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
|
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
|
|
|
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
|
|