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 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
|
|
|
Jan 14, 2026
Q4 2025
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.55K- 0.48% |
$183K - $195K
|
318K
$38.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-314- 15.93% |
$37.1K - $39.7K
|
1.66K
$201K
|
|
|
Jan 14, 2026
Q4 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.84K+ 3.4% |
$218K - $233K
|
56K
$6.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.12K+ 5.46% |
$369K - $394K
|
60.3K
$7.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-343- 1.12% |
$40.6K - $43.3K
|
30.4K
$3.67M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-92- 5.33% |
$10.9K - $11.6K
|
1.63K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-414- 4.31% |
$49K - $52.3K
|
9.19K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.97KNew |
$351K - $375K
|
2.97K
$359K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-149- 53.6% |
$17.6K - $18.8K
|
129
$15.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
204+ 0.39% |
$24.1K - $25.8K
|
53.1K
$6.43M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.62K+ 23.34% |
$546K - $583K
|
24.4K
$2.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
23.4K+ 61.17% |
$2.77M - $2.96M
|
61.7K
$7.47M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2.05K+ 4.32% |
$242K - $258K
|
49.4K
$5.97M
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
564+ 25.36% |
$66.7K - $71.2K
|
2.79K
$337K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-165- 7.47% |
$19.5K - $20.8K
|
2.04K
$247K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.97K+ 1.68% |
$233K - $249K
|
119K
$14.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-140- 4.81% |
$16.6K - $17.7K
|
2.77K
$335K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.02% |
$355 - $379
|
15.9K
$1.92M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-9.75K- 55.32% |
$1.15M - $1.23M
|
7.87K
$953K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
139+ 0.64% |
$16.4K - $17.6K
|
21.8K
$2.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-360- 3.54% |
$42.6K - $45.5K
|
9.81K
$1.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-700- 30.12% |
$82.8K - $88.4K
|
1.62K
$197K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.08K+ 1.71% |
$364K - $388K
|
183K
$22.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
881+ 5.83% |
$104K - $111K
|
16K
$1.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.81KNew |
$214K - $228K
|
1.81K
$219K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.7K+ 25.34% |
$319K - $341K
|
13.4K
$1.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
25.1K+ 7.67% |
$2.97M - $3.17M
|
353K
$42.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
920+ 2.36% |
$109K - $116K
|
39.9K
$4.83M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
309+ 3.93% |
$36.6K - $39K
|
8.17K
$988K
|
|