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 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-1- 0.03% |
$109 - $122
|
3.26K
$395K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-230- 3.7% |
$25.1K - $28K
|
5.99K
$725K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-216- 2.02% |
$23.5K - $26.3K
|
10.5K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
32.2K+ 22.61% |
$3.51M - $3.91M
|
174K
$21.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
695+ 1.01% |
$75.7K - $84.5K
|
69.7K
$8.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$1.09K - $1.22K
|
32.4K
$3.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.02K- 59.36% |
$765K - $854K
|
4.81K
$582K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
800New |
$87.2K - $97.3K
|
800
$96.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
159+ 2.33% |
$17.3K - $19.3K
|
6.99K
$845K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-3- 0.06% |
$327 - $365
|
5.17K
$626K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
470+ 13.04% |
$51.2K - $57.2K
|
4.07K
$493K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
607+ 14.01% |
$66.1K - $73.8K
|
4.94K
$598K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4.65K+ 2.34% |
$507K - $566K
|
203K
$24.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
194K+ 286.85% |
$21.2M - $23.6M
|
262K
$31.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-7- 0.14% |
$763 - $852
|
4.99K
$604K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.18K+ 6.61% |
$237K - $265K
|
35.1K
$4.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-95- 8.47% |
$10.4K - $11.6K
|
1.03K
$124K
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.24KNew |
$244K - $273K
|
2.24K
$271K
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
2.45K+ 2.41% |
$267K - $298K
|
104K
$12.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.84K- 6.68% |
$854K - $954K
|
110K
$13.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 2.74% |
$185K - $206K
|
63.5K
$7.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
131K+ 5.73% |
$14.2M - $15.9M
|
2.41M
$292M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-210- 6.15% |
$22.9K - $25.5K
|
3.21K
$388K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.82K+ 1.92% |
$525K - $586K
|
255K
$30.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-964- 28.95% |
$105K - $117K
|
2.37K
$286K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
58.4K+ 445.14% |
$6.37M - $7.11M
|
71.5K
$8.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.44K+ 4.65% |
$157K - $176K
|
32.5K
$3.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.28K+ 11.81% |
$357K - $399K
|
31K
$3.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.03K+ 2.35% |
$440K - $491K
|
176K
$21.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.72KNew |
$515K - $575K
|
4.72K
$572K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.12K+ 14.68% |
$340K - $380K
|
24.4K
$2.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-16- 0.43% |
$1.74K - $1.95K
|
3.67K
$445K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-700- 4.09% |
$76.3K - $85.2K
|
16.4K
$1.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-1.6K- 42.66% |
$174K - $195K
|
2.15K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
281+ 4.59% |
$30.6K - $34.2K
|
6.4K
$775K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-1.3K- 1.35% |
$141K - $158K
|
95K
$11.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
29.4KNew |
$3.21M - $3.58M
|
29.4K
$3.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-458- 1.41% |
$49.9K - $55.7K
|
32K
$3.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
83+ 3.45% |
$9.04K - $10.1K
|
2.49K
$301K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
95+ 1.87% |
$10.4K - $11.6K
|
5.17K
$626K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-148- 5.22% |
$16.1K - $18K
|
2.69K
$325K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-5.86K- 2.96% |
$639K - $713K
|
192K
$23.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
6.61K+ 6.23% |
$720K - $803K
|
113K
$13.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7.44K- 4.78% |
$811K - $905K
|
148K
$17.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-9.02K- 25.75% |
$983K - $1.1M
|
26K
$3.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-13K- 2.05% |
$1.41M - $1.58M
|
619K
$75M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
92+ 1.02% |
$10K - $11.2K
|
9.09K
$1.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-642- 9.62% |
$70K - $78.1K
|
6.03K
$730K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7.31K+ 155.2% |
$797K - $889K
|
12K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.36K+ 26.26% |
$257K - $287K
|
11.4K
$1.37M
|
|