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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.4K+ 40.86% |
$875K - $934K
|
25.5K
$3.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-78- 0.59% |
$9.23K - $9.85K
|
13.1K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.68K+ 22.65% |
$199K - $212K
|
9.1K
$1.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
26.8K+ 9.47% |
$3.17M - $3.39M
|
310K
$37.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-221- 4.01% |
$26.1K - $27.9K
|
5.29K
$640K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-117- 0.71% |
$13.8K - $14.8K
|
16.2K
$1.97M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-313- 3.07% |
$37K - $39.5K
|
9.9K
$1.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-30- 0.1% |
$3.55K - $3.79K
|
30.1K
$3.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-80- 3.51% |
$9.46K - $10.1K
|
2.2K
$266K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-87- 1.23% |
$10.3K - $11K
|
7K
$847K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.33K+ 5.82% |
$276K - $295K
|
42.4K
$5.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.45K+ 12.06% |
$527K - $562K
|
41.4K
$5.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 14.18% |
$9.23K - $9.85K
|
628
$76K
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.14K- 2.0% |
$134K - $144K
|
55.6K
$6.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
139+ 0.39% |
$16.4K - $17.6K
|
36.2K
$4.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
10.4K+ 97.04% |
$1.23M - $1.32M
|
21.2K
$2.56M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
753+ 2.18% |
$89.1K - $95.1K
|
35.4K
$4.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-6.18K- 66.42% |
$731K - $780K
|
3.12K
$378K
|
|
|
Jan 07, 2026
Q4 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.14% |
$355 - $379
|
2.12K
$257K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
64+ 0.48% |
$7.57K - $8.08K
|
13.5K
$1.63M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-399- 1.95% |
$47.2K - $50.4K
|
20.1K
$2.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-143- 1.71% |
$16.9K - $18.1K
|
8.21K
$994K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.07K- 9.03% |
$126K - $135K
|
10.8K
$1.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
378+ 8.77% |
$44.7K - $47.7K
|
4.69K
$567K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17+ 0.37% |
$2.01K - $2.15K
|
4.6K
$557K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
76K+ 1855.62% |
$8.99M - $9.59M
|
80.1K
$9.69M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-1.84K- 30.26% |
$217K - $232K
|
4.23K
$512K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-997- 5.8% |
$118K - $126K
|
16.2K
$1.96M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.21K- 0.54% |
$143K - $152K
|
222K
$26.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
54+ 2.22% |
$6.39K - $6.82K
|
2.48K
$300K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.13K+ 6.21% |
$725K - $774K
|
105K
$12.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-198- 3.18% |
$23.4K - $25K
|
6.04K
$731K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.39K+ 26.35% |
$638K - $681K
|
25.9K
$3.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
303New |
$35.8K - $38.3K
|
303
$36.7K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$355 - $379
|
2.43K
$294K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
1.67KNew |
$198K - $211K
|
1.67K
$202K
|
|
|
Jan 06, 2026
Q4 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-4.28K- 3.93% |
$506K - $540K
|
105K
$12.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1.73K- 10.39% |
$204K - $218K
|
14.9K
$1.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.17% |
$118 - $126
|
581
$70.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
878+ 31.25% |
$104K - $111K
|
3.69K
$446K
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.54K+ 27.74% |
$182K - $194K
|
7.08K
$857K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2+ 0.1% |
$237 - $253
|
2.05K
$248K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
532+ 125.18% |
$62.9K - $67.2K
|
957
$116K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
56.5K+ 1.58% |
$6.68M - $7.14M
|
3.63M
$440M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.6K- 4.76% |
$1.49M - $1.59M
|
251K
$30.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-25- 3.33% |
$2.96K - $3.16K
|
725
$87.8K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-532- 11.37% |
$62.9K - $67.2K
|
4.15K
$502K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
495+ 0.51% |
$58.6K - $62.5K
|
98.3K
$11.9M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-162K- 11.01% |
$17.6M - $19.7M
|
1.31M
$158M
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-903- 0.6% |
$98.4K - $110K
|
150K
$18.2M
|
|