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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
SELL
|
- |
-11- 0.2% |
$1.2K - $1.34K
|
5.46K
$660K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
128KNew |
$14M - $15.6M
|
128K
$15.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
SELL
|
- |
-2.68KClosed |
$292K - $326K
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
9.47K+ 50.03% |
$1.03M - $1.15M
|
28.4K
$3.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-375- 8.84% |
$40.9K - $45.6K
|
3.87K
$468K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
33.5KNew |
$3.65M - $4.08M
|
33.5K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.13KNew |
$341K - $381K
|
3.13K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-414- 4.9% |
$45.1K - $50.4K
|
8.04K
$974K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.81K- 5.59% |
$415K - $463K
|
64.3K
$7.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
59New |
$6.43K - $7.18K
|
59
$7.14K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.04K- 4.0% |
$658K - $735K
|
145K
$17.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
33.5KNew |
$3.65M - $4.08M
|
33.5K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
45.7K+ 565.73% |
$4.98M - $5.56M
|
53.8K
$6.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.25K- 4.33% |
$245K - $273K
|
49.6K
$6M
|
|
|
Nov 12, 2025
Q3 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-38.5K- 57.88% |
$4.2M - $4.68M
|
28K
$3.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
6.72K+ 2.56% |
$733K - $818K
|
270K
$32.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
3.21KNew |
$349K - $390K
|
3.21K
$388K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-26.3K- 8.35% |
$2.87M - $3.2M
|
289K
$35M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-707- 4.11% |
$77K - $86K
|
16.5K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
85+ 2.9% |
$9.26K - $10.3K
|
3.02K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-675- 10.21% |
$73.6K - $82.1K
|
5.94K
$719K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
36.4KNew |
$3.97M - $4.43M
|
36.4K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.9K- 2.73% |
$2.05M - $2.29M
|
673K
$81.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.68KNew |
$183K - $204K
|
1.68K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Navalign, LLC
|
SELL
|
- |
-90- 2.94% |
$9.81K - $10.9K
|
2.97K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-382K- 80.18% |
$41.6M - $46.4M
|
94.4K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-4K- 12.33% |
$435K - $486K
|
28.4K
$3.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-2.37K- 0.81% |
$259K - $289K
|
290K
$35.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
86+ 0.74% |
$9.37K - $10.5K
|
11.6K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
1.21K+ 2.05% |
$132K - $147K
|
60.5K
$7.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-179- 5.21% |
$19.5K - $21.8K
|
3.26K
$394K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-262- 3.83% |
$28.6K - $31.9K
|
6.58K
$797K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.06% |
$763 - $852
|
12.5K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.69K- 1.21% |
$619K - $692K
|
463K
$56.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.5K+ 1.81% |
$490K - $547K
|
253K
$30.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-336- 26.01% |
$36.6K - $40.9K
|
956
$116K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
27.8K+ 85.11% |
$3.03M - $3.38M
|
60.5K
$7.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2+ 0.09% |
$218 - $243
|
2.32K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
7+ 0.11% |
$763 - $852
|
6.31K
$763K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-246- 11.22% |
$26.8K - $29.9K
|
1.95K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.11% |
$872 - $973
|
7.17K
$867K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
43.5K+ 380.18% |
$4.74M - $5.29M
|
54.9K
$6.65M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.08K- 11.95% |
$336K - $375K
|
22.7K
$2.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Barings LLC
|
BUY
|
- |
127K+ 51.87% |
$13.8M - $15.4M
|
371K
$44.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
311+ 0.09% |
$33.9K - $37.8K
|
343K
$41.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3+ 0.08% |
$327 - $365
|
3.6K
$435K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
148+ 2.18% |
$16.1K - $18K
|
6.95K
$841K
|
|
|
Nov 10, 2025
Q3 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.39K- 8.92% |
$151K - $169K
|
14.2K
$1.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.83K+ 145.48% |
$744K - $831K
|
11.5K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.77KNew |
$193K - $215K
|
1.77K
$214K
|
|