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 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
63+ 0.1% |
$6.87K - $7.66K
|
62.9K
$7.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.46K- 6.9% |
$704K - $786K
|
87.2K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
12.1KNew |
$1.32M - $1.47M
|
12.1K
$1.47M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.18% |
$109 - $122
|
552
$66.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-22- 0.19% |
$2.4K - $2.68K
|
11.4K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-232- 9.78% |
$25.3K - $28.2K
|
2.14K
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.38K+ 4.01% |
$368K - $411K
|
87.7K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
SELL
|
- |
-4.32K- 16.39% |
$471K - $525K
|
22K
$2.67M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
57+ 0.62% |
$6.21K - $6.93K
|
9.19K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-3.61K- 62.36% |
$393K - $439K
|
2.18K
$264K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
62.5K+ 301.68% |
$6.81M - $7.61M
|
83.2K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-660- 1.3% |
$71.9K - $80.3K
|
50K
$6.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-609- 0.77% |
$66.4K - $74.1K
|
79K
$9.56M
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.6K+ 94.81% |
$1.26M - $1.41M
|
23.8K
$2.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-4.44K- 1.94% |
$484K - $540K
|
224K
$27.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-899- 5.0% |
$98K - $109K
|
17.1K
$2.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.25K+ 19.7% |
$245K - $274K
|
13.7K
$1.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-24- 0.09% |
$2.62K - $2.92K
|
26.1K
$3.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
BUY
|
- |
121+ 2.36% |
$13.2K - $14.7K
|
5.25K
$635K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.29K+ 4.28% |
$140K - $156K
|
31.3K
$3.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-366- 29.71% |
$39.9K - $44.5K
|
866
$105K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-506- 0.13% |
$55.1K - $61.6K
|
391K
$47.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-174- 0.15% |
$19K - $21.2K
|
115K
$13.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.06K- 0.93% |
$224K - $250K
|
220K
$26.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.39K+ 7.6% |
$261K - $291K
|
33.8K
$4.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-5.91K- 6.22% |
$644K - $718K
|
89K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
589+ 5.43% |
$64.2K - $71.7K
|
11.4K
$1.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.48K+ 9.48% |
$162K - $181K
|
17.1K
$2.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
31+ 1.44% |
$3.38K - $3.77K
|
2.19K
$265K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-28- 0.28% |
$3.05K - $3.41K
|
10.1K
$1.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17K+ 22.88% |
$1.85M - $2.07M
|
91.2K
$11M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.59K- 18.11% |
$173K - $193K
|
7.18K
$869K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
40+ 0.85% |
$4.36K - $4.87K
|
4.76K
$576K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.11K+ 4.06% |
$230K - $257K
|
54K
$6.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.42K+ 2.18% |
$264K - $294K
|
114K
$13.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.5K- 2.25% |
$163K - $182K
|
65K
$7.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-22- 0.25% |
$2.4K - $2.68K
|
8.73K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
SELL
|
- |
-2.3K- 11.35% |
$251K - $280K
|
18K
$2.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
19+ 0.95% |
$2.07K - $2.31K
|
2.02K
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-12.1K- 1.57% |
$1.32M - $1.48M
|
762K
$92.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
563+ 1.54% |
$61.4K - $68.5K
|
37.2K
$4.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 4.22% |
$174K - $194K
|
36.2K
$4.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
700+ 2.16% |
$76.3K - $85.2K
|
33.1K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.38K+ 10.13% |
$150K - $168K
|
15K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
956K+ 196.87% |
$104M - $116M
|
1.44M
$174M
|
|
|
Nov 04, 2025
Q3 2025
|
Three Cord True Wealth Management, LLC
Beaver, PA |
SELL
|
- |
-35- 1.21% |
$3.81K - $4.26K
|
2.87K
$347K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-183- 4.58% |
$19.9K - $22.3K
|
3.82K
$462K
|
|
|
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
|
|