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 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.81K+ 32.31% |
$352K - $407K
|
15.6K
$1.61M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.8KNew |
$351K - $406K
|
3.8K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
3.7KNew |
$342K - $395K
|
3.7K
$383K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
3.69K+ 8.01% |
$342K - $394K
|
49.8K
$5.15M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
3.64K+ 31.86% |
$336K - $388K
|
15.1K
$1.56M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.63KNew |
$336K - $387K
|
3.63K
$375K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.62KNew |
$335K - $387K
|
3.62K
$375K
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
3.62K+ 3.14% |
$335K - $386K
|
119K
$12.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
3.61K+ 3.96% |
$334K - $385K
|
94.7K
$9.8M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.6K+ 12.48% |
$333K - $384K
|
32.5K
$3.36M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.55K+ 2.2% |
$328K - $378K
|
165K
$17M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3.51K+ 0.61% |
$325K - $375K
|
581K
$60.1M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.49K+ 11.7% |
$323K - $373K
|
33.4K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
3.49K+ 159.9% |
$323K - $372K
|
5.67K
$587K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.48K+ 20.17% |
$322K - $371K
|
20.7K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.48K+ 13.82% |
$322K - $371K
|
28.7K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.45KNew |
$319K - $368K
|
3.45K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
3.44KNew |
$318K - $366K
|
3.44K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.42K+ 38.17% |
$316K - $365K
|
12.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.38K+ 3.24% |
$312K - $361K
|
108K
$11.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.35K+ 2.34% |
$309K - $357K
|
147K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.34KNew |
$309K - $356K
|
3.34K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 6.65% |
$305K - $352K
|
52.9K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$303K - $349K
|
3.28K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.25K+ 48.17% |
$301K - $347K
|
10K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.25K+ 4.14% |
$301K - $347K
|
81.8K
$8.46M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
3.24K+ 14.83% |
$299K - $345K
|
25.1K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
3.24K+ 4.74% |
$299K - $345K
|
71.5K
$7.4M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.18K+ 29.65% |
$294K - $339K
|
13.9K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.18K+ 1.33% |
$294K - $339K
|
241K
$25M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.16K+ 2.77% |
$292K - $337K
|
117K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.11K+ 1.48% |
$288K - $332K
|
214K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.1K+ 1.23% |
$287K - $331K
|
254K
$26.3M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
3.08K+ 741.11% |
$285K - $329K
|
3.5K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.07K+ 8.62% |
$284K - $328K
|
38.7K
$4.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.04K+ 13.05% |
$281K - $325K
|
26.4K
$2.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.03K+ 4.68% |
$280K - $323K
|
67.7K
$7M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
3.02KNew |
$280K - $323K
|
3.02K
$313K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
3K+ 5.6% |
$278K - $320K
|
56.6K
$5.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.99K+ 8.59% |
$277K - $319K
|
37.8K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.99K+ 53.21% |
$276K - $319K
|
8.6K
$890K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.95K+ 96.75% |
$272K - $314K
|
5.99K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.94KNew |
$272K - $314K
|
2.94K
$304K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.92K+ 12.64% |
$270K - $311K
|
26K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.86K+ 6.5% |
$265K - $305K
|
46.9K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
2.78K+ 29.28% |
$257K - $296K
|
12.3K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
2.75KNew |
$255K - $294K
|
2.75K
$285K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
2.74KNew |
$253K - $292K
|
2.74K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 35.86% |
$253K - $292K
|
10.4K
$1.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.72K+ 6.05% |
$252K - $291K
|
47.8K
$4.94M
|