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 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.8K+ 45.35% |
$536K - $618K
|
18.6K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.67K+ 2.2% |
$524K - $604K
|
264K
$27.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
5.64K+ 90.75% |
$521K - $602K
|
11.9K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
5.61K+ 22.93% |
$518K - $598K
|
30.1K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.6K+ 0.34% |
$518K - $597K
|
1.66M
$172M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.57KNew |
$515K - $594K
|
5.57K
$576K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
PUT |
5.5K+ 18.64% |
$508K - $587K
|
35K
$3.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$508K - $587K
|
5.5K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5.28K+ 4.5% |
$488K - $563K
|
123K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
5.28K+ 5.41% |
$488K - $563K
|
103K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.23K+ 8.7% |
$483K - $558K
|
65.3K
$6.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.21K+ 1.84% |
$482K - $556K
|
289K
$29.9M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
5.19K+ 55.24% |
$479K - $553K
|
14.6K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.15K+ 20.64% |
$476K - $549K
|
30.1K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.12K+ 8.8% |
$473K - $546K
|
63.2K
$6.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.07K+ 6.0% |
$468K - $540K
|
89.5K
$9.26M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.06KNew |
$468K - $540K
|
5.06K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.06K+ 9.28% |
$468K - $540K
|
59.6K
$6.16M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
5K+ 2.9% |
$462K - $533K
|
178K
$18.4M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.99KNew |
$462K - $533K
|
4.99K
$517K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
4.88K+ 4.33% |
$451K - $520K
|
118K
$12.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.79K+ 62.0% |
$442K - $511K
|
12.5K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
4.69K+ 18.95% |
$434K - $501K
|
29.5K
$3.05M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
4.57K+ 1.41% |
$423K - $488K
|
329K
$34M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.56K+ 8.0% |
$422K - $487K
|
61.6K
$6.37M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.53K+ 2.73% |
$419K - $483K
|
170K
$17.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.53K+ 4.27% |
$418K - $483K
|
110K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.49KNew |
$415K - $479K
|
4.49K
$465K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.48K+ 40.87% |
$414K - $478K
|
15.4K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
4.47K+ 551.66% |
$414K - $477K
|
5.29K
$547K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.4KNew |
$406K - $469K
|
4.4K
$455K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.39K+ 190.49% |
$406K - $468K
|
6.69K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.37K+ 38.96% |
$404K - $466K
|
15.6K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
4.31K+ 2.08% |
$398K - $460K
|
211K
$21.8M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.21K+ 79.9% |
$389K - $449K
|
9.47K
$979K
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
4.17KNew |
$386K - $445K
|
4.17K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.14KNew |
$382K - $441K
|
4.14K
$428K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
4.13KNew |
$382K - $441K
|
4.13K
$427K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.1K+ 12.28% |
$379K - $438K
|
37.5K
$3.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4.09K+ 117.16% |
$378K - $436K
|
7.58K
$784K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
4.06K+ 2.91% |
$375K - $433K
|
143K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4K+ 158.59% |
$370K - $427K
|
6.52K
$674K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.98K+ 17.97% |
$368K - $425K
|
26.1K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
3.96K+ 17.59% |
$366K - $423K
|
26.5K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.96KNew |
$366K - $422K
|
3.96K
$410K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.96KNew |
$366K - $422K
|
3.96K
$409K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
3.93K+ 2.7% |
$363K - $419K
|
149K
$15.4M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.92KNew |
$362K - $418K
|
3.92K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.84KNew |
$355K - $409K
|
3.84K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 3.44% |
$353K - $408K
|
115K
$11.9M
|