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 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
76+ 0.81% |
$8.28K - $9.25K
|
9.5K
$1.15M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.13KNew |
$232K - $259K
|
2.13K
$258K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-225- 1.33% |
$24.5K - $27.4K
|
16.7K
$2.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.71KNew |
$186K - $208K
|
1.71K
$207K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
952New |
$104K - $116K
|
952
$115K
|
|
|
Oct 06, 2025
Q3 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-2.28K- 3.38% |
$248K - $277K
|
65.1K
$7.88M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-38- 0.16% |
$4.14K - $4.62K
|
23.9K
$2.89M
|
|
|
Oct 03, 2025
Q3 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
3+ 0.01% |
$327 - $365
|
50K
$6.06M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
90+ 0.56% |
$9.81K - $10.9K
|
16.2K
$1.96M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
14+ 0.2% |
$1.53K - $1.7K
|
7.04K
$852K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 0.51% |
$4.36K - $4.87K
|
7.91K
$957K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
850+ 13.83% |
$70.5K - $93.6K
|
6.99K
$847K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25K- 0.78% |
$2.08M - $2.76M
|
3.17M
$384M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
843+ 1.4% |
$69.9K - $92.8K
|
61.2K
$7.41M
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-1K- 3.31% |
$83.3K - $111K
|
29.3K
$3.55M
|
|
|
Nov 06, 2025
Q2 2025
|
Plan A Wealth LLC
Lincoln, NE |
BUY
|
- |
1.92KNew |
$159K - $212K
|
1.92K
$233K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-3.53K- 12.58% |
$293K - $388K
|
24.5K
$2.97M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
941+ 4.13% |
$78.1K - $104K
|
23.7K
$2.87M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
175+ 0.97% |
$14.5K - $19.3K
|
18.2K
$2.2M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.05K+ 1.44% |
$170K - $225K
|
144K
$17.4M
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
3+ 0.1% |
$249 - $330
|
3.14K
$380K
|
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
626+ 8.28% |
$51.9K - $68.9K
|
8.19K
$991K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-9.41K- 97.56% |
$780K - $1.04M
|
235
$28.4K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
182New |
$15.1K - $20K
|
182
$22K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
46.7KNew |
$3.87M - $5.14M
|
46.7K
$5.65M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.37KNew |
$197K - $261K
|
2.37K
$287K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.99KNew |
$165K - $219K
|
1.99K
$241K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-92- 69.7% |
$7.63K - $10.1K
|
40
$4.84K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.03% |
$830 - $1.1K
|
34.3K
$4.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.45K- 17.55% |
$203K - $270K
|
11.5K
$1.39M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
120+ 0.22% |
$9.96K - $13.2K
|
54.3K
$6.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-141- 1.51% |
$11.7K - $15.5K
|
9.2K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-250- 0.15% |
$20.7K - $27.5K
|
169K
$20.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.17KNew |
$263K - $349K
|
3.17K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-272- 8.88% |
$22.6K - $29.9K
|
2.79K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.87K- 99.2% |
$155K - $205K
|
15
$1.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
3.4KNew |
$282K - $374K
|
3.4K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-183- 6.82% |
$15.2K - $20.1K
|
2.5K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-935- 10.98% |
$77.6K - $103K
|
7.58K
$918K
|
|
|
Aug 14, 2025
Q2 2025
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-845- 0.51% |
$70.1K - $93K
|
164K
$19.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Cobler Capital Management, LLC
Silver Lake, KS |
BUY
|
- |
1.8KNew |
$150K - $199K
|
1.8K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
SELL
|
- |
-1.54K- 2.44% |
$128K - $170K
|
61.7K
$7.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.75K+ 17.76% |
$560K - $743K
|
44.8K
$5.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-881- 21.56% |
$73.1K - $97K
|
3.21K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
564K+ 487.92% |
$46.8M - $62.1M
|
680K
$82.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-26- 0.19% |
$2.16K - $2.86K
|
13.4K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
304+ 6.4% |
$25.2K - $33.5K
|
5.05K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-156- 7.1% |
$12.9K - $17.2K
|
2.04K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.98KNew |
$165K - $218K
|
1.98K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
9.54K+ 57.57% |
$792K - $1.05M
|
26.1K
$3.16M
|
|