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 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
16+ 0.06% |
$1.89K - $2.02K
|
28.8K
$3.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
15+ 0.18% |
$1.77K - $1.89K
|
8.5K
$1.03M
|
|
|
Jan 26, 2026
Q4 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
14+ 18.42% |
$1.66K - $1.77K
|
90
$10.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
12+ 0.65% |
$1.42K - $1.52K
|
1.87K
$227K
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
12+ 0.06% |
$1.42K - $1.52K
|
20.4K
$2.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
10+ 0.21% |
$1.18K - $1.26K
|
4.84K
$585K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
10+ 0.32% |
$1.18K - $1.26K
|
3.14K
$380K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
8+ 0.11% |
$946 - $1.01K
|
7.07K
$856K
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
7+ 0.11% |
$828 - $884
|
6.31K
$764K
|
|
|
Jan 23, 2026
Q4 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
6+ 0.09% |
$710 - $758
|
6.76K
$818K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5+ 3.85% |
$591 - $631
|
135
$16.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$591 - $631
|
5.64K
$683K
|
|
|
Jan 20, 2026
Q4 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4+ 0.01% |
$473 - $505
|
50.1K
$6.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
4+ 0.03% |
$473 - $505
|
14.7K
$1.78M
|
|
|
Jan 12, 2026
Q4 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4+ 0.08% |
$473 - $505
|
4.73K
$573K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
4+ 0.1% |
$473 - $505
|
4.09K
$495K
|
|
|
Jan 26, 2026
Q4 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
3+ 0.06% |
$355 - $379
|
5.39K
$652K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3+ 0.02% |
$355 - $379
|
19.6K
$2.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.02% |
$355 - $379
|
18.5K
$2.24M
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.13% |
$355 - $379
|
2.33K
$282K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$355 - $379
|
2.65K
$320K
|
|
|
Jan 15, 2026
Q4 2025
|
Founders Capital Management
|
BUY
|
- |
3+ 1.2% |
$355 - $379
|
253
$30.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3+ 0.02% |
$355 - $379
|
15.9K
$1.92M
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$355 - $379
|
2.43K
$294K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.15% |
$237 - $253
|
1.35K
$163K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
2+ 0.12% |
$237 - $253
|
1.67K
$202K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.07% |
$237 - $253
|
2.75K
$333K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.1% |
$237 - $253
|
1.98K
$239K
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
2+ 0.1% |
$237 - $253
|
2.05K
$248K
|
|
|
Jan 26, 2026
Q4 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.03% |
$118 - $126
|
3.87K
$468K
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1+ 0.05% |
$118 - $126
|
2.08K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$118 - $126
|
2.5K
$302K
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1+ 0.03% |
$118 - $126
|
3.38K
$409K
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $126
|
3.61K
$436K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.09% |
$118 - $126
|
1.09K
$131K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1+ 0.04% |
$118 - $126
|
2.78K
$336K
|
|
|
Jan 15, 2026
Q4 2025
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.34% |
$118 - $126
|
298
$36.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1+ 0.01% |
$118 - $126
|
7.52K
$910K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1+ 0.04% |
$118 - $126
|
2.42K
$293K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.2% |
$118 - $126
|
507
$61.4K
|
|
|
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
|
|