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
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.79K+ 1.24% |
$166K - $191K
|
146K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.76K+ 14.86% |
$163K - $188K
|
13.6K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
1.74K+ 3.71% |
$160K - $185K
|
48.6K
$5.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.7K+ 5.66% |
$157K - $182K
|
31.8K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.7K+ 71.0% |
$157K - $181K
|
4.09K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.69K+ 0.76% |
$156K - $180K
|
225K
$23.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.69K+ 67.74% |
$156K - $180K
|
4.18K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.68K+ 7.52% |
$156K - $180K
|
24.1K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.64K+ 10.31% |
$152K - $175K
|
17.6K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.64K+ 28.32% |
$152K - $175K
|
7.43K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
1.61K+ 7.23% |
$149K - $172K
|
23.9K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.61K+ 2.04% |
$149K - $172K
|
80.4K
$8.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
1.58K+ 17.59% |
$146K - $169K
|
10.6K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.58K+ 44.73% |
$146K - $168K
|
5.1K
$527K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.56K+ 1.27% |
$144K - $166K
|
125K
$12.9M
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.55K+ 2.95% |
$144K - $166K
|
54.2K
$5.61M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.52K+ 2.74% |
$141K - $162K
|
57K
$5.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.51K+ 4.99% |
$140K - $161K
|
31.8K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.5K+ 167.98% |
$138K - $160K
|
2.39K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 2.64% |
$138K - $159K
|
58K
$6M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.48K+ 5.04% |
$137K - $158K
|
30.9K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.47K+ 0.75% |
$136K - $157K
|
199K
$20.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.41K+ 4.46% |
$131K - $151K
|
33.1K
$3.42M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.41K+ 19.78% |
$130K - $150K
|
8.54K
$883K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1.39K+ 7.15% |
$129K - $149K
|
20.9K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.39K+ 7.03% |
$129K - $149K
|
21.2K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.38K+ 40.86% |
$127K - $147K
|
4.74K
$491K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.36K+ 22.5% |
$126K - $145K
|
7.42K
$768K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.36K+ 21.65% |
$126K - $145K
|
7.65K
$791K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.33K+ 151.89% |
$123K - $142K
|
2.2K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.32K+ 25.02% |
$122K - $141K
|
6.59K
$681K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.28K+ 2.18% |
$118K - $136K
|
59.9K
$6.2M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.26K+ 2.7% |
$116K - $134K
|
47.9K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.24K+ 2.48% |
$114K - $132K
|
51.2K
$5.29M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.22K+ 168.28% |
$112K - $130K
|
1.94K
$200K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.21K+ 3.53% |
$112K - $130K
|
35.6K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.2K+ 21.26% |
$111K - $128K
|
6.84K
$707K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.19K+ 9.01% |
$110K - $127K
|
14.4K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 8.23% |
$108K - $124K
|
15.3K
$1.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.16K+ 0.92% |
$107K - $124K
|
127K
$13.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.16K+ 2.57% |
$107K - $124K
|
46.3K
$4.79M
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
1.16K+ 1.86% |
$107K - $123K
|
63.2K
$6.54M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.14K+ 3.52% |
$106K - $122K
|
33.6K
$3.48M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.13K+ 1.31% |
$105K - $121K
|
87.3K
$9.03M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.13K+ 3.5% |
$104K - $120K
|
33.3K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.11K+ 1.4% |
$103K - $118K
|
80.2K
$8.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.11K+ 0.72% |
$102K - $118K
|
154K
$16M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.1K+ 14.37% |
$102K - $118K
|
8.78K
$908K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.1K+ 4.86% |
$101K - $117K
|
23.6K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.08K+ 0.89% |
$100K - $116K
|
122K
$12.6M
|