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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-420- 4.52% |
$34.8K - $46.2K
|
8.88K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-110- 0.87% |
$9.13K - $12.1K
|
12.6K
$1.52M
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
512+ 80.25% |
$42.5K - $56.4K
|
1.15K
$139K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
1.95KNew |
$162K - $214K
|
1.95K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$581 - $771
|
9.32K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-207- 5.26% |
$17.2K - $22.8K
|
3.73K
$451K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
BUY
|
- |
2.57KNew |
$213K - $283K
|
2.57K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
2.57KNew |
$213K - $283K
|
2.57K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
400New |
$33.2K - $44K
|
400
$48.4K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.98K+ 9.54% |
$164K - $218K
|
22.7K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.88KNew |
$405K - $537K
|
4.88K
$590K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
BUY
|
- |
2KNew |
$166K - $221K
|
2K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.45KNew |
$452K - $600K
|
5.45K
$660K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.12KNew |
$176K - $234K
|
2.12K
$257K
|
|
|
Jul 28, 2025
Q2 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-2.83K- 37.96% |
$235K - $312K
|
4.63K
$560K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-242- 11.03% |
$20.1K - $26.6K
|
1.95K
$236K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.16K+ 15.16% |
$96.2K - $128K
|
8.81K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-69- 0.3% |
$5.72K - $7.6K
|
22.6K
$2.74M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-386K- 53.71% |
$32M - $42.5M
|
332K
$40.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-4.04K- 59.34% |
$335K - $445K
|
2.77K
$335K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.66KNew |
$220K - $292K
|
2.66K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-73- 48.99% |
$6.06K - $8.04K
|
76
$9.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-1.1K- 10.85% |
$91.3K - $121K
|
9.04K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
M. Kraus & CO
|
SELL
|
- |
-100- 3.23% |
$8.3K - $11K
|
3K
$363K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-35- 1.01% |
$2.9K - $3.85K
|
3.43K
$415K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
115+ 1.0% |
$9.54K - $12.7K
|
11.6K
$1.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.03% |
$83 - $110
|
3.12K
$378K
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
27.6KNew |
$2.29M - $3.04M
|
27.6K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.87KNew |
$404K - $536K
|
4.87K
$589K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.85KNew |
$153K - $203K
|
1.85K
$224K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
3.37KNew |
$279K - $370K
|
3.37K
$407K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.84KNew |
$152K - $202K
|
1.84K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.69% |
$2.41K - $3.19K
|
4.2K
$508K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.99KNew |
$165K - $219K
|
1.99K
$241K
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-411- 6.03% |
$34.1K - $45.3K
|
6.4K
$775K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
2.84KNew |
$235K - $312K
|
2.84K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-289- 0.51% |
$24K - $31.8K
|
56K
$6.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-12.6K- 86.04% |
$1.04M - $1.38M
|
2.04K
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Tandem Capital Management Corp
|
BUY
|
- |
1.85KNew |
$154K - $204K
|
1.85K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
55.5KNew |
$4.6M - $6.11M
|
55.5K
$6.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.88K- 61.67% |
$156K - $207K
|
1.17K
$142K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.29K+ 24.52% |
$107K - $142K
|
6.54K
$791K
|
|
|
Jul 22, 2025
Q2 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.9KNew |
$157K - $209K
|
1.9K
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.5KNew |
$788K - $1.05M
|
9.5K
$1.15M
|
|