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 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-15- 0.12% |
$1.63K - $1.82K
|
12.1K
$1.46M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 1.47% |
$169K - $188K
|
103K
$12.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-534- 6.01% |
$58.2K - $65K
|
8.34K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-115- 0.25% |
$12.5K - $14K
|
46.3K
$5.61M
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-153- 2.92% |
$16.7K - $18.6K
|
5.09K
$616K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.47K- 7.11% |
$378K - $422K
|
45.3K
$5.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1- 0.01% |
$109 - $122
|
10.1K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-214- 0.58% |
$23.3K - $26K
|
36.5K
$4.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-80- 0.65% |
$8.72K - $9.73K
|
12.2K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.07% |
$109 - $122
|
1.35K
$163K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.12K- 8.74% |
$231K - $258K
|
22.1K
$2.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
7.91K
$957K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
2.36K+ 9.05% |
$257K - $287K
|
28.5K
$3.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-276K- 97.18% |
$30.1M - $33.6M
|
8.01K
$969K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-101- 0.57% |
$11K - $12.3K
|
17.6K
$2.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-468- 0.86% |
$51K - $56.9K
|
54.2K
$6.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1- 0.02% |
$109 - $122
|
4.5K
$544K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-332- 13.28% |
$36.2K - $40.4K
|
2.17K
$262K
|
|
|
Oct 17, 2025
Q3 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3+ 0.06% |
$327 - $365
|
5.28K
$639K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50- 0.04% |
$5.45K - $6.08K
|
116K
$14M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-53.6K- 10.06% |
$5.84M - $6.51M
|
479K
$57.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 18.45% |
$141K - $158K
|
8.33K
$1.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-12.8K- 99.91% |
$1.4M - $1.56M
|
12
$1.45K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37.2K- 19.61% |
$4.06M - $4.53M
|
153K
$18.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
73+ 0.44% |
$7.95K - $8.88K
|
16.6K
$2.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-11- 0.05% |
$1.2K - $1.34K
|
22.8K
$2.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
95+ 0.66% |
$10.4K - $11.6K
|
14.4K
$1.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
SELL
|
- |
-17.3K- 89.01% |
$1.89M - $2.11M
|
2.14K
$259K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
624+ 5.67% |
$68K - $75.9K
|
11.6K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-598- 5.32% |
$65.2K - $72.7K
|
10.6K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-875- 29.66% |
$95.3K - $106K
|
2.08K
$251K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.12K- 56.03% |
$122K - $136K
|
879
$106K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.23K+ 0.8% |
$134K - $150K
|
156K
$18.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-98- 6.77% |
$10.7K - $11.9K
|
1.35K
$163K
|
|
|
Oct 16, 2025
Q3 2025
|
Amarillo National Bank
|
SELL
|
- |
-3.6K- 1.15% |
$393K - $438K
|
309K
$37.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
68+ 0.64% |
$7.41K - $8.27K
|
10.7K
$1.29M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-19- 6.88% |
$2.07K - $2.31K
|
257
$31.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
806+ 36.77% |
$87.8K - $98K
|
3K
$363K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
592+ 1.9% |
$64.5K - $72K
|
31.7K
$3.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
143+ 4.43% |
$15.6K - $17.4K
|
3.37K
$408K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.8KNew |
$196K - $219K
|
1.8K
$218K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.2K+ 9.76% |
$2.53M - $2.82M
|
261K
$31.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.28K+ 48.88% |
$249K - $278K
|
6.95K
$841K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-794- 12.25% |
$86.5K - $96.6K
|
5.69K
$689K
|
|
|
Oct 15, 2025
Q3 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.64% |
$2.72K - $3.04K
|
3.86K
$468K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.07K- 3.17% |
$117K - $131K
|
32.8K
$3.97M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-279- 3.91% |
$30.4K - $33.9K
|
6.86K
$830K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-156- 0.52% |
$17K - $19K
|
30.1K
$3.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14K- 1.89% |
$1.53M - $1.71M
|
730K
$88.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
250+ 2.15% |
$27.2K - $30.4K
|
11.9K
$1.44M
|
|