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
|
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
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-83- 1.16% |
$9.04K - $10.1K
|
7.06K
$855K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-57.3K- 34.15% |
$6.24M - $6.97M
|
111K
$13.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.37K+ 6.58% |
$477K - $532K
|
70.8K
$8.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.1K+ 4.86% |
$119K - $133K
|
23.6K
$2.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-379K- 10.54% |
$41.3M - $46.1M
|
3.22M
$390M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
733+ 7.07% |
$79.9K - $89.2K
|
11.1K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-13K- 69.82% |
$1.41M - $1.58M
|
5.6K
$678K
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-4.82K- 2.65% |
$525K - $586K
|
177K
$21.5M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-365- 4.07% |
$39.8K - $44.4K
|
8.6K
$1.04M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-423- 6.56% |
$46.1K - $51.5K
|
6.03K
$730K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.68KNew |
$183K - $204K
|
1.68K
$203K
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-142- 3.19% |
$15.5K - $17.3K
|
4.31K
$521K
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
SELL
|
- |
-29.6K- 1.53% |
$3.22M - $3.6M
|
1.91M
$231M
|
|