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 04, 2025
Q3 2025
|
A4 Wealth Advisors LLC
Huntersville, NC |
BUY
|
- |
27.3KNew |
$2.98M - $3.32M
|
27.3K
$3.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-229- 0.49% |
$25K - $27.9K
|
46.6K
$5.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.88KNew |
$205K - $229K
|
1.88K
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-1.25K- 6.24% |
$136K - $152K
|
18.7K
$2.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-26- 0.22% |
$2.83K - $3.16K
|
11.5K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.2K+ 1.89% |
$5.69M - $6.35M
|
2.81M
$340M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-929- 11.32% |
$101K - $113K
|
7.28K
$881K
|
|
|
Nov 04, 2025
Q3 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.11% |
$327 - $365
|
2.75K
$333K
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5- 0.1% |
$545 - $608
|
5.19K
$628K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.1K- 7.57% |
$337K - $377K
|
37.8K
$4.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-4.2K- 33.44% |
$457K - $511K
|
8.36K
$1.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
2.97KNew |
$324K - $361K
|
2.97K
$360K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
4.85K+ 22.59% |
$529K - $590K
|
26.3K
$3.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
SELL
|
- |
-2.13K- 2.78% |
$232K - $259K
|
74.3K
$9M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
180+ 1.42% |
$19.6K - $21.9K
|
12.9K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
392+ 1.33% |
$42.7K - $47.7K
|
29.9K
$3.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-63.7K- 78.9% |
$6.95M - $7.75M
|
17K
$2.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-69- 1.47% |
$7.52K - $8.39K
|
4.62K
$559K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
161New |
$17.5K - $19.6K
|
161
$19.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
BUY
|
- |
1.99K+ 17.88% |
$217K - $242K
|
13.1K
$1.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-275- 1.55% |
$30K - $33.5K
|
17.4K
$2.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.4K+ 8.65% |
$1.68M - $1.88M
|
194K
$23.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.82K+ 8.94% |
$525K - $586K
|
58.7K
$7.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-5- 0.11% |
$545 - $608
|
4.41K
$534K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.73K- 0.9% |
$189K - $210K
|
190K
$23M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.87KNew |
$421K - $470K
|
3.87K
$468K
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-16.9K- 6.8% |
$1.84M - $2.05M
|
231K
$28M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
36.3K+ 2039.02% |
$3.96M - $4.42M
|
38.1K
$4.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
81+ 20.72% |
$8.83K - $9.85K
|
472
$57.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
4.4KNew |
$480K - $535K
|
4.4K
$533K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
154+ 5.65% |
$16.8K - $18.7K
|
2.88K
$349K
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
6.86K+ 13.34% |
$747K - $834K
|
58.3K
$7.05M
|
|
|
Nov 04, 2025
Q3 2025
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
SELL
|
- |
-3.91K- 4.09% |
$426K - $476K
|
91.6K
$11.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.28% |
$109 - $122
|
356
$43.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-986- 2.91% |
$107K - $120K
|
32.9K
$3.99M
|
|
|
Nov 04, 2025
Q3 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-71- 3.64% |
$7.74K - $8.64K
|
1.88K
$227K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
74.6K+ 68.43% |
$8.13M - $9.07M
|
184K
$22.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.48K- 0.97% |
$161K - $180K
|
151K
$18.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
610+ 76.25% |
$66.5K - $74.2K
|
1.41K
$171K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.6K+ 5.07% |
$1.59M - $1.78M
|
303K
$36.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
180K+ 0.4% |
$19.6M - $21.9M
|
45.6M
$5.51B
|
|
|
Nov 04, 2025
Q3 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-60- 3.55% |
$6.54K - $7.3K
|
1.63K
$197K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
213+ 484.09% |
$23.2K - $25.9K
|
257
$31.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.95K+ 3.96% |
$213K - $237K
|
51.2K
$6.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.27K+ 3.85% |
$138K - $154K
|
34.1K
$4.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.73KNew |
$189K - $211K
|
1.73K
$210K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6.78K- 19.09% |
$739K - $825K
|
28.8K
$3.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-76- 0.66% |
$8.28K - $9.25K
|
11.5K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-43- 1.26% |
$4.69K - $5.23K
|
3.36K
$407K
|
|
|
Nov 03, 2025
Q3 2025
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-394- 2.1% |
$42.9K - $47.9K
|
18.3K
$2.22M
|
|