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 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
753+ 2.18% |
$89.1K - $95.1K
|
35.4K
$4.28M
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
698+ 4.0% |
$82.6K - $88.1K
|
18.1K
$2.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
680+ 3.32% |
$80.4K - $85.9K
|
21.2K
$2.56M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
664+ 1.1% |
$78.5K - $83.8K
|
61.1K
$7.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
664+ 19.69% |
$78.5K - $83.8K
|
4.04K
$489K
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
638+ 27.49% |
$75.5K - $80.6K
|
2.96K
$358K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
612New |
$72.4K - $77.3K
|
612
$74.1K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
600+ 34.44% |
$71K - $75.8K
|
2.34K
$283K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
568+ 1071.7% |
$67.2K - $71.7K
|
621
$75.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
564+ 25.36% |
$66.7K - $71.2K
|
2.79K
$337K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
558+ 22.54% |
$66K - $70.5K
|
3.03K
$367K
|
|
|
Jan 20, 2026
Q4 2025
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
544+ 2.15% |
$64.3K - $68.7K
|
25.8K
$3.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
543+ 3.04% |
$64.2K - $68.6K
|
18.4K
$2.23M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
532+ 5.45% |
$62.9K - $67.2K
|
10.3K
$1.25M
|
|
|
Jan 05, 2026
Q4 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
532+ 125.18% |
$62.9K - $67.2K
|
957
$116K
|
|
|
Jan 23, 2026
Q4 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
530+ 11.99% |
$62.7K - $66.9K
|
4.95K
$599K
|
|
|
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 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
463+ 11.17% |
$54.8K - $58.5K
|
4.61K
$558K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
458+ 33.98% |
$54.2K - $57.8K
|
1.81K
$219K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
457+ 0.99% |
$54.1K - $57.7K
|
46.8K
$5.66M
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
416+ 9.63% |
$49.2K - $52.5K
|
4.74K
$573K
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
412+ 11.57% |
$48.7K - $52K
|
3.97K
$481K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
409+ 4.55% |
$48.4K - $51.6K
|
9.39K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
408+ 6.45% |
$48.3K - $51.5K
|
6.73K
$814K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
397+ 0.32% |
$47K - $50.1K
|
123K
$14.9M
|
|
|
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 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
336+ 1.96% |
$39.7K - $42.4K
|
17.5K
$2.12M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
323+ 15.46% |
$38.2K - $40.8K
|
2.41K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
309+ 3.93% |
$36.6K - $39K
|
8.17K
$988K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
304New |
$36K - $38.4K
|
304
$36.8K
|
|
|
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 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
290New |
$34.3K - $36.6K
|
290
$35.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
269+ 0.16% |
$31.8K - $34K
|
165K
$19.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
267+ 1.65% |
$31.6K - $33.7K
|
16.5K
$1.99M
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
253+ 6.22% |
$29.9K - $31.9K
|
4.32K
$523K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
239+ 1.56% |
$28.3K - $30.2K
|
15.6K
$1.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
231+ 3.84% |
$27.3K - $29.2K
|
6.25K
$756K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
219+ 12.53% |
$25.9K - $27.7K
|
1.97K
$238K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
218+ 8.82% |
$25.8K - $27.5K
|
2.69K
$326K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
218+ 1.2% |
$25.8K - $27.5K
|
18.3K
$2.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
214+ 0.19% |
$25.3K - $27K
|
114K
$13.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
206+ 1.67% |
$24.4K - $26K
|
12.6K
$1.52M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
204+ 0.39% |
$24.1K - $25.8K
|
53.1K
$6.43M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
195+ 0.14% |
$23.1K - $24.6K
|
137K
$16.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
173+ 0.84% |
$20.5K - $21.8K
|
20.7K
$2.51M
|
|
|
Jan 21, 2026
Q4 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
166+ 3.3% |
$19.6K - $21K
|
5.2K
$629K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
145+ 3.59% |
$17.2K - $18.3K
|
4.18K
$506K
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
139+ 0.64% |
$16.4K - $17.6K
|
21.8K
$2.63M
|
|