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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
44+ 0.17% |
$4.79K - $5.35K
|
25.5K
$3.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisor Os, LLC
|
BUY
|
- |
44+ 2.05% |
$4.79K - $5.35K
|
2.19K
$265K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
42+ 0.2% |
$4.58K - $5.11K
|
20.7K
$2.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
42+ 1.78% |
$4.58K - $5.11K
|
2.4K
$291K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
40+ 0.85% |
$4.36K - $4.87K
|
4.76K
$576K
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
40+ 0.51% |
$4.36K - $4.87K
|
7.91K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
33+ 0.49% |
$3.6K - $4.01K
|
6.81K
$824K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
30+ 0.08% |
$3.27K - $3.65K
|
36.5K
$4.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
29+ 0.39% |
$3.16K - $3.53K
|
7.44K
$900K
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
27+ 1.33% |
$2.94K - $3.28K
|
2.06K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
BUY
|
- |
26+ 1.01% |
$2.83K - $3.16K
|
2.6K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 6.28% |
$2.72K - $3.04K
|
423
$51.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
19+ 0.95% |
$2.07K - $2.31K
|
2.02K
$245K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17+ 0.36% |
$1.85K - $2.07K
|
4.73K
$572K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
16+ 0.31% |
$1.74K - $1.95K
|
5.21K
$630K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
14+ 0.24% |
$1.53K - $1.7K
|
5.88K
$712K
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
14+ 0.14% |
$1.53K - $1.7K
|
9.7K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
11+ 0.08% |
$1.2K - $1.34K
|
14K
$1.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.03% |
$1.09K - $1.22K
|
32.4K
$3.92M
|
|
|
Oct 21, 2025
Q3 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
10+ 0.12% |
$1.09K - $1.22K
|
8.48K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9+ 0.12% |
$981 - $1.09K
|
7.67K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
8+ 0.2% |
$872 - $973
|
3.97K
$481K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
8+ 0.09% |
$872 - $973
|
9.03K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
7+ 0.01% |
$763 - $852
|
85.7K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
7+ 0.06% |
$763 - $852
|
12.5K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6+ 0.06% |
$654 - $730
|
10.5K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
6+ 0.11% |
$654 - $730
|
5.25K
$635K
|
|
|
Jan 26, 2026
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
5+ 0.29% |
$545 - $608
|
1.74K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$436 - $487
|
3.51K
$424K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.13% |
$436 - $487
|
3.19K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
3+ 0.08% |
$327 - $365
|
3.6K
$436K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.05% |
$327 - $365
|
5.72K
$692K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3+ 0.08% |
$327 - $365
|
3.6K
$435K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.04% |
$327 - $365
|
7.57K
$917K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$327 - $365
|
20.3K
$2.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
3+ 30.0% |
$327 - $365
|
13
$1.57K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$327 - $365
|
3
$363
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
3+ 0.09% |
$327 - $365
|
3.18K
$384K
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.19% |
$218 - $243
|
1.07K
$129K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.01% |
$218 - $243
|
13.5K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
2+ 0.09% |
$218 - $243
|
2.32K
$280K
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.0% |
$218 - $243
|
53.7K
$6.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.03% |
$218 - $243
|
5.72K
$693K
|
|
|
Nov 13, 2025
Q3 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.0% |
$109 - $122
|
20.4K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$109 - $122
|
4.66K
$564K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.01% |
$109 - $122
|
8.83K
$1.07M
|
|
|
Nov 07, 2025
Q3 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$109 - $122
|
3.24K
$392K
|
|
|
Nov 06, 2025
Q3 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$109 - $122
|
4.66K
$564K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1+ 0.02% |
$109 - $122
|
4.95K
$600K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
1+ 0.05% |
$109 - $122
|
1.93K
$233K
|
|