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 |
---|---|---|---|---|---|---|---|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$179K - $237K
|
2.15K
$256K
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.15KNew |
$178K - $236K
|
2.15K
$255K
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
2.14K+ 39.45% |
$178K - $236K
|
7.57K
$900K
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.14KNew |
$177K - $235K
|
2.14K
$254K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.14KNew |
$177K - $235K
|
2.14K
$254K
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.12KNew |
$176K - $234K
|
2.12K
$253K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
2.11K+ 21.06% |
$175K - $232K
|
12.1K
$1.44M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.11K+ 20.6% |
$175K - $232K
|
12.3K
$1.47M
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.1KNew |
$174K - $231K
|
2.1K
$250K
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.1K+ 11.32% |
$174K - $231K
|
20.6K
$2.46M
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.1K+ 21.02% |
$174K - $231K
|
12.1K
$1.44M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.09K+ 0.98% |
$174K - $230K
|
216K
$25.7M
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.09KNew |
$174K - $230K
|
2.09K
$249K
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.09KNew |
$173K - $230K
|
2.09K
$248K
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.07K+ 17.21% |
$172K - $228K
|
14.1K
$1.68M
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.07KNew |
$172K - $228K
|
2.07K
$247K
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.06KNew |
$171K - $227K
|
2.06K
$245K
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.05KNew |
$170K - $225K
|
2.05K
$243K
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$243K
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$243K
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$243K
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
2.03KNew |
$169K - $224K
|
2.03K
$242K
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.03KNew |
$169K - $224K
|
2.03K
$242K
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
2.02KNew |
$168K - $223K
|
2.02K
$240K
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.01KNew |
$167K - $221K
|
2.01K
$239K
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01K+ 2.33% |
$167K - $221K
|
88.3K
$10.5M
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2.01K+ 2.17% |
$167K - $221K
|
94.7K
$11.3M
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.01KNew |
$167K - $221K
|
2.01K
$239K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.01K+ 1.59% |
$167K - $221K
|
128K
$15.2M
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
2KNew |
$166K - $221K
|
2K
$238K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2K+ 58.72% |
$166K - $221K
|
5.41K
$644K
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2K+ 1.84% |
$166K - $220K
|
110K
$13.1M
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.99KNew |
$165K - $220K
|
1.99K
$237K
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.99K+ 56.56% |
$165K - $219K
|
5.52K
$657K
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.99KNew |
$165K - $219K
|
1.99K
$237K
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.99KNew |
$165K - $219K
|
1.99K
$237K
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.98KNew |
$165K - $218K
|
1.98K
$236K
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 9.54% |
$164K - $218K
|
22.7K
$2.7M
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.97KNew |
$164K - $217K
|
1.97K
$235K
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.96K+ 60.6% |
$163K - $216K
|
5.2K
$618K
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.96KNew |
$162K - $216K
|
1.96K
$233K
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.95KNew |
$162K - $215K
|
1.95K
$232K
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.95KNew |
$162K - $214K
|
1.95K
$232K
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
1.95K+ 20.51% |
$161K - $214K
|
11.4K
$1.36M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
1.94KNew |
$161K - $213K
|
1.94K
$230K
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.94KNew |
$161K - $213K
|
1.94K
$230K
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$230K
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$230K
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
1.93KNew |
$160K - $212K
|
1.93K
$229K
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.92KNew |
$159K - $211K
|
1.92K
$228K
|