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 28, 2026
Q4 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
148+ 0.45% |
$17.5K - $18.7K
|
33.3K
$4.03M
|
|
|
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
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
139+ 0.39% |
$16.4K - $17.6K
|
36.2K
$4.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
134+ 3.4% |
$15.9K - $16.9K
|
4.08K
$494K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
132+ 2.21% |
$15.6K - $16.7K
|
6.11K
$740K
|
|
|
Jan 27, 2026
Q4 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
124+ 0.4% |
$14.7K - $15.7K
|
31.3K
$3.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
113+ 0.1% |
$13.4K - $14.3K
|
108K
$13.1M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
111+ 0.15% |
$13.1K - $14K
|
74.9K
$9.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
103+ 2.22% |
$12.2K - $13K
|
4.75K
$575K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
78+ 195.0% |
$9.23K - $9.85K
|
118
$14.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 14.18% |
$9.23K - $9.85K
|
628
$76K
|
|
|
Jan 16, 2026
Q4 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
77+ 1.4% |
$9.11K - $9.72K
|
5.59K
$677K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
72+ 0.34% |
$8.52K - $9.09K
|
21.4K
$2.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
70+ 0.68% |
$8.28K - $8.84K
|
10.3K
$1.25M
|
|
|
Jan 22, 2026
Q4 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
65+ 0.25% |
$7.69K - $8.21K
|
26.1K
$3.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
64+ 0.48% |
$7.57K - $8.08K
|
13.5K
$1.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
60+ 4.77% |
$7.1K - $7.58K
|
1.32K
$159K
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
58+ 0.42% |
$6.86K - $7.32K
|
13.8K
$1.68M
|
|
|
Jan 06, 2026
Q4 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
54+ 2.22% |
$6.39K - $6.82K
|
2.48K
$300K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
49+ 0.89% |
$5.8K - $6.19K
|
5.52K
$669K
|
|
|
Jan 27, 2026
Q4 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
46+ 0.77% |
$5.44K - $5.81K
|
6K
$726K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
40+ 0.82% |
$4.73K - $5.05K
|
4.91K
$594K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33New |
$3.9K - $4.17K
|
33
$3.99K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
31+ 0.52% |
$3.67K - $3.91K
|
5.99K
$725K
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
29New |
$3.43K - $3.66K
|
29
$3.51K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
28+ 1.28% |
$3.31K - $3.54K
|
2.22K
$268K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
28+ 0.21% |
$3.31K - $3.54K
|
13.7K
$1.66M
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
27+ 0.08% |
$3.19K - $3.41K
|
35.1K
$4.25M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
17+ 0.37% |
$2.01K - $2.15K
|
4.6K
$557K
|
|
|
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 27, 2026
Q4 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
12+ 0.09% |
$1.42K - $1.52K
|
13K
$1.58M
|
|
|
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 27, 2026
Q4 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4+ 0.12% |
$473 - $505
|
3.22K
$389K
|
|
|
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 26, 2026
Q4 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
3+ 0.06% |
$355 - $379
|
5.28K
$639K
|
|