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 08, 2025
Q2 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-43- 0.61% |
$3.57K - $4.73K
|
6.98K
$845K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
421+ 16.81% |
$34.9K - $46.4K
|
2.93K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-13.2K- 4.18% |
$1.09M - $1.45M
|
302K
$36.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
3.4K+ 55.02% |
$282K - $374K
|
9.58K
$1.16M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-474- 18.39% |
$39.3K - $52.2K
|
2.1K
$255K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
BUY
|
- |
49+ 0.1% |
$4.07K - $5.39K
|
48.6K
$5.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
8.43KNew |
$699K - $928K
|
8.43K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-12- 0.37% |
$996 - $1.32K
|
3.23K
$391K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-28- 0.49% |
$2.32K - $3.08K
|
5.7K
$690K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.7K- 2.91% |
$2.38M - $3.16M
|
958K
$116M
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-332- 8.47% |
$27.5K - $36.6K
|
3.59K
$434K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-567- 4.67% |
$47K - $62.4K
|
11.6K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-79- 3.49% |
$6.55K - $8.7K
|
2.19K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
434+ 7.48% |
$36K - $47.8K
|
6.24K
$755K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-51- 1.09% |
$4.23K - $5.62K
|
4.65K
$562K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$83 - $110
|
13.9K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
5.69KNew |
$472K - $627K
|
5.69K
$689K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
126+ 2.69% |
$10.5K - $13.9K
|
4.81K
$583K
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.59MNew |
$132M - $175M
|
1.59M
$193M
|
|
|
Aug 07, 2025
Q2 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.89K- 5.31% |
$157K - $208K
|
33.7K
$4.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-447- 4.61% |
$37.1K - $49.2K
|
9.26K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
239+ 5.79% |
$19.8K - $26.3K
|
4.37K
$529K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
131+ 1.21% |
$10.9K - $14.4K
|
10.9K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-80- 0.51% |
$6.64K - $8.81K
|
15.6K
$1.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
5.06KNew |
$420K - $557K
|
5.06K
$612K
|
|
|
Aug 07, 2025
Q2 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2- 0.04% |
$166 - $220
|
4.52K
$547K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
408+ 18.84% |
$33.8K - $44.9K
|
2.57K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
32+ 96.97% |
$2.65K - $3.52K
|
65
$7.87K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-2.46K- 82.05% |
$204K - $271K
|
539
$65.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-727- 15.56% |
$60.3K - $80K
|
3.95K
$478K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
10+ 0.29% |
$830 - $1.1K
|
3.51K
$425K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-810- 4.44% |
$67.2K - $89.2K
|
17.4K
$2.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
1.84KNew |
$153K - $203K
|
1.84K
$223K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.51K- 2.33% |
$540K - $717K
|
273K
$33M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-490- 8.21% |
$40.7K - $53.9K
|
5.48K
$663K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.61KNew |
$300K - $398K
|
3.61K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.08K- 15.3% |
$89.6K - $119K
|
5.98K
$724K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.54KNew |
$211K - $280K
|
2.54K
$307K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.05K+ 31.15% |
$585K - $776K
|
29.7K
$3.59M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-164- 5.62% |
$13.6K - $18.1K
|
2.75K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
52+ 11.69% |
$4.31K - $5.73K
|
497
$60.2K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$234K
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
518+ 51800.0% |
$43K - $57K
|
519
$62.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.59K- 42.18% |
$132K - $175K
|
2.19K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
100+ 3.54% |
$8.3K - $11K
|
2.92K
$354K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$83 - $110
|
2.27K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
125New |
$10.4K - $13.8K
|
125
$15.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-101- 0.27% |
$8.38K - $11.1K
|
37.7K
$4.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-163- 2.53% |
$13.5K - $17.9K
|
6.27K
$759K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-480- 4.65% |
$39.8K - $52.8K
|
9.83K
$1.19M
|
|