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 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-330- 11.0% |
$36K - $40.1K
|
2.67K
$323K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.5K+ 4.42% |
$1.04M - $1.16M
|
224K
$27.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
762+ 32.29% |
$83K - $92.7K
|
3.12K
$378K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
1.71KNew |
$187K - $209K
|
1.71K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-157- 5.24% |
$17.1K - $19.1K
|
2.84K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-1.71K- 2.38% |
$186K - $208K
|
70.3K
$8.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-158- 2.36% |
$17.2K - $19.2K
|
6.54K
$792K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.53K- 25.42% |
$384K - $429K
|
10.4K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
4.42KNew |
$482K - $538K
|
4.42K
$535K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-582- 5.08% |
$63.4K - $70.8K
|
10.9K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-99- 2.88% |
$10.8K - $12K
|
3.34K
$405K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-6.16K- 10.39% |
$671K - $749K
|
53.1K
$6.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 3.83% |
$459K - $512K
|
114K
$13.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-443K- 8.46% |
$48.3M - $53.9M
|
4.8M
$581M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.72K- 1.38% |
$515K - $575K
|
337K
$40.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-204- 3.01% |
$22.2K - $24.8K
|
6.57K
$795K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-6.59K- 2.58% |
$718K - $802K
|
249K
$30.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$109 - $122
|
2.43K
$294K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-3.35K- 10.32% |
$365K - $407K
|
29.1K
$3.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
523+ 0.98% |
$57K - $63.6K
|
54K
$6.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.03% |
$436 - $487
|
14.7K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-227- 9.9% |
$24.7K - $27.6K
|
2.07K
$250K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-144- 0.54% |
$15.7K - $17.5K
|
26.3K
$3.19M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
93+ 1.59% |
$10.1K - $11.3K
|
5.95K
$721K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-8.4K- 3.44% |
$916K - $1.02M
|
236K
$28.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-117- 0.68% |
$12.7K - $14.2K
|
17K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.7K- 4.35% |
$294K - $328K
|
59.3K
$7.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-54.1K- 5.39% |
$5.9M - $6.59M
|
951K
$115M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86.9K+ 42.06% |
$9.46M - $10.6M
|
293K
$35.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
226+ 5.93% |
$24.6K - $27.5K
|
4.03K
$488K
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
SELL
|
- |
-2.21K- 0.91% |
$241K - $269K
|
241K
$29.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
21.4K+ 27.38% |
$2.33M - $2.6M
|
99.6K
$12.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-62- 2.64% |
$6.76K - $7.54K
|
2.29K
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
Welch Group, LLC
|
BUY
|
- |
2.98K+ 57.41% |
$325K - $363K
|
8.18K
$990K
|
|
|
Oct 14, 2025
Q3 2025
|
True North Advisors, LLC
|
BUY
|
- |
2.39KNew |
$261K - $291K
|
2.39K
$290K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-622- 1.45% |
$67.8K - $75.7K
|
42.2K
$5.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
26.1K+ 31.45% |
$2.84M - $3.17M
|
109K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-336- 2.38% |
$36.6K - $40.9K
|
13.8K
$1.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-600- 12.23% |
$65.4K - $73K
|
4.3K
$521K
|
|
|
Oct 14, 2025
Q3 2025
|
Veery Capital, LLC
|
SELL
|
- |
-312- 9.7% |
$34K - $38K
|
2.91K
$352K
|
|
|
Oct 14, 2025
Q3 2025
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
287+ 2.35% |
$31.3K - $34.9K
|
12.5K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
55.6KNew |
$6.05M - $6.76M
|
55.6K
$6.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
16.1K+ 9.43% |
$1.75M - $1.95M
|
186K
$22.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.37K+ 4.57% |
$149K - $167K
|
31.3K
$3.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
SELL
|
- |
-469- 2.72% |
$51.1K - $57.1K
|
16.8K
$2.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.06% |
$763 - $852
|
11K
$1.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-359- 17.65% |
$39.1K - $43.7K
|
1.68K
$203K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.67KNew |
$182K - $203K
|
1.67K
$202K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-523- 1.03% |
$57K - $63.6K
|
50.5K
$6.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-190- 20.52% |
$20.7K - $23.1K
|
736
$89.1K
|
|