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
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.63KNew |
$384K - $510K
|
4.63K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.59K+ 75.87% |
$380K - $505K
|
10.6K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
4.56K+ 7.39% |
$379K - $502K
|
66.3K
$7.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.55K+ 2.16% |
$377K - $501K
|
215K
$25.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.52K+ 4.2% |
$375K - $498K
|
112K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.47KNew |
$371K - $493K
|
4.47K
$532K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.42K+ 10.99% |
$366K - $486K
|
44.6K
$5.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.4K+ 42.48% |
$365K - $485K
|
14.8K
$1.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
4.38KNew |
$364K - $483K
|
4.38K
$522K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.3K+ 7.21% |
$357K - $473K
|
63.9K
$7.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
4.28K+ 59.64% |
$355K - $471K
|
11.4K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
4.25K+ 1.18% |
$352K - $468K
|
363K
$43.3M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.24K+ 15.36% |
$352K - $467K
|
31.8K
$3.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.2K+ 101.23% |
$349K - $463K
|
8.36K
$994K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.2K+ 4.5% |
$348K - $462K
|
97.6K
$11.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.19K+ 2093.5% |
$347K - $461K
|
4.39K
$522K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.13K+ 166.29% |
$343K - $455K
|
6.61K
$787K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4KNew |
$332K - $440K
|
4K
$476K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
3.97K+ 15.16% |
$329K - $437K
|
30.2K
$3.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
3.9K+ 35.99% |
$323K - $429K
|
14.7K
$1.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 76.98% |
$323K - $429K
|
8.96K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.76K+ 54.51% |
$312K - $414K
|
10.7K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
3.76K+ 29.02% |
$312K - $414K
|
16.7K
$1.99M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.76K+ 1.67% |
$312K - $413K
|
229K
$27.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.74K+ 2.61% |
$311K - $412K
|
147K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.74K+ 27.24% |
$310K - $411K
|
17.5K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3.7K+ 0.99% |
$307K - $408K
|
378K
$44.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.61KNew |
$300K - $398K
|
3.61K
$430K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
3.6KNew |
$299K - $397K
|
3.6K
$429K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.57K+ 6.97% |
$296K - $393K
|
54.8K
$6.52M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.56K+ 14.85% |
$296K - $392K
|
27.6K
$3.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.52K+ 61.33% |
$292K - $387K
|
9.25K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.45K+ 15.93% |
$286K - $380K
|
25.1K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.43K+ 7.78% |
$285K - $378K
|
47.5K
$5.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
3.4K+ 55.02% |
$282K - $374K
|
9.58K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
3.4KNew |
$282K - $374K
|
3.4K
$404K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.39K+ 3.6% |
$281K - $373K
|
97.5K
$11.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
3.37KNew |
$279K - $370K
|
3.37K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.29K+ 1.14% |
$273K - $362K
|
292K
$34.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
3.24K+ 6.2% |
$269K - $356K
|
55.5K
$6.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.21K+ 4.25% |
$266K - $353K
|
78.6K
$9.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.21KNew |
$266K - $353K
|
3.21K
$382K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.2KNew |
$265K - $352K
|
3.2K
$381K
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.19K+ 3.26% |
$265K - $351K
|
101K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.17KNew |
$263K - $349K
|
3.17K
$377K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.09KNew |
$256K - $340K
|
3.09K
$368K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
3.02K+ 40.85% |
$250K - $332K
|
10.4K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
BUY
|
- |
3K+ 34.29% |
$249K - $330K
|
11.8K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2.97K+ 10.09% |
$247K - $327K
|
32.4K
$3.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.85KNew |
$237K - $314K
|
2.85K
$339K
|