Latest Institutional Purchases of Ishares S&P 500 Growth ETF (IVW)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.92KNew |
$362K - $418K
|
3.92K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.84KNew |
$355K - $409K
|
3.84K
$464K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
3.8KNew |
$351K - $406K
|
3.8K
$460K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
3.63KNew |
$336K - $387K
|
3.63K
$439K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.62KNew |
$335K - $387K
|
3.62K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.45KNew |
$319K - $368K
|
3.45K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.3K+ 6.65% |
$305K - $352K
|
52.9K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$303K - $349K
|
3.28K
$396K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
2.72K+ 60.93% |
$251K - $290K
|
7.18K
$869K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.45KNew |
$226K - $261K
|
2.45K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.43KNew |
$225K - $259K
|
2.43K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.28K+ 1.59% |
$211K - $243K
|
146K
$17.6M
|
|
|
May 05, 2025
Q1 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
2.2K+ 81.05% |
$203K - $235K
|
4.91K
$595K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95KNew |
$180K - $208K
|
1.95K
$236K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.94KNew |
$179K - $207K
|
1.94K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.13K+ 1.31% |
$105K - $121K
|
87.3K
$10.6M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.03KNew |
$95.3K - $110K
|
1.03K
$125K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 11.88% |
$87.8K - $101K
|
8.95K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
915+ 5.89% |
$84.6K - $97.6K
|
16.5K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
865New |
$80K - $92.3K
|
865
$105K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
865New |
$80K - $92.3K
|
865
$105K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
854New |
$79K - $91.1K
|
854
$103K
|
|
|
May 06, 2025
Q1 2025
|
Garrison Bradford & Associates Inc
New York, NY |
BUY
|
- |
677New |
$62.6K - $72.2K
|
677
$81.9K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
673+ 2.87% |
$62.2K - $71.8K
|
24.1K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
564+ 238.98% |
$52.1K - $60.2K
|
800
$96.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
492New |
$45.5K - $52.5K
|
492
$59.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
463New |
$42.8K - $49.4K
|
463
$56K
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
452New |
$41.8K - $48.2K
|
452
$54.7K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
435+ 1.61% |
$40.2K - $46.4K
|
27.4K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
420+ 21.65% |
$38.8K - $44.8K
|
2.36K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
353New |
$32.6K - $37.7K
|
353
$42.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
350New |
$32.4K - $37.3K
|
350
$42.4K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
290New |
$26.8K - $30.9K
|
290
$35.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
290New |
$26.8K - $30.9K
|
290
$35.1K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
284New |
$26.3K - $30.3K
|
284
$34.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
242+ 5.17% |
$22.4K - $25.8K
|
4.92K
$596K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
195New |
$18K - $20.8K
|
195
$23.6K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
175+ 10.8% |
$16.2K - $18.7K
|
1.8K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
169New |
$15.6K - $18K
|
169
$20.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
148New |
$13.7K - $15.8K
|
148
$17.9K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
145+ 11.09% |
$13.4K - $15.5K
|
1.45K
$176K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
127New |
$11.7K - $13.5K
|
127
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
106+ 3.99% |
$9.8K - $11.3K
|
2.76K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
105New |
$9.71K - $11.2K
|
105
$12.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
101+ 1.45% |
$9.34K - $10.8K
|
7.05K
$853K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
100+ 4.21% |
$9.25K - $10.7K
|
2.48K
$300K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
75+ 15.63% |
$6.93K - $8K
|
555
$67.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55New |
$5.08K - $5.87K
|
55
$6.66K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
53+ 1.66% |
$4.9K - $5.65K
|
3.24K
$392K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
46+ 4.49% |
$4.25K - $4.91K
|
1.07K
$130K
|
|