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 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.99K- 16.66% |
$217K - $242K
|
9.94K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-133- 29.1% |
$14.5K - $16.2K
|
324
$39.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-34- 0.5% |
$3.7K - $4.14K
|
6.81K
$824K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 4.18% |
$160K - $178K
|
36.5K
$4.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111K+ 38.1% |
$12.1M - $13.5M
|
403K
$48.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
266+ 20.18% |
$29K - $32.4K
|
1.58K
$192K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5+ 0.06% |
$545 - $608
|
8.87K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.61K+ 16.08% |
$176K - $196K
|
11.6K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-986- 4.47% |
$107K - $120K
|
21.1K
$2.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
217+ 1.93% |
$23.6K - $26.4K
|
11.5K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-9- 0.28% |
$981 - $1.09K
|
3.16K
$383K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-2.96K- 2.36% |
$323K - $360K
|
123K
$14.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
47+ 1.66% |
$5.12K - $5.72K
|
2.88K
$349K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.23K- 7.23% |
$243K - $271K
|
28.6K
$3.46M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
1.72KNew |
$187K - $209K
|
1.72K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-15.9K- 10.65% |
$1.73M - $1.94M
|
134K
$16.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-8- 9.09% |
$872 - $973
|
80
$9.68K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.62K+ 31.88% |
$394K - $440K
|
15K
$1.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-5.38K- 0.85% |
$586K - $654K
|
631K
$76.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-136K- 84.47% |
$14.8M - $16.5M
|
25K
$3.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
3.16KNew |
$344K - $385K
|
3.16K
$383K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28.1K+ 40.54% |
$3.07M - $3.42M
|
97.5K
$11.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-36- 0.24% |
$3.92K - $4.38K
|
14.7K
$1.78M
|
|
|
Nov 06, 2025
Q3 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
2.33K+ 1.96% |
$254K - $284K
|
121K
$14.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
2.16K+ 3.48% |
$235K - $263K
|
64.2K
$7.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.54K+ 7.06% |
$386K - $431K
|
53.7K
$6.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.98K- 3.63% |
$216K - $241K
|
52.6K
$6.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $122
|
4.66K
$564K
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
333+ 10.98% |
$36.3K - $40.5K
|
3.37K
$407K
|
|
|
Nov 06, 2025
Q3 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
212+ 1.8% |
$23.1K - $25.8K
|
12K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-530- 4.82% |
$57.8K - $64.5K
|
10.5K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
4+ 0.06% |
$436 - $487
|
7.11K
$861K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-278- 2.36% |
$30.3K - $33.8K
|
11.5K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-26- 0.15% |
$2.83K - $3.16K
|
16.9K
$2.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.0% |
$218 - $243
|
53.7K
$6.51M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 6.53% |
$13.3M - $14.9M
|
2M
$242M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
10.1K+ 6.77% |
$1.1M - $1.23M
|
159K
$19.2M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2KNew |
$218K - $243K
|
2K
$242K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.3K- 84.97% |
$1.24M - $1.38M
|
2.01K
$243K
|
|
|
Nov 06, 2025
Q3 2025
|
Valpey Financial Services, LLC
Concord, NH |
SELL
|
- |
-638- 9.7% |
$69.5K - $77.6K
|
5.94K
$719K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-871- 38.78% |
$94.9K - $106K
|
1.38K
$166K
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.72KNew |
$187K - $209K
|
1.72K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.97KNew |
$323K - $361K
|
2.97K
$359K
|
|
|
Nov 05, 2025
Q3 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-46- 0.94% |
$5.01K - $5.6K
|
4.87K
$589K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-376- 0.76% |
$41K - $45.7K
|
48.9K
$5.91M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1+ 0.02% |
$109 - $122
|
4.95K
$600K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
62+ 2.49% |
$6.76K - $7.54K
|
2.56K
$309K
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
SELL
|
- |
-1.44K- 1.75% |
$157K - $175K
|
80.9K
$9.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-115- 1.3% |
$12.5K - $14K
|
8.72K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4+ 0.12% |
$436 - $487
|
3.21K
$389K
|
|