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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
21.5KNew |
$2.55M - $2.72M
|
21.5K
$2.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
78.3KNew |
$9.26M - $9.89M
|
78.3K
$9.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.8K+ 5.69% |
$1.51M - $1.61M
|
237K
$28.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.34% |
$118 - $126
|
298
$36.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5+ 3.85% |
$591 - $631
|
135
$16.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.1% |
$237 - $253
|
1.98K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
36K+ 270.86% |
$4.26M - $4.55M
|
49.3K
$5.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-12- 0.07% |
$1.42K - $1.52K
|
16.5K
$2M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-40- 1.39% |
$4.73K - $5.05K
|
2.84K
$344K
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-34- 0.52% |
$4.02K - $4.29K
|
6.54K
$791K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
61.9K+ 76.35% |
$7.32M - $7.82M
|
143K
$17.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
219+ 12.53% |
$25.9K - $27.7K
|
1.97K
$238K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-51- 1.52% |
$6.03K - $6.44K
|
3.32K
$401K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
103+ 2.22% |
$12.2K - $13K
|
4.75K
$575K
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-9.85K- 26.01% |
$1.17M - $1.24M
|
28K
$3.39M
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-37- 0.15% |
$4.38K - $4.67K
|
24.8K
$3M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-750- 0.31% |
$88.7K - $94.7K
|
240K
$29.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.93K+ 12.9% |
$820K - $875K
|
60.7K
$7.34M
|
|
|
Jan 15, 2026
Q4 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-34- 1.64% |
$4.02K - $4.29K
|
2.03K
$246K
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
267+ 1.65% |
$31.6K - $33.7K
|
16.5K
$1.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
304New |
$36K - $38.4K
|
304
$36.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33New |
$3.9K - $4.17K
|
33
$3.99K
|
|
|
Jan 15, 2026
Q4 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
66K+ 824.17% |
$7.81M - $8.33M
|
74K
$8.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.03% |
$473 - $505
|
14.7K
$1.78M
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
SELL
|
- |
-4.25K- 5.97% |
$503K - $537K
|
66.9K
$8.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
3+ 1.2% |
$355 - $379
|
253
$30.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-13.8K- 8.51% |
$1.63M - $1.74M
|
148K
$18M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.8K+ 5.28% |
$213K - $227K
|
35.9K
$4.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-122- 1.0% |
$14.4K - $15.4K
|
12K
$1.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 1.95% |
$2.96K - $3.16K
|
1.26K
$152K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-363- 0.36% |
$42.9K - $45.8K
|
99.4K
$12M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-92- 1.0% |
$10.9K - $11.6K
|
9.08K
$1.1M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
111+ 0.15% |
$13.1K - $14K
|
74.9K
$9.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-41- 0.22% |
$4.85K - $5.18K
|
18.2K
$2.21M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-289- 1.37% |
$34.2K - $36.5K
|
20.8K
$2.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Lee Kelleher Wealth Management
Fulton, MD |
SELL
|
- |
-7.21K- 7.67% |
$853K - $910K
|
86.8K
$10.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
173+ 0.84% |
$20.5K - $21.8K
|
20.7K
$2.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-39- 61.9% |
$4.61K - $4.92K
|
24
$2.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1+ 0.01% |
$118 - $126
|
7.52K
$910K
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-4.88K- 19.42% |
$577K - $616K
|
20.3K
$2.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.72KNew |
$322K - $343K
|
2.72K
$329K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
7.61K+ 5.68% |
$900K - $960K
|
141K
$17.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.57K- 1.62% |
$304K - $324K
|
156K
$18.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-23.2K- 4.23% |
$2.74M - $2.92M
|
524K
$63.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-211- 0.6% |
$25K - $26.6K
|
35K
$4.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-445- 10.31% |
$52.6K - $56.2K
|
3.87K
$469K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
4.88K+ 2.43% |
$577K - $616K
|
205K
$24.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
16+ 0.06% |
$1.89K - $2.02K
|
28.8K
$3.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.45K- 4.11% |
$290K - $310K
|
57.3K
$6.94M
|
|
|
Jan 14, 2026
Q4 2025
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-71- 1.1% |
$8.4K - $8.97K
|
6.41K
$776K
|
|