Latest Institutional Transactions on Ishares S&P 500 Growth ETF (IVW)
This table provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1+ 0.02% |
$83 - $110
|
4.44K
$537K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2.49KNew |
$206K - $274K
|
2.49K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
77.6K+ 47.34% |
$6.43M - $8.54M
|
241K
$29.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.66K+ 53.22% |
$221K - $293K
|
7.65K
$926K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
3.09KNew |
$256K - $340K
|
3.09K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-183- 0.9% |
$15.2K - $20.1K
|
20.2K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-1.77K- 14.28% |
$147K - $194K
|
10.6K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
4.92KNew |
$408K - $541K
|
4.92K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.72K+ 21.68% |
$806K - $1.07M
|
54.5K
$6.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
48+ 0.21% |
$3.98K - $5.28K
|
22.5K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-7.14K- 28.8% |
$592K - $786K
|
17.7K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-11.8K- 7.37% |
$976K - $1.3M
|
148K
$17.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
93+ 193.75% |
$7.72K - $10.2K
|
141
$17.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
37.7KNew |
$3.13M - $4.15M
|
37.7K
$4.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.22KNew |
$184K - $244K
|
2.22K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.85K- 23.0% |
$236K - $314K
|
9.54K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-11- 0.14% |
$913 - $1.21K
|
7.94K
$961K
|
|
|
Aug 13, 2025
Q2 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-35- 0.95% |
$2.9K - $3.85K
|
3.67K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Planning Alternatives LTD
|
BUY
|
- |
2.06KNew |
$171K - $227K
|
2.06K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 29.87% |
$83K - $110K
|
2.35K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.05K+ 3.88% |
$86.7K - $115K
|
28K
$3.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
SELL
|
- |
-294- 6.43% |
$24.4K - $32.4K
|
4.28K
$518K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
50+ 0.31% |
$4.15K - $5.51K
|
16K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-3- 0.1% |
$249 - $330
|
3.12K
$378K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-1.36K- 37.1% |
$113K - $150K
|
2.31K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-20- 0.55% |
$1.66K - $2.2K
|
3.59K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
2.01KNew |
$167K - $221K
|
2.01K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.47KNew |
$371K - $493K
|
4.47K
$542K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.1K+ 11.32% |
$174K - $231K
|
20.6K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
18.6KNew |
$1.54M - $2.05M
|
18.6K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
204+ 7.73% |
$16.9K - $22.5K
|
2.84K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
177K+ 1093.98% |
$14.7M - $19.5M
|
194K
$23.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.16% |
$83 - $110
|
87
$10.5K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
150+ 1.14% |
$12.4K - $16.5K
|
13.4K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.2KNew |
$265K - $352K
|
3.2K
$387K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
270New |
$22.4K - $29.7K
|
270
$32.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.85K+ 5.26% |
$236K - $313K
|
57K
$6.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-280- 1.37% |
$23.2K - $30.8K
|
20.2K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
49+ 1.55% |
$4.07K - $5.39K
|
3.2K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-92- 2.81% |
$7.63K - $10.1K
|
3.19K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
90+ 3.39% |
$7.47K - $9.91K
|
2.74K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.15KNew |
$179K - $237K
|
2.15K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
2.04KNew |
$169K - $225K
|
2.04K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
1.97KNew |
$164K - $217K
|
1.97K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-6.99K- 34.94% |
$580K - $770K
|
13K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.06K+ 3526.67% |
$87.8K - $116K
|
1.09K
$132K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.2KNew |
$183K - $242K
|
2.2K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5- 0.19% |
$415 - $551
|
2.67K
$323K
|
|