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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
79.2KNew |
$8.63M - $9.63M
|
79.2K
$9.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
273+ 1.61% |
$29.7K - $33.2K
|
17.3K
$2.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.5K- 12.77% |
$163K - $182K
|
10.3K
$1.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-195K- 5.21% |
$21.3M - $23.7M
|
3.55M
$430M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
405+ 3.85% |
$44.1K - $49.3K
|
10.9K
$1.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.38KNew |
$696K - $776K
|
6.38K
$773K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-434- 9.37% |
$47.3K - $52.8K
|
4.2K
$508K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
120KNew |
$13M - $14.5M
|
120K
$14.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-266- 1.35% |
$29K - $32.4K
|
19.4K
$2.35M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
102+ 3.94% |
$11.1K - $12.4K
|
2.69K
$326K
|
|
|
Oct 29, 2025
Q3 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
SELL
|
- |
-74- 2.39% |
$8.06K - $9K
|
3.02K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.35K+ 9.04% |
$147K - $164K
|
16.2K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
29.6K+ 98.65% |
$3.23M - $3.6M
|
59.6K
$7.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.83K- 1.0% |
$199K - $222K
|
180K
$21.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
707+ 9.96% |
$77K - $86K
|
7.8K
$945K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-47- 1.3% |
$5.12K - $5.72K
|
3.56K
$431K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
292+ 2.74% |
$31.8K - $35.5K
|
11K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12- 0.63% |
$1.31K - $1.46K
|
1.91K
$231K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.99K+ 133.38% |
$652K - $728K
|
10.5K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-21.1K- 2.07% |
$2.3M - $2.56M
|
998K
$121M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
149+ 30.98% |
$16.2K - $18.1K
|
630
$76.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
240+ 6.27% |
$26.2K - $29.2K
|
4.07K
$492K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-153- 3.01% |
$16.7K - $18.6K
|
4.93K
$597K
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-16.8K- 82.83% |
$1.84M - $2.05M
|
3.49K
$423K
|
|
|
Oct 29, 2025
Q3 2025
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-550- 23.5% |
$59.9K - $66.9K
|
1.79K
$217K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.5K- 4.41% |
$1.47M - $1.64M
|
292K
$35.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.21K+ 1.95% |
$132K - $147K
|
63.2K
$7.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
88.2K+ 338.05% |
$9.61M - $10.7M
|
114K
$13.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.43K+ 16.9% |
$156K - $174K
|
9.88K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
575+ 2.83% |
$62.7K - $69.9K
|
20.9K
$2.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.28KNew |
$139K - $155K
|
1.28K
$155K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-57- 0.69% |
$6.21K - $6.93K
|
8.22K
$995K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
59+ 0.62% |
$6.43K - $7.18K
|
9.65K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.84KNew |
$200K - $223K
|
1.84K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
130K+ 70.17% |
$14.2M - $15.8M
|
316K
$38.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
38.4KNew |
$4.18M - $4.67M
|
38.4K
$4.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
264+ 10.81% |
$28.8K - $32.1K
|
2.71K
$328K
|
|
|
Oct 29, 2025
Q3 2025
|
Middleton & CO Inc
|
SELL
|
- |
-35- 0.46% |
$3.81K - $4.26K
|
7.54K
$913K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-853- 8.21% |
$93K - $104K
|
9.54K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
254+ 2.54% |
$27.7K - $30.9K
|
10.3K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.85K- 2.97% |
$638K - $712K
|
191K
$23.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-232- 9.86% |
$25.3K - $28.2K
|
2.12K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3+ 0.01% |
$327 - $365
|
23.2K
$2.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 0.47% |
$141K - $157K
|
274K
$33.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
76+ 1.05% |
$8.28K - $9.25K
|
7.29K
$882K
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.96KNew |
$214K - $239K
|
1.96K
$238K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-65- 0.46% |
$7.08K - $7.91K
|
14.1K
$1.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-1.56K- 0.9% |
$170K - $190K
|
172K
$20.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
35.2KNew |
$3.84M - $4.29M
|
35.2K
$4.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-2.21K- 50.44% |
$241K - $269K
|
2.17K
$263K
|
|