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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.35K+ 6.47% |
$278K - $296K
|
38.6K
$4.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.3K- 31.07% |
$627K - $669K
|
11.8K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
49+ 0.89% |
$5.8K - $6.19K
|
5.52K
$669K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$473 - $505
|
4.09K
$495K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
409+ 4.55% |
$48.4K - $51.6K
|
9.39K
$1.14M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.75K- 21.22% |
$443K - $473K
|
13.9K
$1.68M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-4.81K- 1.81% |
$569K - $608K
|
261K
$31.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
680+ 3.32% |
$80.4K - $85.9K
|
21.2K
$2.56M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.01K+ 2.76% |
$356K - $380K
|
112K
$13.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
865+ 14.19% |
$102K - $109K
|
6.96K
$843K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
782+ 1.84% |
$92.5K - $98.8K
|
43.3K
$5.24M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.2% |
$118 - $126
|
507
$61.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.15K- 0.93% |
$136K - $146K
|
123K
$14.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2.16K+ 23.96% |
$255K - $272K
|
11.2K
$1.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-372- 1.68% |
$44K - $47K
|
21.7K
$2.63M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2K+ 4.71% |
$237K - $253K
|
44.6K
$5.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.5K- 6.13% |
$178K - $190K
|
23K
$2.79M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-348- 1.29% |
$41.2K - $43.9K
|
26.6K
$3.22M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-205- 4.31% |
$24.2K - $25.9K
|
4.55K
$550K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.59K+ 78.12% |
$188K - $201K
|
3.62K
$439K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.58K+ 1.76% |
$424K - $453K
|
207K
$25.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.23K- 21.55% |
$264K - $281K
|
8.12K
$982K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-405- 2.61% |
$47.9K - $51.1K
|
15.1K
$1.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-902- 4.08% |
$107K - $114K
|
21.2K
$2.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-1.31K- 15.76% |
$154K - $165K
|
6.98K
$845K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.99K+ 26.26% |
$1.18M - $1.26M
|
48K
$5.82M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-502- 5.16% |
$59.4K - $63.4K
|
9.23K
$1.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.5K- 2.68% |
$1.95M - $2.09M
|
599K
$72.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-562- 0.91% |
$66.5K - $71K
|
61.3K
$7.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
558+ 22.54% |
$66K - $70.5K
|
3.03K
$367K
|
|
|
Jan 08, 2026
Q4 2025
|
Financial Management Network Inc
|
SELL
|
- |
-925- 1.33% |
$109K - $117K
|
68.6K
$8.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.72K- 4.26% |
$322K - $344K
|
61.2K
$7.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.24KNew |
$265K - $283K
|
2.24K
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-447- 7.47% |
$52.9K - $56.4K
|
5.53K
$670K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.57K+ 33.15% |
$186K - $199K
|
6.32K
$765K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
25.6KNew |
$3.02M - $3.23M
|
25.6K
$3.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2.15K- 17.33% |
$254K - $272K
|
10.3K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.07% |
$237 - $253
|
2.9K
$351K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
408+ 6.45% |
$48.3K - $51.5K
|
6.73K
$814K
|
|
|
Jan 08, 2026
Q4 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-637- 1.27% |
$75.4K - $80.4K
|
49.4K
$5.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
412+ 11.57% |
$48.7K - $52K
|
3.97K
$481K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.06K+ 20.39% |
$243K - $260K
|
12.1K
$1.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-734- 4.9% |
$86.8K - $92.7K
|
14.2K
$1.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.42K- 3.54% |
$168K - $179K
|
38.7K
$4.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-217- 0.82% |
$25.7K - $27.4K
|
26.1K
$3.16M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
367+ 1.52% |
$43.4K - $46.3K
|
24.6K
$2.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-76- 4.08% |
$8.99K - $9.6K
|
1.79K
$216K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
293+ 4.65% |
$34.7K - $37K
|
6.6K
$798K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
253+ 6.22% |
$29.9K - $31.9K
|
4.32K
$523K
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.24K+ 3.4% |
$620K - $662K
|
160K
$19.3M
|
|