.18K+ 2.98% |
$664K - $766K
|
248K
$25.7M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
7.04K+ 10.1% |
$651K - $751K
|
76.8K
$7.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.04K+ 3.46% |
$650K - $751K
|
210K
$21.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.94K+ 3.59% |
$642K - $741K
|
200K
$20.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.93K+ 5.6% |
$641K - $740K
|
131K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
6.88KNew |
$636K - $733K
|
6.88K
$711K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.75K+ 6.68% |
$624K - $720K
|
108K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
6.69K+ 10.96% |
$618K - $714K
|
67.7K
$7M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
6.62K+ 5.72% |
$612K - $706K
|
122K
$12.6M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
6.61K+ 4.32% |
$611K - $705K
|
160K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.51K+ 1.15% |
$602K - $695K
|
572K
$59.2M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
6.45K+ 37.3% |
$597K - $689K
|
23.8K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6.43K+ 2004.05% |
$595K - $686K
|
6.75K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
6.27K+ 3.71% |
$580K - $669K
|
175K
$18.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
6.26K+ 20.73% |
$579K - $668K
|
36.5K
$3.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
6.25K+ 1.7% |
$577K - $666K
|
374K
$38.7M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.2K+ 7.39% |
$573K - $661K
|
90.1K
$9.31M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
BUY
|
- |
6.08K+ 0.96% |
$562K - $648K
|
637K
$65.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.07K+ 3.93% |
$561K - $647K
|
160K
$16.6M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.94K+ 106.88% |
$549K - $633K
|
11.5K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.82K+ 4.36% |
$538K - $621K
|
139K
$14.4M
|