Latest Institutional Purchases of Ishares S&P 500 Growth ETF (IVW)
This list provides information on the latest institutional transactions involving Ishares S&P 500 Growth ETF (IVW) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
76K+ 1855.62% |
$8.99M - $9.59M
|
80.1K
$9.69M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
56.5K+ 1.58% |
$6.68M - $7.14M
|
3.63M
$440M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
26.8K+ 9.47% |
$3.17M - $3.39M
|
310K
$37.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
25.6KNew |
$3.02M - $3.23M
|
25.6K
$3.1M
|
|
|
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 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.99K+ 26.26% |
$1.18M - $1.26M
|
48K
$5.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
7.4K+ 40.86% |
$875K - $934K
|
25.5K
$3.09M
|
|
|
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
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
5.39K+ 26.35% |
$638K - $681K
|
25.9K
$3.13M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.24K+ 3.4% |
$620K - $662K
|
160K
$19.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.45K+ 12.06% |
$527K - $562K
|
41.4K
$5.01M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.58K+ 1.76% |
$424K - $453K
|
207K
$25.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.33K+ 5.82% |
$276K - $295K
|
42.4K
$5.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.24KNew |
$265K - $283K
|
2.24K
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.06K+ 20.39% |
$243K - $260K
|
12.1K
$1.47M
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
2K+ 4.71% |
$237K - $253K
|
44.6K
$5.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.68K+ 22.65% |
$199K - $212K
|
9.1K
$1.1M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
1.67KNew |
$198K - $211K
|
1.67K
$202K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.59K+ 78.12% |
$188K - $201K
|
3.62K
$439K
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.57K+ 33.15% |
$186K - $199K
|
6.32K
$765K
|
|
|
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
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
878+ 31.25% |
$104K - $111K
|
3.69K
$446K
|
|
|
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 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
558+ 22.54% |
$66K - $70.5K
|
3.03K
$367K
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
532+ 125.18% |
$62.9K - $67.2K
|
957
$116K
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
495+ 0.51% |
$58.6K - $62.5K
|
98.3K
$11.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
412+ 11.57% |
$48.7K - $52K
|
3.97K
$481K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
408+ 6.45% |
$48.3K - $51.5K
|
6.73K
$814K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
378+ 8.77% |
$44.7K - $47.7K
|
4.69K
$567K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
367+ 1.52% |
$43.4K - $46.3K
|
24.6K
$2.97M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
303New |
$35.8K - $38.3K
|
303
$36.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
293+ 4.65% |
$34.7K - $37K
|
6.6K
$798K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
253+ 6.22% |
$29.9K - $31.9K
|
4.32K
$523K
|
|
|
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
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 14.18% |
$9.23K - $9.85K
|
628
$76K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
64+ 0.48% |
$7.57K - $8.08K
|
13.5K
$1.63M
|
|
|
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
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17+ 0.37% |
$2.01K - $2.15K
|
4.6K
$557K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$355 - $379
|
2.43K
$294K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2+ 0.1% |
$237 - $253
|
2.05K
$248K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.17% |
$118 - $126
|
581
$70.3K
|
|
| Q3 2025 | |||||||
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
2.75MNew |
$300M - $335M
|
2.75M
$333M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.2M+ 70.19% |
$131M - $146M
|
2.91M
$352M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.08M+ 32.79% |
$117M - $131M
|
4.36M
$528M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
956K+ 196.87% |
$104M - $116M
|
1.44M
$174M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
830K+ 4.46% |
$90.4M - $101M
|
19.5M
$2.36B
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
799K+ 104.68% |
$87.1M - $97.2M
|
1.56M
$189M
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
497K+ 14.62% |
$54.2M - $60.5M
|
3.9M
$472M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
336KNew |
$36.6M - $40.9M
|
336K
$40.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
254KNew |
$27.7M - $31M
|
254K
$30.8M
|
|