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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
100+ 3.86% |
$9.25K - $10.7K
|
2.69K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
75+ 15.63% |
$6.93K - $8K
|
555
$67.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.94KNew |
$179K - $207K
|
1.94K
$235K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
8New |
$740 - $854
|
8
$968
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.03K- 61.14% |
$94.9K - $109K
|
652
$78.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
53+ 1.66% |
$4.9K - $5.65K
|
3.24K
$392K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-90- 2.35% |
$8.32K - $9.6K
|
3.73K
$452K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-435- 11.22% |
$40.2K - $46.4K
|
3.44K
$416K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
463New |
$42.8K - $49.4K
|
463
$56K
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-750- 21.89% |
$69.3K - $80K
|
2.68K
$324K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.8KNew |
$351K - $406K
|
3.8K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-550- 12.07% |
$50.8K - $58.7K
|
4.01K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
SELL
|
- |
-43.7K- 37.86% |
$4.04M - $4.66M
|
71.7K
$8.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
46+ 4.49% |
$4.25K - $4.91K
|
1.07K
$130K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-205- 3.26% |
$19K - $21.9K
|
6.09K
$737K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-387- 27.29% |
$35.8K - $41.3K
|
1.03K
$125K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
420+ 21.65% |
$38.8K - $44.8K
|
2.36K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
27+ 0.43% |
$2.5K - $2.88K
|
6.32K
$765K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.45KNew |
$226K - $261K
|
2.45K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
105New |
$9.71K - $11.2K
|
105
$12.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-2- 0.9% |
$185 - $213
|
220
$26.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
58.8KNew |
$5.44M - $6.28M
|
58.8K
$7.12M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
101+ 1.45% |
$9.34K - $10.8K
|
7.05K
$853K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-10.7K- 51.01% |
$989K - $1.14M
|
10.3K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
865New |
$80K - $92.3K
|
865
$105K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
13.5KNew |
$1.25M - $1.45M
|
13.5K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55New |
$5.08K - $5.87K
|
55
$6.66K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-311- 1.02% |
$28.8K - $33.2K
|
30.1K
$3.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
82.8K+ 39.66% |
$7.65M - $8.83M
|
291K
$35.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-49.8K- 79.48% |
$4.61M - $5.32M
|
12.9K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 11.88% |
$87.8K - $101K
|
8.95K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
6.88KNew |
$636K - $733K
|
6.88K
$832K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-285- 2.48% |
$26.3K - $30.4K
|
11.2K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-680- 10.05% |
$62.9K - $72.5K
|
6.09K
$737K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.7K- 49.49% |
$249K - $288K
|
2.75K
$333K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-563- 8.72% |
$52K - $60.1K
|
5.89K
$713K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-28.1K- 27.65% |
$2.6M - $3M
|
73.5K
$8.89M
|
|
|
Apr 11, 2025
Q1 2025
|
Gleason Group, Inc.
|
SELL
|
- |
-416- 58.35% |
$38.5K - $44.4K
|
297
$35.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
148New |
$13.7K - $15.8K
|
148
$17.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
SELL
|
- |
-99- 2.42% |
$9.15K - $10.6K
|
3.99K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-783- 8.96% |
$72.4K - $83.5K
|
7.95K
$962K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
854New |
$79K - $91.1K
|
854
$103K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.4KNew |
$406K - $469K
|
4.4K
$532K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-200- 5.0% |
$18.5K - $21.3K
|
3.8K
$460K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
350New |
$32.4K - $37.3K
|
350
$42.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-125- 3.16% |
$11.6K - $13.3K
|
3.83K
$464K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-16- 5.19% |
$1.48K - $1.71K
|
292
$35.3K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
127New |
$11.7K - $13.5K
|
127
$15.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
492New |
$45.5K - $52.5K
|
492
$59.6K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
242+ 5.17% |
$22.4K - $25.8K
|
4.92K
$596K
|
|