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 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
9.5KNew |
$788K - $1.05M
|
9.5K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.59KNew |
$215K - $285K
|
2.59K
$313K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-140- 1.55% |
$11.6K - $15.4K
|
8.92K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.7KNew |
$390K - $518K
|
4.7K
$569K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
532+ 18.28% |
$44.1K - $58.6K
|
3.44K
$417K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-392- 74.1% |
$32.5K - $43.2K
|
137
$16.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
2.36KNew |
$196K - $260K
|
2.36K
$286K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.86KNew |
$154K - $205K
|
1.86K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
37.6K+ 17.82% |
$3.12M - $4.14M
|
249K
$30.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-385- 2.87% |
$31.9K - $42.4K
|
13K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-108- 0.38% |
$8.96K - $11.9K
|
28.6K
$3.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-677- 25.99% |
$56.2K - $74.5K
|
1.93K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
10.4KNew |
$859K - $1.14M
|
10.4K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
58+ 1.3% |
$4.81K - $6.39K
|
4.51K
$546K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1K+ 3.41% |
$83.2K - $110K
|
30.5K
$3.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-121- 26.42% |
$10K - $13.3K
|
337
$40.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
20+ 0.78% |
$1.66K - $2.2K
|
2.57K
$311K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-60- 2.34% |
$4.98K - $6.61K
|
2.5K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.93KNew |
$160K - $213K
|
1.93K
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2+ 0.02% |
$166 - $220
|
9.71K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
14.2K+ 6.16% |
$1.18M - $1.57M
|
246K
$29.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-400- 12.8% |
$33.2K - $44K
|
2.72K
$330K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.24K+ 21.99% |
$103K - $137K
|
6.89K
$834K
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
2.14KNew |
$177K - $235K
|
2.14K
$259K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.88KNew |
$156K - $207K
|
1.88K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-85- 44.97% |
$7.05K - $9.36K
|
104
$12.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-6.32K- 50.6% |
$525K - $696K
|
6.17K
$747K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
353+ 10.53% |
$29.3K - $38.9K
|
3.71K
$448K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
5.04K+ 75.21% |
$418K - $555K
|
11.7K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
904+ 11.92% |
$75K - $99.5K
|
8.49K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
22+ 0.7% |
$1.83K - $2.42K
|
3.16K
$383K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.84KNew |
$153K - $203K
|
1.84K
$223K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-407- 6.19% |
$33.8K - $44.8K
|
6.17K
$747K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1+ 0.02% |
$83 - $110
|
4.17K
$505K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-5.77K- 11.32% |
$479K - $635K
|
45.2K
$5.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-350- 2.17% |
$29K - $38.5K
|
15.8K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-85- 1.38% |
$7.05K - $9.36K
|
6.06K
$734K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
695New |
$57.7K - $76.5K
|
695
$84.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
77.9KNew |
$6.46M - $8.58M
|
77.9K
$9.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-386- 1.92% |
$32K - $42.5K
|
19.7K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Ryan Investment Management, Inc.
Basalt, CO |
BUY
|
- |
331New |
$27.5K - $36.4K
|
331
$40.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-100- 0.07% |
$8.3K - $11K
|
152K
$18.4M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-342- 13.54% |
$28.4K - $37.7K
|
2.18K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
1.04KNew |
$86.6K - $115K
|
1.04K
$126K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-183- 1.99% |
$15.2K - $20.1K
|
9K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-39- 0.06% |
$3.24K - $4.29K
|
66.5K
$8.05M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
2.09KNew |
$173K - $230K
|
2.09K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 56.53% |
$102K - $135K
|
3.4K
$412K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
4.19K+ 2093.5% |
$347K - $461K
|
4.39K
$531K
|
|
|
Jul 01, 2025
Q2 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.9KNew |
$157K - $209K
|
1.9K
$229K
|
|