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 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.23K+ 28.84% |
$102K - $136K
|
5.51K
$656K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.23K+ 0.63% |
$102K - $135K
|
197K
$23.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 56.53% |
$102K - $135K
|
3.4K
$405K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.22K+ 10.48% |
$101K - $134K
|
12.8K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.21K+ 25.32% |
$101K - $134K
|
6K
$714K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.2K+ 16.47% |
$99.1K - $132K
|
8.45K
$1.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.19K+ 51.47% |
$98.5K - $131K
|
3.49K
$416K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.17K+ 0.75% |
$96.6K - $128K
|
156K
$18.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.16K+ 15.16% |
$96.2K - $128K
|
8.81K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.15K+ 8.99% |
$95.7K - $127K
|
14K
$1.67M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.14K+ 7.83% |
$94.7K - $126K
|
15.7K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 0.41% |
$94.1K - $125K
|
276K
$32.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.13KNew |
$93.8K - $125K
|
1.13K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.12K+ 13.03% |
$93K - $123K
|
9.73K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.11K+ 19.56% |
$92K - $122K
|
6.78K
$807K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.07K+ 2.3% |
$88.9K - $118K
|
47.8K
$5.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.06K+ 3526.67% |
$87.8K - $116K
|
1.09K
$129K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.05K+ 3.88% |
$86.7K - $115K
|
28K
$3.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.04KNew |
$86.6K - $115K
|
1.04K
$124K
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.04K+ 25.78% |
$85.9K - $114K
|
5.05K
$601K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.03K+ 29.7% |
$85.4K - $113K
|
4.5K
$535K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
1.03K+ 4.11% |
$85.4K - $113K
|
26.1K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.03K+ 0.88% |
$85.2K - $113K
|
117K
$13.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1.02K+ 5.38% |
$84.6K - $112K
|
20K
$2.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1.02K+ 1.93% |
$84.5K - $112K
|
53.9K
$6.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1K+ 3.41% |
$83.2K - $110K
|
30.5K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1K+ 18.97% |
$83.1K - $110K
|
6.28K
$748K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
954+ 12.2% |
$79.1K - $105K
|
8.77K
$1.04M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
953+ 0.95% |
$79.1K - $105K
|
101K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
942+ 0.52% |
$78.1K - $104K
|
182K
$21.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
941+ 4.13% |
$78.1K - $104K
|
23.7K
$2.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
904+ 11.92% |
$75K - $99.5K
|
8.49K
$1.01M
|
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
874+ 4.9% |
$72.5K - $96.2K
|
18.7K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
864+ 3.43% |
$71.7K - $95.1K
|
26.1K
$3.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
834+ 0.47% |
$69.2K - $91.8K
|
178K
$21.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
832+ 69.39% |
$69K - $91.6K
|
2.03K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
816+ 22.49% |
$67.7K - $89.8K
|
4.44K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
810+ 5.46% |
$67.2K - $89.2K
|
15.7K
$1.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
810+ 27.61% |
$67.2K - $89.2K
|
3.74K
$446K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
804+ 3.04% |
$66.7K - $88.5K
|
27.3K
$3.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
790+ 1.21% |
$65.5K - $87K
|
66.1K
$7.87M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
735+ 7.85% |
$61K - $80.9K
|
10.1K
$1.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
729+ 16.32% |
$60.5K - $80.3K
|
5.2K
$618K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
722+ 1.24% |
$59.9K - $79.5K
|
58.9K
$7.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
710+ 27.6% |
$58.9K - $78.2K
|
3.28K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
707+ 13.38% |
$58.7K - $77.8K
|
5.99K
$713K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
705+ 8.48% |
$58.5K - $77.6K
|
9.02K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
704+ 1.86% |
$58.4K - $77.5K
|
38.5K
$4.58M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
698+ 42.48% |
$57.9K - $76.8K
|
2.34K
$279K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
695New |
$57.7K - $76.5K
|
695
$82.7K
|