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 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.41K- 3.21% |
$1.03M - $1.14M
|
283K
$34.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-117- 1.52% |
$12.7K - $14.2K
|
7.59K
$919K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-232- 2.65% |
$25.3K - $28.2K
|
8.51K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
133+ 7.15% |
$14.5K - $16.2K
|
1.99K
$241K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-44- 0.1% |
$4.79K - $5.35K
|
42.4K
$5.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-20.9K- 66.74% |
$2.27M - $2.54M
|
10.4K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-23- 0.15% |
$2.51K - $2.8K
|
15.5K
$1.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.13K- 12.78% |
$123K - $137K
|
7.69K
$930K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
1.81KNew |
$197K - $220K
|
1.81K
$219K
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-497- 2.66% |
$54.2K - $60.5K
|
18.2K
$2.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.32KNew |
$471K - $526K
|
4.32K
$523K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
13.4K
$1.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-260K- 50.0% |
$28.3M - $31.6M
|
260K
$31.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
122New |
$13.3K - $14.8K
|
122
$14.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.51K+ 21.47% |
$709K - $792K
|
36.8K
$4.46M
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-99- 12.27% |
$10.8K - $12K
|
708
$85.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-494- 0.55% |
$53.8K - $60.1K
|
89.4K
$10.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-227- 2.53% |
$24.7K - $27.6K
|
8.73K
$1.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.08K- 4.81% |
$445K - $497K
|
80.8K
$9.78M
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-475- 17.09% |
$51.8K - $57.8K
|
2.3K
$279K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.64K- 2.71% |
$178K - $199K
|
58.8K
$7.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12.4K+ 5.14% |
$1.35M - $1.51M
|
254K
$30.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.41K- 2.08% |
$589K - $658K
|
255K
$30.8M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-45- 0.41% |
$4.9K - $5.47K
|
11K
$1.33M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
11+ 0.08% |
$1.2K - $1.34K
|
14K
$1.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
15.5K
$1.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-477- 16.16% |
$52K - $58K
|
2.47K
$299K
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
10+ 0.12% |
$1.09K - $1.22K
|
8.48K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
73New |
$7.95K - $8.88K
|
73
$8.84K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
53+ 0.07% |
$5.78K - $6.45K
|
80.5K
$9.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.09% |
$327 - $365
|
3.18K
$384K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-330- 6.08% |
$36K - $40.1K
|
5.1K
$617K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
217+ 1.82% |
$23.6K - $26.4K
|
12.2K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-51- 0.69% |
$5.56K - $6.2K
|
7.3K
$883K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-5.65K- 11.88% |
$615K - $687K
|
41.9K
$5.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
24.5K+ 2.26% |
$2.67M - $2.98M
|
1.11M
$134M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-39.7K- 5.42% |
$4.33M - $4.83M
|
693K
$83.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
261+ 1.32% |
$28.4K - $31.8K
|
20K
$2.42M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-449- 0.78% |
$48.9K - $54.6K
|
57.5K
$6.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.78KNew |
$303K - $338K
|
2.78K
$336K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
413+ 4.47% |
$45K - $50.2K
|
9.65K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-10- 0.43% |
$1.09K - $1.22K
|
2.34K
$283K
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
SELL
|
- |
-183- 5.33% |
$19.9K - $22.3K
|
3.25K
$393K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.24K+ 4.53% |
$135K - $151K
|
28.7K
$3.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.74KNew |
$190K - $212K
|
1.74K
$211K
|
|
|
Oct 20, 2025
Q3 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-320- 5.06% |
$34.9K - $38.9K
|
6K
$726K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
14+ 0.14% |
$1.53K - $1.7K
|
9.7K
$1.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.68K+ 2.03% |
$510K - $569K
|
235K
$28.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
14.3K+ 51.81% |
$1.56M - $1.74M
|
42K
$5.08M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50+ 2.42% |
$5.45K - $6.08K
|
2.12K
$256K
|
|