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
|
Financial Services Advisory Inc
|
BUY
|
- |
2.07KNew |
$225K - $251K
|
2.07K
$250K
|
|
|
Nov 04, 2025
Q3 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.75K- 0.48% |
$191K - $213K
|
363K
$43.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.05% |
$109 - $122
|
1.93K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
8.62K+ 4.8% |
$939K - $1.05M
|
188K
$22.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.03% |
$218 - $243
|
5.72K
$693K
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-12.7K- 11.52% |
$1.38M - $1.54M
|
97.3K
$11.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.08K- 3.83% |
$771K - $861K
|
177K
$21.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.14K+ 0.83% |
$124K - $139K
|
139K
$16.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
412+ 2.18% |
$44.9K - $50.1K
|
19.3K
$2.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-30- 0.06% |
$3.27K - $3.65K
|
52.9K
$6.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-190- 2.65% |
$20.7K - $23.1K
|
6.99K
$845K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-30- 0.3% |
$3.27K - $3.65K
|
9.94K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.46KNew |
$376K - $420K
|
3.46K
$418K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
SELL
|
- |
-123- 0.73% |
$13.4K - $15K
|
16.7K
$2.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-76- 1.19% |
$8.28K - $9.25K
|
6.32K
$765K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.14K+ 8.84% |
$125K - $139K
|
14.1K
$1.7M
|
|
|
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
|
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
|
|